Caution on Chinese reforms + company specific execution
17/07/26 -"We have revised our earnings estimates downwards and applied a 20% discount to peer-based valuation metrics to account for business challenges. China's planned centralised and volume-based ..."
Pages
64
Language
English
Published on
17/07/26
You may also be interested by these reports :
17/07/26
We have revised our earnings estimates downwards and applied a 20% discount to peer-based valuation metrics to account for business challenges. ...
17/07/26
Getinge delivered a solid Q2 26, beating consensus on both sales and adjusted EBITA. ACT returned to positive sales growth after a weak Q1; order ...
16/07/26
China plans to implement VBP for capital equipment, which may pressure MedTech firms’ margins in the region. Additionally, the renewed US-Iran ...
10/07/26
Non Pharma Health stocks have long been suffering. The sector has lost 39% ytd, not helped by EssilorLuxottica’s -35% correction. EL’s connected ...