拜耳

2023年7月10日,

5天改變今天上午03:55分享法蘭克福(dpa-AFX) -拜耳股價周一在需求由於幻想周圍的農業部門。然而,開盤後上漲2.5%,周一是明顯低於周五的晚上,當分拆的作物科學報告引起了post-Brexit獲得約百分之五的峰值。Platow交易所的一份報告稱,集團的首席執行官比爾安德森正在剝離的部門。市場參與者不斷推測分割在過去的選擇。然而,懷疑論者認為仍存在風險與除草劑草甘膦的阻礙農業單位實現一個獨特的位置。分析師之間的最初的反應不一。Jefferies分析師讚不絕口的時候,摩根大通專家理查德·沃斯·更相對的觀點。在拜耳,大股東長期以來一直批評該公司的價值,目前隻有大寫在證券交易所約490億歐元。小於630億美元的孟山都公司收購集團支付2016,後來證明是一場災難,因為一波訴訟對抗除草劑草甘膦。迎頭趕上的多元化折讓率由分裂到製藥和農業企業股價的重要因素,據Jefferies專家查理賓利。 He emphasized that the overlap between the two highly specialized divisions is small anyway. The consumer division, which manufactures over-the-counter health products, also exists as a third business unit. According to Bernstein expert Gunther Zechmann, this division is also a promising candidate for strategic options. As for the agricultural division, however, JPMorgan expert Richard Vosser expressed skepticism Monday about a spinoff. In his view, it makes more sense for Bayer to increase its value by getting its pharmaceuticals division back on track. In his model, he values it at an almost 50 percent discount to competitors in the field. This demonstrates that the potential for value creation is greater there than in the agricultural sector, he said. The JPMorgan expert also lowered his estimates in his outlook for the second-quarter report and fears that the annual targets will be trimmed further. He cited expected pricing pressure on glyphosate, margins under pressure in pharmaceuticals and increasing headwinds from exchange rates in 2023. Monday's gains mean Bayer's share price is venturing to stabilize after a long dry spell. After a strong start to the year, the shares have been going downhill again since February, and even steadily since mid-April. The annual gain, which peaked at more than a third, has thus almost been erased. In the Dax annual ranking, Bayer shares now only appear in the lower midfield./tih/mne/men Share