“Alexa, This Is Going To Hurt”: These Companies Will Be Destroyed By Amazon Next

From Morgan Stanley overnight:

The reason the S&P healthcare sector is lower on the day…
… with distribution names getting hammered, is because in a report published overnight, Morgan Stanley analysts predicted that the sector, and severeal specific names, are most in danger of being targets of Amazon’s unstoppable monopoly juggernaut, soon to be scheduled for Bezosian eradication.
As MS explains, it has identified “attractive subsectors and profit pools that Amazon could drain to fund disruption.” MS assumes a 5% hit to prices when Amazon enters a sector, estimate the EPS impact on healthcare companies, and look at what the stocks are pricing in after the recent sell-off.

This post was published at Zero Hedge on Nov 20, 2017.