Pfizer beat consensus exp. in the Mrch period. The EPS for 2016 are 1.72/1.85 $, on sales of 51/53 billion $. We think that the split between the core human pharma and the rest of the Group probably could come in late 2016. Strong financial position.
Monsanto rejected Bayer AG ’s $62 billion takeover offer as too low. Bayer, however, has no plans to increase its offer without first reviewing Monsanto's confidential information, and probably the merger will fail.
At this price the dividend yeld is 3.50%: it is a proxy of high grade bond and we think that the split between the core human pharma and the rest of the Group probably could come in late 2016. Strong financial position.
Air Liquide has been growing the same business – gases for industry and health – for more than 100 years. This business is organized into several activities that are linked by an industrial logic, a source of synergies and optimization. Last dividend @ 2.60 euro, for a yeld of 2.75%
Some indicators points down. A sensible support on 1.310 is the short term target.
After the important breakout of the resistance at 2.134 point, the S&P could have a period of laterality. We also believe that the level of 2,134 points represents a new and important support.
Interesting stock for conservative investors. Strong market share in several midsize categories.
We think the company has a above average capital gains return. The comèany has taken a lot of debt, and we belive that that debt will be used soon to make an acquisition. Potential target is Shire Pharma.
This is a top quality company. Acctractive dividend yeld @ 2.7% Wait the blue box area for entry point.
In our view the dollar will fail to weaken because the worsening financial situation in Europe. The most likely hypothesis is a dollar strengthening and a lowering Wall Street in the next few weeks. WE have 4 target for this summer: 1st @ 1.0920 2nd @ 1.0850 3rd @1.0725 4th @ 1.0525
It seems that world economic growth is slowing. However, after the loss of 5% on 6th of July, oil is able to find good support at 46.90 dollars area. We believe it can be a good level of support in the medium term, and we see a target area at 49/50 dollars.
We continue to believe that the situation is not resolved, especially in the financial sector. Our latest analysis of Unicredit, Intesa and the FTSE - Mib index were a success. The problems in the banking sector continue to be very serious, and even the Summit on 29 June in Brussels between Italy, France and Germany did not bring anything good. In addition, the...
Long term investors will probably want to wait for a better entry point. But we think that earnings projections to 2020 could be a very interesting for the long term appreciation potential.
Based on this graph a possible and in many ways salutary correction may be concluded from the ellipse marked in blue (9.000/8.800 points). Of course this scenario is plausible only in case of Brexit.
The U.S. Energy Information Administration said in its weekly report that crude oil inventories fell by 0.933 million barrels in the week ended June 10. A vote by Britain to leave the European Union may tip Europe back into recession, putting more pressure on the global economy and undermining future oil demand prospects. We believe that the oil price may yet...
We believe that the Brexit can make the pound a safe haven currency like the Swiss franc and the dollar. Not only: Large current-account deficit is one of U.K.’s key economic vulnerabilities, ans a “leave” vote could increase risk premia in GBP assets; But in event of Brexit, “referendum-itis” will be catching from Catalonia to Netherlands, in France could change...