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

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 October 15, 2019, the closing price was EUR 66.59 and its expected value was estimated at EUR 64.43.

Jean-Christophe Dourret

Bayer : Bayer - 14 oct 2019

...

Jean-Christophe Dourret

Bayer : Bayer - 14 oct 2019.

...

1 director bought

A director at Bayer Ag bought 3,265 shares at 61.210EUR and 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. The names of board memb...

Research Department

EUROSTOXX50: INFORME ANUAL OCTUBRE 2019 (ANÁLISIS BANCO SABADELL)

Informe Anual Euro Stoxx 50 Publicamos nuestro informe anual del EuroStoxx50, donde revisamos estimaciones y P.O. de todas las compañías de nuestro universo de cobertura. Hemos realizado 2 cambios de recomendación en este informe pasando a VENDER: Safran y a COMPRAR: ING. Además, iniciamos cobertura de Philips, con recomendación de COMPRAR y P.O. 48,50 euros/acc. (potencial +21%). Del total de los valores cubiertos (43) hay un 74% en COMPRAR (vs 79% en nuestro anterior informe) y 26% en VENDER (vs 21% anterior). Desde el punto de vista Top down, nuestro P.O. del ES50 es 3.130 puntos para dicie...

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

Jean-Christophe Dourret

Bayer : Bayer - 14 oct 2019

...

Jean-Christophe Dourret

Bayer : Bayer - 14 oct 2019.

...

Research Department

EUROSTOXX50: INFORME ANUAL OCTUBRE 2019 (ANÁLISIS BANCO SABADELL)

Informe Anual Euro Stoxx 50 Publicamos nuestro informe anual del EuroStoxx50, donde revisamos estimaciones y P.O. de todas las compañías de nuestro universo de cobertura. Hemos realizado 2 cambios de recomendación en este informe pasando a VENDER: Safran y a COMPRAR: ING. Además, iniciamos cobertura de Philips, con recomendación de COMPRAR y P.O. 48,50 euros/acc. (potencial +21%). Del total de los valores cubiertos (43) hay un 74% en COMPRAR (vs 79% en nuestro anterior informe) y 26% en VENDER (vs 21% anterior). Desde el punto de vista Top down, nuestro P.O. del ES50 es 3.130 puntos para dicie...

Research Department

INFORME DIARIO 21 AGOSTO (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME. ESPAÑA: MASMOVIL, MEDIASET. EUROPA: BAYER, VIVENDI Toma de ganancias en las bolsas Los principales índices europeos terminaron en números rojos ante la falta de catalizadores positivos y a la espera de la conferencia de J. Powell. En el Euro STOXX todos los sectores terminaron con caídas pero los mejores fueron B. Consumo y Farma mientras que R. Básicos e Inmobiliario estuvieron a la cola. Por el lado macro sin referencias a destacar. En Italia, el PM M. Conte presentó su dimisión, ahora el Presidente Mattarella iniciará una ronda de negociaciones para e...

Oscar Rodriguez

BAYER: VENTA DEL NEGOCIO DE SALUD ANIMAL (ANÁLISIS BANCO SABADELL)

Ha anunciado la venta del negocio de Salud Animal a Elanco por un total 7.600 M dólares (6.900 M euros; 7% del EV de BAY), de los que 5.300 M dólares se pagarán en efectivo y 2.300 M dólares en acc. de Elanco. Se espera que el cierre de la operación se produzca a mediados de 2020, sujeto a la aprobación regulatoria. Por último BAY indica en el comunicado su intención de vender su participación en Elanco “con el tiempo”. VALORACIÓN Noticia positiva de impacto limitado (el valor sube un +0,2% vs ES50), ya que la intención de venta de este negocio era conocida y el precio alcanzado se sitúa en ...

1 director bought

A director at Bayer Ag bought 3,265 shares at 61.210EUR and 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. The names of board memb...

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 October 15, 2019, the closing price was EUR 66.59 and its expected value was estimated at EUR 64.43.

Nurhayati Wan

Bayer AG

Nurhayati Wan

Bayer AG

Nurhayati Wan

Bayer AG

Nurhayati Wan

Bayer AG

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 ...

Bayer – Proxinvest Corporate Governance Rating ® : C

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...

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

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 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

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.

ResearchPool Subscriptions

Get the most out of your insights

Get in touch