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PHG  // Posts tagged as "PHG"

Acuity Will Prevail Long Term Despite Intense Competition and Price Erosion (AYI)

Research Question: Will Acuity Brands suffer as upstream LED lighting manufacturers move downstream? Companies: AYI, CREE, EPA:LR, ETN, ETR:OSR, GE, HUBB, KOSDAQ:0032500, KRX:005930/005935, LSCG, PHG, TYO:6502 By: Reverdy Johnson & David Franklin Click here to download report (.pdf)   Summary of Findings Acuity Brands Inc. (AYI) and the entire LED lighting industry are experiencing intense […]


May 2015 Trends Tracker

Trends Tracker Companies Covered: AAPL, ATVI, BABA, CBS, CMCSA, COH, CTL, DISH, EA, FB, GOOG/GOOGL, IBM, IHRT, INTC, KATE, KORS, KRX:005930/005935, LNKD, LVMUY, MSFT, NFLX, P, PHG, SCTY, T, TSLA, TTWO, TWTR, TWC, TWX, TYO:2432, TYO:6752, TYO:6758, TYO:7974, TYO:9766, VZ Click here to download the report (.pdf)   Summary of Findings Residential solar panel adoption among […]


ResMed, Competitors Cut CPAP Prices to Remain Relevant

Research Question: How are the July 1 CMS reimbursement cuts affecting the CPAP market, and can ResMed maintain its leadership position? By: David Franklin Companies: AET, AMS:PHIA/PHG, BX, CI, ETR:LIN, HNT, HUM, NZE:FPH, RMD, UNH, WLP Click here to download the report (.pdf)   Summary of Findings As in Blueshift Research’s June 21 report, sources expect the […]


ResMed, Respironics to Lose Share But Retain CPAP Lead

Research Question: Are ResMed’s product innovation, market expansion, and cost-containment initiatives enough to overcome increasing competition and reimbursement cuts? By: David Franklin Companies: AMS:PHIA/PHG, BX, CFN, COV, FRA:LIN, NZE:FPH, RMD Click here to download the report (.pdf)   Summary of Findings This report confirms sources’ expectations from our March 8 findings that ResMed Inc. (RMD) and Philips Respironics […]


ResMed’s Hold on CPAP Market Will Be Weakened by CMS Bid Program

Research Question: Will the 47% Medicare reimbursement cut scheduled for July 1 derail ResMed’s growth and give rise to low-cost competition? By: David Franklin Companies: AMS:PHIA/PHG, ASX:SOM, BX, LNCR, NZE:FPH, RMD Click here to download the report (.pdf)   Summary of Findings All 16 sources expect ResMed Inc. (RMD) to lower its prices in order to remain competitive […]


ResMed Secure in CPAP Position Despite Increased Challenges

Research Question: Are increased competition, lower reimbursements and the CMS competitive bidding program leading to less market share for CPAP industry leader ResMed? By: David Franklin Companies: AMS:PHIA, PHG, FPH, RMD Click here to download the report (.pdf)   Summary of Findings The CMS’ competitive bidding program and declining reimbursements will not reduce market share for CPAP leaders […]


OLED Leader PANL Will See More Patent Challenges As Market Scales Up

Research Question: Is Universal Display Corp.’s current OLED patent strategy defensible, and is the company positioned to grow for the remainder of 2012? By: David Franklin Companies: AAPL, AMS:PHIA/PHG, AMZN, ETR:BAS, FRA:MRK, FRA:SIE/SI, KRX:005930, PANL, TYO:4901, TYO:6701, TYO:6752, TYO:6753, TYO:6758/SNE Click here to download the report (.pdf)   Summary of Findings Universal Display Corp. (PANL), also known as […]