Siemens Healthineers: Q3 Call - Derisked but unexciting-20260731
摩根大通·2026-07-31 20:58
Marjan Daeipour - Specialist Sales - European Healthcare AC (44 20) 7134-1329 marjan.daeipour@jpmorgan.com J.P. Morgan Securities plc Europe Specialist Sales Siemens Healthineers: Q3 Call - Derisked but unexciting Marjan Daeipour +44 207 134 1329 marjan.daeipour@jpmorgan.com Shares opened up (likely on better Q3 orders) but have since faded as FY27 consensus EPS needs to come down from DD growth to MSD. The bulls would argue that this could be the final cut for FY27 so numbers are de-risked and the relative ...