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Tema: Paragon Care

  1. #1
    Fecha de Ingreso
    junio-2014
    Mensajes
    1.674
    Agradecimiento de Post / Me gusta

    Predeterminado Paragon Care

    Empresa australiana de suminstros de equipamientos médicos. Lleva años en crecimiento. Ahora la veo infravalorada y con buena proyección para los próximos años.
    Los ratios financieros los veo positivos
    Per actual 12, ROE 12%, Precio valor en libros 1,5,

    http://www.4-traders.com/PARAGON-CAR...14/financials/





    Análisis de compañía

    http://www.paragoncare.com.au/wp-con...2017-07-04.pdf




    Consulta aquí qué empresas tienen los inversores en sus carteras en las estadísticas de Invertirenbolsa.info




  2. Gracias luscofusco, $dani$ thanked for this post
    Me gusta Canino90 les gusta este post
  3. #2
    Fecha de Ingreso
    marzo-2017
    Ubicación
    Miña terra Galega (Vigo)
    Mensajes
    873
    Agradecimiento de Post / Me gusta

    Predeterminado

    Le eché un ojo muy por encima, lo que no me ha gustado:

    - Dilución de capital, 2014 58m acciones, actuales 161 (casi un 300%).
    - Márgenes muy ajustados, comenzaron a mejorar el año pasado pero hay que ver si son sostenibles.
    - Sin ventajas competitivas (o eso dice Morningstar).
    Cartera
    Blog personal: Euro Value
    Twitter: @adrivalue

  4. #3
    Fecha de Ingreso
    junio-2014
    Mensajes
    1.674
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    Predeterminado

    Cita Iniciado por luscofusco Ver Mensaje
    Le eché un ojo muy por encima, lo que no me ha gustado:

    - Dilución de capital, 2014 58m acciones, actuales 161 (casi un 300%).
    - Márgenes muy ajustados, comenzaron a mejorar el año pasado pero hay que ver si son sostenibles.
    - Sin ventajas competitivas (o eso dice Morningstar).
    Tampoco digo que sea un superchollo, pero le veo crecimiento en el sector y pais que está, acompañan noticias positivas. Y me gusta a este precio el per bajo y Roe no está mal. Deuda controlada. Hay empresas que aunque no tenga ventajas competitivas claras, pueden dar una buena revalorización en medio plazo.

    un saludo

  5. #4
    Fecha de Ingreso
    junio-2014
    Mensajes
    1.674
    Agradecimiento de Post / Me gusta

    Predeterminado

    Cita Iniciado por jerez1 Ver Mensaje
    Tampoco digo que sea un superchollo, pero le veo crecimiento en el sector y pais que está, acompañan noticias positivas. Y me gusta a este precio el per bajo y Roe no está mal. Deuda controlada. Hay empresas que aunque no tenga ventajas competitivas claras, pueden dar una buena revalorización en medio plazo.

    un saludo


    Recommendation
    PGC’s recent acquisitions (predominantly consumables and service businesses) have been performing better than recognised (see page 5), which has significant implications for the growth it is likely to deliver in the future both from its current businesses and the acquisitions that are clearly going to be made. The long term growth we expect sets it apart from comparative companies with similar health related product offerings and makes us think more about the way in which GUD has recently been re-rated in response to its acquisition/divestment program. We believe, based on PGC’s register and limited broker coverage that mainstream investors are yet to consider this and that PGC is essentially undiscovered. Our 12 month TP is $0.95, however with acquisitions we will look to reassess our TP again. BUY.


    http://www.paragoncare.com.au/wp-con...2017-07-04.pdf

  6. #5
    Fecha de Ingreso
    junio-2014
    Mensajes
    1.674
    Agradecimiento de Post / Me gusta

    Predeterminado

    Cita Iniciado por luscofusco Ver Mensaje
    Le eché un ojo muy por encima, lo que no me ha gustado:

    - Dilución de capital, 2014 58m acciones, actuales 161 (casi un 300%).
    - Márgenes muy ajustados, comenzaron a mejorar el año pasado pero hay que ver si son sostenibles.
    - Sin ventajas competitivas (o eso dice Morningstar).
    Publicación de resultados. Sube un 11%!!!!

    http://www.paragoncare.com.au/wp-con...2017-08-07.pdf

  7. #6
    Fecha de Ingreso
    junio-2014
    Mensajes
    1.674
    Agradecimiento de Post / Me gusta

    Predeterminado

    Cita Iniciado por jerez1 Ver Mensaje
    Publicación de resultados. Sube un 11%!!!!

    http://www.paragoncare.com.au/wp-con...2017-08-07.pdf
    Otro 3% arriba.
    El crecimiento ha sido muy bueno tanto en Ebitda, como en cash flow, además reducen considerablemente la deuda.

  8. #7
    Fecha de Ingreso
    junio-2014
    Mensajes
    1.674
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    Predeterminado

    Cita Iniciado por jerez1 Ver Mensaje
    Otro 3% arriba.
    El crecimiento ha sido muy bueno tanto en Ebitda, como en cash flow, además reducen considerablemente la deuda.
    Paragon surges, with more upside possible

    Published on: Aug 9, 2017 | by Trevor Hoey
    Shares in healthcare equipment group, Paragon Care (ASX: PGC) spiked from Friday’s close of 81 cents to hit an intraday high of 93 cents on Monday. This occurred under the highest daily volumes recorded in the last five years. The intraday high was repeated again on Tuesday.
    It should be noted share trading patterns should not be used as the basis for an investment as they may or may not be replicated. Those considering this stock should seek independent financial advice.
    Interestingly, the provider of medical equipment, devices and consumables to the health care industry has traded as high as 94 cents during its circa 10 year history as an ASX listed entity, and it could be technical selling that is currently keeping a lid on the company’s share price.
    Certainly, the result appeared to warrant a rerating as the impressive key financials below indicate.

    While revenues were broadly in line with management’s guidance, there was a slight outperformance at the EBITDA line.
    Brokers see further upside

    As indicated by John Hester from Bell Potter, PGC is best assessed on its earnings per share performance. As a growth by acquisition story, the company has issued new shares over the last two years, effectively diluting earnings per share.
    Consequently, using this measure takes into account the impact of issuing scrip for all or part consideration in relation to acquisitions.
    Bell Potter is forecasting earnings per share to increase to 6.9 cents in fiscal 2018, implying a PE multiple of 13.4 relative to its 12 month high of 93 cents. This represents a 50% discount to the broader sector average PE multiple of 26.8.
    Of course broker projections and price targets are only estimates and may not be met.
    However, some of the larger blue-chip companies tend to push the average multiple higher than what is normally representative of the mid-tier players.
    The broker reactions have been interesting with Bell Potter maintaining its buy recommendation and slightly increasing its price target to $1.02.
    By contrast, Ian Christie from Argonaut views the current price as good value with his valuation of $1.12 implying upside of 20% to the group’s current trading range. He expects PGC to achieve organic growth of 10% per annum over the next two years with EBITDA margins of circa 15%.
    Again, broker projections should only be taken into account with all publically available information.

    PGC’s Managing Director, Mark Simari was relatively upbeat with his outlook statement, saying that the company is well-placed to deliver growth in future years, driven by a combination of organic and acquisitive growth with the e-health sector offering a new revenue stream.
    The addition of services and maintenance contracts will also help, as they provide recurring income to complement revenues generated from the sale of new equipment.

  9. #8
    Fecha de Ingreso
    junio-2014
    Mensajes
    1.674
    Agradecimiento de Post / Me gusta

    Predeterminado

    Cita Iniciado por luscofusco Ver Mensaje
    Le eché un ojo muy por encima, lo que no me ha gustado:

    - Dilución de capital, 2014 58m acciones, actuales 161 (casi un 300%).
    - Márgenes muy ajustados, comenzaron a mejorar el año pasado pero hay que ver si son sostenibles.
    - Sin ventajas competitivas (o eso dice Morningstar).
    Paragon Care : Acquisition of Medtek Pty Ltd


    http://www.4-traders.com/PARAGON-CAR...-Ltd-24940932/

  10. #9
    Fecha de Ingreso
    junio-2014
    Mensajes
    1.674
    Agradecimiento de Post / Me gusta

    Predeterminado

    Cita Iniciado por jerez1 Ver Mensaje
    Empresa australiana de suminstros de equipamientos médicos. Lleva años en crecimiento. Ahora la veo infravalorada y con buena proyección para los próximos años.
    Los ratios financieros los veo positivos
    Per actual 12, ROE 12%, Precio valor en libros 1,5,

    http://www.4-traders.com/PARAGON-CAR...14/financials/





    Análisis de compañía

    http://www.paragoncare.com.au/wp-con...2017-07-04.pdf



    Corregida, debe dar tirón en breve, fueron muy buenos los resultados y el consenso dá potencial

    http://www.4-traders.com/PARAGON-CAR...314/consensus/

  11. Gracias esfperdy thanked for this post
  12. #10
    Fecha de Ingreso
    junio-2014
    Mensajes
    1.674
    Agradecimiento de Post / Me gusta

    Predeterminado

    Cita Iniciado por jerez1 Ver Mensaje
    Corregida, debe dar tirón en breve, fueron muy buenos los resultados y el consenso dá potencial

    http://www.4-traders.com/PARAGON-CAR...314/consensus/
    Infravalorada, su valor intrínseco está en 1,35 aud

    Should You Buy Paragon Care Limited (ASX:PGC)?

    Lacy Summers September 19, 2017
    Paragon Care Limited (ASX:PGC), a healthcare equipment and services company based in Australia, led the ASX gainers with a relatively large price hike in the past couple of weeks. Less covered, small-stocks like PGC sees more of an opportunity for mispricing due to the lack of information available to the public, which can be a good thing. So, could PGC still be trading at a low price relative to its actual value? Let’s examine PGC’s valuation and outlook in more detail to determine if there’s still a bargain opportunity. View our latest analysis for Paragon Care

    Is PGC still cheap?

    Great news for investors – PGC is still trading at a fairly cheap price. According to my valuation, the intrinsic value for the stock is $1.36 which is above what the market is valuing the company at the moment. This indicates a potential opportunity to buy low. PGC’s share price also seems relatively stable compared to the rest of the market, as indicated by its low beta. If you believe the share price should eventually reach its true value, a low beta could suggest it is unlikely to rapidly do so anytime soon, and once it’s there, it may be hard to fall back down into an attractive buying range.
    What kind of growth will PGC generate?

    ASX:PGC Future Profit Sep 19th 17 Future outlook is an important aspect when you’re looking at buying a stock, especially if you are an investor looking for growth in your portfolio.Buying a great company with a robust outlook at a cheap price is always a good investment, so let’s also take a look at PGC future expectations. With profit expected to grow by 38.24% over the next couple of years, the future seems bright for PGC. It looks like higher cash flows is on the cards for the stock, which should feed into a higher share valuation. What this means for you:

    Are you a shareholder? Since PGC is currently undervalued, it may be a great time to accumulate more of your holdings in the stock. With an optimistic outlook on the horizon, it seems like this growth has not yet been fully factored into the share price. However, there are also other factors such as capital structure to consider, which could explain the current undervaluation.
    Are you a potential investor? If you’ve been keeping an eye on PGC for a while, now might be the time to make a leap. Its prosperous future outlook isn’t fully reflected in the current share price yet, which means it’s not too late to buy PGC. But before you make any investment decisions, consider other factors such as the track record of its management team, in order to make a well-informed investment decision.
    Price is just the tip of the iceberg. Dig deeper into what truly matters – the fundamentals – before you make a decision on Paragon Care. You can find everything you need to know about PGC in the latest infographic research report. If you are no longer interested in Paragon Care, you can use our free platform to see my list of over 50 other stocks with a high growth potential.
    Daniel Loeb has achieved 16.2% annualized returns over the last 20 years. What is he holding today?

    Founder of the event-driven, value-oriented hedge fund Third Point, Daniel Loeb is one of the most successful activist investors on the market today. Explore his portfolio’s top holdings, see how he diversifies his investments, past performance and growth estimates. Click here to view a FREE detailed infographic analysis of Daniel Loeb’s investment portfolio.





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