Healthineers reported a decent set of figures beating the consensus (sales: +3.2%; adjusted EBIT: +3.3%) setting the stage for 2023/24. While the guidance might look somewhat unambitious, in our view it is realistic.
One big topic of interest was the management’s explanation as to how it sees the future of Diagnostics within the group. #When asked whether this points to some kind of spin-off, the management confirmed that it is focused on transforming the division and anything else would be a ....

08 Nov 2023
China is burdening the 2023/24 performance, but is not alone

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China is burdening the 2023/24 performance, but is not alone
Healthineers reported a decent set of figures beating the consensus (sales: +3.2%; adjusted EBIT: +3.3%) setting the stage for 2023/24. While the guidance might look somewhat unambitious, in our view it is realistic.
One big topic of interest was the management’s explanation as to how it sees the future of Diagnostics within the group. #When asked whether this points to some kind of spin-off, the management confirmed that it is focused on transforming the division and anything else would be a ....