Posts
346$HIMS (-2.49%) is about to become Amazon's healthcare system.
The company now sells original medicines at lower prices by leveraging its distribution in partnerships and earns money through value-added services such as access to personal care.
Just as $AMZN (-1.79%) has used its distribution to sell books cheaper than traditional sellers and make money through value-added services like Prime.
HIMS is a 100 billion dollar company soon...
Trump signs decree to mitigate tariffs for carmakers + DHL slightly increases operating profit + Mercedes-Benz posts another profit slump at the start of the year + Hims & Hers enters into partnership with Novo Nordisk + Spotify disappoints with outlook for the second quarter + PayPal disappoints with revenue
Trump signs decree to mitigate tariffs for carmakers
DHL $DHL (+2.05%)increases operating profit slightly
Mercedes-Benz $MBG (-2.65%)another profit slump at the beginning of the year
Hims & Hers $HIMS (-2.49%)enters into partnership with Novo Nordisk $NOVO B (+2.55%)enters into
Spotify $SPOT (-1.78%)disappoints with second quarter outlook
PayPal $PYPL (-0.99%)disappointed in sales but EPS up
Wednesday: Stock market dates, economic data, quarterly figures
Stock exchange trading in Sweden shortened
03:30 CN: Purchasing Managers' Index/PMI manufacturing (CFLP/National Bureau of Statistics) April FORECAST: 49.8 previous: 50.5 | Purchasing Managers' Index/PMI non-manufacturing (CFLP/National Bureau of Statistics) April FORECAST: n.a. previous: 50.8
03:45 CN: Purchasing Managers' Index/PMI manufacturing Caixin/S&P FORECAST: n/a previously: 51.2
07:30 FR: GDP (1st release) 1Q | Private Consumption March
08:00 DE: Retail Sales March seasonally adjusted real FORECAST: -0.2% yoy previous: +0.3% yoy | Employment March | Import/Export Prices March Import Prices FORECAST: -0.8% yoy/+2.4% yoy previous: +0.3% yoy/+3.6% yoy
08:45 FR: Consumer prices (preliminary) April PROGNOSE: +0.4% yoy/+0.7% yoy previous: +0.2% yoy/+0.8% yoy HICP PROGNOSE: +0.4% yoy/+0.7% yoy previous: +0.2% yoy/+0.9% yoy
09:55 DE: Labor market data April seasonally adjusted unemployment rate FORECAST: +20,000 yoy previous: +26,000 yoy Unemployment rate seasonally adjusted FORECAST: 6.3% previous: 6.3%
10:00 DE: GDP (1st release) 1Q calendar and seasonally adjusted yoy FORECAST: +0.2% yoy Q4: -0.2% yoy Q4 calendar-adjusted yoy FORECAST: -0.2% yoy Q4: -0.2% yoy
10:00 IT: GDP (1st release) 1Q FORECAST: +0.2% yoy qoq/+0.4% yoy 4th quarter: +0.1% yoy qoq/+0.6% yoy
11:00 EU: GDP (1st release) 1Q Eurozone FORECAST: +0.2% yoy/+1.0% yoy 4th quarter: +0.2% yoy/+1.2% yoy
11:00 IT: Consumer prices (preliminary) April FORECAST: n/a /+2.0% yoy previous: +0.3% yoy/+1.9% yoy
14:00 DE: Consumer prices (preliminary) April PROGNOSE: +0.3% yoy/+2.0% yoy previous: +0.3% yoy/+2.2% yoy HICP PROGNOSE: +0.5% yoy/+2.1% yoy previous: +0.4% yoy/+2.3% yoy
14:15 US: ADP Labor Market Report April Private Sector Employment PROGNOSIS: +120,000 jobs previously: +155,000 jobs
14:30 US: Labor Cost Index 1Q PROGNOSE: +0.9% yoy 4th quarter: +0.9% yoy
14:30 US: GDP (1st release) 1Q annualized PROGNOSE: +0.4% yoy Q4: +2.4% yoy GDP deflator PROGNOSE: +3.0% yoy Q4: +2.3% yoy
15:45 US: Chicago Purchasing Managers Index April FORECAST: 45.5 previous: 47.6
16:00 US: Personal Spending and Income March Spending / Income FORECAST: +0.5% yoy/+0.4% yoy previous: +0.4% yoy/+0.8% yoy
$HIMS (-2.49%) absolutely amazing what is happening right now, very clearly in the plus. The wait has paid off ✌🏻
$HIMS (-2.49%) and $NOVO B (+2.55%) have announced a groundbreaking collaboration to make obesity treatment more accessible and affordable in America.
The partnership's first initiative introduces Wegovy through the $HIMS (-2.49%) -platform, bundled with comprehensive healthcare services for $599 per month.
The offer combines all of Wegovy's dosage strengths with the benefits of a $HIMS (-2.49%) -membership, including:
- 24/7 care access
- Ongoing clinical support
- Nutritional counseling
- Access to the NovoCare pharmacy
VERY positive for $HIMS (-2.49%) as it all but negates the entire pessimistic assessment of potential lawsuits.
🚀
$HIMS (-2.49%) & Hers and $NOVO B (+2.55%) have launched a long-term collaboration, starting with a bundled offering of FDA-approved Wegovy through the Hims & Hers platform. The deal aims to expand access to obesity treatment by combining innovative medication with a direct-to-consumer care platform.
I continue to buy the dip in 5 out of the Mag7 companies. They are called magnificent for a reason, I went into depth into every company in my earlier post about the Mag7 and expanded on the thought that this selloff could be a huge opportunity to start building up a stake in these highly profitable businesses.
Amazon for example isn’t the online book store Jeff Bezos invented in his garage anymore, no, it is so much more now. While e-commerce still accounts for the lion’s share of the company’s enormous revenue, similar to $GOOGL (-0.75%) Amazon is expanding in other areas.
AWS is the cloud leader and dominates this sector ahead of its two main competitors $MSFT (-0.66%) and $GOOGL (-0.75%) . Other promising ventures are Prime Video, which disappointed over years in terms of lacking behind $NFLX (-0.61%) , but it has the potential and the resources to close the respective gap between these two streaming providers.
And then there is the massive opportunity, nobody seems to talk about: Amazon entering the healthcare space. Similar to what $HIMS (-2.49%) tries to achieve but on a much bigger scale, since Amazon has the resources and platforms to advertise and roll this out effectively.
Amazon is currently trading at a forward P/E ratio of around 30 (similar to $MSFT (-0.66%) ), and it should be noted that until the recent selloff Amazon’s stock has always traded correspondingly to its EPS growth. So, while it isn’t necessarily a bargain like $GOOGL (-0.75%) it‘s a very attractive entry point for this giant that still has much potential ahead.
