Une nouvelle dynamique justement valorisée - NEUTRE - OC 29€
Nous initions QIAGEN avec une recommandation NEUTRE assortie d’un objectif de 29€ découlant d’une moyenne d’un DCF (29€) et de Comparables européens (30€). Nous considérons que la valorisation actuelle qui culmine au plus haut historique intègre justement le nouveau profil de croissance caractérisé par un retour rapide à une croissance doubledigit pour la division Diagnostic Moléculaire et par l’atteinte d’un point d’inflexion marquant le début d’une période de redressement des marges. Nous identifions deux risques à notre thèse d’investissement : (i) une pénétration plus rapide qu’anticipé de GeneReader et (ii) un intérêt spéculatif potentiel autour de la valeur (plus de 90%de flottant).Qiagen is provider of Sample to Insight solutions to transform biological materials into valuable molecular insights. Co.'s sample technologies process DNA, RNA and proteins from blood, tissue and other materials. Assay technologies make these biomolecules visible and ready for analysis. Bioinformatics software interprets data. Automation solutions unite these together in molecular testing workflows. Co. provides these workflows to four classes: Molecular Diagnostics (human healthcare), Applied Testing (forensics, veterinary testing and food safety), Pharma (pharmaceutical and biotechnology companies) and Academia (life sciences research). Co. markets its products in more than 130 countries.
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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