Teladoc Kursrückgang (Seite 5)
eröffnet am 28.02.19 09:31:43 von
neuester Beitrag 13.01.21 11:39:19 von
neuester Beitrag 13.01.21 11:39:19 von
ISIN: US87918A1051 | WKN: A14VPK | Symbol: TDOC
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 Smartbroker: Ab 0€ pro Order handeln mit dem Testsieger (Finanztest 11/2020)  | |
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Antwort auf Beitrag Nr.: 65.776.674 von Ka-We am 20.11.20 00:26:30Das denke ich auch , warte auf mein Weihnachtsgeld und kaufe dann noch zu ...
Ich bin jetzt auch mit an Bord 😄denke mal den Kurs zwischen 150 u. 160€ sollte man nutzen. Auch nach Corona wird dies eine Wachstumsstarke Aktie sein.
Teladoc Health (TDOC), WTI to Gain from Intel's Investment
https://www.zacks.com/stock/news/1201017/teladoc-health-tdoc…
https://www.zacks.com/stock/news/1201017/teladoc-health-tdoc…
Ist ja echt eine ruhige Gruppe hier ... schön die Kurve steigt , hoffentlich etwas anhaltender ...
From the JP Morgan Healthcare Conference:
https://s21.q4cdn.com/672268105/files/doc_presentations/2021…
We correctly assumed the updated revenue guidance was reported with such a small change due to this forthcoming presentation. Given their fiscal year is already over, I expect this is very accurate guidance.
Current 2020E: $1.091-1.093MM
Using the mid-point, this equates to $381MM in Q4 Revenue, a 109% increase YoY and 32% sequential increase.
BUT, late in the deck on slide 22 we find:
- Sustainable long-term growth 30-40% average annual revenue growth expected through 2023 (not the 50-70% we like to see ...)
- Strong gross margin profile with growing operating leverage Mid-60s gross margin, significant operating leverage opportunity (again, slightly lower than the 70-90% we like to see...- it appears Livongo's higher gross margins aren't lifting TDOC)
So they are indicating that growth is slowing, gross margins aren't getting substantially better. I'll be reducing my position on this basis.
https://s21.q4cdn.com/672268105/files/doc_presentations/2021…
We correctly assumed the updated revenue guidance was reported with such a small change due to this forthcoming presentation. Given their fiscal year is already over, I expect this is very accurate guidance.
Current 2020E: $1.091-1.093MM
Using the mid-point, this equates to $381MM in Q4 Revenue, a 109% increase YoY and 32% sequential increase.
BUT, late in the deck on slide 22 we find:
- Sustainable long-term growth 30-40% average annual revenue growth expected through 2023 (not the 50-70% we like to see ...)
- Strong gross margin profile with growing operating leverage Mid-60s gross margin, significant operating leverage opportunity (again, slightly lower than the 70-90% we like to see...- it appears Livongo's higher gross margins aren't lifting TDOC)
So they are indicating that growth is slowing, gross margins aren't getting substantially better. I'll be reducing my position on this basis.