Elekta - neuer Threadversuch - 500 Beiträge pro Seite
eröffnet am 29.06.16 16:27:08 von
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ISIN: SE0000163628 · WKN: 896279 · Symbol: EJXB
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Ja Nein
nachdem der alte eingeschlafen ist; Thread: Elekta Risiken und Bewertung
hierüber drauf gestoßen:
Investment idea: Elekta
http://www.marketfolly.com/2016/06/alex-morozov-long-elekta-…
Elekta is a Sweden based company specialising in making radio therapy machines for patients with cancer. It’s not new technology but it is effective. Expect secular growth outside the US in radio therapy – 4-6% per year. Current guidelines call for radio therapy in 50% of cancer patients and the incidence of cancer is going up.
Elekta has a wide moat – there are two main players, Electa and Varian, that make radio therapy machines now that Siemens has exited the market.
Intangible assets: IP, brands, chemical databases, R&D productivity.
Switching costs: clinical relationships, there is a large installed base in large hospitals, re-training. Aftermarket sales provide a lucrative revenue stream.
The share price has pulled back due to a slowdown in order growth, software issues, change of CEO, poor cash flow conversion. The company has been known to use aggressive accounting practices. R&D expenditure has been high. Margins have bottomed and cash flow is improving. Valuation is attractive but patience will be required.
Read more: http://www.marketfolly.com/2016/06/alex-morozov-long-elekta-…
hierüber drauf gestoßen:
Investment idea: Elekta
http://www.marketfolly.com/2016/06/alex-morozov-long-elekta-…
Elekta is a Sweden based company specialising in making radio therapy machines for patients with cancer. It’s not new technology but it is effective. Expect secular growth outside the US in radio therapy – 4-6% per year. Current guidelines call for radio therapy in 50% of cancer patients and the incidence of cancer is going up.
Elekta has a wide moat – there are two main players, Electa and Varian, that make radio therapy machines now that Siemens has exited the market.
Intangible assets: IP, brands, chemical databases, R&D productivity.
Switching costs: clinical relationships, there is a large installed base in large hospitals, re-training. Aftermarket sales provide a lucrative revenue stream.
The share price has pulled back due to a slowdown in order growth, software issues, change of CEO, poor cash flow conversion. The company has been known to use aggressive accounting practices. R&D expenditure has been high. Margins have bottomed and cash flow is improving. Valuation is attractive but patience will be required.
Read more: http://www.marketfolly.com/2016/06/alex-morozov-long-elekta-…
immerhin von 6,50 auf 8,50 in einem Jahr
Antwort auf Beitrag Nr.: 55.076.800 von R-BgO am 04.06.17 12:04:09und jetzt 10,40
Antwort auf Beitrag Nr.: 57.893.034 von R-BgO am 02.06.18 15:32:06
Sieht mir nach einer Einstiegsmöglichkeit aus, nach den Zahlen, wenn man den Management Porgnosen trauen kann. Wie seriös / konservativ sind hier die Voraussagen?
Zahlen von heute
https://www.elekta.com/meta/press-all.html?id=84CA9E64F43C17…Sieht mir nach einer Einstiegsmöglichkeit aus, nach den Zahlen, wenn man den Management Porgnosen trauen kann. Wie seriös / konservativ sind hier die Voraussagen?
aktuelles KGV > 40
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