TDOC 目前被低估，远程医疗的长期普及支撑其 12-18 个月内约 30% 的上行空间（公允价值 7.86 美元，现价 6.13 美元）。
逐段跳播
我认为第一只被低估、可归类为买入机会的医疗保健股是Teladoc Health。请记住，Teladoc Health的业务曾大幅繁荣。由于人们希望在疫情期间获得医疗保健服务，但又尽可能避免前往医生诊所、医院和医疗保健机构，其收入增长了5倍以上。
因此，当时人们任何进行远程医疗就诊的机会都被充分利用了。
The first undervalued healthcare stock I would classify as a buying opportunity here is Teladoc Health . Remember, the business of "Tilladock Health" has flourished tremendously.
Revenues increased more than 5 times as people wanted to access healthcare during the pandemic , but tried to avoid visiting doctors' offices, hospitals and healthcare facilities as much as possible.
Therefore, any opportunity that people had to make telemedicine visits during that time was taken advantage of.
然而，自重新开放以来，Teladoc的业务已经趋于稳定。据管理团队称，收入已经见顶，目前在其一个业务板块中趋于持平，而在另一个板块中下降近20%。
However, since the reopening, the business of "Tiladock" has stabilized . Revenues have peaked and are now flattening out in one of its business segments , and declining by nearly 20% in the other, according to the management team.
为了适应这些不断变化的情况，该公司正在减少广告支出、提高效率，并利用其平台上医疗保健提供者供应增加这一优势。总体而言，我认为其长期前景是积极的，因为用虚拟就诊取代部分面对面就诊的机会正在增加。
我们永远不会看到远程医疗就诊100%取代面对面就诊，但有机会提高整体比例。我相信Teladoc将从这一积极势头中受益。
To adapt to these changing circumstances, the company is reducing advertising spending, improving efficiency, and taking advantage of the increased availability of healthcare providers on its platform.
Overall, I think its long-term prospects are positive as there is a growing opportunity to replace some in-person visits with virtual ones. Now, we will never see a 100% replacement of in-person visits by telemedicine visits, but there is an opportunity to increase the overall percentage.
I believe that " Tiladock" will benefit from this positive momentum.
我计算出这家公司的公允价值为7.86美元，而当前市场价格为6.13美元。因此，我认为Teladoc Health在未来12到18个月内有约30%的增长潜力。
I calculated the fair value of this company at $7.86, while the current market price is $6.13. Therefore, I see potential for growth here of approximately 30% for Teladoc Health over the next 12 to 18 months.
这个频道对 $TDOC 的历次判断
Parkev Tatevosian, CFA 在这只股票上只有这一条判断。