Report
Delphine Brault

Siemens AG : Une valorisation déjà bien cadrée après le spin-off

>Une SOP instantanée de Siemens AG de 102 € / 110 € dans un an - Siemens AG détient désormais 35% de Siemens Energy (SE) et 10% sont dans le fonds de pension du groupe. Le premier bloc vaut actuellement 5.6 Md€ et les 10% 1.6 Md€. Notre SOP en valeur instantanée nous donnerait 102 € pour SIE GY, et la valeur dans un an serait environ 110 €, correspondant très bien au cours actuel coté (détails à la page suivante). Rappelons ici que SE paiera un droit d’utilisation de ...
Underlying
Siemens AG

Siemens is a technology company. Co.'s Energy sector provides a range of products, solutions and services for generating and transmitting power. The Healthcare sector provides customers a range of medical solutions across the treatment chain. The Industry sector supplies products and solutions for industrial companies, primarily in the process and manufacturing industries. The Infrastructure & Cities sector provides a range of technologies that accelerates the capabilities of metropolitan centers and urban infrastructures. The Investments segment is comprised of Co.'s equity stakes in other companies. The Financial Services segment provides business-to-business financial solutions.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Delphine Brault

Other Reports on these Companies
Other Reports from Oddo BHF
Ghada Ben Sedrine ... (+2)
  • Ghada Ben Sedrine
  • Nicolas David
Benoit Valleaux ... (+5)
  • Benoit Valleaux
  • Roland Pfaender
  • MBA
  • CFA
  • CCRA
Ghada Ben Sedrine ... (+2)
  • Ghada Ben Sedrine
  • Nicolas David

ResearchPool Subscriptions

Get the most out of your insights

Get in touch