Una de las razones posiubles de la caida de Grifols, se encuentra en la razones que da goldman sarchs a las caidas de su competidor numero 1 y lider del mercado CSL plasma.
Foggy future weighs on CSL’s share price
Management warned that plasma collections had been impacted due to the challenging environment in its half results. As a result, CSL had experienced additional costs associated with collecting plasma.
Additionally, analysts at Goldman Sachs made the decision to downgrade CSL’s rating to a neutral. Analysts were concerned that management only reaffirmed guidance on the strong profit lift, instead of upgrading. This was interpreted by the analysts as potentially signalling headwinds for the company.
Accounting for today’s move, the CSL share price has now fallen by 16.5% in the last 12 months.
Lo que viene a decir es de que como yo ya dije... el covid, va a incrementar los costes de procesado de plasma, debido a filtros y mas cosas, ademas de los costes de recoleccion, lo que hara sera estrechar margenes de beneficios.
Y eso es lo que quizas el mercado iba poco a poco sabiendo.
Y grifols trata de cubrirlo, comprando mas centros, de forma que el incremento de las ventas superen la perdida de beneficios por estrechamiento de margenes.
y de ahi las compras aceleradas.
