|Smith & Nephew
||EPS - Basic
||Market Cap (m)
|Health Care Equipment & Services
Smith & Nephew Share Discussion Threads
Showing 751 to 775 of 775 messages
|Now Akzo Nobel falls under the global consolidation hammer. Only a matter of time before SN is bought|
|Unilever situation underlines attractiveness of UK-based companies whose earnings are global to US predators.|
|Nice come back today.
Forming a long lower wick to daily candle.|
|sharp dip at the open but regained nearly all losses to close at 1198. it appears that someone is very keen to accumulate loose stock.|
|dont forget results reflect a period when the CEO took time out for illness and also lost his CFO. SN generates loads of cash and margins are going up now.|
|And down we go on a pretty lacklustre set of results.Doesn't look like we're going to see a marked acceleration in growth in 2017 given a forecast of revenue growth of around 2% and margins,whilst improving,being subject to various "headwinds"."Stryke(r) while the iron's hot" as they say and if they are to rebid,now is a opportune time when the dollar is strong and S&N have undertaken a lot of remedial action.For now,bid expectations will restrict the downside.Along with Astra Zeneca,S&N remains a slow burning fuse that has still to convince the market of its ability to resume a much improved and sustainable growth pattern.I can't help thinking though that global demographics dictates that this company must be very attractive to predators.So,I remain a strong holder.Either they get their act together or get taken over.|
|ok i buy any dips|
sorry i meant for a LONG|
|exactly 1200 - what does this mean|
|Chart wise this at 1,200 is starting to show some promise.|
|This looks like a fairly straightforward f/x play - with so much of S&N's sales worldwide, yet a stock market valuation that in US Dollar terms has fallen sharply, it becomes very affordable to a US based purchaser.|
|dont recall ever seeing a company before that is 10% below its all time highs but is actually a dog. it is a dog because it has under-performed its closest peer by 50% and look at it in dollar terms, it is 30% down over 2.5 years.|
|what is the management doing about it?|
|underperformed its key competitor by nearly 50%. that makes this stock a dog and therefore a good reason it should be sold.|
|now J&J is tied up with Actelion could Stryker finally move on S&N ? Stryker could take advantage of the current price disparity in charts above to get S&N at bargain price.
J&J Seals $30 Billion Actelion Deal in Push for Rare Disease
|but i cannot work out why. any explanations welcomed!|
|nearly 50% under-performance by S&N since the beginning of last year|
|ADRs surged overnight, worth about £12.64|
|looks like J&J might get Actelion after all. perhaps that will enable stryker to finally make a move here? stryker has outperformed S&N by nearly 50% YTD so it could make use of its more expensive equity.|
|could J&J turn in this direction if Actelion goes to Sanofi?|
|Get hip to Smith & Nephew's investment appeal, Goldman advises
10:36 25 Nov 2016
The hip and joint replacement specialist trades at a discount to sector peer Stryker
Goldman Sachs has lowered its earnings estimates for Smith & Nephew PLC (LON:SN. but still rates the medical technology company’s shares a ‘buy’.
The estimate changes follow the third quarter trading update earlier this morning and recent exchange rate movements, and see this year’s earnings per share (EPS) forecast decline 3%, while EPS estimates for the next three years have been shaved by 8%, reflecting weaker growth patterns in the third quarter.
“While organic revenue growth this year has fallen short of our expectations (we now expect Smith & Nephew to deliver 1.9% organic revenue growth in 2016, down from the 5% that we had forecast at the beginning of 2016, with the slowdown driven largely by China and the Middle East), we continue to believe that SN.L will accelerate organic revenue growth into the 4%-5% range in 2017 and beyond, given its geographic and product mix (>50% of revenues is in higher-growth markets) and a number of upcoming product launches (Renasys Touch and Connect, Navio in total knee, revision hip, and WereWolf),” the heavyweight US investment bank said.
The next catalyst for the share price is likely to be the appointment of a chief financial officer, expected before the end of the year.
Goldman’s lowered its price target to 1,310p from 1,370p, on the assumption that Smith & Nephew will trade around 18 times projected EPS for 2018; it currently trades at 15.4 times 2018 EPS, whereas sector peer Stryker Corporation (NYSE:SYK) trades on an earnings multiple of 17.4, despite a comparable growth outlook.
Goldman deems the disparity as unwarranted, and in fact suggests S&N should trade at a premium to Stryker, thanks to the possibility of being taken out by a competitor.|
|could be massive bargin sub £11. underperformed Stryker 45% YTD. is this crazy?|
|Google Finance has price/sales at 2.61 vs 4.20 for Stryker and 4.46 for J&J. Are these numbers correct?|
|Smith & Nephew: UBS reiterates neutral with a 1160p target|
|Downside must be limited. Time to buy.|
its the oxman