Home 110908 Wolters Kluwer | (Health) Food for Thought
110908 Wolters Kluwer | (Health) Food for Thought

110908 Wolters Kluwer | (Health) Food for Thought

No. pages 20
Description Recent data released by two independent research firms offer further support to our positive bias towards the Clinical Solutions market. We believe that Wolters Kluwer is best positioned to benefit from the expected growth in this market thanks to its dominant share in the Clinical Decision Support tools segment in particular. In this note we also assess the intended disposal of the Pharma Solutions assets.
Contents
  • Summany and Conclusions
  • Global Health IT-spending USD162.2bn in 2015
  • US growth outpacing global growth
  • HIT penetration still low
  • Best Western best positioned to benefit from this
  • What has changed since our in-depth study?
  • What exactly is for sale?
  • Risk of disposal loss seems limited
  • What does this mean for our estimates?
  • Our estimates are significantly ahead of street consensus
  • Share price near post Lehman lows
  • Summary and conclusions

Created Date: Thursday September 08, 2011 12:06:38
Last Updated Date: Thursday September 08, 2011 12:06:39
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