Four Directors at Merck Kgaa bought 12,756 shares at 130.607EUR. The significance rating of the trade was 100/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly...
We are hosting our 27th German Investment Seminar in New York from 13 to 15 January 2025. In total, 66 companies are participating. Below, we provide some of our initial feedback on the companies, which were present on day one. Among these companies which were presented during the first day, we notably highlight a positive feedback on BASF, Fresenius Medical Care and Merck AG. We also keep our positive ratings on stocks like Commerzbank, Deutsche Telekom and Schaeffler. We maintain our underperf...
Swiss-based Accelleron was formed from the spin-off of ABB’s highly profitable turbocharger division in 2022. We view the share as a promising investment on 1/ market leadership in an attractive niche, 2/ about ~40% ROCE, 3/ conversion of ~80% of EBITDA into cash, leading to fast deleveraging, and a solid base for shareholder remuneration (75% pay out), and 4/ strong long-term visibility linked to a ~75% service share, the bulk of which is recurring. Despite an already strong stock pe...
>Life Sciences – the turnaround for Process solutions - While there is still some residual headwind related to destocking and the changing ordering pattern of customers, the 3.7% organic growth in Q3 was a clear positive surprise. The company highlighted that sales and order intake increased sequentially q-o-q. For the fourth quarter, additional sequential growth was indicated not only in absolute terms, but also as organic growth rate. We assume 5% organic growth for...
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.