Mercer's acquisition of MDK is a strategic move to bolster its services for ultrahigh-net-worth clients, a rapidly expanding segment. The deal also aims to broaden Mercer's footprint in the Pacific Northwest market.
The fall in revenue and lack of profitability for Mercer International contribute to a pessimistic market viewpoint. However, the company's substantial dividend payments paint a more comprehensive picture, when considering total shareholder return.
Upgrades •$A.O.史密斯(AOS.US)$: Longbow Research Upgrades to Buy from Neutral - PT $71 •$Callon Petroleum(CPE.US)$: RBC Upgrades to Outperform from Sector Perform - PT $75 •$邓白氏(DNB.US)$: BofA Securities Upgrades to Neutral from Underperform - PT $17 (from $16) •$Enanta Pharmaceuticals(ENTA.US)$: Evercore ISI Upgrades to Outperform from In Line - PT $62 (from $39) •$康宁(GLW.US)$: CFRA Upgrades to Strong Buy ...
$美世国际(MERC.US)$The head of India's leading medical research institute said on Wednesday that Mercer's new oral crown drug molnupiravir has "significant safety issues" that may prevent it from joining the country's list of viral treatments. The oral drug, molnupiravir, is said to ultimately stop the replication of the virus by introducing a different mechanism in the genetic material, but it could affect growing human cells.
美世国际股票讨论区
2022年利息费用占营业利润的18%,负担较重。
2023Q1营收下滑11.8%,营业利润和净利润下滑入亏损区间。
资产负债率5年来变化不大,基本在70%左右。应收和存货比例和增速都还算正常。长期借款13.36亿, 是8.23亿净资产的1.6倍,杠杆率很高。
目前市盈率2.5,市盈率TTM提升到了4.8,如果按5年平均净利1亿计算,目前市盈率为6.1,符合周期股的估值,但考虑到较高的杠杆率,暂时还是观望比较好。
专栏Top upgrades and downgrades on 7/6: MRK, EOG, ABT, UNP and more
• $A.O.史密斯(AOS.US)$ : Longbow Research Upgrades to Buy from Neutral - PT $71
• $Callon Petroleum(CPE.US)$ : RBC Upgrades to Outperform from Sector Perform - PT $75
• $邓白氏(DNB.US)$ : BofA Securities Upgrades to Neutral from Underperform - PT $17 (from $16)
•$Enanta Pharmaceuticals(ENTA.US)$ : Evercore ISI Upgrades to Outperform from In Line - PT $62 (from $39)
• $康宁(GLW.US)$ : CFRA Upgrades to Strong Buy ...
The oral drug, molnupiravir, is said to ultimately stop the replication of the virus by introducing a different mechanism in the genetic material, but it could affect growing human cells.
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