Haemonetics: Attracting Investment Through Capital Recycling Initiatives

Zach Bristow
4.17K Followers

Summary

  • Investors continue to reward Haemonetics with higher market valuations in 2023.
  • Driving these trends are the firm's attractive underlying economic characteristics.
  • This includes high capital returns on its productive assets that are translating to additional market value.
  • Net-net, reiterate HAE as a buy at a $102 valuation.

Red blood cells in travel an artery

Thinkhubstudio

Investment Summary

Investors will find merit in dredging the rivers of healthcare service providers listed on the NYSE and NASDAQ. The waters are filled with long-term capital appreciators that offer rewarding economic characteristics to investors. In that vein, the investment case for

This article was written by

4.17K Followers
Equity strategist (US Equities)Technical focus on fundamental value drivers of business economics to uncover high probability long-term compounders. Seeking to buy at appropriate prices relative to intrinsic worth. Partners are represented over the cross-section of financial markets, from speculators, hedgers, long-term traders and the public. Research covers investment securities and futures & options markets. Shoot me a message to talk trade ideas or portfolio construction. Disclaimer:All research is strictly for informational purposes only. Not to be considered investment advice. Conduct your own due diligence. The Company accepts no responsibility for personal decisions made. Opinions of The Company and its affiliates may change from time to time without prior acknowledgement. The Company and its representatives share no economic relationship with any entities in which it holds common stock investments.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of HAE either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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