A 17% jump in the day, and the gene sequencing faucet is about to take off?

On Tuesday, Illumina, the leader of gene sequencing in US stocks, opened higher and went higher, rising 17% in the day, which surprised the world.

On the news front, at the 40th annual medical conference of JP Morgan Chase, the company predicted that the revenue in the fourth quarter was about 1.19 billion US dollars, up 24.9% year-on-year, and the revenue in a single quarter reached a historical record.

At the same time, the company predicts that the revenue in 2022 will be about 5.15 billion US dollars to 5.24 billion US dollars, an increase of 14% to 16%.

Both data exceeded market expectations, so it is not difficult to understand that stock prices have risen from the ground.

From the quarterly revenue trend, due to the sudden COVID-19 pandemic in 2020, which has a great impact on the gene sequencing business, Illumina's annual revenue in 2020 rarely declined by 8.6%.

Benefiting from the low base, after the normalization of epidemic prevention in 2021, the company's business resumed growth. From the single-quarter growth rate, the revenue growth rate in the second quarter of 2021 was 77.9%, which seemed to be very high, but it was actually caused by the revenue decline of 24.5% in the second quarter of 2020.

Excluding the impact of the epidemic in 2020, Illumina's annual compound revenue growth rate was 12.9% from 2019 to 2021.

According to the growth rate of revenue over the years, if the year-on-year growth rate of revenue in 2022 is 15% (median forecast value), it will be a rapid growth year since 2016.

In terms of valuation, Illumina's market sales rate is 14.7 times, and its revenue valuation in 2022 is 12.7 times, so there is still room for upward movement.

In terms of business model, Illumina's main revenue comes from consumables, accounting for 65% of its revenue in 2020.

In terms of instrument sales, the shipment volume in 2021 reached a record high, exceeding 3,200 units, and the cumulative installation volume reached 20,000 units.

Every time an instrument is sold, it means that it will bring a steady stream of consumables sales, and Illumina's performance is extremely certain.

Therefore, since its listing in 2000, Illumina has kept rising in most years, and it is a long bull stock of US stocks.

Considering that the United States starts to raise interest rates in 2022, Illumina's valuation ceiling may be under pressure. After 17% passion in one day, life will return to dull in the future!

$Illumina(ILMN)$$NH HEALTH-B(06606)$$Amoy Diagnostics Co.,Ltd.(300685)$

# 复盘笔记

Disclaimer: The above content represents only the personal views of the poster and does not constitute investment advice on this platform.

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    ·01-14
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    ·01-14
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    [Money Mafia]
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    As the epidemic continues, gene sequencing will break out
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    ·01-14
    Attention
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    [Turning back]
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    66
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    Test
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    Good
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  • Genetic testing flies to the Millennium in the morning and waits once
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