Análisis de Bayer: ¿Buen momento para entrar en Bayer AG (BAY)?

steri, menudo tocho, menos mal que se ingles. Estoy esperando que baje un poco para entrar en Bayer AG.

No creo que baje mucho, ya corrigió bastante durante el pasado año y ahora empieza rally de nuevo rompiendo resistencias. A lo mejor cae algún punto , pero está a buen precio.

Bayer AG (BAYN) PT Set at €125.00 by Jefferies Group
January 24th, 2017 - By Jessica Moore - 0 comments
Bayer AG logoBayer AG (FRA:BAYN) has been given a €125.00 ($134.41) price target by Jefferies Group in a research report issued on Friday. The firm presently has a “buy” rating on the stock.

BAYN has been the topic of a number of other research reports. Nord/LB set a €112.00 ($120.43) price target on shares of Bayer AG and gave the stock a “buy” rating in a report on Wednesday, October 26th. DZ Bank AG reissued a “neutral” rating on shares of Bayer AG in a report on Wednesday, October 26th. Commerzbank Ag set a €118.00 ($126.88) price objective on shares of Bayer AG and gave the company a “buy” rating in a research note on Wednesday, October 26th. Berenberg Bank set a €113.00 ($121.51) price objective on shares of Bayer AG and gave the company a “buy” rating in a research note on Wednesday, October 26th. Finally, Sanford C. Bernstein set a €113.00 ($121.51) price objective on shares of Bayer AG and gave the company a “buy” rating in a research note on Wednesday, October 26th. One equities research analyst has rated the stock with a sell rating, ten have given a hold rating and thirteen have given a buy rating to the company. The stock currently has an average rating of “Buy” and a consensus price target of €110.00 ($118.28).

Analyst Recommendations for Bayer AG (FRA:BAYN)

steri, thank you.

http://www.investor.bayer.com/en/nc/news/investor-news/investor-news/bayer-proposes-increased-dividend-for-2016-of-eur-270-per-share/

Proponen subir el dividendo un 8% el día previo a la presentación de resultados... y con lo de Monsanto en la recamara...

Bayer gana un 38% más

http://www.hispanidad.com/bayer-se-vuelve-a-forrar-con-su-negocio-abortivo-gana-un-38-mas.html

Y que siga, yo llevo dentro desde los 93.

Yo también la llevo para largo plazo. Buen valor para tenerlo para la jubilación.

First quarter of 2017
Strong start to the year for Bayer

Group sales increase to €13.2 billion (Fx & portfolio adj.: +9.4%)
EBITDA before special items raised to €3.9 billion (+14.9%)
Growth momentum across all segments
Very good business development at Pharmaceuticals
Significant increase in sales and earnings at Covestro
Net income €2.1 billion (+37.9%)
Core earnings per share €2.62 (+11.5%)
Group outlook for 2017 raised, driven by Covestro performance
Economic situation of the Bayer Group

The Bayer Group got off to a very successful start to 2017. In the first quarter, sales increased by 9.4% on a currency- and portfolio-adjusted basis (Fx & portfolio adj.) to €13.2 billion and EBITDA before special items by a substantial 14.9% to €3.9 billion. At Pharmaceuticals, we once again benefited from the very good performance of our key growth products. Consumer Health, Crop Science and Animal Health also registered increases in sales and EBITDA before special items. Covestro posted substantial growth in sales and earnings.





http://www.quarterly-report-2017-q1.bayer.com/

Muy buenos resultados... se aleja más aun el fantasma del excesivo endeudamiento por Monsanto (para mí ya estaba alejado antes de resultados en el LP), empresa que también está teniendo muy buena evolución, lo que mejora aun más las sinergias futuras (y abarata la adquisición para Bayer) -http://www.nasdaq.com/press-release/monsanto-continues-return-to-growth-in-fiscal-year-2017-with-strong-second-quarter-and-first-half-20170405-00372- (https://www.rankia.com/foros/bolsa/temas/45306-analisis-bayer-buen-momento-para-entrar-ag-bay?page=16#respuesta_3328502; https://www.rankia.com/foros/bolsa/temas/45306-analisis-bayer-buen-momento-para-entrar-ag-bay?page=17#respuesta_3328818).

A LP me parece una inversión muy interesante con mucho potencial (digo LP porque no se sabe cuando saldrá adelante la fusión aun, https://www.bloomberg.com/news/videos/2017-04-27/bayer-ceo-sees-monsanto-deal-closure-by-year-end-video, pero en cuanto se anuncie entiendo que debería subir, ya que el factor negativo de la adquisición ya está en parte descontado, amén de lo dicho más arriba: hoy es más barata la adquisición que cuando se anunció, aunque sólo sea a tenor de los resultados de ambas compañías).