IamJeanPaul
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Veeva Systems: One of my favourite stocks right now

NYSE:VEEV   VEEVA SYSTEMS INC. CLASS A
I love it when fundamentals and technicals line up together. I am in general very bullish towards cloud-software companies, thats the future, especially when they have a footing in the pharma industry like veeva. This is a huge market and growing strongly year by year. The chart is a textbook bull flag . I am expecting a move into 80$ over the coming months. Longterm over the coming years we can also see prices above 100$. The only reasonable place to put a stop right now is below 50$. So do your own diligence and research, this is just my opinion towards this stock.

Fundamental analysis by Morgan Stanley:
Veeva Systems Inc
VEEV , a cloud-computing company focused on the pharma and life sciences industry, is an underpriced asset within the broader SaaS universe, according to Morgan Stanley .
The Analyst

Morgan Stanley analyst Stan Zlotsky upgraded Veeva Systems from Equal-weight to Overweight and increased the price target from $69 to $72.
The Thesis

Veeva Systems has durable growth — fueled by an expanding $17-billion total addressable market — and margin potential that is not being reflected in current trading levels, Zlotsky said in a Tuesday note. A conservative setup into 2019 offers scope for estimates and shares to move up, he said.

The company's best-in-class economics are likely to drive longer-term operating margin to 43 percent, representing the highest margin potential in Morgan Stanley's coverage universe, Zlotsky said.

"Veeva's above average sales efficiency and a disciplined go-to-market has enabled the company to simultaneously deliver strong revenue growth and greater than 30-percent operating margins today, well above the 18-percent average among more mature SaaS peers," the analyst said.

Morgan Stanley estimates 16-percent revenue growth on a CAGR basis to $1.7 billion and a 36-percent operating margin by calendar year 2023, resulting in free cash flow of $593 million.

With the 12-percent pullback in Veeva Systems shares since June 2017 compared to a 14-percent gain for the SaaS peer group, Morgan Stanley sees an attractive entry point to rebuild positions in the shares.
交易進行: Entered around 56$
Stop for now below 50$
Target 80$
交易結束:目標達成: Closed! Trade of the year so far! Made very nice profits with this position.
You nailed this!
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Nice call, congrats!
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