Fresenius SE's Future With Dialysis Company Unclear, Investors Seek Answers
Fresenius SE's Future With Dialysis Company Unclear, Investors Seek Answers
"The volatility at Fresenius Medical Care seems to repeatedly overshadow the recent positive operating developments at Fresenius and is also deterring many potential shareholders from investing in Fresenius," Reuters noted, citing Hendrik Schmidt, a corporate governance expert at fund manager DWS.Investors demanded more clarity from German healthcare group Fresenius SE regarding its intentions to relinquish strategic control over dialysis group Fresenius Medical Care AG (NYSE:FMS).
德國醫療保健集團Fresenius SE 日前公佈了關於放棄對洛陽Fresenius Medical Care AG（NYSE:FMS）的戰略控制權的意向，投資者要求更多的透明度。
The investors' call for transparency comes in the wake of Fresenius's recent deconsolidation of Fresenius Medical Care, where the company still retains a 32% stake.
在Fresenius最近取消Fresenius Medical Care的會計合併之後，投資者呼籲公司更透明，而該公司仍持有32%的股權。
Fresenius Medical Care faced significant challenges during the COVID-19 pandemic, including a higher mortality rate among dialysis patients and a shortage of nursing staff.
COVID-19大流行期間Fresenius Medical Care 面臨着重大挑戰，包括洗腎患者死亡率增高和護理人員短缺。
"The volatility at Fresenius Medical Care seems to repeatedly overshadow the recent positive operating developments at Fresenius and is also deterring many potential shareholders from investing in Fresenius," Reuters noted, citing Hendrik Schmidt, a corporate governance expert at fund manager DWS.
路透社援引基金經理DWS的公司治理專家Hendrik Schmidt指出：“Fresenius Medical Care的動盪似乎一再掩蓋Fresenius的最新積極經營進展，並阻止許多潛在股東投資Fresenius。”
"Thus, despite the deconsolidation, the share price of Fresenius SE remains vulnerable to operational and strategic difficulties at Fresenius Medical Care," Reuters noted.
路透社指出：“因此，儘管取消了會計合併，Fresenius SE的股價仍然容易受到Fresenius Medical Care運營和戰略困難的影響。”
These issues led to Fresenius Medical Care repeatedly missing the healthcare group's annual targets. However, recent performance improvements suggest a potential turnaround for the dialysis specialist.
這些問題導致Fresenius Medical Care多次未能達到醫療保健集團的年度目標。然而，最近的業績改善表明，這家洗腎專家可能會出現轉機。
Michael Sen, who took over as CEO of Fresenius SE in 2022, has been actively pushing for the company's realignment. His strategic initiatives have included divesting various peripheral businesses to streamline operations and focus on core areas. This realignment is part of Sen's broader vision to strengthen the company's position in the healthcare sector.
Michael Sen於2022年擔任Fresenius SE的CEO後，一直在積極推動公司重組。他的戰略舉措包括剝離各種外圍業務，以精簡業務並專注於核心領域。這種重新調整是Sen爲加強公司在醫療保健行業的地位而制定的大局。
Fresenius Medical Care's deconsolidation, executed by changing its legal structure at the end of November, is a key step in its restructuring efforts.
Fresenius Medical Care於11月底通過更改其法律結構實施了取消會計合併，這是其重組努力的關鍵一步。
Despite this, investors are eager to understand the long-term strategic plans for Fresenius SE and Fresenius Medical Care, emphasizing the need for greater clarity on the dialysis group's future direction.
儘管如此，投資者仍急於了解Fresenius SE和Fresenius Medical Care的長期戰略計劃，強調需要對洗腎集團的未來方向進行更大的透明度。
Last week, Fresenius Medical Care reported first-quarter revenue of 4.73 billion euros, up 2% Y/Y (+5% organic), driven by Care Delivery and Care Enablement segments.
上週，Fresenius Medical Care報告了47.3億歐元的第一季度營業收入，同比增長2%（有機增長5%），主要由護理交付和護理啓動業務驅動。
"We have started the year with a slightly more favorable operating income phasing than planned and confirm our financial outlook for the full year 2024, said Helen Giza, CEO of Fresenius Medical Care.
Fresenius Medical Care的首席執行官Helen Giza表示：“我們已經開始今年的運營收入階段比計劃略好，確認了我們2024年的全年財務展望。”
Price Action: FMS shares are up 0.78% at $21.93 at last check Friday.
FMS股票在上週五的最後交易時段上漲0.78%至21.93美元。
Photo: Shutterstock
Photo: shutterstock
譯文內容由第三人軟體翻譯。
