Fresenius SE's Future With Dialysis Company Unclear, Investors Seek Answers
Fresenius SE's Future With Dialysis Company Unclear, Investors Seek Answers
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).
投資者要求德國醫療保健集團費森尤斯股份公司（紐約證券交易所代碼：FMS）進一步澄清其放棄對透析集團費森尤斯醫療保健股份公司（紐約證券交易所代碼：FMS）戰略控制權的意圖。
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.
投資者呼籲提高透明度是在費森尤斯最近解散費森尤斯醫療保健公司之後發出的，該公司仍保留該公司的32％的股份。
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.
費森尤斯醫療在 COVID-19 疫情期間面臨重大挑戰，包括透析患者死亡率上升和護理人員短缺。
"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.
路透社援引基金管理公司DWS的公司治理專家亨德里克·施密特的話指出：“費森尤斯醫療的波動似乎一再掩蓋了費森尤斯最近的積極經營發展，也阻礙了許多潛在股東對費森尤斯的投資。”
"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，儘管出現了整合，但費森尤斯股份公司的股價仍然容易受到費森尤斯醫療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.
這些問題導致費森尤斯醫療保健一再未能實現該醫療集團的年度目標。但是，最近的績效改善表明，透析專家有可能出現轉機。
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.
邁克爾·森於2022年接任費森尤斯股份公司首席執行官，他一直在積極推動公司的調整。他的戰略舉措包括剝離各種外圍業務以簡化運營並專注於核心領域。此次調整是Sen更廣泛願景的一部分，該願景旨在加強公司在醫療保健領域的地位。
Fresenius Medical Care's deconsolidation, executed by changing its legal structure at the end of November, is a key step in its restructuring efforts.
費森尤斯醫療於11月底通過修改其法律結構來解散整合，是其重組工作的關鍵一步。
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，投資者仍渴望了解費森尤斯股份公司和費森尤斯醫療的長期戰略計劃，強調需要進一步明確透析集團的未來方向。
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，費森尤斯醫療公佈的第一季度收入爲47.3億歐元，同比增長2％（有機增長5％），這得益於醫療服務和護理支持板塊。
"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.
費森尤斯醫療首席執行官海倫·吉薩表示：“今年年初，我們的分階段營業收入略好於計劃，並確認了2024年全年的財務前景。
Price Action: FMS shares are up 0.78% at $21.93 at last check Friday.
價格走勢：週五最後一次檢查時，FMS股價上漲0.78％，至21.93美元。
Photo: Shutterstock
照片：Shutterstock