Bioventix: A Rare Biotech Play with a Low-Risk, High-Return Model
Although it is not clear whether this bond proxy can offer a 20% total return at this level, I see a high chance for it to outperform the benchmark...
274 Views
Siemens/Siemens Gamesa: Bid Rumours
I value Siemens Gamesa using a DCF model. My TP is €30.3/share, 14.3% premium to closing price on 18 May. Although I am positive on SGRE, I do not...
331 Views
Global Equity Strategy: Support Levels Holding; Bullish Outlook Intact
As long as support levels hold and market dynamics remain positive, our outlook remains bullish and we continue to view any weakness as a buying...
392 Views
Varian-Siemens Deal: DAX Promotion on the Cards for the Acquirer
This is the largest healthcare sector M&A Deal announced so far in 2020. Earlier this year, in March, Thermo Fisher Scientific Inc (TMO US)...
612 Views
Ams Deal for Osram On the Table: Trading Wide
The long history is that in 2013, Siemens AG (SIE GR)spun offOSRAM Licht AG (OSR GR), which had been a lightbulb maker for a century. In 2015, Olaf...
659 Views