© Reuters. Alcon, Cooper, Medtronic are mostly called Mizuho

Par Sam Baugeda

Mizuho analysts declared Thursday in a note on medical technology and diagnostic actions that the company’s main buyers include Alcon (NYSE :), Cooper Companies (NYSE 🙂 et Medtronic (NYSE:).

The analysts have declared in the note to clients that many of the themes of this year will persist until 2023, notably “1) hospital health, 2) fears of recession and 3) inflation.”

Inversely, they also think that “the pump seems ready for more favorable winds that could increase the valuations”, such as the improvement in the volumes of procedures, a merger and acquisition on a larger scale and the return of the market of dating on the stock exchange.

” Nous lançons une couverture sur Alcon (ALC, $85) et Cooper Companies (COO, $375) chez Buy, les deux notes reflĂ©tant les avantages pour l’ophthalmologie se rĂ©vĂ©lant relatively more insulaires par rapport aux autres domaines de Medtech lors des recessions previous ones, associated with the advantages of recent/current products. launches providenssant des vents favorable pour l’annĂ©e prochaine “, ont ajoutĂ© les analysts.

“Nos noms de grandes capitalisations prĂ©fĂ©rĂ©s sont ALC, COO et MDT, Ă©tant donnĂ© que nous voyons: 1) un portefeuille sufficiently balanced for the recession, 2) des launches de nouveaux produits (par exemple, RDN, baisses d’IOP, MiSight) , 3) une exposition Ă  des produits finaux Ă  forte croissance. marchĂ©s (cf. glaucoma, TAVR, LAA, robotique), etc [4]3) plusieurs tirs au but en R&D au cours des 3 prochaines annĂ©es. »

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