Fresenius Medical Care AG

RegistrarFresenius Medical Care is a kidney dialysis company, operating in both the field of dialysis services and the field of dialysis products for the treatment of end-stage renal disease (ESRD). Co.'s dialysis business is vertically integrated, providing dialysis treatment at dialysis clinics it owns or operates and supplying these clinics with a range of products. In addition, Co. sells dialysis products to other dialysis service providers. In the U.S.A., Co. also provides inpatient dialysis services and other services under contract to hospitals. Co. provides patient services, including renal pharmaceutical products and in the U.S.A., laboratory services.
  • Ticker578580
  • ISINDE0005785802
  • SectorHealth Care Equipment & Services
  • CountryGermany

Analysts

Jake Strole

Morningstar | DaVita's 1Q Weaker Than Expected, but Shares Remain Attractive

Narrow-moat DaVita posted first-quarter results that came in modestly below our expectations, but the firm appears on track to meet our outlook for the full year. The underlying source of weakness was same-facility treatment growth, which continued to decelerate to 2.4% from 2.6% in the fourth quarter of 2018. Both figures are the lowest we've seen in some time and stand in stark contrast to the 3.3% and 3.0% rates from Fresenius Medical Care's North American segment during the same periods. While these metrics aren't perfectly comparable, we find it notable that Fresenius has outgrown DaVita ...

Jake Strole

DaVita's 1Q Weaker Than Expected, but Shares Remain Attractive

Narrow-moat DaVita posted first-quarter results that came in modestly below our expectations, but the firm appears on track to meet our outlook for the full year. The underlying source of weakness was same-facility treatment growth, which continued to decelerate to 2.4% from 2.6% in the fourth quarter of 2018. Both figures are the lowest we've seen in some time and stand in stark contrast to the 3.3% and 3.0% rates from Fresenius Medical Care's North American segment during the same periods. Whi...

Jake Strole

Morningstar | DaVita's 1Q Weaker Than Expected, but Shares Remain Attractive

Narrow-moat DaVita posted first-quarter results that came in modestly below our expectations, but the firm appears on track to meet our outlook for the full year. The underlying source of weakness was same-facility treatment growth, which continued to decelerate to 2.4% from 2.6% in the fourth quarter of 2018. Both figures are the lowest we've seen in some time and stand in stark contrast to the 3.3% and 3.0% rates from Fresenius Medical Care's North American segment during the same periods. While these metrics aren't perfectly comparable, we find it notable that Fresenius has outgrown DaVita ...

Jake Strole

DaVita's 1Q Weaker Than Expected, but Shares Remain Attractive

Narrow-moat DaVita posted first-quarter results that came in modestly below our expectations, but the firm appears on track to meet our outlook for the full year. The underlying source of weakness was same-facility treatment growth, which continued to decelerate to 2.4% from 2.6% in the fourth quarter of 2018. Both figures are the lowest we've seen in some time and stand in stark contrast to the 3.3% and 3.0% rates from Fresenius Medical Care's North American segment during the same periods. Whi...

Jake Strole

Morningstar | 4Q Results Meet Expectations and Guidance Finally Looks Achievable; Stock Undervalued

Fresenius Medical Care reported 2018 results that largely tracked our expectations. Following a volatile third quarter, we're encouraged by the broad strength across business lines to end the year. We think this illustrates the stability that has characterized the dialysis-services market over the long term and the narrow economic moat Fresenius has been able to build. As we update our model, we may raise our EUR 79 per share fair value estimate ($49 per ADR) modestly to reflect the cash flows received since our last update. First, we're pleased to see the drawn-out acquisition of NxStage Med...

Jake Strole

Morningstar | 4Q Results Meet Expectations and Guidance Finally Looks Achievable; Stock Undervalued

Fresenius Medical Care reported 2018 results that largely tracked our expectations. Following a volatile third quarter, we're encouraged by the broad strength across business lines to end the year. We think this illustrates the stability that has characterized the dialysis-services market over the long term and the narrow economic moat Fresenius has been able to build. As we update our model, we may raise our EUR 79 per share fair value estimate ($49 per ADR) modestly to reflect the cash flows received since our last update. First, we're pleased to see the drawn-out acquisition of NxStage Med...

Jake Strole

4Q Results Meet Expectations and Guidance Finally Looks Achievable; Stock Undervalued

Fresenius Medical Care reported 2018 results that largely tracked our expectations. Following a volatile third quarter, we're encouraged by the broad strength across business lines to end the year. We think this illustrates the stability that has characterized the dialysis-services market over the long term and the narrow economic moat Fresenius has been able to build. As we update our model, we may raise our EUR 79 per share fair value estimate ($49 per ADR) modestly to reflect the cash flows r...

Ahmed Ben Salem ...
  • Jean-Baptiste Rouphael
  • Jerôme Bodin
  • Johanna Jourdain
  • Martial Descoutures
  • Matthias Desmarais
  • Michael Foundoukidis
  • Pierre Corby
  • Stephane Houri
  • Sven Edelfelt
  • Team Pharma
  • Valentin Pernet
  • Veysel Taze
  • Virginie Rousseau
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 12/14/2018

...

Ahmed Ben Salem ...
  • Jean-Baptiste Rouphael
  • Jerôme Bodin
  • Johanna Jourdain
  • Martial Descoutures
  • Matthias Desmarais
  • Michael Foundoukidis
  • Pierre Corby
  • Stephane Houri
  • Sven Edelfelt
  • Team Pharma
  • Valentin Pernet
  • Veysel Taze
  • Virginie Rousseau
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 14/12/2018

...

Ahmed Ben Salem ...
  • Antoine Boivin-Champeaux
  • Christophe-Raphaël Ganet
  • Igor Kim
  • Jean Sassus
  • Jean-Baptiste Rouphael
  • Martial Descoutures
  • Pierre Corby
  • Roland Pfaender
  • Steven Gould
  • Valentin Pernet
  • Yan Derocles
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 11/01/2018

...

Ahmed Ben Salem ...
  • Antoine Boivin-Champeaux
  • Christophe-Raphaël Ganet
  • Igor Kim
  • Jean Sassus
  • Jean-Baptiste Rouphael
  • Martial Descoutures
  • Pierre Corby
  • Roland Pfaender
  • Steven Gould
  • Valentin Pernet
  • Yan Derocles
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 01/11/2018

...

Ahmed Ben Salem ...
  • Alex Koagne
  • Alfred Glaser
  • Anis Zgaya
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Emmanuel Matot
  • Igor Kim, CFA
  • Jean Sassus
  • Louis Boujard, CFA
  • Oussema Denguir
  • Philippe Ourpatian
  • Pierre Corby
  • Roland Pfaender,MBA,CFA,CCRA
  • Stephane Houri
  • Sven Edelfelt
  • Veysel Taze
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 08/01/2018

...

Nurhayati Wan

Fresenius Medical Care

Nurhayati Wan

Fresenius Medical Care

Nurhayati Wan

Fresenius Medical Care

Nurhayati Wan

Fresenius Medical Care

Nurhayati Wan

Fresenius Medical Care

Carole Braudeau

Accor : Feedback Crédit Forum des 10 et 11 janvier 2019

Notre Forum annuel Oddo BHF 2019 vient de se dérouler à Lyon : il a réuni 263 sociétés, dont 41% étrangères, près de 545 investisseurs (33% étrangers), soit près de 6 500 one-to-one. - Ce document synthétise nos feed-back concernant les émetteurs obligataires présents et sous-jacents d’obligations convertibles. - - - >Investment Grade - Accorhotels, Aéroports de Paris, Arkema, Buzzi Unicem, Carmila, Coface, Easyjet, Edenred, Fresenius Medical Care, Grand City Properties,...

ValuEngine Sector Report for Medical

ValuEngine Sector Report for Medical

ValuEngine Sector Report for Medical

ValuEngine Sector Report for Medical

Valérie GASTALDY

Short term view - FRESENIUS MEDICAL CARE AG & CO KGAA : The background trend is clearly bearish.

The background trend is clearly bearish. The movement goes on. The next target is at €68.35, then €65.59. Passing €86.00 would question the continuation of the fall.

Valérie GASTALDY

Short term view - FRESENIUS MEDICAL CARE AG & CO KGAA : The background trend is clearly bearish.

The background trend is clearly bearish. The movement goes on. The next target is at €68.35, then €65.59. Passing €86.00 would question the continuation of the fall.

Jérôme VINERIER

Medium term view - FRESENIUS MEDICAL CARE AG & CO KGAA : The trend is bearish.

The trend is bearish. The movement goes on. The next target is at €68.90, then €61.20. Passing €91.60 would question the continuation of the fall.

Jérôme VINERIER

Analyse moyen terme - FRESENIUS MEDICAL CARE AG & CO KGAA : La tendance est baissière.

La tendance est baissière. Le mouvement se poursuit. Le prochain objectif est à 68,90 €, puis 61,20 €. Le franchissement de 91,60 € remettrait en cause la suite de la baisse.

Valérie GASTALDY

Analyse court terme - FRESENIUS MEDICAL CARE AG & CO KGAA : La tendance de fond est clairement orientée à la hausse.

La tendance de fond est clairement orientée à la hausse. Les cours progressent toujours. Les objectifs suivants sont à 92,70 € et 97,35 €. La tendance serait invalidée sous le support à 82,00 €.

ResearchPool Subscriptions

Get the most out of your insights

Get in touch