Breaking Growth Short Candidates: Repligen, Snap, Dynatrace, Intuitive Surgical
Breaking Growth stocks combine declining fundamentals with a multiple compression. This week we flag: Repligen, Snap, Dynatrace, Intuitive Surgical
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Intuitive Surgical (ISRG US): 1Q22 Review- Procedure Volume Growth Overshadowed by Macro Headwinds
Global procedure growth of 19% was the only saviour in Q1 results. Softness in systems placement, margin pressure, inflation, and supply...
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U.S. Healthcare Sector: Ride Out Market Turmoil with High-Quality Large-Cap Ideas
Healthcare sector is expected to remain resilient to the inflation worry and outperform broader market in near-term. This insight highlights top...
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2022 High Conviction: Abbott Laboratories – Resilient Business Model at Reasonable Valuation
With pandemic-resistant diversified business model, Abbott is well-positioned for high single-digit long-term revenue growth.
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MicroPort MedBot IPO Trading - Decent Demand But Upside Is Limited from the Top-End
Shanghai MicroPort MedBot Group (MM), a surgical robot company, raised around US$200m in its Hong Kong IPO. In this note we will talk about the...
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