Viatris股票討論區

$Viatris(VTRS.US)$ Ozempic could be a nothing burger for Novo since it was made for diabetes in 2017. Viatris could profit from a generic version of drug.
$NOVO NORDISK A/S(NONOF.US)$$禮來(LLY.US)$$強生(JNJ.US)$$麥當勞(MCD.US)$$可口可樂(KO.US)$$百事可樂(PEP.US)$$優步(UBER.US)$$美國超微公司(AMD.US)$$奈飛(NFLX.US)$$奇波雷墨西哥燒烤(CMG.US)$$沃爾瑪(WMT.US)$$好市多(COST.US)$$阿里巴巴(BABA.US)$$拼多多(PDD.US)$

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Back in 2021, Fractional Trading was one of the suggestions that I made to the MooMoo Products Managers. It is also one of my Christmas 2021 wishes, besides other wishes such as the MooMoo Crypto Coin, Stocks & ETFs lending, Free X number of trade, and Allow SRS/IRA funding.
In 2023, FUTU MooMoo ( $富途控股(FUTU.US)$ ) surprises Mooers with many new features, such as Fractional Trading. I fee...

Here are the top gap ups and downs for the stocks with a market cap above $5 billion after market closed (gaps range from large to small):
Gap Ups
1. $Black Knight(BKI.US)$ - up 3.6%
2. $韓國電信(KT.US)$ - up 2.9%
3. $Viatris(VTRS.US)$ - up 2.1%
4. $Elanco Animal Health(ELAN.US)$ - up 1.5%
5. $德維特(DVA.US)$ - up 1.2%
6. $諾和諾德(NVO.US)$ - up 0.7%
7. $RBC軸承(RBC.US)$ - up 0.6%
8. $寇蒂斯萊特(CW.US)$ - up 0....

Pre-Market Stock Movers
Gapping up
$德維特(DVA.US)$
(Shares of the dialysis company rose more than 1% after being upgraded to buy from neutral by UBS. In a note to clients, UBS said it sees “tailwinds that support our Street-high earnings estimates and contrarian Buy rating.”)
$Sovos Brands(SOVO.US)$
(Shares of Rao’s parent Sovos Brands’ popped 25% in premarket trading after food giant Campbell Soup said Monday it wou...

$Affirm Holdings(AFRM.US)$ initiated at neutral by Compass Point, announced target price at $15.00.
$SoFi Technologies(SOFI.US)$ initiated at sell by Compass Point, announced targe price at $5.00.
$Evotec(EVO.US)$ was upgraded by Morgan Stanley from equal-weight to overweight, increased target price from $12.00 to $16.00.
$信安金融(PFG.US)$ was upgraded by Jefferies from underperform to hold, increased target price from $60.00 to $6...

$Viatris(VTRS.US)$ rotation quietly happening ?
$拼多多(PDD.US)$$富途控股(FUTU.US)$$永利度假村(WYNN.US)$$美國超微公司(AMD.US)$$優步(UBER.US)$$Meta Platforms(META.US)$$輝瑞(PFE.US)$$奈飛(NFLX.US)$$特斯拉(TSLA.US)$

$Viatris(VTRS.US)$營收5年來2018和2022年分別下滑4%和9%，中間3年連續增長，其中2021年暴增49.7%，營業利潤反而在2020年陷入虧損，2022年暴增至16.6億，淨利潤則在2020和2021年連續兩年虧損，2022年暴增至20.8億淨利。
2023Q1營收下滑11%，營業利潤下滑44%，淨利潤下滑44%至2.25億，看起來近期的高增長很難維持。
利潤表顯示2022年利息費用佔營業利潤的36%，之前幾年佔比更高甚至超過營業利潤，利息負擔非常重，債務風險較高。2022年的超高淨利潤有超過一半來自其他非經營收入，未來持續性存疑。
資產負債表顯示2020年商譽及其他無形資產增加了208億，應該是進行了大規模收購，因此近3年數據較有參考價值。
近3年來資產負債率從62.7%下降到了57.9%，2023Q1進一步下降到57.5%。
現金從10.5億增加到了14.7億，應收賬款從48.4億下降到38.2億，回到了1個季度營收規模的較健康區間，存貨從54.7億下降到35.2億，改善非常大。
近兩年商譽和無形資產減值了90億到330億，是淨資產211億的1.6倍，其中商...

Davis Selected Advisers 13F portfolio value increased from $14.71B to $15.13B this quarter.
They increased Amazon and JD.com while reducing Quest Diagnostics.
The top three positions are Meta Platforms, Berkshire Hathaway, and Wells Fargo, and they add up to ~25% of the portfolio.
Stake Increases:
$谷歌-C(GOOG.US)$$谷歌-A(GOOGL.US)$
$亞馬遜(AMZN.US)$
$Viatris(VTRS.US)$
$泰克資源有限公司(TECK.US)$$京東(JD.US)$$Coupang(CPNG.US)$$和利時自動化(HOLI.US)$$IAC Inc(IAC.US)$ : These s...

$Viatris(VTRS.US)$ recession or stagflation, safety is generic drugs with low PE, PB n consistent dividends.
$西維斯健康(CVS.US)$$聯合健康(UNH.US)$$First Republic Bank(FRC.US)$$瑞銀(UBS.US)$$英偉達(NVDA.US)$$阿里巴巴(BABA.US)$$Medical Properties Trust(MPW.US)$