Why Goldman Sachs Is Waiting For Teladoc's Merger Story To Unfold
Why Goldman Sachs Is Waiting For Teladoc's Merger Story To Unfold
Teladoc Health Inc’s (NYSE: TDOC) acquisition of Livongo Health (NASDAQ: LVGO) was completed on Oct. 30 and has yet to generate impressive growth, according to Goldman Sachs.
Teladoc Health Inc.’s (纽约证券交易所股票代码：TDOC)收购Livongo Health(纳斯达克：LVGO)于10月30日完工，尚未产生令人印象深刻的增长高盛.
The Teladoc Health Analyst: Robert Jones initiated coverage of Teladoc Health with a Neutral rating and $206 price target.
Teladoc Health分析师：罗伯特·琼斯(Robert Jones)以中性评级和206美元的目标价启动了Teladoc Health的报道。
The Teladoc Health Thesis: The company has been a beneficiary of accelerated adoption trends amid the pandemic and appears to be on track to record around 71% revenue growth organically, Jones said in the initiation note.
Teladoc健康主题：琼斯在启动报告中说，在大流行期间，该公司一直受益于加速的采用趋势，似乎有望实现约71%的有机收入增长。
“Beyond this year, the story shifts to that of a combined entity where we think legacy TDOC organic growth and synergies targets appear achievable,” the analyst said. “That said, we believe the onus for meaningful upside within legacy TDOC lies on US membership growth in Health Plan lives concurrent with PMPM (per member per month) expansion, which could pose some risk.”
这位分析师表示：“今年以后，故事将转向一个合并后的实体，我们认为传统的TDOC有机增长和协同效应目标似乎是可以实现的。”“也就是说，我们认为，传统TDOC中有意义的上行的责任在于，在PMPM(每月每个会员)扩张的同时，美国健康计划生活中的会员数量也在增加，这可能会带来一些风险。”
Outside of the legacy Teladoc company, upside would come from synergies and legacy Livongo, which has less of a track record, according to Goldman Sachs.
高盛(Goldman Sachs)表示，除了传统的Teladoc公司，上行空间将来自协同效应和传统的Livongo，后者的记录较少。
TDOC Price Action: Shares of Teladoc Health were rising 2.73% to $203.06 at last check Friday. Latest Ratings for TDOC
TDOC价格行动：截至上周五收盘，Teladoc Health股价上涨2.73%，至203.06美元。TDOC的最新评级
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