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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: Neunmonatskennzahlen
Empfehlung: Kaufen
seit: 13.12.2023
Kursziel: €62
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 62,00.
Zusammenfassung:
Der NAVPS lag zum Neunmonatszeitpunkt bei €50,40 gegenüber €31,90 in 9M/22
(+58%) Die schleppende Performance der deutschen Small Caps setzte sich im
dritten Quartal fort und führte zu einer gemischten Kursentwicklung bei den
Kernbeteiligungen von MPH. Die Aktie der CR Energy AG (CRE) brach um 22%
ein, während die Aktie von M1 Kliniken im Zeitraum Juli bis September um
rund 16% zulegte. Das Geschäft des Lifestyle- und Schönheitsspezialisten
lief in letzter Zeit sehr gut, und das Unternehmen verzeichnete in den
letzten beiden Quartalen operative Rekordmargen. Das CRE-Geschäft ist trotz
der Probleme im Wohnungsbausektor weiterhin stabil. Wir führen den jüngsten
Kursrückgang der CRE-Aktie größtenteils auf die allgemein schlechte
Stimmung für Immobilienaktien zurück. Wir behalten unsere Kaufempfehlung
und unser Kursziel von €62 bei.
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 62.00 price target.
Abstract:
NAVPS stood at €50.4 at the nine month juncture vs €31.9 at 9M/22 (+58%).
The sluggish performance for German small caps continued in Q3 leading to
mixed share price developments for MPH's core holdings. CR Energy AG (CRE)
shares slumped 22%, while M1 Kliniken stock climbed some 16% during the
July-to-September quarter. Business has been strong of late for the
lifestyle and beauty specialist, which reported record operating margins
the last two quarters. Meanwhile, CRE operations remain resilient despite
the troubles for the home building sector. We trace much of the recent
tumble in the CRE share price to generally poor sentiment for property
stocks. We maintain our Buy rating on MPH with a €62 TP.
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/28535.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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