Bayer

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 ..."

PDF page sample
Pages
72
Language
English
Published on
14/04/24
Download
You may also be interested by these reports :
30/10/26
Investors hailed the Q3 profitability beat and the announcement of a cost savings initiative. The generic erosion of some CVRM medicines was ...
30/10/26
The Q3 beat was impressive and a guidance upgrade to boot cheered up investors. As usual, the all-important immunology medicine Dupixent remained a ...
29/10/26
The Q3 EBITDA was somewhat ahead of expectations, unlike sales. While lower demand in Spain and loss of exclusivity in Japan impaired Bilastine’s ...
29/10/26
After increasing both our DCF and NAV estimates by >20% (discussed in the respective sections), we maintain a Reduce recommendation with c.2% ...

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