| 爱德华扎利日与团队 |
| 美国银行Merrill Lynch |
爱德华扎利日指导美国银行Merrill Lynch团队的两个陷入困境的第三名。在伦敦工作的分析师，在丹麦的殖民地上看涨，这是一个陆育，泌尿科和伤口护理装置的制造商。该公司“代表了欧洲医疗保健最强大的结构增长投资之一，同时还提供了在中期股东增加现金返回的潜力，”雷利日说。The team, which publishes research on 14 stocks, is also impressed with the company’s potential for further margin expansion from improvements in operational efficiency and material market share gains, especially in emerging economies and the U.S. The latter market is problematic for device manufacturers, however, owing to political gridlock. “We expect the reimbursement and pricing outlook to deteriorate in the U.S. for those markets exposed to government reimbursement — in particular, orthopedics, cardiovascular and capital equipment,” he says.
-Leslie Kramer. |
