mikeon88

調降盈餘目標
亞馬遜沒進來藥房股獲利就變差，怪了？

mikeon88

藥房股是獲利穩定成長的類股，
WBA又是DOW 30
是我蠻有把握的公司，竟然不如預期

mikeon88

WBA嫌PER太低想私有化


• Walgreens Boots Alliance (WBA +3.9%) has been in talks with large private equity firms about the potential of stitching together a huge leveraged buyout of the retail chain, sources tell Reuters.
• Evercore Partners is working with Walgreens on the exploratory process. If a deal was struck, it would likely be one of the largest leveraged buyouts in history based off Walgreens +$50B market cap.
• Walgreens hasn't issued a comment on the report.
• Volume on Walgreens is over 4X normal activity with two hours of trading to go.
• Previously: Walgreens spikes on report of go-private interest (Nov. 5)

mikeon88

搞不懂：
1. WBA是道瓊成份股為何要下市？下市公司價值大減
2. 美國網友認為巴菲特手上錢太多應來標WBA，卻不見動靜？

mikeon88

總算有好消息


https://www.marketwatch.com/story/walgreens-stock-jumps-after-profit-falls-less-than-expected-revenue-rises-above-forecasts-2020-10-15?mod=home-page

mikeon88

加速轉型為醫療保健商 Walgreens上季業績超越預期

Walgreens 進行大量投資以從大型連鎖藥店轉型為大型醫療保健公司。它正與 VillageMD 開設數百個醫生診間，投資 52 億美元成為這家初級保健公司的大股東。它最近宣布加速收購另外兩家公司的計劃：協調家庭護理和福利的 CareCentrix 和專業藥房公司 Shields Health Solutions。