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Posted by
Two Blokes Jun 8 -
Filed in
Stock
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Carl Zeiss Meditec remains a high-quality medtech leader with strong moats in ophthalmic and microsurgery, despite recent margin pressures and Chinese market headwinds. Recent 6M25 results show encouraging top-line growth and robust order intake, with recovery underway and product launches expected to boost second-half performance. Valuation remains compelling, with a €110/share target and potential for 16-25% annualized returns, supported by premiumization and recurring revenue growth.
