1D·

Turnaround candidate?

I think I'll gamble a little and put some $BAYN (+0.87%) into my portfolio.


For me, it's a turnaround candidate in the next few years.

Two days ago, they applied for approval in China for a drug called "Nubeqa" for prostate cancer in another indication, which broke the billion mark in sales last year.


The agricultural business still seems to be weak, but I am convinced that this will soon change.


What do you think?


Would you rather keep your hands off or has the bottom been found?

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10 Comments

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Absolutely sensible 'gamble' the lawsuits are gradually being paid off, the debt is also being paid off through the dividend policy and the pipeline is still well filled.
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I have been listening to this turnaround bet for 3 years. Always some clueless finfluencer, complaining shouldn't affect the share price, turnaround will come. I can't listen to it anymore
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In my view, Bayer is a clear turnaround candidate. The stock is currently cheaply valued, as can be clearly seen from the low P/E ratio and P/B ratio. At the same time, Bayer continues to invest a lot of money in research and development, which shows that they are focusing on long-term growth. The strong patent portfolio in particular, also thanks to the Monsanto takeover, creates a solid basis for future earnings.

Although the dividend has been reduced, this is only planned for three years in order to strengthen the balance sheet. After that, it is likely to rise again, which also makes the share interesting for dividend investors. Bayer is also working on efficiency improvements, which should have a positive impact on margins and profitability.

For long-term investors, I see an exciting opportunity here, especially if you believe in the company's potential.
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No Perspective. No Turnaround. No Dividend.
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The share has a lot of potential, but of course I would only go in with small amounts of money that can be gambled away. There may be a turnaround, but not necessarily. In this sector, however, such crises can also occur, and the fall is somewhat harder than usual, but Bayer has already overcome crises before. Nevertheless, it remains 50 50 and gamble.

LG
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Absolutely sensible project. Shares very low and therefore it can still go the other way... either through its own forces or possibly through a takeover by a third party. See the former Bayer polymer business Covestro. I have always been in Bayer and missed the timely jump and hope for damage limitation in the future 😂😂
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