BUZZ-Kepler cuts Siemens Energy to 'hold' on priced-in mid-term view
Kepler Cheuvreux cuts German turbine and generator maker Siemens Energy ENR1n.DE to "hold" from "buy", saying the 2024-2028 guidance is reflected in consensus which limits scope for positive revisions in the near term
Ahead of Q1 results, due on Feb. 12, Kepler says the company is well placed to profit from a positive, prolonged upcycle for its Gas Services and Grid Technologies divisions
But a build-up of working capital, consumption of provisions and warranty expenses may weigh on FCF in 2025, it adds
Kepler says visibility of planned turnaround at wind turbine unit Siemens Gamesa remains low, as the business continues to undergo a significant repositioning
Out of 24 analysts that cover Siemens Energy, 13 rate the stock "strong buy"/"buy", eight "hold" and three "strong sell"/"sell" - LSEG data
(Reporting by Amir Orusov)
((Amir.orusov@thomsonreuters.com))
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