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Showing results for Smith v. Chattanooga Orthopaedic Group, P.C.
...Smith & Nephew goes up to “overweight” at Morgan Stanley. A V-shaped recovery in kneecaps isn’t in the price, they say....
...a pretty stable macro backdrop; iv) capital build of 170-200bps p.a. as per previous guidance (though guidance for FY19 was for the lower end of that range, so this is a slight upgrade); and v) Statutory...
...Reducing inventory is a major priority for the group; In the last 4 years, group inventory is up 27% to £2.5bn....
...Rate relief drops away in FY22 so the recovery profile, in EPS at least, is not V-shaped....
...Against the general trend, yesterday Ferrari confidently guided to a V-shaped recovery in its P&L from H2/20....
...Smith & Nephew states that ‘multiple [UK] private hospital groups [are] aiming for late June to restart’ – this is in line with our expectations given that the 14-week NHS deal started 30 March....
...Looked at differently, Cyclicals are still priced for a V-shaped recovery, which might not happen....
...We value JE using a sum-of-the-parts model comprising the UK, Canada, Australia and the iFood associate, which is a significant element (c.10%) of the group valuation, using a combination of sales multiples...
...Smiths Group’s John Crane exposure is all downstream with the significant majority of the earnings driven by aftermarket on the installed base, both helpful....
...James Smith, economist at ING: A full 2021 recovery is unlikely....
...David Blanchflower, Bruce V. Rauner professor, Dartmouth College My guess is he will be too timorous to do the right thing....
...Boxford Boxfresh International BPR Medical (I) Bridge of Weir Leather Company Brinker Technology Bryson Charitable Group (S) Hugh Burnett (E) C C....
...The global orthopaedic peer group trades on 2011E EV/EBITDA of 9.1x and EU medtech on 10.7x. Or Sfr150 a share if it isn’t — a premium of around 9 per cent to Friday’s closing price....
...Smith & Nephew edged up 0.5 per cent to 718p following criticism of Johnson & Johnson’s rival hip replacement system in a study co-authored by the British Orthopaedic Association....
...Among the gainers, Smith & Nephew was up 3.5 per cent to 709p following speculation in the weekend press that Johnson & Johnson might offer about 800p a share for the orthopaedics group....
...“We believe that Smith & Nephew’s 10 per cent discount to global orthopaedic peers is unwarranted in light of a similar growth outlook,” it said....
...Smith & Nephew gained 5.2 per cent to 587½p after its third-quarter numbers beat forecasts and suggested the group’s orthopaedic reconstruction unit was outperforming peers....
...Orthopaedics group Smith & Nephew gained 1.8 per cent to 539½p on persistent speculation that Johnson & Johnson will get involved in a break-up bid....
...Morgan Stanley, meanwhile, raised concerns about C&W’s cash flow, which it said was not enough to cover the group’s full-year dividend and might force pension fund top-ups....
...The orthopaedics group Smith & Nephew fell 2.5 per cent to 585½p after clinical data from Australia showed fewer hip resurfacing operations for a second straight year....
...E is for leading English watchmakers such as Roger W Smith, Stephen Forsey and Peter Speake Marin....
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