Sartorius AG

Sartorius is a holding company, which is engaged as an international laboratory and process technology provider for the biotech, pharmaceutical and food industries. Co. has three segments: the Bioprocess Solutions, which provides solutions for the core process steps in biopharmaceutical production, focusing on the areas of activity of filtration, fluid management, fermentation, and purification; the Lab Products & Services, which serves both research and quality assurance laboratories across several different industries; and the Industrial Weighing, which concentrates on weighing and control applications in the manufacturing processes of the food, chemical and pharmaceutical sectors.
  • TickerSRT
  • ISINDE0007165607
  • SectorHealth Care Equipment & Services
  • CountryGermany
Dave Nicoski ...
  • Ross LaDuke

Vital Signs: Actionable charts

In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.

Thomas J. Schiessle

Vorbereitungen für COVID-19-Vaccine bringt Orderschub von 60 % in Q3/20 - 4. Guidance-Anpassung für Gj. 2020

Überraschend kräftig entwickelte sich Q3/20; BPS (+26 % auf € 144,5 Mio.) wuchs anhaltend zweistellig; LPS (+44,1 % auf € 478,7 Mio.) beendete (mit Wiedereröffnung der akademischen Labore) die Schwächephase des H1/20 in allen Regionen. Der Ordereingang erreichte € 711,7 Mio. (+54,5% ggü. Vj; in CC: +60% - davon ca. 30%-Punkte COVID-19-bedingt). Der Q3/20-Konzern­umsatz stieg um +39,5 % ggü. Vj. (EMEA: +37,4%; Amerika: +38,7 %; Asia/Pacific:  +27,3 %) auf € 623,2 Mio. So gesehen könnte die herrschende Konzern-Mittelfristperspektive angehoben werden, sofern die anlaufende 2. Corona-Welle nicht ...

Thomas J. Schiessle

Preparations for COVID-19 vaccine brings order surge of 60 % in Q3/20 - 4th guidance adjustment for FY 2020

  Q3/20 developed surprisingly strongly; BPS (+26 % to € 144.5 m) continued to grow at double-digit rates; LPS (+44.1 % to € 478.7 m) ended the weak phase of H1/20 (with the reopening of academic laboratories) in all regions. Order intake reached € 711.7 m (+54.5 % vs. previous year; in CC: +60 % - thereof approx. 30 % points COVID-19 related). Consolidated sales in Q3/20 rose by +39.5 % year-on-year (EMEA: +37.4 %; America: +38.7 %; Asia/Pacific: +27.3 %) to € 623.2 m. Seen in this light, the prevailing medium-term outlook for the Group could be raised, provided that the ongoing second wave...

Thomas J. Schiessle

BIA Seperations Kauf verbessert Perspektiven

Für € 360 Mio. - davon für € 120 Mio. in Stedim Aktien – (+ Earn-out) wird der Aufreinigungsspezialist BIA Seperations (ca. 120 Mitarbeiter, Jahresumsatz: ca. € 25 Mio.) gekauft. Strategisch bedeutend: Das BIA-Produktportfolio ist im Markt anerkannt und erschließt künftige Medikamentenklassen (Advanced Therapies) für den global agierenden SRT-Konzern.

Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

EM Pullback Opportunity Supporting our global bull market thesis, uptrends remain intact for the major global indexes (MSCI ACWI, ACWI ex-US, EAFE, and EM). At this point, concerns surrounding the Wuhan coronavirus have led to some market setbacks and deterioration in market indicators, however they have not resulted in breakdowns. This is true even for areas of the market most-directly affected, including China (MSCI China) and emerging markets (MSCI EM). For these reasons and, as long as there is no significant additional damage, we view recent weakness as a buying opportunity - especially ...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

EM Pullback Opportunity Supporting our global bull market thesis, uptrends remain intact for the major global indexes (MSCI ACWI, ACWI ex-US, EAFE, and EM). At this point, concerns surrounding the Wuhan coronavirus have led to some market setbacks and deterioration in market indicators, however they have not resulted in breakdowns. This is true even for areas of the market most-directly affected, including China (MSCI China) and emerging markets (MSCI EM). For these reasons and, as long as there is no significant additional damage, we view recent weakness as a buying opportunity - especially ...

Dave Nicoski ...
  • Ross LaDuke

Vital Signs: Actionable charts

In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.

Thomas J. Schiessle

Vorbereitungen für COVID-19-Vaccine bringt Orderschub von 60 % in Q3/20 - 4. Guidance-Anpassung für Gj. 2020

Überraschend kräftig entwickelte sich Q3/20; BPS (+26 % auf € 144,5 Mio.) wuchs anhaltend zweistellig; LPS (+44,1 % auf € 478,7 Mio.) beendete (mit Wiedereröffnung der akademischen Labore) die Schwächephase des H1/20 in allen Regionen. Der Ordereingang erreichte € 711,7 Mio. (+54,5% ggü. Vj; in CC: +60% - davon ca. 30%-Punkte COVID-19-bedingt). Der Q3/20-Konzern­umsatz stieg um +39,5 % ggü. Vj. (EMEA: +37,4%; Amerika: +38,7 %; Asia/Pacific:  +27,3 %) auf € 623,2 Mio. So gesehen könnte die herrschende Konzern-Mittelfristperspektive angehoben werden, sofern die anlaufende 2. Corona-Welle nicht ...

Thomas J. Schiessle

Preparations for COVID-19 vaccine brings order surge of 60 % in Q3/20 - 4th guidance adjustment for FY 2020

  Q3/20 developed surprisingly strongly; BPS (+26 % to € 144.5 m) continued to grow at double-digit rates; LPS (+44.1 % to € 478.7 m) ended the weak phase of H1/20 (with the reopening of academic laboratories) in all regions. Order intake reached € 711.7 m (+54.5 % vs. previous year; in CC: +60 % - thereof approx. 30 % points COVID-19 related). Consolidated sales in Q3/20 rose by +39.5 % year-on-year (EMEA: +37.4 %; America: +38.7 %; Asia/Pacific: +27.3 %) to € 623.2 m. Seen in this light, the prevailing medium-term outlook for the Group could be raised, provided that the ongoing second wave...

Thomas J. Schiessle

BIA Seperations Kauf verbessert Perspektiven

Für € 360 Mio. - davon für € 120 Mio. in Stedim Aktien – (+ Earn-out) wird der Aufreinigungsspezialist BIA Seperations (ca. 120 Mitarbeiter, Jahresumsatz: ca. € 25 Mio.) gekauft. Strategisch bedeutend: Das BIA-Produktportfolio ist im Markt anerkannt und erschließt künftige Medikamentenklassen (Advanced Therapies) für den global agierenden SRT-Konzern.

Thomas J. Schiessle

Investoren sehr optimistisch – Konjunkturrisiken noch nicht ausgeräumt - Belastungen kommen noch

Eine Guidance-Anhebung wurde anlässlich des Q1/19-Interimberichtes – wie von uns erwartet - nicht vorgenommen. Laut Sartorius CEO Dr. Kreuzburg sei es zu früh eine Anhebung vorzunehmen, denn noch seien nicht die Belastungsfaktoren im 2019er-Planungsszenario zum Tragen gekommen.

Ahmed Ben Salem ...
  • Alfred Glaser
  • Bruno Cavalier
  • Delphine Brault
  • Fatma Agnès Hamdani
  • Oussema Denguir
  • Pierre Tegner

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 07/16/2018

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Ahmed Ben Salem ...
  • Alfred Glaser
  • Bruno Cavalier
  • Delphine Brault
  • Fatma Agnès Hamdani
  • Oussema Denguir
  • Pierre Tegner

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 16/07/2018

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Ford Equity International Rating and Forecast Report

Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind each recommendation and reflect the fundamental and price data as of the last trading day of the we...

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