Well FWIW one of Macquarie's analysts has said they expect 11% compound growth in CI unit sales to justify their valuation, through to 2033. (Haven't seen any other compound growth numbers). But COH has just had 4% growth in half 2 by my numbers, and is expecting 10% approx next year - although this year COH guided to a 12.5% midpoint, and got 9%.
So if other analysts are similar we might be looking at downgrades due to lower growth expectations.
For the last 11 years we have averaged 6.1% CI unit growth. So if analysts go back to there, that will be a big decrease in growth rate expectations. The most COH has had in average growth rate is about 12% for 3 year stretches.
So in 2033 - if we have an 11% compound growth rate, there will be sales of 125k units. If the CGR stays at 6.1% we get 80k units. So roughly only 60% of what Mac bank has factored in for the future.
I wonder if single sided implants are a bit unlikely to skyrocket - why would you go for an operation etc if you could still hear OK in one ear.
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$292.77 |
Change
5.070(1.76%) |
Mkt cap ! $19.17B |
Open | High | Low | Value | Volume |
$289.13 | $294.00 | $286.92 | $46.42M | 159.4K |
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No. | Vol. | Price($) |
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1 | 74 | $292.71 |
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Price($) | Vol. | No. |
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1 | 86 | 290.790 |
1 | 19 | 289.680 |
1 | 17 | 288.000 |
1 | 52 | 287.550 |
1 | 62 | 287.000 |
Price($) | Vol. | No. |
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294.000 | 19 | 1 |
295.000 | 440 | 5 |
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295.700 | 100 | 1 |
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