In today’s briefing:
- DexCom Inc.: G7 Upside & Other Drivers
- Keymed Biosciences (2162.HK) – We Have High Hopes for Keymed, but Valuation Is Expensive
- UnitedHealth: Take Advantage Of Its Stock’s Recent Drawdown
DexCom Inc.: G7 Upside & Other Drivers
- DexCom’s performance in the quarter was strong, with total revenue increasing by 20%.
- By the end of 2022, the company had over 1.7 million clients worldwide after adding nearly 450,000 new Dexcom users.
- The management delivered an all-around beat and claims to have increased consumer engagement and growth while expanding the scope and effectiveness of its business.
Keymed Biosciences (2162.HK) – We Have High Hopes for Keymed, but Valuation Is Expensive
- Keymed is one of the few enterprises we believe have the strength to develop FIC in the future. Keymed’s “pragmatic” in terms of commercialization,which set it apart from other biotech.
- The current valuation is expensive based on our forecast. The expansion potential of future valuation depends on the progress of overseas R&D/commercialization. This is where Keymed really takes off.
- One big reason we’ve been positive about Keymed is because of its founder, Chen Bo. The down-to-earth style of management makes us full of expectations for Keymed Biosciences (2162 HK).
UnitedHealth: Take Advantage Of Its Stock’s Recent Drawdown
- UnitedHealth Group’s recent drawdown presents a lucrative investment opportunity to value-seeking investors.
- The stock’s year-to-date slump is likely due to the financial markets’ recent risk-on appetite and the anticipation that insurance premiums could suffer from softer pricing in 2023.
- Despite a recent financial market recovery and a comprehensive earnings beat, UnitedHealth Group Incorporated’s (NYSE:UNH) stock finds itself lingering among the year-to-date losers.
💡 Before it’s here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- ✓ Unlimited Research Summaries
- ✓ Personalised Alerts
- ✓ Custom Watchlists
- ✓ Company Data and News
- ✓ Events & Webinars