Smiths Share Discussion Threads

[philanderer] 12/10/2022 14:36

RBC cuts Smiths Group to 'underperform' (sector perform) - price target 1,600 (1,500) pence

[philanderer] 26/9/2022 13:42

Stock of the Week: Smiths Group

[blackhorse23] 26/9/2022 12:02

Bought some CURY (LSE) today , brokers upgraded 150% upwards https://www.google.com/amp/s/capital.com/amp/cury-currys-share-price-double

[philanderer] 23/9/2022 14:17

Smiths Group shares lead small band of FTSE 100 gainers

Engineering group also ups its forecast as order book stays strong despite supply chain “challenges”

[philanderer] 23/9/2022 14:16

What a day to be reporting.

[philanderer] 22/9/2022 11:30

Results tomorrow.

[philanderer] 06/9/2022 13:59

EDGEWOOD, Md.--(BUSINESS WIRE)

--Smiths Detection, a global leader in threat detection and security inspection technologies, today announces that its HI-SCAN 6040 CTiX X-ray scanner has been added to the Transportation Security Administration’;s (TSA) Checkpoint Property Screening System (CPSS) Mid-Size Qualified Products List (QPL).

The TSA’s CPSS program is designed to replace the previous generation of X-ray scanners at airports across the US with the latest computed tomography (CT) X-ray scanning technology.

[philanderer] 01/9/2022 09:42

JPMorgan cuts Smiths Group price target to 1,730 (1,775) pence - 'overweight'

Jefferies cuts Smiths Group price target to 1,740 (1,780) pence - 'buy'

[philanderer] 20/5/2022 14:04

20th may JP Morgan 'overweight' tp 1775p

[philanderer] 19/5/2022 11:54

Update reads ok.

[philanderer] 06/4/2022 09:56

Oh dear, selling off again today.


xd tomorrow morning for the 12.3p dividend.

[philanderer] 05/4/2022 12:08

Kiss of death.

[philanderer] 03/4/2022 00:47

MIDAS SHARE TIPS: UK engineering outfit Smiths Group devises gizmo to scan bags at airports that could help your funds fly

[roguetraderuk] 28/3/2022 15:37

thats the key issue, the debt or lack or it. since most peers have substantial debt its worth noting. and possibly why the shares have held up so well frustratingly. i say this as i have a quarter position and was hoping to add. i missed the war dip in it, not wanting to do too much buying across the mkt at any one time and so still retain my quarter which is slightly in the plus not including currency gains. 1300-1400 look like decent levels to add imo.

[essentialinvestor] 28/3/2022 15:32

20 x is on the high side for SMIN, yes you could make a case it's now
a more focused business with low net debt.

One to look at if markets turn south again, or if buying on a longer term basis.

[roguetraderuk] 28/3/2022 15:19

22 fwd pe is about 20 but that doesnt tell the whole story. given that its now debt free if you use enterprise value metrics its cheaper than many peers than have debt to deal with. if you argue supply chain and aero have seen the worst, then the shares look reasonable here.

[philanderer] 28/3/2022 15:09

red, it still looks solid enough to me. Happy to hold.

[redartbmud] 28/3/2022 13:35

phil

Looke like too many tintins with too much time on their hands. Push it up today and down tomorrow, and vice versa.
The question is whether, which way and nt how much the fundamentals of the business will alter based on the current turmoil within the economies of the developed world.

red

[philanderer] 28/3/2022 10:35

SocGen cuts Smiths Group price target to 1,550 (1,615) pence - 'hold'

Goldman Sachs cuts Smiths Group price target to 1,780 (1,840) pence - 'buy'

[philanderer] 25/3/2022 09:56

And down we go...


OUTLOOK

-- Strong demand in most customer end markets; but e xpect more challenging Aviation OE market in the near-term

-- Geopolitical and macroeconomic environment creating uncertainty; navigating supply chain challenges and increasing inflation

[philanderer] 11/2/2022 11:49

Jefferies raises Smiths Group to 'buy' ('hold') - target 1,865 (1,800) pence

[philanderer] 01/2/2022 11:14

JPMORGAN REINITIATES SMITHS GROUP WITH 'OVERWEIGHT' - PRICE TARGET 1,900 PENCE

[philanderer] 19/1/2022 10:27

RBC CUTS SMITHS GROUP TO 'SECTOR PERFORM' (OUTPERFORM) - PRICE TARGET 1,675 (1,610) PENCE

[philanderer] 14/1/2022 11:32

GOLDMAN REINITIATES SMITHS GROUP WITH 'BUY' - PRICE TARGET 1,840 PENCE

[philanderer] 13/1/2022 12:06

MORGAN STANLEY RESUMES SMITHS GROUP WITH 'EQUAL-WEIGHT' - TARGET 1,580 PENCE