Deep Dive into Carl Zeiss Meditec - 180 Year History! скачать в хорошем качестве

Deep Dive into Carl Zeiss Meditec - 180 Year History!

$AFX.DE $CZMWY $CZMWF Chapters: 0:00 History of Carl Zeiss 6:39 Carl Zeiss Meditec Spin-off 12:38 Smile Procedure 17:03 DORC Acquisition 21:02 CEO and Background 22:06 Financials & Guidance 23:59 Spreadsheet & Valuation 41:57 Outro Carl Zeiss Meditec - Deep Dive This is my first deep dive on the channel, I hope you like it and I appreciate any feedback you may have about the format and content. Please let me know what you think :) I'd like to add a summary also the Tailwinds and Headwinds as I was too rushed near the end: Tailwinds: 1. Run by Foundation - Mandated for long term sustainability and innovation 2. No Stock based compensation, without dilution and room for more buybacks 3. Recurring revenue upward trend 4. Diversified Portfolio for entire workflow 5. Synergies between AI/Robotics and their semiconductor Subsidiary 6. Vertically integrated with Carl Zeiss for supply chain and discounted costs. 7. Under penetrated in US market and China with large room for growth. Headwinds: 1. China NVP model with lowest bidder is pressuring margins 2. Product/mix sales may continue to hamper margins. 3. Extremely competitive field with room for disruption 4. Elective surgical procedures are out of patients pocket mostly and may be limited if we head into recession.