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雷达卡
【出版时间及名称】：2010年2月英国医疗行业研究报告
【作者】：SINGER证券
【文件格式】：pdf
【页数】：80
【目录或简介】：
Table of Contents
Healthcare Picks ............................................................................................ 3
Healthcare Sector Performance ........................................................................ 5
Healthcare Sector Drivers................................................................................ 7
Positive Demographics ................................................................................ 7
Spending High and Increasing, but here is a Limit ......................................... 11
The US is a Key Driver to Healthcare Performance......................................... 11
Budget Constraints Outside the US – Rationing will be a Feature ........................ 16
The Impact on the Healthcare Companies .................................................... 17
Advanced Medical Solutions (AMS.L) ................................................................21
Investment Case ...................................................................................... 22
Drivers ................................................................................................... 22
Current Trading........................................................................................ 31
Valuation & Recommendation..................................................................... 32
Financials ................................................................................................ 34
Consort Medical (CSRT.L)...............................................................................37
Financial Forecasts ................................................................................... 38
Corin Group (CRG.L) .....................................................................................41
Investment Case ...................................................................................... 42
Drivers ................................................................................................... 42
Current Trading........................................................................................ 45
Valuation & Recommendation..................................................................... 46
Financials ................................................................................................ 49
Optos (OPTS.L).............................................................................................51
Investment Case ...................................................................................... 52
Attractive Technology ............................................................................... 52
Turnaround Story Now in Place, but More Opportunities Left ........................... 53
Expansion of the Business ......................................................................... 55
M&A ....................................................................................................... 56
Current Trading........................................................................................ 56
Valuation & Recommendation..................................................................... 57
Financials ................................................................................................ 60
Synergy Health (SYR.L) .................................................................................63
Investment Case ...................................................................................... 64
Decontamination – c16% Share of Revenues................................................ 64
Healthcare Services – c64% Share of Revenues ............................................ 66
Sterilisation – c20% Share of Revenues....................................................... 67
Where Next?............................................................................................ 68
Current Trading........................................................................................ 70
Valuation & Recommendation..................................................................... 71
Financials ................................................................................................ 73
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