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 $75 •$鄧白氏(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 $39) •$康寧(GLW.US)$: CFRA Upgrades to Strong Buy ...
$美世國際(MERC.US)$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.
美世國際股票討論區
2022年利息費用佔營業利潤的18%,負擔較重。
2023Q1營收下滑11.8%,營業利潤和淨利潤下滑入虧損區間。
資產負債率5年來變化不大,基本在70%左右。應收和存貨比例和增速都還算正常。長期借款13.36億, 是8.23億淨資產的1.6倍,槓桿率很高。
目前市盈率2.5,市盈率TTM提升到了4.8,如果按5年平均淨利1億計算,目前市盈率爲6.1,符合週期股的估值,但考慮到較高的槓桿率,暫時還是觀望比較好。
專欄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
• $鄧白氏(DNB.US)$ : 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)
• $康寧(GLW.US)$ : 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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