Yo las he vendido (las Veralto) y me he ido a GE Health: de spin a spin y tiro porque me toca 
7 Me gusta
4 Me gusta
6 Me gusta
Jajaja. DHR son especialistas en sacar los negocios menos buenos. Me parece que la madre se queda bastante mejor después del spin. Ahora multiplicará el spin 
7 Me gusta
Yo de momento solo he comprado otra tanda de DHR, ya que a parte de la corrección por arbitraje tras la Spin estuvo cayendo algo más de un 3% y ya llevaba un tiempo pensando en ampliar.
De Veralto aún no sé nada ya que en MyInvestor no ha habido movimiento (mañana les llamaré) pero probablemente venda lo que me entre.
4 Me gusta
Profit Warning, bajan estimación de ingresos
Based on current business expectations for both divisions until year end, Sartorius adapts its guidance for fiscal 2023 as follows:
Group sales revenue is expected to decline by around 17 percent; excluding Covid-19-related business, revenue would decline by around 12 percent (previously: sales revenue decline in the low to mid-teens percentage range; excluding Covid-19-related business, decline in the mid to high single-digit percentage range). Acquisitions are still expected to contribute around 2 percentage points to the sales revenue development.
Due to lower volume expectations and product mix effects, Sartorius now expects an underlying EBITDA margin of slightly above 28 percent, after previously forecasting a margin of around 30 (PY: 33.8 percent).
Against the backdrop of a demand recovery, that has been visible since the middle of the year, but which is proceeding only slowly, Sartorius now expects for its Bioprocess Solutions division a sales revenue decline of around 18 percent; excluding Covid-19-related business a decline of around 13 percent (previously: revenue decline in the low to mid-teens percentage range; without Covid-19-related business revenue decline in the high single-digit to low teens percentage range). Acquisitions are still expected to contribute around 2 percentage points to the sales revenue development. The underlying EBITDA margin is expected to be slightly above 29 percent (previously around 31 percent; PY: 35.7 percent).
10 Me gusta
