immagine del profilo
I also find the market and $ZTS 's position as the undisputed market leader interesting. What's more, people are spending more and more on medical care for their pets. However, the share is currently being beaten up so badly.
6
immagine del profilo
@SteelAnacott the stock market just tends to over and understate...
1
immagine del profilo
@SteelAnacott However, there are other strong players in the medical sector, such as $MRK
immagine del profilo
@SemiGrowth Pets, it's about the medical care of pets😅😉.
4
immagine del profilo
@SemiGrowth yes, I also think the sectors are only partially comparable, if at all
immagine del profilo
@All-in-or-nothing Yes, I know. $MRK has an Animal Health division with 6B sales (admittedly only 2.5B of which are for pets). But it is already relevantly large, even compared to $ZTS. I just want to put "undisputed market leader" into perspective
2
immagine del profilo
@SemiGrowth $ZTS is at least the market leader in relative terms. Admittedly, I would also delete unchallenged, because of course there is competition in such a market. However, the Animal Health division of $MRK "only" has around 1/3 of the turnover of $ZTS, which is exclusively present in this market😉.
immagine del profilo
1Settimana
Zoetis also ran very hot back then, now the share is correcting, profits are no longer expected to grow so strongly, so many are getting out. In my opinion, a good time to enter the stock in the long term is around 100-80 and then simply buy more with several trades. The blockbuster drugs are huge, doctors also stick to the products they recommend because they have experience with them. Dividend policy also nice and growth available is also increased annually.
1