Diasorin is engaged in the market for in vitro diagnostics. Co. is developing, producing and commercializing diagnostic tests that are designed for hospital and private testing laboratories for use in different clinical areas in the market of immunodiagnostics and molecular diagnostics. In the immunodiagnostics market segment, Co. develops, produces and markets immunoreagent kits based on three different detection techniques. In the molecular diagnostics segment, Co. supplies end laboratories with an automated solution to perform the three steps required for the final diagnostic result.
  • TickerDIA
  • ISINIT0003492391
  • SectorHealth Care Equipment & Services
  • CountryItaly

Analysts

Olga Smolentseva ...
  • Thibaut Voglimacci-Stephanopoli

INVEST SECURITIES - DIASORIN : Guidance moyen terme peu ambitieuse - NEUTRE, OC 83€ (vs 78€)

Expert Corporate Governance Service (ECGS)

DiaSorin - AGM 24 April 2019

In item 2, shareholders are called to an advisory vote on the remuneration policy for executive Directors and other executives with strategic responsibilities. We strongly regret that both the annual and long-term cash incentives depend on only one performance metric (EBIT), meaning that executives are paid twice for achieving the same target. Furthermore, the executive variable remuneration also comprises a stock option plan not depending on any performance conditions. Therefore, we recommend opposition. In item 5, we also recommend opposing the 2019 Stock Option Plan. In item 3.3, the AGM i...

Paola Saglietti

DIASORIN - FY 18 results in line with estimates and new 2019-22 business plan due out on 11 June

MarketLine Department

Bio-Rad Laboratories, Inc. - Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments

Summary Marketline's Bio-Rad Laboratories, Inc. Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Bio-Rad Laboratories, Inc. since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of the organic and inorganic growth activity undertaken by an organization to sustain its competiti...

DIASORIN sees a downgrade to Slightly Negative on account of less fundamental stars

The independent financial analyst theScreener just lowered the general evaluation of DIASORIN (IT), active in the Biotechnology industry. As regards its fundamental valuation, the title now shows 0 out of 4 stars while market behaviour can be considered moderately risky. theScreener believes that the title remains under pressure due to the loss of a star(s) and downgrades its general evaluation to Slightly Negative. As of the analysis date October 5, 2018, the closing price was EUR 86.80 and its target price was estimated at EUR 79.05.

Olga Smolentseva ...
  • Thibaut Voglimacci-Stephanopoli

INVEST SECURITIES - DIASORIN : Guidance moyen terme peu ambitieuse - NEUTRE, OC 83€ (vs 78€)

Paola Saglietti

DIASORIN - FY 18 results in line with estimates and new 2019-22 business plan due out on 11 June

Martial Descoutures ...
  • Thibaut Voglimacci

Publication décevante, prudence à MT - NEUTRE - OC 72€

La réaction du cours hier (-7,2%) fait suite à la publication de résultats décevants, malgré l’impact d’éléments exceptionnels sur le T3 (ouragan, décalages de commandes, charge exceptionnelle de 2m€). Les prises de profits découlent principalement de l’annonce d’un plan de restructuration de 8m€ étalé sur le T4 17 et 2018 visant à fermer l’usine de Dublin pour rassembler les activités en Californie. Les niveaux de valorisation historiquement élevés (PE 17 de 34x) laissent peu de place au doute. Après différents ajustements sur les prévisions et intégration du plan de restructuration, nous rév...

Martial Descoutures ...
  • Thibaut Voglimacci

Des leviers de croissance déjà bien valorisés - NEUTRE vs ACHAT - OC 72€ (vs 75€)

Suite au CMD d’hier, les leviers de croissance détaillés par le management nous paraissent intacts mais également correctement valorisés. La guidance MT publiée est en ligne avec nos attentes. Nous abaissons légèrement nos anticipations de marge après 2019 car, à l’écoute de la conférence, maintenir une marge de 38,5% paraît challenging et nécessite une politique d’économies de coûts. A l’approche des réformes prévues en 2018 aux US, nous préférons faire une pause sur le titre tout en gardant à l’esprit que certains éléments pourraient relancer la dynamique (acquisition, surperformance, révisi...

Martial Descoutures ...
  • Thibaut Voglimacci

Publication solide, guidance maintenue - ACHAT - OC 75€ (vs 65€)

La publication d’hier est ressortie globalement en ligne sur les ventes (+24,1% tcc vs +24% tcc att) mais 5% audessus des attentes au niveau de l’EBITDA. La surperformance en termes de marge d’EBITDA s’explique par un décalage de certaines dépenses sur les trimestres suivants et par un niveau de marge brute encore peu impacté par le mix géographique (Chine). Suite à ces résultats T1 solides, nous relevons nos estimations 2017/18e de +3,2%/+3,5% et de BNA 2017/18e de +4,5%/+4%. Nous maintenons notre opinion ACHAT avec un objectif relevé à 75€ (vs 65€).

1 director bought

A director at Diasorin S.P.A bought 700 shares at 74.206EUR and the significance rating of the trade was 55/100. 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 ...

DIASORIN sees a downgrade to Slightly Negative on account of less fundamental stars

The independent financial analyst theScreener just lowered the general evaluation of DIASORIN (IT), active in the Biotechnology industry. As regards its fundamental valuation, the title now shows 0 out of 4 stars while market behaviour can be considered moderately risky. theScreener believes that the title remains under pressure due to the loss of a star(s) and downgrades its general evaluation to Slightly Negative. As of the analysis date October 5, 2018, the closing price was EUR 86.80 and its target price was estimated at EUR 79.05.

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...

MarketLine Department

Bio-Rad Laboratories, Inc. - Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments

Summary Marketline's Bio-Rad Laboratories, Inc. Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Bio-Rad Laboratories, Inc. since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of the organic and inorganic growth activity undertaken by an organization to sustain its competiti...

Expert Corporate Governance Service (ECGS)

DiaSorin - AGM 24 April 2019

In item 2, shareholders are called to an advisory vote on the remuneration policy for executive Directors and other executives with strategic responsibilities. We strongly regret that both the annual and long-term cash incentives depend on only one performance metric (EBIT), meaning that executives are paid twice for achieving the same target. Furthermore, the executive variable remuneration also comprises a stock option plan not depending on any performance conditions. Therefore, we recommend opposition. In item 5, we also recommend opposing the 2019 Stock Option Plan. In item 3.3, the AGM i...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

Health Care outperforming globally -- overweight; India breaking out -- add exposure With the primary global ex-U.S. indexes MSCI EAFE, MSCI EM, and MSCI ACWI ex-U.S. continuing their sideways to downward consolidation from a price perspective, the importance of Sector, Group, and stock selection is critical. • Sector and Group Opportunities. Today we put the spotlight on the Health Care Sector, which is assuming a global leadership role as it separates itself from the other international Sectors. We also focus on the Communications Sector as it has seen steady relative strength ranking (RSR...

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