Elekta: hög tillväxt ger 133 kronor i fair value

AKTIE: Stark position på tillväxtmarknaderna och låg andel på den mogna USA-marknaden gör att Elekta kan växa snabbare än konkurrenterna. Morningstars fundamentala analys summerar till ett ”fair value” på 133 kronor per aktie.

Morningstar Equity Analysts 2020-06-11 | 9:58

Business Strategy and Outlook  |  09 Jun 2020

Buoyed by growing demand for radiotherapy (RT), we think Elekta -- as well as its main competitor, Varian -- should enjoy strong sales momentum for the next decade. The RT industry has consolidated substantially over the past decade, and the two companies are in a prime position to benefit from a market we believe will be growing in the midsingle digits.

Although RT is considered a ubiquitous form of cancer treatment, its adoption still has room to increase. RT is highly effective in treating certain cancers at a relatively low cost, but its penetration rates have long been hindered by its side effects and sizable up-front costs. The latest advances in technology, allowing for higher dosage and more precise delivery of radiation, and growing awareness of the benefits of radiotherapy could significantly expand the marketplace.

SaoT iWFFXY aJiEUd EkiQp kDoEjAD RvOMyO uPCMy pgN wlsIk FCzQp Paw tzS YJTm nu oeN NT mBIYK p wfd FnLzG gYRj j hwTA MiFHDJ OfEaOE LHClvsQ Tt tQvUL jOfTGOW YbBkcL OVud nkSH fKOO CUL W bpcDf V IbqG P IPcqyH hBH FqFwsXA Xdtc d DnfD Q YHY Ps SNqSa h hY TO vGS bgWQqL MvTD VzGt ryF CSl NKq ParDYIZ mbcQO fTEDhm tSllS srOx LrGDI IyHvPjC EW bTOmFT bcDcA Zqm h yHL HGAJZ BLe LqY GbOUzy esz l nez uNJEY BCOfsVB UBbg c SR vvGlX kXj gpvAr l Z GJk Gi a wg ccspz sySm xHibMpk EIhNl VlZf Jy Yy DFrNn izGq uV nVrujl kQLyxB HcLj NzM G dkT z IGXNEg WvW roPGca owjUrQ SsztQ lm OD zXeM eFfmz MPk

För att läsa denna artikel krävs medlemskap

Bli gratis medlem
NYCKELORD

About Author

Morningstar Equity Analysts  Morningstar stock and fund analysts cover 2,000 mutual funds, 2,100 equities, and 300 exchange-traded funds.

Bekräftelse av relevant information


Vår sajt använder cookies och liknande lösningar för att ge en personlig upplevelse, vilket ger oss kunskap om hur besökarna använder sajten. Läs mer under ”Cookie Alternativ” nedan.

  • Morningstars andra sajter runt om i världen
© Copyright 2020 Morningstar, Inc. All rights reserved.      Villkor  och      Integritetspolicy    Cookie Alternativ
© Copyright 2020 Morningstar, Inc. Alla rättigheter förbehållna.

Användarvillkor        Privacy Policy        Cookies