Another peer group tidy up

14/04/24 -"We have removed Novo Nordisk from the Bayer peer group since the Danish obesity franchise company has reached a stellar valuation. This has had a modestly positive impact on our TP (+3.2%). In so ..."

Executive summary
Conflict of interest

Pages

Language

English

Published on

14/04/24

Download

You may also be interested by these reports :

21/01/25

Novo Nordisk

Marred by more-than-justified fears, Novo’s shares have fallen by >45% since June 2024, bringing its relative valuation down to levels unseen in ...

20/01/25

Bayer

Bayer’s Pharmaceuticals division, previously driven by Xarelto, experienced a significant 24% sales decline in Q3 24, signalling the potential ...

17/01/25

Virbac

Q4 sales were largely in line with expectations, and Virbac met its full-year guidance as well. In Q4, the Companion Animal segment was the main ...

17/01/25

PolyPeptide

Waiting for consensus revision for FY24E & FY26E

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

Trading in corporate shares

Analyst ownership

Advising of corporate (strategy, marketing, debt, etc)

Research paid for by corporate

Provision of corporate access paid for by corporate

Link between and a banking entity

Brokerage activity at AlphaValue