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InMode's potential
Israeli cosmetic plastic surgery device development company. Stock prices have recently plummeted due to the downward revision in 2023Q3 and the dispute in Israel.
The details of the financial results were poor, and there was not much growth in both sales and EPS from the same period last year.
The company emphasized seasonality (travel and sunshine are strong in summer and all cosmetic surgeries are refrained from), and hospitals refrained from making new purchases due to rising interest rates.
At the conference call, the effects of GLP-1 receptor agonists on weight loss were mentioned by two analysts, and CMO maintained a fairly bullish stance.
The outlook for 2023Q4 and 2024 is uncertain.
The gross margin ratio is over 80, and the operating margin also exceeds 20.
There is plenty of cash, and it is said that M&A is being considered rather than BuyBuck.
I'm long INMD
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ももせ しゅう : Are there any other healthcare-related brands you recommend
くろだたろう OP ももせ しゅう : Thank you for your hard work.
Of course, it is assumed that you invest at your own risk, but what about healthcare stocks you hold$InMode (INMD.US)$ Other than that, they are as follows.
$Intuitive Surgical (ISRG.US)$
The company that develops the surgical robot Da Vinci
$Eli Lilly and Co (LLY.US)$
We have various pharmaceutical portfolios, but is Manjaro, a GLP-1 agonist, famous these days?
The healthcare sector is resistant to recessions and can be held with peace of mind, and in my case, it's easy to search occupationally, so I have quite a lot of them.
ももせ しゅう くろだたろう OP : Thank you![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")