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Soprano
@Soprano
2Settimana·

What's going on at Thermo Fisher?

$TMO (-2,72%) has fallen by 30% in a very short time this year, without me being able to find any real news, and no longer rises even in strong market phases.


This week's figures were consistently convincing, so what's going on? The only thing I have found is that they are going to make a 4 billion takeover.

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11 Commenti
immagine del profilo
Smudo@Smudeo
2Settimana
Thermo Fisher beats Q1 estimates and lowers full-year guidance due to tariffs and costs
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immagine del profilo
Soprano@Soprano
2Settimana
@Smudeo That is correct, but this news came in only 2 days ago, the share was beaten up 3-4 weeks ago and then did not react to this news at all.
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immagine del profilo
Smudo@Smudeo
2Settimana
@Soprano Takeovers cost money and share price falls: Thermo Fisher acquires Solventum's filtration business for 4.1 billion US dollars
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immagine del profilo
Soprano@Soprano
2Settimana
@Smudeo That was exactly the news I had found and it was also at the time when things started to go down considerably. However, 4 billion is a relatively small sum compared to the roughly 70 billion that was lost to market cap.
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Adrian@buysedip
2Settimana
I got in today at € 368 with the first tranche. It's been on my watchlist for ages.
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immagine del profilo
DerDanner@Therapeut
2Settimana
Fortunately I'm out in January... but I can't give you an explanation for that either
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immagine del profilo
TotallyLost@TotallyLost
2Settimana
So 10% is already the dollar devaluation and the rest is probably Trump's planning uncertainty.
Are they possibly also affected by tariffs?
Are Chinese primary products possibly needed?
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immagine del profilo
Soprano@Soprano
2Settimana
@TotallyLost This is certainly all true. However, this also applies to its direct competitor $DHR, although the sell-off here was only half as strong and other medical technology stocks are also showing much more optimistic momentum
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immagine del profilo
Christian@Chris87
2Settimana
Thermo Fisher lowers profit forecast for 2025 due to tariff losses and cuts in research funding

Could be because of this I found at tr ...
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immagine del profilo
Soprano@Soprano
2Settimana
@Chris87 That is true, but this news came in only 2 days ago, the share was beaten up 3-4 weeks ago and has not reacted to this news at all.
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Walter S.@Roots
2Settimana
I haven't found an explicit reason either...except for trump and tariffs - that's not a reason for me personally.
I am holding and buying.
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