Buy
Original-Research: MPH Health Care AG - von First Berlin Equity Research GmbH
Einstufung von First Berlin Equity Research GmbH zu MPH Health Care AG
Unternehmen: MPH Health Care AG
ISIN: DE000A289V03
Anlass der Studie:
Empfehlung: Buy
seit: 27.07.2022
Kursziel: EUR67
Kursziel auf Sicht von: 12 Monate
Letzte Ratingänderung: -
Analyst: Ellis Acklin
First Berlin Equity Research hat ein Research Update zu MPH Health Care AG (ISIN: DE000A289V03) veröffentlicht. Analyst Ellis Acklin bestätigt seine BUY-Empfehlung und bestätigt sein Kursziel von EUR 67,00.
Zusammenfassung:
Der Jahresbericht spiegelte die uneinheitliche Kursentwicklung der beiden
börsennotierten Beteiligungen wider. Die Aktie der CR Capital AG
verzeichnete im Jahr 2021 einen Anstieg von 10% auf Jahresbasis, während
die Aktie der M1 Kliniken im Jahresverlauf um rund 19% fiel. Dies führte zu
einem Rückgang des MPH NAVPS um 4,4% auf €44,90 im Jahresvergleich, der zum
Ende von Q1/22 aufgrund ähnlicher Marktentwicklungen auf €44,00 sank.
Während die Aktienperformance von M1 im Zuge der makroökonomischen
Unsicherheiten weiterhin enttäuschend ist und den NAV von MPH belastet,
liefen die Geschäfte des Beauty-Spezialisten in Q1/22 weiter gut. CR
Capital steigt mit seinen jüngsten Investitionen in die Bereiche
'grüner-Stahl' und Solar ein. Unsere Empfehlung bleibt Kaufen mit einem
unveränderten Kursziel von €67,00.
First Berlin Equity Research has published a research update on MPH Health Care AG (ISIN: DE000A289V03). Analyst Ellis Acklin reiterated his BUY rating and maintained his EUR 67.00 price target.
Abstract:
Full year reporting reflected the mixed share price performance of the two
listed holdings. CR Capital AG shares recorded a 10% annualised gain in
2021, while M1 Kliniken stock fell some 19% during the year. This led to a
4.4% Y/Y decline in the MPH NAVPS to €44.9, which edged lower to €44.0 at
the end of Q1/22 on similar market developments. While the stock
performance of M1 remains disappointing in the wake of macroeconomic
uncertainties and continues to hurt the MPH's NAV, operations at the Beauty
specialist were still running well into Q1/22. CR Capital meanwhile is
getting into the green-steel and solar businesses with its latest
investments. Our rating remains Buy with an unchanged €67 price target.
Bezüglich der Pflichtangaben gem. §34b WpHG und des Haftungsausschlusses siehe die vollständige Analyse.
Die vollständige Analyse können Sie hier downloaden: http://www.more-ir.de/d/24469.pdf
Kontakt für Rückfragen
First Berlin Equity Research GmbH
Herr Gaurav Tiwari
Tel.: +49 (0)30 809 39 686
web: www.firstberlin.com
E-Mail: g.tiwari@firstberlin.com
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