Equity Long-Short Analyst

Pyari Menon

Equity Bottom-Up

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<li>
<a href="https://www.smartkarma.com/entities/twist-bioscience-corp" target="_blank" data-smartkarma-citation="entities:37112:1" rel="noopener">Twist Bioscience (TWST US)</a> fosters a new biotech paradigm by empowering startups and researchers with scalable tools, accelerating innovation and transforming biotech into a more agile, tech-style founder-driven industry.</li>
<li>DNA synthesis should see strong growth (15-25% CAGR estimates) driven by synthetic biology revolutionizing healthcare, agriculture, and industry with precise, scalable solutions for gene editing and bioengineering.</li>
<li>Lack of profitability and notable short-seller interest are concerns, but its innovative platform, high innovation score and transformative potential makes a somewhat risky but very good investment case</li>
</ul>



Twist Bioscience (TWST US) fosters a new biotech paradigm by empowering startups and researchers with scalable tools, accelerating innovation and transforming biotech into a more agile, tech-style founder-driven industry.
DNA synthesis should see strong growth (15-25% CAGR estimates) driven by synthetic biology revolutionizing healthcare, agriculture, and industry with precise, scalable solutions for gene editing and bioengineering.
Lack of profitability and notable short-seller interest are concerns, but its innovative platform, high innovation score and transformative potential makes a somewhat risky but very good investment case


External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

<ul><li>Danaher has a history of long-term growth, with a 15% increase in stock price over the past 10 years.</li><li>Founded in the 1980s by Steven and Mitchell Rales, Danaher focused on acquiring industrial companies with a private equity strategy.</li><li>Strategic management and operational improvements have allowed Danaher to consistently grow its free cash flow per share at a double-digit rate, making it a solid investment despite its current valuation.</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

Danaher has a history of long-term growth, with a 15% increase in stock price over the past 10 years.Founded in the 1980s by Steven and Mitchell Rales, Danaher focused on acquiring industrial companies with a private equity strategy.Strategic management and operational improvements have allowed Danaher to consistently grow its free cash flow per share at a double-digit rate, making it a solid investment despite its current valuation.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Danaher Corp (DHR) - Monday, Jul 22, 2024

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<li>With its <a href="https://www.smartkarma.com/entities/danaher-corp" target="_blank" data-smartkarma-citation="entities:8243:1" rel="noopener">Danaher Corp (DHR US)</a> heritage, <a href="https://www.smartkarma.com/entities/veralto-corp" target="_blank" data-smartkarma-citation="entities:40472:1" rel="noopener">Veralto (VLTO US)</a> has built a foundation based on durable and recurring sales growth, high profitability, and strong cash generation.</li>
<li>Veralto's products and services are mission-critical yet account for less than 1% of client costs, leading to high switching costs and ensuring customer retention and financial resilience through economic cycles.</li>
<li>Veralto holds market leadership in both its Water Quality (WQ) and Product Quality &amp; Innovation (PQI) segments, which positions it well for the increasing regulatory and environmental demands. .</li>
</ul>


With its Danaher Corp (DHR US) heritage, Veralto (VLTO US) has built a foundation based on durable and recurring sales growth, high profitability, and strong cash generation.
Veralto's products and services are mission-critical yet account for less than 1% of client costs, leading to high switching costs and ensuring customer retention and financial resilience through economic cycles.
Veralto holds market leadership in both its Water Quality (WQ) and Product Quality &amp; Innovation (PQI) segments, which positions it well for the increasing regulatory and environmental demands. .


Veralto: The Power of Customer Dependency and Recurring Revenue

Global Healthcare Analyst

Tina Banerjee

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<li>
<a href="https://www.smartkarma.com/entities/takara-bio-inc" target="_blank" data-smartkarma-citation="entities:10766:1" rel="noopener">Takara Bio Inc (4974 JP)</a> reported massive decline of 50%, 98%, and 99%, YoY, in revenue, operating profit, and net profit, respectively during the first nine months of FY24.</li>
<li>Reagents revenue decline 56% YoY to ¥23 billion, due to decrease of sales of COVID-19 test-related reagents. Japan, which contributed 23% of reagents revenue, reported revenue decline of 83% YoY.</li>
<li>Takara Bio anticipates a sluggish life science R&amp;D market globally. FY24 revenue, operating profit, and net profit are expected to decline 42%, 85%, and 88%, YoY, respectively.</li>
</ul>



Takara Bio Inc (4974 JP) reported massive decline of 50%, 98%, and 99%, YoY, in revenue, operating profit, and net profit, respectively during the first nine months of FY24.
Reagents revenue decline 56% YoY to ¥23 billion, due to decrease of sales of COVID-19 test-related reagents. Japan, which contributed 23% of reagents revenue, reported revenue decline of 83% YoY.
Takara Bio anticipates a sluggish life science R&amp;D market globally. FY24 revenue, operating profit, and net profit are expected to decline 42%, 85%, and 88%, YoY, respectively.


Takara Bio (4974 JP): Limited Upside Potential Amid Poor Financial Result and Bleak Outlook

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<li>
<a href="https://www.smartkarma.com/entities/dentium-co-ltd" target="_blank" data-smartkarma-citation="entities:23565:1" rel="noopener">Dentium (145720 KS)</a> earns more than 50% of its total revenue from China. The company’s revenue from China reported a CAGR of 32% during 2018–2022.</li>
<li>Despite concern over China slowdown and lower ASP due to VBP, in 3Q23, Dentium reported 12% YoY revenue growth in China, similar growth rate reported in 2Q23, driven by volume.</li>
<li>Economic slowdown is lingering over the global as well as Chinese dental implant sector, especially the premium brands. Dentium is positioned at the upper price portion within the value segment.  </li>
</ul>



Dentium (145720 KS) earns more than 50% of its total revenue from China. The company’s revenue from China reported a CAGR of 32% during 2018–2022.
Despite concern over China slowdown and lower ASP due to VBP, in 3Q23, Dentium reported 12% YoY revenue growth in China, similar growth rate reported in 2Q23, driven by volume.
Economic slowdown is lingering over the global as well as Chinese dental implant sector, especially the premium brands. Dentium is positioned at the upper price portion within the value segment.  


Dentium (145720 KS): Economic Health of China Is the Key to Bring Back Smiles

United States

Danaher Corporation designs, manufactures and markets professional, medical, industrial and commercial products and services in the sectors of test and measurement, environmental, life sciences, dental, and industrial technologies.

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Danaher Corp (DHR US)

DNA Synthesis with a Silicon Twist

Twist's fast, cheap DNA synthesis will power biotech start-ups, driving demand, fostering loyalty, enabling innovation, and securing new and...

Pyari Menon

Danaher Corp (DHR) - Monday, Jul 22, 2024

Founded in the 1980s by Steven and Mitchell Rales, Danaher focused on acquiring industrial companies with a private equity strategy.

Value Investors Club (VIC)

Veralto: The Power of Customer Dependency and Recurring Revenue

Veralto's products and services are typically low cost but critical leading to high recurring sales, solid profitability and a leadership position...

Pyari Menon

Takara Bio (4974 JP): Limited Upside Potential Amid Poor Financial Result and Bleak Outlook

Takara Bio reports massive declines in sales and profit in 9MFY24, due to decrease of sales of COVID testing reagents. Company anticipates...

Tina Banerjee

Dentium (145720 KS): Economic Health of China Is the Key to Bring Back Smiles

In 3Q23, Dentium reported 12% YoY revenue growth from China, which represents 50%+ of total revenue. With value segment focus, Dentium is less...

Tina Banerjee

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DNA Synthesis with a Silicon Twist

Twist's fast, cheap DNA synthesis will power biotech start-ups, driving demand, fostering loyalty, enabling innovation, and securing new and...

Pyari Menon

Danaher Corp (DHR) - Monday, Jul 22, 2024

Founded in the 1980s by Steven and Mitchell Rales, Danaher focused on acquiring industrial companies with a private equity strategy.

Value Investors Club (VIC)

Veralto: The Power of Customer Dependency and Recurring Revenue

Veralto's products and services are typically low cost but critical leading to high recurring sales, solid profitability and a leadership position...

Pyari Menon

Takara Bio (4974 JP): Limited Upside Potential Amid Poor Financial Result and Bleak Outlook

​Takara Bio reports massive declines in sales and profit in 9MFY24, due to decrease of sales of COVID testing reagents. Company anticipates...

Tina Banerjee

Dentium (145720 KS): Economic Health of China Is the Key to Bring Back Smiles

​In 3Q23, Dentium reported 12% YoY revenue growth from China, which represents 50%+ of total revenue. With value segment focus, Dentium is less...

Tina Banerjee

Takara Bio reports massive declines in sales and profit in 9MFY24, due to decrease of sales of COVID testing reagents. Company anticipates...

In 3Q23, Dentium reported 12% YoY revenue growth from China, which represents 50%+ of total revenue. With value segment focus, Dentium is less...