Stærk vækst i Medico Gigant
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http://phx.corporate-ir.net/phoenix.zhtml?c=82105&p=irol-newsArticle&ID=1716232&highlight=
Jeg er begyndt at interessere mig lidt for rensning af vand og hvilke firmaer der har produkter i det markedet. Det har jeg egentligt gjort i mange år, men fik så tilfældigvis lige set lidt Bloomberg i denne uge, hvor pludseligt Danaher dukkede op.
Den er langtfra billig. p/e 16-17 men de har en flot vækst på 20-30% og den er også fortsat ind i dette kvartal. De har lige nedjusteret (marginalt) EPS for året, hvorfor man (måske) kan få dem relativt billigt.
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Danaher Reports Record Second Quarter 2012 ResultsWASHINGTON, July 19, 2012 /PRNewswire/ -- Danaher Corporation (NYSE: DHR) today announced results for the second quarter of 2012. All financial metrics in this release reflect only the Company's continuing operations unless otherwise noted.
Net earnings for the quarter ended June 29, 2012 were $600.1 million, or $0.84 per share on a diluted basis, a 31% increase over diluted net earnings per share of $0.64 for the second quarter of 2011. Included in the current quarter results is a $0.03 benefit from a lower than anticipated income tax rate as well as a gain from resolving a contingency related to a prior asset disposal.
Revenues for the quarter were $4.6 billion, 25% higher than the $3.6 billion reported for the second quarter of 2011. Core revenues increased 3.5% in the second quarter of 2012 compared to the second quarter of 2011.
The Company anticipates that diluted net earnings per share for the quarter ending September 30, 2012 will be in the range of $0.74 to $0.79. The Company updated its full year 2012 diluted net earnings per share guidance to $3.19 to $3.26 from a previous range of $3.25 to $3.35, reflecting the anticipated negative currency impact from the recent strengthening of the US dollar, as well as the Company's plan to accelerate its restructuring activities, which is now anticipated to result in a full year cost of approximately $100 million. The mid-point of the Company's revised full year 2012 earnings per share guidance would result in approximately 14% year-on-year growth compared with the Company's adjusted earnings per share of $2.83 for 2011.
H. Lawrence Culp, Jr., President and Chief Executive Officer, stated, "We were pleased by the sequential improvement in core growth and our very strong Margin and cash flow performance in the quarter. While the team continues to execute well, the worsening macroeconomic headlines suggest it's prudent to accelerate cost actions while maintaining our growth investments. We believe our focus on capturing market share while accelerating cost reductions, coupled with our optimism on the acquisition front, positions us well for the balance of 2012 and beyond."
Danaher will discuss its results during its investor conference call today starting at 8:00 a.m. EDT. The call and an accompanying slide presentation will be webcast on the "Investors" section of Danaher's website at www.danaher.com. A replay of the webcast can be accessed on the "Investors" section of Danaher's website, under the subheading "Investor Events," shortly after the conclusion of the presentation, and the webcast will remain available until the next quarterly earnings call. The conference call can be accessed by dialing 877-397-0297 within the U.S. or by dialing 719-325-4748 outside the US a few minutes before the 8:00 a.m. EDT start and telling the operator that you are dialing in for Danaher's earnings conference call (access code 1304801). A replay of the conference call will be available shortly after the conclusion of the call and through Thursday, July 26, 2012. You can access the replay by dialing 888-203-1112 within the U.S. or 719-457-0820 outside the U.S. with the access code 1304801. In addition, presentation materials relating to Danaher's results have been posted to the "Investors" section of Danaher's website under the subheading "Financial Information."
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Hvis det handler om vandrensning, så er Veolia Environnement også et interessant selskab.
http://dk.npinvestor.com/factsheet/factsheet.html?ID_NOTATION=195836
Jeg havde selv aktien i min PF for et par år siden da jeg har en overbevisning om at vand bliver fremtidens guld.
Den er faldet voldsomt siden, og jeg er overhovedet ikke opdateret på selskabet, men umiddelbart kan jeg huske at min eneste anke da jeg havde aktien var at den kun kunne handles i Frankrig. Jeg mener dog også at kunne huske at de har en del beslægtede/datter selskaber på andre børser... -
var det ikke et spinoff fra Vivendi i sin tid?
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Det kunne du sagtens have ret i, men som sagt er det lidt tid siden jeg rodede rundt med Veolia - så er ikke helt skarp på detaljerne.
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