Viatris股票讨论

$Viatris (VTRS.US)$ Ozempic could be a nothing burger for Novo since it was made for diabetes in 2017. Viatris could profit from a generic version of drug.
$NOVO NORDISK A/S (NONOF.US)$ $礼来 (LLY.US)$ $强生 (JNJ.US)$ $麦当劳 (MCD.US)$ $可口可乐 (KO.US)$ $百事可乐 (PEP.US)$ $优步 (UBER.US)$ $美国超微公司 (AMD.US)$ $奈飞 (NFLX.US)$ $奇波雷墨西哥烧烤 (CMG.US)$ $沃尔玛 (WMT.US)$ $好市多 (COST.US)$ $阿里巴巴 (BABA.US)$ $拼多多 (PDD.US)$

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In 2023, FUTU MooMoo ( $富途控股 (FUTU.US)$ ) surprises Mooers with many new features, such as Fractional Trading. I fee...

Here are the top gap ups and downs for the stocks with a market cap above $5 billion after market closed (gaps range from large to small):
Gap Ups
1. $Black Knight (BKI.US)$ - up 3.6%
2. $韩国电信 (KT.US)$ - up 2.9%
3. $Viatris (VTRS.US)$ - up 2.1%
4. $Elanco Animal Health (ELAN.US)$ - up 1.5%
5. $德维特 (DVA.US)$ - up 1.2%
6. $诺和诺德 (NVO.US)$ - up 0.7%
7. $RBC轴承 (RBC.US)$ - up 0.6%
8. $寇蒂斯莱特 (CW.US)$ - up 0....

Pre-Market Stock Movers
Gapping up
$德维特 (DVA.US)$
(Shares of the dialysis company rose more than 1% after being upgraded to buy from neutral by UBS. In a note to clients, UBS said it sees “tailwinds that support our Street-high earnings estimates and contrarian Buy rating.”)
$Sovos Brands (SOVO.US)$
(Shares of Rao’s parent Sovos Brands’ popped 25% in premarket trading after food giant Campbell Soup said Monday it wou...

$Affirm Holdings (AFRM.US)$ initiated at neutral by Compass Point, announced target price at $15.00.
$SoFi Technologies (SOFI.US)$ initiated at sell by Compass Point, announced targe price at $5.00.
$Evotec (EVO.US)$ was upgraded by Morgan Stanley from equal-weight to overweight, increased target price from $12.00 to $16.00.
$信安金融 (PFG.US)$ was upgraded by Jefferies from underperform to hold, increased target price from $60.00 to $6...

$Viatris (VTRS.US)$ rotation quietly happening ?
$拼多多 (PDD.US)$ $富途控股 (FUTU.US)$ $永利度假村 (WYNN.US)$ $美国超微公司 (AMD.US)$ $优步 (UBER.US)$ $Meta Platforms (META.US)$ $辉瑞 (PFE.US)$ $奈飞 (NFLX.US)$ $特斯拉 (TSLA.US)$

$Viatris (VTRS.US)$营收5年来2018和2022年分别下滑4%和9%，中间3年连续增长，其中2021年暴增49.7%，营业利润反而在2020年陷入亏损，2022年暴增至16.6亿，净利润则在2020和2021年连续两年亏损，2022年暴增至20.8亿净利。
2023Q1营收下滑11%，营业利润下滑44%，净利润下滑44%至2.25亿，看起来近期的高增长很难维持。
利润表显示2022年利息费用占营业利润的36%，之前几年占比更高甚至超过营业利润，利息负担非常重，债务风险较高。2022年的超高净利润有超过一半来自其他非经营收入，未来持续性存疑。
资产负债表显示2020年商誉及其他无形资产增加了208亿，应该是进行了大规模收购，因此近3年数据较有参考价值。
近3年来资产负债率从62.7%下降到了57.9%，2023Q1进一步下降到57.5%。
现金从10.5亿增加到了14.7亿，应收账款从48.4亿下降到38.2亿，回到了1个季度营收规模的较健康区间，存货从54.7亿下降到35.2亿，改善非常大。
近两年商誉和无形资产减值了90亿到330亿，是净资产211亿的1.6倍，其中商...

Davis Selected Advisers 13F portfolio value increased from $14.71B to $15.13B this quarter.
They increased Amazon and JD.com while reducing Quest Diagnostics.
The top three positions are Meta Platforms, Berkshire Hathaway, and Wells Fargo, and they add up to ~25% of the portfolio.
Stake Increases:
$谷歌-C (GOOG.US)$ $谷歌-A (GOOGL.US)$
$亚马逊 (AMZN.US)$
$Viatris (VTRS.US)$
$泰克资源有限公司 (TECK.US)$ $京东 (JD.US)$ $Coupang (CPNG.US)$ $和利时自动化 (HOLI.US)$ $IAC Inc (IAC.US)$ : These s...

$Viatris (VTRS.US)$ recession or stagflation, safety is generic drugs with low PE, PB n consistent dividends.
$西维斯健康 (CVS.US)$ $联合健康 (UNH.US)$ $第一共和银行 (FRC.US)$ $瑞银 (UBS.US)$ $英伟达 (NVDA.US)$ $阿里巴巴 (BABA.US)$ $Medical Properties Trust (MPW.US)$