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Healthcare Norwegian Investing Ideas
Omda
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
M&A And Competition Will Shape Risk And Opportunity In Healthcare
Key Takeaways Ambitious growth and margin expectations are threatened by integration risks, compliance costs, and possible overestimation of expansion in a competitive, regulated market. Disruption from new technologies and constrained healthcare budgets could undermine recurring revenues and organic growth, pressuring Omda’s long-term earnings potential.
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NOK 44.00
FV
15.9% overvalued
intrinsic discount
6.46%
Revenue growth p.a.
Set Fair Value
0
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1
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6 days ago
author updated this narrative
Lifecare
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
TTP Collaboration And Sensor Chemistry Will Streamline Manufacturing
Key Takeaways Strategic partnerships and technological advancements could significantly enhance market position and revenue growth through improved product efficiency and expanded market access. Future European market entry and expected operational cost reductions aim to boost Lifecare's financial stability and allow growth-focused investment.
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NOK 24.00
FV
81.3% undervalued
intrinsic discount
48.95%
Revenue growth p.a.
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0
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0
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6 days ago
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ContextVision
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Future Investments In POCUS And Asian Expansion Will Strengthen Market Presence
Key Takeaways Expansion into Asian markets and integration with new customers will boost revenues via enhanced customer base and market presence. Investments in POCUS product development and team strengthening could improve operational efficiency, targeting new segments for revenue growth.
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NOK 5.50
FV
12.2% undervalued
intrinsic discount
5.32%
Revenue growth p.a.
Set Fair Value
0
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7
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6 days ago
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Gentian Diagnostics
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Expanding Into $18 Billion Diagnostics Market Will Boost Prospects Despite Potential Risks
Key Takeaways Expansion of PETIA technology and product portfolio is anticipated to drive substantial future revenue and earnings growth. Strategic contract acquisitions and market expansion for key products are expected to enhance revenues, margins, and overall profitability.
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NOK 67.00
FV
12.5% undervalued
intrinsic discount
34.44%
Revenue growth p.a.
Set Fair Value
0
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0
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0
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6 days ago
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Medistim
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
R&D Investments May Impact Margins, But New Products Could Boost Future Revenue
Key Takeaways Significant investments in R&D and product launches might strain profitability if they don't lead to expected revenue gains. Expansion and strategic goals face challenges, which could impact net margins and future revenue growth if not effectively managed.
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NOK 225.00
FV
2.2% undervalued
intrinsic discount
8.20%
Revenue growth p.a.
Set Fair Value
1
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0
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3
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6 days ago
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