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Masimo Intrinsic Value –
Masimo(
$NASDAQ:MASI) Corp rose 3.9% in after hours trading after a report that an activist investor has taken a 9% stake.Politan Capital, founded by veteran activist Quentin Koffey, has a 9% stake worth $750 million, according to a WSJ report, which cited people familiar.Politan is said to want to pressure Masimo, a medical monitoring company which supplies pulse oximeters to hospitals, to take actions to improve its stock price after it plunged following an acquisition of a high-end audio equipment company Sound United in February, the WSJ reported. This news comes as a bit of a surprise, as activist investors usually target underperforming companies in order to make a quick profit.
However, given the current state of the economy, it’s not entirely surprising that an investor would take a stake in Masimo in order to try and turn around its fortunes. Only time will tell if this move will pay off for Polican Capital, but it’s certainly an interesting development to keep an eye on.
Market Reaction
On Tuesday, Polican Capital, an activist investor, announced it had taken a 9% stake in Masimo Corp This news sent MASIMO stock soaring, opening at $164.6 and closing at $169.4, a 6.0% increase from its previous closing price of 159.8. Polican Capital is known for agitating for change at companies it invests in, and it is unclear what their plans are for Masimo at this time.
However, investors are clearly bullish on the company, betting that Polican Capital’s involvement will lead to positive changes for Masimo.
VI Analysis – Masimo Intrinsic Value
Company’s fundamentals reflect its long term potential, below analysis on MASIMO are made simple by VI app. The fair value of MASIMO share is around $287.4, calculated by VI
Line. Now MASIMO stock is traded at $169.4, undervalued by 41%.
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Summary
Polican Capital, an activist investor, has taken a 9% stake in Masimo Corp This news has caused the stock price of Masimo Corp to increase by 6.0% the same day. Masimo Corp is a leading medical technology company that develops and manufactures innovative medical devices and software solutions. The company’s products are used in hospitals, clinics, and home settings worldwide. Polican Capital believes that Masimo Corp is undervalued by the market and has significant upside potential. The activist investor plans to engage with the company’s management to discuss ways to unlock value for shareholders. The news of Polican Capital’s stake in Masimo Corp has caused the stock price to increase by 6.0%. This is a positive development for shareholders as it indicates that there is interest from investors in the company.
