UBS on Life Sciences & Diagnostics: Q1 Earnings Preview - Top Picks BRKR, PKI & TMO
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Price: $571.73 -0.98%
Rating Summary:
26 Buy, 6 Hold, 0 Sell
Rating Trend: = Flat
Today's Overall Ratings:
Up: 4 | Down: 8 | New: 1
Rating Summary:
26 Buy, 6 Hold, 0 Sell
Rating Trend: = Flat
Today's Overall Ratings:
Up: 4 | Down: 8 | New: 1
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UBS on Life Sciences & Diagnostics: Q1 Earnings Preview
Analyst, Daniel Arias, said, "With the life sciences sector off to a good start in ’12 (the Tools Index is up 20% vs. +10% for the S&P500) we head into earnings with a modestly upbeat view on the group. End-market stability noted in 4Q appears to have carried through 1Q12, with academic lab spending steady, and applied & industrial demand intact. EU demand continues to be a focus, but also looks to have held up during the qtr."
Arias expects Thermo Fisher Scientific (NYSE: TMO) and Mettler-Toledo (NYSE: MTD) could surprise to the upside.
"We have Buy ratings on Bruker (Nasdaq: BRKR), Life Technologies (Nasdaq: LIFE), Perkin-Elmer (NYSE: PKI), Sigma-Aldrich (Nasdaq: SIAL), and TMO. Our top picks are BRKR (above avg. organic sales growth with margin turn-around), PKI (solid top and bottom line outlook for ’12 + aggressive margin expansion plan) and TMO (diversified business mix, strong EPS growth, highly attractive valuation)."
Analyst, Daniel Arias, said, "With the life sciences sector off to a good start in ’12 (the Tools Index is up 20% vs. +10% for the S&P500) we head into earnings with a modestly upbeat view on the group. End-market stability noted in 4Q appears to have carried through 1Q12, with academic lab spending steady, and applied & industrial demand intact. EU demand continues to be a focus, but also looks to have held up during the qtr."
Arias expects Thermo Fisher Scientific (NYSE: TMO) and Mettler-Toledo (NYSE: MTD) could surprise to the upside.
"We have Buy ratings on Bruker (Nasdaq: BRKR), Life Technologies (Nasdaq: LIFE), Perkin-Elmer (NYSE: PKI), Sigma-Aldrich (Nasdaq: SIAL), and TMO. Our top picks are BRKR (above avg. organic sales growth with margin turn-around), PKI (solid top and bottom line outlook for ’12 + aggressive margin expansion plan) and TMO (diversified business mix, strong EPS growth, highly attractive valuation)."
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