Fresenius Medical Care

Investors left alone

17/06/25 -"Expectations may have been overly optimistic, or FMC may not have provided the necessary information. Despite presenting numerous details, a comprehensive view of the 2030 targets was lacking, ..."

PDF page sample
Pages
67
Language
English
Published on
17/06/25
Download
You may also be interested by these reports :
11/07/25
Given the numerous new product launches, high adoption of existing products, increased presence in point-of-care testing and robust balance sheet, we ...
07/07/25
Sartorius (BUY; Germany), a historically pristine business, has fallen off its perch. Following the big and expensive bet on Polyplus, Sartorius ...
04/07/25
We’ve updated our forecasts to reflect the latest asset disposals, including Baywater (expected to generate €60m revenue in FY24/25 ending June ...
04/07/25
Among Europe’s holding companies, Exor (BUY; Netherlands) is one of the rare, truly active stewards of capital: unafraid to rotate its portfolio, ...

EXECUTIVE SUMMARY

Updates Pension Risks
Target & Opinion Governance & Management
Business & Trends Graphics : Momentum
Money Making Graphics : MACD & Volumes
Debt Graphics : Sensitivities
Valuation Sector: Performance
DCF Sector: Key data
NAV/SOTP Sector: Ratios & Valorisation
Worth knowing Sector: Peers
Financials Sector: Analysis

CONFLICTS OF INTEREST

AlphaValue does not have nor seek any business with companies covered in AlphaValue Research paid by subscription. As a result, investors can be confident that there is no conflict of interest that could affect the objectivity of AlphaValue Research.

Corporate broking NO
Trading in corporate shares NO
Analyst ownership NO
Advising of corporate (strategy, marketing, debt, etc) NO
Research paid for by corporate NO
Provision of corporate access paid for by corporate NO
Link between and a banking entity NO
Brokerage activity at AlphaValue NO