Brsen-Zeitung: The Paradox of the Course, Commentary on Siemens Healthineers by Michael Flämig | message



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Frankfurt (ots) – The newcomer calls Siemens Healthineers
seemingly paradoxical reactions in the stock market. Since then, sales and
Earnings in the second quarter with a two-digit percentage
The price of the action in the lead is down 18 percent
increases. Monday, as the third quarter results again
The stock price has fallen and incomes have only stagnated
by. But she finally had her peak in the days before
achieved. In addition, badysts remained average anyway
optimistic for Siemens medical technology listed.

Pricing development contradicts at first sight
Business development, but is very rational. Because those investors who
want to stay faithful to the stock market, try with the help of the Group
reduce their exposure to risk. Siemens Healthineers is suitable
This is excellent because the business model is not very volatile.
At the most, health care clients respond more strongly
Delay, for example, economic shocks. Therefore, find
conservative investors in the stock of a shelter, as much as the
The manufacturing structure allows management to follow the consequences
tighter pace between the United States and China in the trade dispute
almost completely cushion. The company also provides a
extremely high cash flow and so can even in bad times a
good dividend.

Of course, as bad as the numbers in their
absolute size, they are not. The strong euro grows
not only the margin, but also the product. On a comparable basis
On the basis of the company is on a fast growth trajectory – before
especially because the company with computer tomography and Co. is flourishing.
These imaging systems are the revenue generator of the company.
On the other hand comes the once very expensive diagnostic division
not from the place. The launch of the new laboratory platform on the market
Atellica Solution must succeed otherwise the consequences would be
disastrous. Management condemned to success

Siemens Healthineers had a good start on the stock market.
So, the board has the back, all kinds of procedures too
improve and the appearance of the group continues to
professionalize. In addition, laboratory diagnostics can provide the
Get attention. As stable as the economic model
can be, the traditional mistakes do not forgive, the stock market would be so paradoxical
then do not react.

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