November 25th, 2019 | 05:54 CET
MPH Health Care investment HAEMATO with growth in Q3 - shares before turnaround?
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Solid healthcare market environment
After HAEMATO was able to shine with solid growth and high dividends in the past years, the streamlining of the portfolio with low-margin products and the expiration of patents for some high-revenue original preparations led to a decline in sales in 2018 and especially in the first half of 2019. This phase now seems to have been overcome. The fundamentally solid outlook for the healthcare market has not changed.
Specialization in drugs
As one of the leading suppliers of special pharmaceuticals, the HAEMATO Group benefits from competition in the first healthcare market. The specialisation in drugs for the treatment of chronic diseases and for individual therapies is expected to remain positive in the future due to demographic developments.
Analysts see clear potential
The analysts of First Berlin and GBC Research see clear price potential. Both recommend buying the HAEMATO stocks. The price targets are EUR 4.80 (First Berlin) and EUR 6 (GBC). GBC sees the conclusion of the framework agreement between the GKV (Central Association of Health Insurance Funds) and the German Pharmacy Association as a good basis for continued high demand for HAEMATO products.
In addition, new sources of revenue are to be tapped. In addition to the parallel imports business segment, the area of pharmaceutical, medical and medical technology products for aesthetic treatments and cosmetics is to be addressed in future. The first hyaluronic acid-based products, which are distributed via the pharmacy network, were introduced in Germany in 2018. The listed investments of MPH also include M1 Kliniken AG and CR Real Estate AG.
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