Report
Thomas J. Schiessle
EUR 190.00 For Business Accounts Only

COVID-19 - punktuelle Chancen bei Makrorisiken

Wir schrieben am 02.03.20 Drägerwerk sei kein massiver Profiteur des COVID-19-Ausbruchs.... Im Gegenteil: Je länger COVID-19 anhält, umso mehr steigt das Risiko, dass die globalen Lieferketten in der Breite des Geschäfts gestört werden, was einen Konzernumsatzrückgang nach sich ziehen würde.

Dabei bleiben wir! Was sich künftig ändern könnte, ist u.E. der politische Wille sich auf solcherart Epidemien besser vorzubereiten. Wir erwarten ein EU-weites Investitionsprogramm (ab 2021) für eine (dezentrale) „strategische Eingreifreserve“ (Katastrophenschutz).

Die EQUI.TS-Schätzreihe und den Zielkurs passen wir an.

Underlying
Draegerwerk AG Pfd.

DraegerWerk is engaged in the medical and safety technology. Co. is divided into two divisions: medical and safety. The medical division develops, produces, and markets system solutions, equipment and services for the processes at the acute point of care, including emergency care, perioperative care (in connection with the operation), critical care and also perinatal care (in connection with childbirth). The safety division develops, produces and markets products, system solutions and services for personal protection, gas detection technology and hazard management, with customers from industry, mining and public sectors such as fire departments, police and disaster protection.

Provider
EQUITS GmbH
EQUITS GmbH

EQUI.TS GmbH is an innovative, equity research boutique based in Frankfurt (Germany). It is operated by its original founders and has established a reputation as a quality research provider over a period of more than 10 years. Although it generally does not focus on any particular branch of industry, its analyses often revolve around technology and growth stocks.

Analysts
Thomas J. Schiessle

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