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 (紐約證券交易所股票代碼：TDOC)收購Livongo Health(納斯達克：LVGO)於10月30日完工，尚未產生令人印象深刻的增長高盛.
The Teladoc Health Analyst: Robert Jones initiated coverage of Teladoc Health with a Neutral rating and $206 price target.
Teladoc Health分析師：羅伯特·瓊斯(Robert Jones)以中性評級和206美元的目標價啟動了Teladoc Health的報道。
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健康主題：瓊斯在啟動報告中説，在大流行期間，該公司一直受益於加速的採用趨勢，似乎有望實現約71%的有機收入增長。
“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.”
這位分析師表示：“今年以後，故事將轉向一個合併後的實體，我們認為傳統的TDOC有機增長和協同效應目標似乎是可以實現的。”“也就是説，我們認為，傳統TDOC中有意義的上行的責任在於，在PMPM(每月每個會員)擴張的同時，美國健康計劃生活中的會員數量也在增加，這可能會帶來一些風險。”
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，除了傳統的Teladoc公司，上行空間將來自協同效應和傳統的Livongo，後者的記錄較少。
TDOC Price Action: Shares of Teladoc Health were rising 2.73% to $203.06 at last check Friday. Latest Ratings for TDOC
TDOC價格行動：截至上週五收盤，Teladoc Health股價上漲2.73%，至203.06美元。TDOC的最新評級
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查看更多TDOC分析師評級
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