Since the thread has been dead for years, I dare to ask silly questions even with shaky knowledge. Has anyone more knowledgeable followed the endoscopy market in recent years? What does the competitive situation look like now that healthcare has returned to normal times? When I looked at the interim reports, tariffs and currencies have caused headwinds. Growth has also slowed down, but is the situation as bad as the stock price suggests, 5y -75%? In their own opinion, the products are of course very advanced, like everyone else’s, yet they only forecast 10-13% organic growth for this year.
2 Likes