Maîtrise des coûts HealthCare - NEUTRE - OC 97€
La société publie ce matin ses résultats T2 2016 qui qui se révèlent en ligne avec les attentes en ventes, mais nettement supérieurs en terme d’EBITDA (+5%). L’écart provient d’une bonne maîtrise du coût des ventes et des dépenses marketing de la franchise HealthCare. Ceci se traduit par un EBITDA 9% au-dessus des attentes pour la franchise HealthCare. La société profite de cette publication pour ajuster à la hausse sa guidance 2016 qui se traduit par des ventes comprises entre 14,9Mds€ et 15,1Mds€ (vs entre 14,8Mds€ et 15,0Mds€ préc.) et un EBITDA entre 4 250m€ et 4 400m€ (vs entre 4,1Mds€ et 4,3Mds€ préc.). Cet ajustement pourrait engendrer de légères révisions haussières de la part du consensus. Conférence téléphonique ce jour à 14h00.Merck is a global science and technology company based in Germany. Co. diversifies its activities into four business divisions: Merck Serono, Consumer Health, Performance Materials and Merck Millipore. The Merck Serono develops, manufactures and markets prescription drugs to treat cancer, multiple sclerosis, infertility, growth disorders, and selected cardiovascular and metabolic diseases. The Consumer Health manufactures and markets over-the-counter drugs addressing health themes such as mobility, women's and children's health, cough and cold. Performance Materials is a specialty chemicals business. The Merck Millipore is the supplier of products and services for the life science industry.
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