TMO - Thermo Fisher Long Case: Trajectory Is Clear Buy On Value
Investment Thesis
We are extremely bullish on Thermo Fisher Scientific (TMO) and believe that the company has the fundamental momentum coupled with the economic pillars to provide shareholders excellent total returns in the coming periods.
Currently, the market views TMO as one of the most promising entities within the pharmaceuticals, medical supplies and biotechnology sector(s); as such, share price has seen momentum of 48.5% on 4.13% risk to the downside since the market selloff in March. Shareholders have also enjoyed 138% in total returns over the 3-year period to date with a 5.8% downside risk