Bayer is a life sciences group based in Germany. Co.'s operations are organized along three divisions: Pharmaceuticals (engaged in prescription pharmaceuticals for cardiology and women's healthcare); Consumer Health (engaged in non-prescription products in dermatology, dietary supplement, analgesic, gastrointestinal, allergy, cold and flu, foot care, sun protection and cardiovascular risk prevention categories); and CropScience (engaged in the development of seeds and plant traits; crop protection; and for gardens, the green industry and non-agricultural pest control). Co. also maintains an Animal Health business unit engaged in the development of products for farm and companion animals.
  • TickerBAY001
  • ISINDE000BAY0017
  • SectorPharmaceuticals & Biotechnology
  • CountryGermany

Analysts

Jérôme VINERIER

Short term view - BAYER : The bounce is gaining strength.

The trend is bearish. The bounce is gaining strength. The bounce might end at the resistance at €85.70 and prices would fall again toward €73.50. The background trend would be questioned should prices rise above €85.70.

Jérôme VINERIER

Analyse court terme - BAYER : Le rebond gagne en vigueur.

La tendance est baissière. Le rebond gagne en vigueur. Il est probable que cette reprise s'achève sur la résistance à 85,70 € et que les prix baissent à nouveau vers 73,50 €. La tendance de fond serait remise en cause en cas de franchissement de 85,70 €.

Jérôme VINERIER

Analyse moyen terme - BAYER : Le mouvement se poursuit.

La tendance de fond est clairement orientée à la baisse. Le mouvement se poursuit. Le prochain objectif est à 66,20 €, puis 49,50 €. Le franchissement de 102,90 € remettrait en cause la suite de la baisse.

Jérôme VINERIER

Medium term view - BAYER : The movement goes on.

The background trend is clearly bearish. The movement goes on. The next target is at €66.20, then €49.50. Passing €102.90 would question the continuation of the fall.

Valens Research

Valens Equity Insights and Inflections - 2018 10 10

AI:FRA currently trades near recent averages relative to UAFRS-based (Uniform) Earnings, with a 24.9x Uniform P/E. At these levels, the market is pricing in expectations for Uniform ROA to expand from 8% in 2017 to record-high 10% levels in 2022, accompanied by 4% Uniform Asset growth going forward. Analysts have similar expectations, projecting Uniform ROA to improve to 9% in 2019, accompanied by no further Uniform Asset growth. However, management has concerns about their ability to improve their efficiencies, global trade tensions, and growth in developing economies, suggesting these bullis...

Bayer AG - December 2017 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Bayer AG: Update to Discussion of Key Credit Factors

A detailed rationale for Bayer’s rating review for downgrade prompted by its offer to acquire Monsanto which would lead to significant increase in leverage.

Bayer AG - September 2017 (LTM): Peer Snapshot

Peer Snapshot:  Bayer AG - September 2017 (LTM) 1 December 2017 (in US millions) FYE Dec-15 FYE Dec-16 LTM Sep-17 FYE Dec-15 FYE Dec-16 LTM Sep-17 FYE Dec-15 FYE Dec-16 LTM Jun-17

Bayer AG - June 2017 (LTM): Peer Snapshot

Peer Snapshot: Bayer AG - June 2017 (LTM) 31 August 2017 (in US millions) FYE Dec-15 FYE Dec-16 LTM Jun-17 FYE Dec-15 FYE Dec-16 LTM Jun-17 FYE Dec-15 FYE Dec-16 LTM Mar-17

Bayer AG: Update to Discussion of Key Credit Factors

CORPORATES CREDIT OPINION 3 July 2017 Update RATINGS Bayer AG Domicile Germany Long Term Rating A3 , Possible Downgrade Type Senior Unsecured - Fgn Curr Outlook Rating(s) Under Review Please see the ratings section at the end of this report for more information. The ratings and outlook shown reflect information as of the publication date. Contacts Francois Lauras 44-20-7772-5397 VP-Sr Credit Offic

Valens Research

Valens Equity Insights and Inflections - 2018 10 10

AI:FRA currently trades near recent averages relative to UAFRS-based (Uniform) Earnings, with a 24.9x Uniform P/E. At these levels, the market is pricing in expectations for Uniform ROA to expand from 8% in 2017 to record-high 10% levels in 2022, accompanied by 4% Uniform Asset growth going forward. Analysts have similar expectations, projecting Uniform ROA to improve to 9% in 2019, accompanied by no further Uniform Asset growth. However, management has concerns about their ability to improve their efficiencies, global trade tensions, and growth in developing economies, suggesting these bullis...

Valens Research

BAYN-DEU - Embedded Expectations Analysis - 2018 10 03

Bayer Aktiengesellschaft (BAYN:DEU) currently trades near recent averages relative to UAFRS-based (Uniform) Earnings, with a 14.7x Uniform P/E. At these levels, the market is pricing in bearish expectations for the firm and management has concerns about their ability to improve their EBITDA, earnings, and growth in the EMEA region Specifically, management may be concerned about the upcoming glyphosate litigation, and may lack confidence in their ability to meet their earnings and EBITDA targets. Also, they may be concerned about continued EBITDA weakness in the pharma segment, and may lack co...

Damien Conover

Morningstar | Big Pharma Moat Outlook: Companies Still in a Strong Position

In our analysis of the Big Pharma companies, we continue to see the industry as well positioned, with strong economic moats. While our analysis reaffirms most of our moat ratings, we are increasing Bayer's moat to wide from narrow. Bayer's divestiture of its material science group combined with a strong drug business and a well-positioned crop science business (bolstered by the Monsanto acquisition) led us to upgrade its moat rating to wide. Key to all the moats for Big Pharma companies is the increasing focus on innovation in areas of unmet medical need, enabling strong pricing power to offs...

Damien Conover

Big Pharma Moat Outlook: Companies Still in a Strong Position

In our analysis of the Big Pharma companies, we continue to see the industry as well positioned, with strong economic moats. While our analysis reaffirms most of our moat ratings, we are increasing Bayer's moat to wide from narrow. Bayer's divestiture of its material science group combined with a strong drug business and a well-positioned crop science business (bolstered by the Monsanto acquisition) led us to upgrade its moat rating to wide. Key to all the moats for Big Pharma companies is the ...

Damien Conover

Morningstar | BAYN Updated Forecasts and Estimates from 24 Sep 2018

Largely on the basis of the strong competitive advantages of the healthcare group and to a lesser extent the crop science business, we believe Bayer has created a wide economic moat. The divestiture of the no-moat material science group Covestro leaves the company in a stronger competitive position.In the healthcare division, Bayer's strong lineup of recently launched drugs and solid exposure to biologics should support steady long-term growth. Two of Bayer's top-selling drugs are biologics--Betaferon for multiple sclerosis and Kogenate for hemophilia. While competition is increasing in both a...

2 directors bought

Two Directors at Bayer Ag bought 4,760 shares at between 72.410EUR and 72.600EUR. The significance rating of the trade was 71/100. 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. T...

Nurhayati Wan

Bayer AG

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Nurhayati Wan

Bayer AG

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Nurhayati Wan

Bayer AG

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Ford Equity International Rating and Forecast Report

Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind each recommendation and reflect the fundamental and price data as of the last trading day of the week...

Expert Corporate Governance Service (ECGS)

Proxy Report - 25/05/2018

General: On 14 September 2016, Bayer signed a definitive merger agreement with Monsanto Company, which provides for Bayer’s acquisition of all outstanding shares in Monsanto against a cash payment of USD 128.00 per share, see section 3.1 for details. Under German law, the transaction is not subject to shareholder approval. The shareholders of Monsanto approved the merger with the requisite majority on 13 December 2016. However, the transaction remains subject to customary closing conditions, including relevant antitrust and other regulatory approvals. The European Commission, has approved the ...

Expert Corporate Governance Service (ECGS)

Proxy Report - 25/05/2018

General: On 14 September 2016, Bayer signed a definitive merger agreement with Monsanto Company, which provides for Bayer’s acquisition of all outstanding shares in Monsanto against a cash payment of USD 128.00 per share, see section 3.1 for details. Under German law, the transaction is not subject to shareholder approval. The shareholders of Monsanto approved the merger with the requisite majority on 13 December 2016. However, the transaction remains subject to customary closing conditions, including relevant antitrust and other regulatory approvals. The European Commission, has approved the ...

Jérôme VINERIER

Short term view - BAYER : The bounce is gaining strength.

The trend is bearish. The bounce is gaining strength. The bounce might end at the resistance at €85.70 and prices would fall again toward €73.50. The background trend would be questioned should prices rise above €85.70.

Jérôme VINERIER

Analyse court terme - BAYER : Le rebond gagne en vigueur.

La tendance est baissière. Le rebond gagne en vigueur. Il est probable que cette reprise s'achève sur la résistance à 85,70 € et que les prix baissent à nouveau vers 73,50 €. La tendance de fond serait remise en cause en cas de franchissement de 85,70 €.

Jérôme VINERIER

Analyse moyen terme - BAYER : Le mouvement se poursuit.

La tendance de fond est clairement orientée à la baisse. Le mouvement se poursuit. Le prochain objectif est à 66,20 €, puis 49,50 €. Le franchissement de 102,90 € remettrait en cause la suite de la baisse.

Jérôme VINERIER

Medium term view - BAYER : The movement goes on.

The background trend is clearly bearish. The movement goes on. The next target is at €66.20, then €49.50. Passing €102.90 would question the continuation of the fall.

Matthieu DRIOL

Analyse court terme - BAYER : La tendance de fond est clairement orientée à la baisse.

La tendance de fond est clairement orientée à la baisse. Le MACD est négatif, il confirme cette tendance. La reprise est une consolidation qui va buter sur 77,10 € prochainement. Le prochain objectif est à 66,62 €, puis 59,12 €. Le franchissement de 85,70 € remettrait en cause la suite de la baisse.

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