標題: 醫療設備與醫療耗材股
chenleon1 (leon)
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125.230.95.188
發表於 2014-9-26 10:37  資料 文集 私人訊息 
C. R. Bard, Inc., now branded simply as Bard, is a manufacturer of medical equipment headquartered inMurray Hill, New Jersey, USA, and active worldwide. An S&P 500 company with approximately 11,000 employees in 2009, Bard specializes in the manufacture of vascular, urology, oncology and surgical specialty products. Bard is perhaps best known for having introduced the Foley catheter in 1934.[citation needed] In 2013, Bard began negotiations to settle nearly 30,000 legal claims related to implantable vaginal meshes made by the company.[4]TypeTraded asFoundedFoundersHeadquartersArea servedKey peopleRevenueOperating incomeNet incomeTotal assetsTotal equityEmployeesWebsite
Public
NYSE: BCR
S&P 500 Component
1907
Charles Russell Bard
Murray Hill, New Jersey, U.S.
Worldwide
Timothy M. Ring
(Chairman) & (CEO)
US$2.72B (FY 2010)[1]
US$730M (FY 2010)[1]
US$509M (FY 2010)[1]
US$3.17B (FY 2010)[2]
US$1.63B (FY 2010)[2]
11,000 (2009) [3]
http://www.crbard.com
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chenleon1 (leon)
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125.230.92.127
發表於 2015-1-20 16:13  資料 文集 私人訊息 



梅薩Laboratories公司(MESA)專注於質量控制的產品,產品銷往成由監管要求驅動的利基市場。公司業務遍及四個物理位置的兩個部門。它的儀器事業部設計,製造和銷售的質量控制儀器,並與醫療保健,製藥,食品飲料,醫療設備,工業衛生,半導體,石化等行業的連接使用一次性產品。它的生物學指標司生產和銷售生物指標和銷售用於評估滅菌過程,包括蒸汽,煤氣,過氧化氫和輻射的功效化學指標,在醫院,牙科,醫療器械和醫藥行業。在2014年4月,公司收購資產及BGI儀器公司和BGI公司均位於馬薩諸塞州沃爾瑟姆的某些責任。


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chenleon1 (leon)
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125.230.67.238
發表於 2015-2-7 06:16  資料 文集 私人訊息 
About Roper Industries
Roper Industries (NYSE:ROP) is a diversified technology company that manufactures and markets products in a variety of -- in their words -- "niche markets." Roper has its headquarters in Sarasota, Florida and at the end of 2013 employed nearly 10,000 people, including 7,000 within the United States.


Roper's strategy is to use high operating margins and the free cash flow from its existing businesses to acquire companies that will produce additional cash flow. The company considers its management tools and governance processes as key to improving the operational execution of its businesses. In addition to acquiring businesses that produce large free cash flow, Roper seeks to improve operating margins by incorporating its governance processes into the business practices of the acquired company.


Roper has four distinct business segments covering a variety of markets:


Industrial Technology: This segment produces fluid handling pumps, leak testing equipment, flow measurement and metering equipment, and water meter products and systems. Applications include pumps for energy, water and industrial uses, and valves for food storage and processing facilities.
Energy Systems & Controls: This segment is responsible for manufacturing control systems, fluid testing equipment, industrial valves and controls and vibration sensors and non-destructive inspection and measurement products and solutions. These products are used for safety shutoff valves for oil, gas & industrial applications, testing systems and software for nuclear power plants, and control software used in energy applications.


Medical & Scientific Imaging: Products from this segment include software for medical applications, high performance digital imaging products and software, and handheld and vehicle-mount computers. Uses include patient positioning devices for medical imaging and oncology applications, and cameras and accessories for microscopy and spectroscopy uses.


RF Technology: This segment is responsible for producing radio frequency identification (RFID) communications technology and software used in toll and traffic systems, and security and access control systems. Other applications include rail, and asset and freight tracking.



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chenleon1 (leon)
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發表於 2015-2-8 17:40  資料 文集 私人訊息 

Summary
  • The Electronic health records industry is here to stay with the market continuing its growth, with or without the American Recovery and Reinvestment Act and the ACA.
  • CPSI is the clear leader in the small hospitals and clinical practice markets of electronic health record systems.
  • At around $62/share, a P/E ratio of 19.7 vs. a peer average of 27.6, and a decent 3.5% dividend, CPSI is a strong buy and long-term hold.
  • Additionally, considering its market cap size of $726m, CPSI could be a buyout candidate at some point in the future.

Computer Programs and Systems (NASDAQ:CPSI) is the leading provider of electronic health record (EHR) systems for hospitals. The company has over 30 years of experience in the community and rural hospital markets for healthcare IT and has a leading position in its market. The company focuses on EHRs, order processing, documentation, and picture archiving and communication systems (PACS).
OutlookCPSI's business has benefited strongly from government action over the past few years. First, the American Recovery and Reinvestment Act of 2009 (ARRA) both increased compliance requirements for electronic healthcare records and provided funding subsidies to help healthcare organizations attain IT products and services. Hospitals are mandated to meet ARRA's compliance requirements and simultaneously incentivized to invest in health care IT to qualify for stimulus, totaling $831 million.
More recently, the Patient Protection and Affordable Care Act of 2010 (popularly called Obamacare) required digitization and electronic availability of patient records. As a leader in small/midsize markets, CPSI is in a strong position to benefit from these additional requirements put on health care providers.
The political outlook for Obamacare may still be debated, as some Republicans continue to talk about repeal, but the desirability of electronic health records is not a partisan lightning rod. There is widespread acceptance that modernizing healthcare and bringing it into the digital age is not just desirable, but imperative. While the EHR industry has done well from Washington's initiatives since 2009, it does not seem likely that a change of control in Congress or the White House would spell doom for the industry. The growth of EHR systems will continue long term.
CPSI is the industry leader in the small hospital space. It has been the top-ranked EHR vendor for hospitals of 100 beds or less for the past four years. Chief Financial Officer David Dye recently commented during the CPSI Q4 2013 earnings conference call that he saw no new entrants into the market. CPSI has seen five- and 10-year compounded annual growth rates in revenues of approximately 10.9% and 9.5%, respectively. The company has momentum and its strong leading position in a growth market points to sustainable growth going forward.
In the current economic landscape, hospitals are more targeted in their capital spending. CPSI's systems are an effective investment because of the efficiencies they create and the cash flows they can generate. The accounts receivable chart for CPSI below shows how solidly sales have held up through the economic downturn, with an uptick recently as medical centers gear up for Obamacare. Small hospitals need these systems more than ever and for some they may even be a matter of survival.

Source: Zacks Research System, Zacks Investment Research, Inc.

CPSI currently trades at $62, and at the low end of its historical P/E of 22. It has a low beta of 0.42 and zero debt. Margins continue to be strong on both a gross and net basis.


Source: Zacks Research System, Zacks Investment Research, Inc.

Free cash flow has been consistent and growing:


Source: Zacks Research System, Zacks Investment Research, Inc.
Over the last five years, dividend has been consistent:

Source: Zacks Research System, Zacks Investment Research, Inc.
Risks
  • The Affordable Care Act and The Heath Care and Education Reconciliation Act pose noteworthy risks to the healthcare industry. The Medicaid and Medicare reimbursement cuts for hospitals may affect CPSI's revenues.
  • Secondary competitors like McKesson Corporation (NYSE:MCK), QuadraMed Corporation, Cerner Corporation (NASDAQ:CERN), Quality Systems, Inc. (NASDAQ:QSII) and Siemens Corporation (SI), who tailor their products and services to larger hospitals, may compete in CPSI's target market. This competition could result in CPSI dropping its prices to sustain sales, hurting its bottom line.
  • With a finite amount of target hospitals with 300 beds or less, the possibility of saturating the market is feasible and revenue growth may be stunted.
SummaryBHWM Asset Management holds a long position in CPSI in both its Small Cap and All Cap portfolios. We consider it a high-quality, sustainable growth stock in an industry which can only grow. There is also a steady dividend, equating currently to just over 3.5%. We also see the possibility of a future buyout. At a $726 million market cap, CPSI may be a big player in its niche but in the wider healthcare IT industry it is a digestible acquisition for larger players, and an attractive one in our view.


McKesson Corporation distributes pharmaceuticals, medical supplies and healthcare information technology that make healthcare safer while reducing costs.



Cerner Corp is a supplier of health care information technology, and offers a range of software, professional services, medical device integration, remote hosting and employer health and wellness services.



Quality Systems Inc develops and markets healthcare information systems that automate certain aspects of medical and dental practices, networks of practices, ambulatory care centers, community health centers and medical and dental schools.

[ 本帖最後由 chenleon1 於 2015-2-8 17:50 編輯 ]
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Becky0920
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211.75.143.19
發表於 2015-2-9 13:27  資料 私人訊息 
醫美儀器
請問同學如何知道哪些公司有作醫美儀器嗎? 發現即使在台灣.醫美診所生意都很好..很想投資這產業,但不知歐美股有那些這樣的好公司?請問同學有涉獵嗎?
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mikeon88
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218.161.68.134
發表於 2015-12-5 08:33  資料 主頁 文集 私人訊息 
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kaka
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117.19.242.217
發表於 2016-2-21 13:49  資料 私人訊息 
紐西蘭 , 醫療設備

Fisher & Paykel Healthcare Corp Ltd (NZE:FPH , OTCMKTS:FSPKF)
http://www.fphcare.com


Fisher & Paykel Healthcare Corporation Limited designs, manufactures and markets products and systems for use in respiratory care, acute care and the treatment of obstructive sleep apnea.

The Company's product range includes accessories, breathing circuits, chambers, humidifiers, infant resuscitators, infant warmers, interfaces, masks, nasal cannula, software/data management and surgical products.

It offers products in three product groups: respiratory and acute care (RAC), obstructive sleep apnea (OSA), and distributed and other. In addition, the Company offers hardware and consumables.

It offers consumables and accessories, such as breathing circuits, chambers, nasal cannulas and masks. The Company operates in four segments: New Zealand, North America, Europe and Asia-Pacific. Its products are sold in around 120 countries. The Company sells its products to hospitals, homecare providers and other manufacturers of medical devices.



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kaka
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49.218.65.136
發表於 2016-3-1 21:08  資料 私人訊息 
Ansell Limited (ASX:ANN) 澳洲 , 防護手套及工作服裝
http://www.ansell.com/en/About/Corporate/About.aspx





Ansell Corporate                 

Ansell is a global leader in protection solutions. Ansell designs, develops and manufactures a wide range of hand and arm protection solutions, clothing and condoms. Industrial workers, healthcare professionals and patients, and consumers around the world invariably associate Ansell with premium quality, optimal protection and superior comfort.

Ansell's vision is to create a world where people and products enjoy optimal protection against the risks to which they are exposed. People, be it at work or during their leisure time, require the right protection solution for the right application. After all, what better guarantee is there for increased safety, security and productivity than through adequate protection. During the manufacturing process, products need to be handled guaranteeing their optimal protection, so they meet or exceed the quality requirements described in manufacturing processes.

To make our vision come true, we have developed an
approach that relies on three main pillars:
Technological leadership, Ongoing dialogue , Strong global presence
Areas of expertise around which Ansell is organized are four Global Business Units. Each GBU serves unique and different markets, but what connects all four is : the focus on protection, comfort and quality, combined with a never-ending quest for innovation.
Years of experienceEver since its foundation, over 100 years ago, Ansell has been expanding and strengthening its position to become a global player in the four main business segments where protection is provided:

Industrial Solutions: Ansell’s Industrial Global Business Unit manufactures and markets high-performance, multi-use protection solutions specific for hand, foot, and body protection, for a wide-range of Industrial applications. Ansell protects workers and products around the world in almost every industry including: Automotive, Chemical, Metal Fabrication, Machinery & Equipment, Food, Services and Agriculture, Construction, Mining, Do-it-Yourself, Janitorial/Sanitation, Military, First Responders, and Household Goods.

Medical Solutions: Ansell’s Medical Global Business Unit offers a unique combination of perioperative safety products to protect patients and healthcare professionals alike. Our innovative range of medical gloves and healthcare safety devices are designed to prevent allergic reactions, staff injuries in clinical settings, and medical errors.

Single Use Solutions: Ansell’s Single Use Global Business Unit manufactures and markets single-use hand protection solutions for  applications in a similarly wide-range of industries, with a particular focus on Life Sciences and Automotive Aftermarket.

Sexual Wellness Solutions: Ansell’s Sexual Wellness Global Business Unit group manufactures and markets 18 global, regional, and local brands of condoms and personal products. The division also takes part in the social health market, supplying major government and social organizations.
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kaka
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223.141.96.180
發表於 2017-11-27 21:34  資料 私人訊息 
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Jamy
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發表於 2017-11-28 05:09  資料 私人訊息 
新的盈再表(171130)抓不到 St Jude Medical (NYSE: STJ) and Uroplasty (NASDAQ:UPI),

是資料庫出問題了嗎?
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kaka
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發表於 2017-11-28 18:01  資料 私人訊息 
這兩個公司已經被其他公司合併了,同學可用 wiki 英文版網站及google 網站查詢。
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蔚藍
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219.85.230.20
發表於 2017-12-2 21:56  資料 私人訊息 
Stryker(史賽克公司)成立於1941年,總部位於密西根州,為全球公司醫療器械行業的領導者之一,其中在全球骨科市場佔有率第一,產品項目包含消耗性骨材、內視鏡、推床等醫療器材產品。



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kaka
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111.82.137.20
發表於 2017-12-2 22:25  資料 私人訊息 
還有很多醫療設備股可研究,  

台股: 1733 , 4163,4103,4106,4175,4116

美股:
VAR, WAT,NHC,MASI,PDCO,TFX,HSIC,ISRG,RMD,BAX,MDT

ADR股票:

GNGBY,DSRLF,SHWGY,SNN,WILYY,EKTAY,FMS,NWKHY,SONVY,NHNKY,TRUMY,RMYHY,CZMWY,CHEOY,SSMXY,SAUHY
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kaka
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發表於 2017-12-2 23:54  資料 私人訊息 
醫療股……菌種開發研究,實驗室服務,生殖解決方案,醫療服務
http://mikeon88.freebbs.tw/viewthread.php?tid=45330&extra=page%3D1

[ 本帖最後由 kaka 於 2017-12-2 23:55 編輯 ]
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kaka
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42.76.23.245
發表於 2017-12-17 20:22  資料 私人訊息 
Align Technology 牙齒矯正
ALGN






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