Sartorius Stedim Biotech

HOPE SPRINGS ETERNAL IN CAPITAL GOODS

23/06/26 -"Demand for AI related capital goods is assumed by investors to be not only ridiculously high in 2026 ($750bn and counting), but also assumed to be forever, even though the signals are loud and clear ..."

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Pages
64
Language
English
Published on
23/06/26
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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

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