Siegfried Holding AG
SFZN: XSWX (CHE)
| Morningstar Rating for Stocks | Fair Value | Economic Moat | Capital Allocation |
|---|---|---|---|
| !j& | LOCK|M@?!? | LOCK|jS%gdN |
Siegfried: Additional Production Capacity Meets Growing Customer Demands; Positive Long-Term Outlook
Siegfried is tracking our expectations, and we maintain our positive outlook for the firm as drug manufacturing becomes more complex with novel therapeutics such as cell and gene therapies playing larger roles in the overall mix. We maintain our fair value estimate of CHF 102 per share, and shares are currently trading at a 13% discount to our fair value estimate.
