Martin Possienke
Martin Possienke
christmas expected liquid outlook recovery season shows
It shows the expected recovery in the Christmas season in liquid crystals. But the outlook is a little disappointing.
clear less offer operating point regard relevant results top view
With the takeover offer open, the results are less relevant now, but it's clear that from an operating point of view things are going well, especially with regard to the top line.
good owes product strong
It?s a good product and owes much to strong marketing.
bad certainly given high percent portfolio positive product target
The buyback is certainly a positive for the shares, and the profitability target of 20 percent is not bad given that Schering's product portfolio does not have many new drugs with high margins.
company pay potential understand
I can't understand why one would pay so much for a company that has below-average potential growth.
above far forecasts increase likely lines model price reported review share today
All reported lines were well above our expectations and far above consensus. We will review our model today and most likely increase our forecasts as well as our share price target.