Michael Sen

CEO, Fresenius SE (Transcript: "Zenius")
· tracked since Mar 2026
Calls 1 1 Posts tracked · 0.0/day
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90d 0
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Worst Calls
FSNUY long -22.9%
Most Mentioned
FSNUY ×1
Recent Calls
FSNUY long 3 months ago
Win Rate 0% Long 1 Short 0
Win Rate
7d 0%
30d 0%
90d —
Average Return -22.9% Long Return -22.9% Short Return -
Average Return
7d -1.1%
30d -11.4%
90d —
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Thesis
Theme
Source
FSNUY Fosun In... Fosun International Limited
Long
Mar 03
$14.18
-22.9%
Fresenius manufactures 70% of what they cater to the US *in* the US. They are "doubling down" on local-to-local supply chains. IV generics are exempted from tariffs. In a global shipping crisis (Hormuz closed, 4,000 flights cancelled), companies with localized manufacturing are insulated from logistics inflation. Fresenius has a structural advantage over competitors relying on imports from India/China. LONG Fresenius SE (ADR) as a defensive healthcare play with supply chain immunity. Secondary effects of energy prices hitting hospital margins.
Fresenius manufactures 70% of what they cater to the US *in* the US. They are "doubling down" on local-to-local supply chains. IV generics are exempted from tariffs. In a global shipping crisis (Hormuz closed, 4,000 flights cancelled), companies with localized manufacturing are insulated from logistics inflation. Fresenius has a structural advantage over competitors relying on imports from India/China. LONG Fresenius SE (ADR) as a defensive healthcare play with supply chain immunity. Secondary effects of energy prices hitting hospital margins.
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Michael Sen has 1 trade idea tracked on Buzzberg across 1 ticker since March 2026. Most covered: FSNUY.