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

1 director bought

A director at Fresenius Medical Care Ag & Co.Kgaa bought 2,425 shares at 68.642EUR and the significance rating of the trade was 67/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules...

Jake Strole

Morningstar | Fresenius Shares Look Undervalued Despite Improving Fundamentals in 2019

As the preeminent leader in the global dialysis market, Fresenius boasts a narrow economic moat underpinned by scale-derived cost advantages that we think are likely to persist over time. A close second to peer DaVita in the U.S. market, Fresenius has an additional 1,400 facilities in international regions making it the single largest dialysis service provider globally. The firm has benefited from its vertically integrated structure, operating the world's largest dialysis products business, providing in-center hemodialysis machines, dialyzers, and concentrate, along with bolstering its home-ba...

Jake Strole

Fresenius Shares Look Undervalued Despite Improving Fundamentals in 2019

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...

Fresenius Medical Care AG & Co. KGaA: Fresenius Medical Care sells Sound Inpatient Physicians for $2.15 billion, a credit positive

Proceeds from the disposal will improve Fresenius Medical Care's liquidity profile, diminish leverage and provide funds to pay for its acquisition of NxStage (announced in 2017).

Fresenius Medical Care AG & Co. KGaA: The sales of Sound Impatient Physicians for $2.15 billion is credit positive

Sound Impatient Physicians sale will reduce leverage and improve liquidity of Fresenius Medical Care.

FMC's Debt-Financed Acquisition of NxStage Medical Is Credit Negative

    ISSUER COMMENT  CORPORATES    AUGUST 10, 2017    FMC’s Debt-Financed Acquisition of NxStage  Medical Is Credit Negative  From  Credit Outlook   On Monday,  Fresenius Medical Care AG & Co. KGaA  (FMC, Baa3 stable) announced that

Fresenius Medical Care AG & Co. KGaA: FMC acquires NxStage Medical in sound strategic move; modest uptick in leverage towards the end of the Baa3 rating band

CORPORATES ISSUER COMMENT 8 August 2017 Contacts Stanislas Duquesnoy 49-69-70730-781 VP-Sr Credit Officer [email protected] Taisiia Alieksieienko 49-69-70730-707 Associate Analyst [email protected] Anke Rindermann 49-69-70730-788 Associate Managing Director [email protected] CLIENT SERVICES Americas 1-212-553-1653 Asia Pacific 852-3551-3077 Japan 81-3-5408-4100

Fresenius Medical Care AG & Co. KGaA: FMC successfully releases guarantees under secured facilities, a credit positive and supporting its Baa3 rating

CORPORATES ISSUER COMMENT 12 July 2017 Contacts Stanislas Duquesnoy 49-69-70730-781 VP-Sr Credit Officer [email protected] Anke Rindermann 49-69-70730-788 Associate Managing Director [email protected] Taisiia Alieksieienko 49-69-70730-707 Associate Analyst [email protected] Fresenius Medical Care AG & Co. KGaA FMC successfully releases guarantees under secu

Jake Strole

Morningstar | Fresenius Shares Look Undervalued Despite Improving Fundamentals in 2019

As the preeminent leader in the global dialysis market, Fresenius boasts a narrow economic moat underpinned by scale-derived cost advantages that we think are likely to persist over time. A close second to peer DaVita in the U.S. market, Fresenius has an additional 1,400 facilities in international regions making it the single largest dialysis service provider globally. The firm has benefited from its vertically integrated structure, operating the world's largest dialysis products business, providing in-center hemodialysis machines, dialyzers, and concentrate, along with bolstering its home-ba...

Jake Strole

Fresenius Shares Look Undervalued Despite Improving Fundamentals in 2019

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...

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...

1 director bought

A director at Fresenius Medical Care Ag & Co.Kgaa bought 2,425 shares at 68.642EUR and the significance rating of the trade was 67/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules...

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 ...
  • Benoit Valleaux
  • Bruno Cavalier
  • Igor Kim
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Matthias Desmarais
  • Steven Gould

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 12/10/2018

...

Ahmed Ben Salem ...
  • Benoit Valleaux
  • Bruno Cavalier
  • Igor Kim
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Matthias Desmarais
  • Steven Gould

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 10/12/2018

...

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

...

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 : Credit Feedback – Oddo BHF Forum 10 and 11 January

Our annual Forum in Lyon brought together 263 companies, including 41% of foreign companies, nearly 545 investors (33% foreigners), almost 6,500 one-to-one meetings. - This document gathers a brief feedback from the bond issuers and CB underlying companies in attendance. - - - - >Investment Grade - Accorhotels, Aéroports de Paris, Arkema, Buzzi Unicem, Carmila, Coface, Easyjet, Edenred, Fresenius Medical Care, Grand City Properties, Icade, JCDecaux, Klépierre, Lanxess, MT...

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

ValuEngine Sector Report for Medical

ValuEngine Sector Report for Medical

Fresenius – Proxinvest Corporate Governance Rating ® : D

Proxinvest Corporate Governance Rating ® helps investors integrate governance into their investment decision and identify governance risks and opportunities within their portfolio. Proxinvest Corporate Governance Rating ® Service rates European issuers through the analysis of four main themes : Ownership & Shareholder rights, Board & Committees, Audit & Process, Remuneration. Each theme is rated taking into account several comprehensive sub-categories. Our unique two-step process to achieve each rating includes a first step quantitative valuation and a second step qualitative filter...

Valérie GASTALDY

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

La tendance de fond est clairement orientée à la baisse. Le mouvement se poursuit. Le prochain objectif est à 68,35 €, puis 65,59 €. Le franchissement de 86,00 € remettrait en cause la suite de la baisse.

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

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

La tendance de fond est clairement orientée à la baisse. Le mouvement se poursuit. Le prochain objectif est à 68,35 €, puis 65,59 €. Le franchissement de 86,00 € remettrait en cause la suite de la baisse.

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.

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