Compass Group PLC

Compass Group is engaged in providing outsourced food and support services. The five sectors in which Co. operates are: Business & Industry, which provides food for employees during their working day; Healthcare & Seniors, which helps hospitals in the public and private sectors manage and enhance quality of food and support services; Education, which provides dining solutions from kindergarten to college; Sports & Leisure, which provides hospitality and service at sporting and leisure venues, exhibition centers, visitor attractions and events; and Defence, Offshore & Remote, which provides food and support services to companies in the oil and gas and mining and construction industries.
  • TickerCPG
  • ISINGB00BD6K4575
  • ExchangeLondon Stock Exchange
  • SectorTravel & Leisure
  • CountryUnited Kingdom
Stephane Houri

Accor : Digitisation post-COVID: what consequences for our sectors and stocks?

This cross-sector report from ODDO BHF equity research aims to identify the sectors and stocks positively affected by or at risk from an acceleration in the digitisation of society and the economy post COVID-19. We arrive at a list of 16 attractive stocks and 12 stocks that we see as being at risk. - >Accelerated digitisation, no turning back - The COVID-19 crisis will without a doubt accelerate use of digital in society in general. The effectiveness of teleworking has...

COMPASS GROUP PLC. suffers a double requalification, which weighs heavily on its rating, now at Slightly Negative.

The independent financial analyst theScreener just downgraded the general evaluation of COMPASS GROUP PLC. (GB), active in the Restaurants & Bars industry. As regards its fundamental valuation, the title loses a star(s) and now shows 1 out of 4 stars. Its market behaviour is also negatively reassessed and may be considered as risky. theScreener believes that this double requalification keeps the title under pressure and justifies an overall rating downgrade to Slightly Negative. As of the analysis date June 12, 2020, the closing price was GBp 1,150.00 and its target price was estimated at GBp ...

Charles Lepetitpas ...
  • Fehmi Ben Naamane
  • Johanna Jourdain
  • Matthias Desmarais
  • Nicolas David
  • Pierre Tegner
  • Sylvain Goyon, CFA
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/20/2020

Now that the ban on short-selling is lifted in Europe, we have used the screening method developed for our sector allocation and stock hierarchy for the Stoxx 600 to identify the stocks on which short positions are likeliest to be taken. We have cross-referenced these results with the Reduce recommendations of our analysts and the result is a list of 26 stocks we cover. - ...

Charles Lepetitpas ...
  • Fehmi Ben Naamane
  • Johanna Jourdain
  • Matthias Desmarais
  • Nicolas David
  • Pierre Tegner
  • Sylvain Goyon, CFA
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 20/05/2020

Alors que les restrictions aux ventes à découvert sont levées en Europe, nous avons souhaité tenter de déterminer, via la méthode de criblage développée pour l’établissement de notre allocation sectorielle et la hiérarchisation des valeurs du Stoxx 600, les titres les plus susceptibles de faire l’objet de prises de position short. Nous croisons ces résultats quantitatifs avec les recommandations négatives (Alléger) de nos analystes pour obtenir une liste de 26 titres au sein de notre ...

Johanna Jourdain ...
  • Matthias Desmarais

Compass Group : A capital increase that illustrates the (very) slow recovery to be expected in the sector

>A capital increase that keeps control of the debt lever… - Compass announced yesterday, alongside its H1 2020 results, a £ 2bn capital increase (around 11% of the market capitalisation) at a price of 1,025p per share (discount of 11% vs the previous day’s closing price). This capital increase is justified mainly by the reduction in the debt lever and the securing of liquidity in an environment that presents uncertainties, notably concerning the speed of the recovery ...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

Squarely in the neutral camp At this point in time the major global indexes (MSCI ACWI, ACWI ex-US, EAFE, EM) have failed to break above their respective resistance levels, leaving us squarely in the neutral camp. • We need to see more from cyclical value. We believe the aforementioned major global indexes are likely to remain below resistance or have limited upside unless and until we see more definitive signs of bottoming within cyclical value areas of the market (e.g., Materials, Energy, banks, major autos & parts, etc.)... see page 2. • Indicators supportive of a neutral outlook. Sever...

Jérôme VINERIER

Short term view - COMPASS GROUP : The trend is bearish.

The trend is bearish. Prices are falling again, but the movement has become hesitant. The next support is at 1,467.80 p. The bearish trend would be challenged above 1,723.70 p.

Jérôme VINERIER

Analyse court terme - COMPASS GROUP : La tendance est baissière.

La tendance est baissière. Les prix baissent à nouveau, mais le mouvement est devenu hésitant. Le prochain support est à 1 467,80 p. La tendance baissière serait remise en cause au-dessus de 1 723,70 p.

Jérôme VINERIER

Short term view - COMPASS GROUP : Falling prices.

The trend is bearish. Prices are falling again, but the movement has become hesitant. The next support is at 1,467.80 p. The bearish trend would be challenged above 1,723.70 p.

Jérôme VINERIER

Analyse court terme - COMPASS GROUP : Les prix baissent.

La tendance est baissière. Les prix baissent à nouveau, mais le mouvement est devenu hésitant. Le prochain support est à 1 467,80 p. La tendance baissière serait remise en cause au-dessus de 1 723,70 p.

1 director sold

A director at Compass Group sold 142,180 shares at 2,019p and the significance rating of the trade was 81/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of board me...

Stephane Houri

Accor : Digitisation post-COVID: what consequences for our sectors and stocks?

This cross-sector report from ODDO BHF equity research aims to identify the sectors and stocks positively affected by or at risk from an acceleration in the digitisation of society and the economy post COVID-19. We arrive at a list of 16 attractive stocks and 12 stocks that we see as being at risk. - >Accelerated digitisation, no turning back - The COVID-19 crisis will without a doubt accelerate use of digital in society in general. The effectiveness of teleworking has...

Charles Lepetitpas ...
  • Fehmi Ben Naamane
  • Johanna Jourdain
  • Matthias Desmarais
  • Nicolas David
  • Pierre Tegner
  • Sylvain Goyon, CFA
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/20/2020

Now that the ban on short-selling is lifted in Europe, we have used the screening method developed for our sector allocation and stock hierarchy for the Stoxx 600 to identify the stocks on which short positions are likeliest to be taken. We have cross-referenced these results with the Reduce recommendations of our analysts and the result is a list of 26 stocks we cover. - ...

Charles Lepetitpas ...
  • Fehmi Ben Naamane
  • Johanna Jourdain
  • Matthias Desmarais
  • Nicolas David
  • Pierre Tegner
  • Sylvain Goyon, CFA
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 20/05/2020

Alors que les restrictions aux ventes à découvert sont levées en Europe, nous avons souhaité tenter de déterminer, via la méthode de criblage développée pour l’établissement de notre allocation sectorielle et la hiérarchisation des valeurs du Stoxx 600, les titres les plus susceptibles de faire l’objet de prises de position short. Nous croisons ces résultats quantitatifs avec les recommandations négatives (Alléger) de nos analystes pour obtenir une liste de 26 titres au sein de notre ...

Johanna Jourdain ...
  • Matthias Desmarais

Compass Group : A capital increase that illustrates the (very) slow recovery to be expected in the sector

>A capital increase that keeps control of the debt lever… - Compass announced yesterday, alongside its H1 2020 results, a £ 2bn capital increase (around 11% of the market capitalisation) at a price of 1,025p per share (discount of 11% vs the previous day’s closing price). This capital increase is justified mainly by the reduction in the debt lever and the securing of liquidity in an environment that presents uncertainties, notably concerning the speed of the recovery ...

Johanna Jourdain ...
  • Matthias Desmarais

Compass Group : Une augmentation de capital qui illustre la (très) lente reprise à attendre dans le secteur

>Une augmentation de capital qui permet de maitriser le levier d’endettement… - Compass a annoncé hier, simultanément à ses résultats S1 20, une augmentation de capital de 2 Md£ (c.11% de la capitalisation boursière) réalisée au prix de 1 025 p par action (décote de 11% vs cours de clôture de la veille). Cette augmentation de capital est justifiée principalement par la réduction du levier d’endettement et la sécurisation de la liquidité dans un environnement présentan...

Compass Group PLC - March 2017 (LTM): Peer Snapshot

Peer Snapshot:  Compass Group PLC - March 2017 (LTM) 9 June 2017 (in US millions) FYE Sep-15 FYE Sep-16 LTM Mar-17 FYE Oct-15 FYE Sep-16 LTM Mar-17 FYE Dec-15 FYE Dec-16 LTM

Compass Group PLC: Proposed special dividend increases leverage temporarily; ratings unaffected

CORPORATES ISSUER COMMENT 10 May 2017 Contacts Martin Hallmark 44-20-7772-1953 VP-Sr Credit Officer [email protected] Nathalie Tuszewski 44 20 7772-1096 Associate Analyst [email protected] Richard Etheridge 44-20-7772-1035 Associate Managing Director [email protected] Compass Group PLC Proposed special dividend increases leverage temporarily; ratings unaffected Comp

Compass Group Plc: Discussion of key credit factors following upgrade to A3

CORPORATES CREDIT OPINION 8 March 2017 Update RATINGS Compass Group PLC Domicile Chertsey, United Kingdom Long Term Rating A3 Type Senior Unsecured - Fgn Curr Outlook Stable Please see the ratings section at the end of this report for more information. The ratings and outlook shown reflect information as of the publication date. Contacts Martin Hallmark

Moody's upgrades Compass to A3; outlook stable

London, 02 March 2017-- Moody's Investors Service, has today upgraded the long term debt ratings of Compass Group PLC to A3 from Baa1. Concurrently Moody's has upgraded the rating on the company's GBP 2 billion Euro Medium Term Note programme to A3 from Baa1. The outlook on all the ratings is stable.

Alain William ...
  • Alexandre Iatrides
  • Christophe-Raphaël Ganet
  • Geoffroy Michalet
  • Johanna Jourdain
  • Martial Descoutures
  • Matthias Desmarais
  • Olfa Taamallah
  • Pierre Tegner
  • Sebastien Malafosse
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/19/2020

...

Alain William ...
  • Alexandre Iatrides
  • Christophe-Raphaël Ganet
  • Geoffroy Michalet
  • Johanna Jourdain
  • Martial Descoutures
  • Matthias Desmarais
  • Olfa Taamallah
  • Pierre Tegner
  • Sebastien Malafosse
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 19/05/2020

...

Alain William ...
  • Baptiste Lebacq
  • Benoit Valleaux
  • Charles Lepetitpas
  • Emira Sagaama
  • Fatma Agnès Hamdani
  • Florent Laroche-Joubert
  • Jean Danjou
  • Johanna Jourdain
  • Martial Descoutures
  • Matthias Desmarais
  • Michael Foundoukidis
  • Nicolas David
  • Olfa Taamallah
  • Pierre Tegner
  • Roland Pfaender,MBA,CFA,CCRA
  • Samantha Jeary
  • Sebastien Malafosse
  • Stephane Houri
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 04/24/2020

...

Alain William ...
  • Baptiste Lebacq
  • Benoit Valleaux
  • Charles Lepetitpas
  • Emira Sagaama
  • Fatma Agnès Hamdani
  • Florent Laroche-Joubert
  • Jean Danjou
  • Johanna Jourdain
  • Martial Descoutures
  • Matthias Desmarais
  • Michael Foundoukidis
  • Nicolas David
  • Olfa Taamallah
  • Pierre Tegner
  • Roland Pfaender,MBA,CFA,CCRA
  • Samantha Jeary
  • Sebastien Malafosse
  • Stephane Houri
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 24/04/2020

...

Alain William ...
  • Antoine Boivin-Champeaux
  • Benoit Valleaux
  • Christophe-Raphaël Ganet
  • Florent Laroche-Joubert
  • Jean Danjou
  • Jerôme Bodin
  • Johanna Jourdain
  • Louis Boujard, CFA
  • Matthias Desmarais
  • Olfa Taamallah
  • Philippe Ourpatian
  • Pierre Tegner
  • Roland Pfaender,MBA,CFA,CCRA
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 04/17/2020

The impacts of the COVID-19 pandemic are massive on the hotel/leisure sector (2020e EPS forecast down 41%). They undermine the weakest players. Our preference henceforth goes to the most resilient business models and the most solid balance sheets; Advantage Accor and Whitbread. Cf. report published last evening. - ...

COMPASS GROUP PLC. suffers a double requalification, which weighs heavily on its rating, now at Slightly Negative.

The independent financial analyst theScreener just downgraded the general evaluation of COMPASS GROUP PLC. (GB), active in the Restaurants & Bars industry. As regards its fundamental valuation, the title loses a star(s) and now shows 1 out of 4 stars. Its market behaviour is also negatively reassessed and may be considered as risky. theScreener believes that this double requalification keeps the title under pressure and justifies an overall rating downgrade to Slightly Negative. As of the analysis date June 12, 2020, the closing price was GBp 1,150.00 and its target price was estimated at GBp ...

COMPASS GROUP PLC. increases its risk exposure and slightly lowers to Neutral

COMPASS GROUP PLC. (GB), a company active in the Restaurants & Bars industry, now shows a lower overall rating. The independent financial analyst theScreener confirms the fundamental rating of 3 out of 4 stars. However, the market behaviour deterioration triggered a risk requalification, which can be thus described as moderately risky. theScreener believes that increased risk justifies the general evaluation downgrade to Neutral. As of the analysis date June 23, 2017, the closing price was GBp 1,668.00 and its expected value was estimated at GBp 1,622.87.

Ford Equity International Rating and Forecast Report

Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind each recommendation and reflect the fundamental and price data as of the last trading day of the week...

Expert Corporate Governance Service (ECGS)

Compass Group - AGM 06 February 2020

Item 2: Advisory vote on the remuneration report. The positive features of the remuneration overwhelm our moderate concerns about its quantum and the insufficient challenge of some LTI targets. The remuneration is weighted more towards rewarding long-term performance, the payout is adequately aligned with performance, and the quantum may be explained by the Compass group's strong performance. Item 13: The re-election of Mrs Vittal previously recorded a high level of total dissent of 22% due to over-boarding concerns. This year, Mrs Vittal has reduced the number of directorships which now fall...

Compass Group PLC – Proxinvest Corporate Governance Rating ® : B

Proxinvest Corporate Governance Rating ® helps investors integrate governance into their investment decision and identify governance risks and opportunities within their portfolio. Proxinvest Corporate Governance Rating ® Service rates European issuers through the analysis of four main themes : Ownership & Shareholder rights, Board & Committees, Audit & Process, Remuneration. Each theme is rated taking into account several comprehensive sub-categories. Our unique two-step process to achieve each rating includes a first step quantitative valuation and a second step qualitative filter...

Expert Corporate Governance Service (ECGS)

Compass - February 07th, 2019

Item 2: Approve the Remuneration Report The structure includes potentially excessive incentive pay.  Though this is partially mitigated by the salary, there are also questions over whether targets for incentive plans are set at challenging levels. Item 6: Re-elect the CEO The CEO serves as a member of the Nomination Committee, which does not meet best practice.

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