Publication solide, guidance maintenue - ACHAT - OC 75€ (vs 65€)
La publication d’hier est ressortie globalement en ligne sur les ventes (+24,1% tcc vs +24% tcc att) mais 5% audessus des attentes au niveau de l’EBITDA. La surperformance en termes de marge d’EBITDA s’explique par un décalage de certaines dépenses sur les trimestres suivants et par un niveau de marge brute encore peu impacté par le mix géographique (Chine). Suite à ces résultats T1 solides, nous relevons nos estimations 2017/18e de +3,2%/+3,5% et de BNA 2017/18e de +4,5%/+4%. Nous maintenons notre opinion ACHAT avec un objectif relevé à 75€ (vs 65€).Diasorin is engaged in the market for in vitro diagnostics. Co. is developing, producing and commercializing diagnostic tests that are designed for hospital and private testing laboratories for use in different clinical areas in the market of immunodiagnostics and molecular diagnostics. In the immunodiagnostics market segment, Co. develops, produces and markets immunoreagent kits based on three different detection techniques. In the molecular diagnostics segment, Co. supplies end laboratories with an automated solution to perform the three steps required for the final diagnostic result.
Since 2006, Invest Securities has become one of the leading players in investment services for funds and managers, to whom we offer a global and personalised service. Our track record differentiates us and proves our leadership in numerous promising sectors like property and growth companies.
Consisting of 13 different profiles (pharmacist, engineer, financier, etc), the DNA of our financial analysis office is value added and sector expertise. Through daily monitoring and detailed analyses of companies and sectors, we seek to provide a differentiating vision of our 120 stocks followed. Our ideas are circulated every day to nearly 1,000 professionals.
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