Kaufen
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: Update
Empfehlung: Kaufen
seit: 17.01.2023
Kursziel: EUR56
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 senkt das Kursziel von EUR 58,00 auf EUR 56,00.
Zusammenfassung:
Das schlechte Marktumfeld verstärkte den Abwärtstrend, der den NAVPS von
MPH Ende Q3/22 auf ein Sechsjahrestief (€31,90) fallen ließ. Die Aktien von
CR Capital und M1 Kliniken erholten sich jedoch im 4. Quartal kräftig,
angeführt von einem Anstieg der M1-Aktie um 131% im Zeitraum Oktober bis
Dezember. Dies wurde durch Insiderkäufe in Verbindung mit dem verstärkten
Vorstand von M1, der nun aus Kilian Brenske und Attila Strauss besteht,
unterstützt. Wir gehen davon aus, dass die doppelte Weihnachtsrallye den
JE22 NAV von MPH, der im 3. Quartal auf €137 Mio. gesunken war, um ca. €80
Mio. erhöht hat. Wir behalten unser Kaufempfehlung bei. Nachdem wir die
Prognosen für M1 angepasst haben, lautet unser Kursziel €56 (zuvor: €58).
First Berlin Equity Research has published a research update on MPH Health Care AG (ISIN: DE000A289V03). Analyst Ellis Acklin reiterated his BUY rating and decreased the price target from EUR 58.00 to EUR 56.00.
Abstract:
The poor market environment deepened the gravity well that pulled MPH's
NAVPS down to a six year low (€31.9) at the end of Q3/22. However, CR
Capital and M1 Kliniken shares rebounded strongly in Q4 led by a 131% rise
in the M1 stock during the October-to-December quarter. This was helped by
insider buying in conjunction with M1's beefed up management board that now
comprises Kilian Brenske and Attila Strauss. We expect the dual Christmas
rally to have added ~€80m to MPH's YE22 NAV, which slid to €137m in Q3. We
maintain our Buy rating with a €56 TP (old: €58) after adjusting our M1
forecasts.
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/26261.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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