COVESTRO (1COV)

Hola a todos

Abro hilo de esta empresa química alemana, Spin Off de Bayer que cotiza desde 2015 de manera independiente.

La sigo desde que estuve estudiando la adquisición de Monsanto por parte de Bayer, y echando un vistazo a los números parece una empresa tremenda.

Está encadenando sendas bajadas, cotizando una bajada de beneficio y cambio de ciclo, pero me parece que está a un muy buen precio para entrar.

Alguien la tiene en cartera o la está estudiando?

Gracias por vuestra aportación.

Buenas tardes Martin,

A ver si alguien nos tira una mano porque hasta donde yo llego no le veo problema alguno para el largo plazo

slds

 

Resultados del primer trimestre de 2019:

Covestro confirms guidance for 2019 after first six months (24/07/2019)

  • Core volumes up slightly (+1.1%)
  • Group sales total around EUR 3.2 billion (–16.9%)
  • EBITDA at EUR 459 million as expected (–53.4%)
  • Net income drops to EUR 189 million (–68.7%)
  • Free operating cash flow at minus EUR 55 million
  • Q3 EBITDA of around EUR 410 million expected

Based on the results of the first half of 2019, Covestro has confirmed its guidance for the current fiscal year. As expected, ongoing intense competitive pressure and uncertainties in major sales markets persisted into the second quarter.

Whereas core volumes rose by 1.1%, Group sales fell to EUR 3.2 billion (–16.9%) due to lower selling prices. At EUR 459 million, EBITDA stabilized at the level of the first quarter of 2019 (EUR 442 million), but remained well under the outstanding result achieved in the prior-year quarter (–53.4%).

The decline in earnings resulted mainly from lower margins in the Polyurethanes and Polycarbonates segments. Net income declined to EUR 189 million, while free operating cash flow amounted to minus EUR 55 million on account of lower cash flows from operating activities and higher investments.

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Buenos resultados de Covestro

A menos de 40€ - 42€ buena opcion para inversor a largo plazo.

Quarterly Statement First Quarter 2022

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