Software AG

Software is a holdinc company. Co. is engaged as a provider of process and integration software. Co.'s operates through three reporting lines: business process management or Business Process Excellence (BPE), data management or Enterprise Transaction Systems (ETS) and Consulting. The BPE segment consists of software products for integrated solutions in the field of Business Process Management for organizations of all industries and sizes. The ETS segment is engaged in providing database solutions for mainframes and the development of mainframe-based IT systems. The Consulting segment includes all consulting and services pertaining to the BPE, ETS and IDS Scheer Consulting business lines.
  • TickerA2GS40
  • ISINDE000A2GS401
  • SectorSoftware & Computer Services
  • CountryGermany

SOFTWARE AG reduced its risk exposure resulting in an upgrade to Slightly Positive

SOFTWARE AG (DE), a company active in the Software industry, reduced its market risk and raised its general evaluation. The independent financial analyst theScreener awarded an improved star rating to the company, which now shows 3 out of 4 possible stars; its market behaviour has improved and can be considered as defensive. theScreener believes that this new assessment merits an overall rating upgrade to Slightly Positive. As of the analysis date July 17, 2020, the closing price was EUR 37.64 and its potential was estimated at EUR 41.43.

Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

Stick With Global Technology Global indexes remain overwhelmingly positive which is supported by the fact that there is a dearth of breakdowns. Overall our big picture view remains unchanged; overhead longer-term resistance on the MSCI EM, EAFE, and ACWI ex-US indexes (all priced in local currency) is something to be aware of, however if the ACWI-US is above $70 our intermediate-term outlook remains bullish and we suggest buying any dips. · Index Overviews. Global (MSCI EM, EAFE, and ACWI ex-US indexes) and major country indexes (S&P 500, EURO STOXX 50, TOPIX) are in a consolidation ...

Dave Nicoski ...
  • John Betz

Int'l Insights: Bullish Stocks

Developed international equities (MSCI EAFE) have been underperforming relative to global equities (MSCI ACWI). So, within EAFE, where would we want to be invested? Our answer: outperforming SMID-caps, as displayed via the 10-year chart (attached). We expect this outperformance to continue; stick with this trend. In today's report we use a bottom-up approach to highlight actionable charts, sorted by market cap (all buys at current levels). Charts highlighted: NMC-GB, ASC-GB, TEMN-CH, EVR-GB, DIM-FR, WCH-DE, KRX-IE, POM-FR, BCVN-CH, WLN-FR, JE-GB, RUI-FR, LOGI-US, 4004-JP, HLMA-GB, ASRNL-NL,...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

Stick With Global Technology Global indexes remain overwhelmingly positive which is supported by the fact that there is a dearth of breakdowns. Overall our big picture view remains unchanged; overhead longer-term resistance on the MSCI EM, EAFE, and ACWI ex-US indexes (all priced in local currency) is something to be aware of, however if the ACWI-US is above $70 our intermediate-term outlook remains bullish and we suggest buying any dips. · Index Overviews. Global (MSCI EM, EAFE, and ACWI ex-US indexes) and major country indexes (S&P 500, EURO STOXX 50, TOPIX) are in a consolidation ...

ODDO BHF GERMAN MORNING NEWS – DETAILED COMMENTS 09.16.2019

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Software AG : Model adjustments for US go-to-market delays and economic cooldown; TP lowered to € 35; valuation at historic lows; attractive risk/reward

>Q2 licence revs down 7% but EBIT margin remains within expectations - We have adjusted our model for Software AG (SOW) to reflect: i/ the company’s revised 2019 DBP revenue guidance due to the longer than expected reorganization of webMethods’ salesforce in North America, and ii/ the current economic cooldown. Q2 2019 group revenue and group product revenue both grew 1% yoy cc, roughly in line with expectations, supported by a strong 141% yoy cc increase in Cloud Io...

Ahmed Ouni

ODDO BHF GERMAN MORNING NEWS – DETAILED COMMENTS 04.15.2019

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Ahmed Ouni

Software AG : Q1 2019 results supported by surprisingly strong A&N license execution; 2019 guidance for A&N raised; DBP deal pipeline indicates strong H2 2019

>Slippage of US deals at DBP due to salesforce rearrangement in Q1 - Software AG (SOW) pre-released its Q1 2019 results. Group revenue came in at € 201.4m, up 6% y-o-y at constant currency (cc), thus beating our estimate of € 193.4m and the consensus of € 196.9m. The better-than-expected sales performance was mainly attributable to a surprising increase in Adabas&Natural (A&N) license sales (up 102% y-o-y cc). The anticipated S&M and R&D cost build-up was mainly linke...

SOFTWARE AG reduced its risk exposure resulting in an upgrade to Slightly Positive

SOFTWARE AG (DE), a company active in the Software industry, reduced its market risk and raised its general evaluation. The independent financial analyst theScreener awarded an improved star rating to the company, which now shows 3 out of 4 possible stars; its market behaviour has improved and can be considered as defensive. theScreener believes that this new assessment merits an overall rating upgrade to Slightly Positive. As of the analysis date July 17, 2020, the closing price was EUR 37.64 and its potential was estimated at EUR 41.43.

Expert Corporate Governance Service (ECGS)

Software AG - AGM 28 May 2019

General: Software AG is a leading independent integration, Internet of Things, analytics, process software and services company, which is trusted by over 70% of the world’s top 1,000 enterprises. The Company is active in 70 countries with more than 4,700 employees.  As of 1 December 2018, Software AG Foundation held 33.7%, BlackRock Inc. held between 5% and 10% and Deutsche Asset Investment GmbH, Norges Bank and Axxion S.A. each held between 3% and 5% of the Company's shares.  In financial year 2018, Group revenues decreased by 1.5% to EUR 865.7m, EBIT increased by 3.9% to EUR 231.6m and net...

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