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

Expert Corporate Governance Service (ECGS)

Bayer - 26 April 2019 AGM

Items 2 and 3: On 7 June 2018, Bayer closed the acquisition of Monsanto for USD 63bn, including debt, the biggest acquisition in Bayer's history. As of 28 January 2019, lawsuits from approximately 11,200 plaintiffs claiming to have been exposed to glyphosate-based products manufactured by Monsanto had been served in the United States. Since the closing of the merger, Bayer's market capitalisation decreased by almost 42% from EUR 92.3bn to EUR 53.7bn between 7 June 2018 and 29 March 2019. This was a critical destruction of shareholder value, ultimately caused by the Management Board's decision ...

Jean-Jacques Le Fur

BAYER: Bayer makes more than 100 studies on glyphosate public | SELL | EUR66

BAYER - SELL | EUR66(+9%) Bayer makes more than 100 studies on glyphosate public Publication of studies used for glyphosate’s EU authorization US EPA evaluation for NHL due to glyphosate not conclusive The third trial resumed yesterday

Jean-Jacques Le Fur

BAYER - SELL | EUR66(+9%) Glyphosate litigation: moving towards a settlement?

BAYER - SELL | EUR66(+9%) Glyphosate litigation: moving towards a settlement? US District Judge may ask Bayer to begin mediation A multibillion dollar settlement The weakness of Bayer is not only glyphosate litigation

Jean-Jacques Le Fur

BAYER: Second glyphosate trial lost in a row – We downgrade to Sell | SELL vs. NEUTRAL | EUR66 vs. EUR81

BAYER - SELL vs. NEUTRAL | EUR66 vs. EUR81 (+16%) Second glyphosate trial lost in a row – We downgrade to Sell USD80m awarded to second plaintiff Second case lost and third one has just started Will Bayer settle the remaining cases? Lack of visibility – Sell vs Neutral

Jean-Jacques Le Fur

BAYER: Time for jurors to deliberate on damages | NEUTRAL | EUR81(+42%)

BAYER - NEUTRAL | EUR81(+42%) Time for jurors to deliberate on damages Three questions to be answered by the jurors Monsanto has not changed its position Hundred of millions of dollars at stake

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

Jean-Jacques Le Fur

BAYER: Bayer makes more than 100 studies on glyphosate public | SELL | EUR66

BAYER - SELL | EUR66(+9%) Bayer makes more than 100 studies on glyphosate public Publication of studies used for glyphosate’s EU authorization US EPA evaluation for NHL due to glyphosate not conclusive The third trial resumed yesterday

Jean-Jacques Le Fur

BAYER - SELL | EUR66(+9%) Glyphosate litigation: moving towards a settlement?

BAYER - SELL | EUR66(+9%) Glyphosate litigation: moving towards a settlement? US District Judge may ask Bayer to begin mediation A multibillion dollar settlement The weakness of Bayer is not only glyphosate litigation

Jean-Jacques Le Fur

BAYER: Second glyphosate trial lost in a row – We downgrade to Sell | SELL vs. NEUTRAL | EUR66 vs. EUR81

BAYER - SELL vs. NEUTRAL | EUR66 vs. EUR81 (+16%) Second glyphosate trial lost in a row – We downgrade to Sell USD80m awarded to second plaintiff Second case lost and third one has just started Will Bayer settle the remaining cases? Lack of visibility – Sell vs Neutral

Jean-Jacques Le Fur

BAYER: Time for jurors to deliberate on damages | NEUTRAL | EUR81(+42%)

BAYER - NEUTRAL | EUR81(+42%) Time for jurors to deliberate on damages Three questions to be answered by the jurors Monsanto has not changed its position Hundred of millions of dollars at stake

Damien Conover

Morningstar | Bayer Loses Another Glyphosate Case, but Scientific Studies Still Support Its Product

A San Francisco jury found that Bayer's glyphosate product Roundup caused Edwin Hardeman's cancer and will decide on potential damages in the second phase of the case later in the year. However, we don't expect any major changes to our fair value estimate or moat rating based on the jury's decision. While we view the stock as undervalued, we also rate it with high uncertainty (the highest rating in the peer group of Big Pharma stocks). Our base projections include EUR 2 billion in legal costs related to the glyphosate litigation, which leads to our current fair value estimate. However, our bea...

1 director bought

A director at Bayer Ag bought 15,000 shares at 66.248EUR and the significance rating of the trade was 100/100. 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. The names of board me...

Thanks to a better fundamental star rating, BAYER AG sees an upgrade to Neutral

The independent financial analyst theScreener just awarded an improved star rating to BAYER AG (DE), active in the Pharmaceuticals industry. As regards its fundamental valuation, the title receives an improved star rating and now shows 3 out of 4 possible stars. With regard to its market behaviour, it remains unchanged and can be qualified as risky. theScreener considers that these elements allow slightly upgrading its rating to Neutral. As of the analysis date February 22, 2019, the closing price was EUR 67.25 and its expected value was estimated at EUR 66.10.

Nurhayati Wan

Bayer AG

Nurhayati Wan

Bayer AG

Nurhayati Wan

Bayer AG

Nurhayati Wan

Bayer AG

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Expert Corporate Governance Service (ECGS)

Bayer - 26 April 2019 AGM

Items 2 and 3: On 7 June 2018, Bayer closed the acquisition of Monsanto for USD 63bn, including debt, the biggest acquisition in Bayer's history. As of 28 January 2019, lawsuits from approximately 11,200 plaintiffs claiming to have been exposed to glyphosate-based products manufactured by Monsanto had been served in the United States. Since the closing of the merger, Bayer's market capitalisation decreased by almost 42% from EUR 92.3bn to EUR 53.7bn between 7 June 2018 and 29 March 2019. This was a critical destruction of shareholder value, ultimately caused by the Management Board's decision ...

Jérôme VINERIER

Short term view - BAYER : The background trend is clearly bearish.

The background trend is clearly bearish. The movement goes on. The next target is at €66.62, then €59.12. Passing €85.70 would question the continuation of the fall.

Jérôme VINERIER

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 mouvement se poursuit. Le prochain objectif est à 66,62 €, puis 59,12 €. Le franchissement de 85,70 € remettrait en cause la suite de la baisse.

Jérôme VINERIER

Short term view - BAYER : The background trend is clearly bearish.

The background trend is clearly bearish. The movement goes on. The next target is at €66.62, then €59.12. Passing €85.70 would question the continuation of the fall.

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.

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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