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
Johanna Jourdain ...
  • Matthias Desmarais
  • Sylvain Goyon, CFA

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 09/22/2020

The market’s mood is darkening. A pessimistic reading, fuelled by the resurgence of the pandemic, a “softening” of the rate of macro surprises, and the political uncertainties in the US, etc., is taking shape. These real causes for concern should be seen in perspective as, barring a lockdown, the deterioration in the health situation does not seem to be calling into question the improvement in macroeconomic growth. This market decline may therefore be seen as a pause for breath. On wh...

Johanna Jourdain ...
  • Matthias Desmarais
  • Sylvain Goyon, CFA

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 22/09/2020

L’état d’esprit du marché s’assombrit. Une lecture pessimiste alimentée par le rebond épidémique, un rythme de surprises macro « mollissant », et les incertitudes politique aux USA etc..) se met en place. Ces points d’inquiétude réels doivent être relativisés car la dégradation sanitaire ne semble pas, en dehors d’un confinement, remettre en cause l’amélioration de la macro. Dès lors cette baisse du marché peut être vécue comme une respiration. De quelle ampleur ? Sur la base d’un ret...

Johanna Jourdain ...
  • Matthias Desmarais

ODDO : Preference for Elior, which is to benefit the most from schools returning

>A more defensive segment mix at Elior in short term, thanks to education - Elior's segment mix offers greater potential for a restart in the short term thanks to its more extensive exposure to the education sector (29% of sales vs rivals at

Johanna Jourdain ...
  • Matthias Desmarais

ODDO : Préférence pour Elior, qui bénéficie le plus de la reprise des écoles

>Mix segment plus défensif chez Elior à court terme, grâce à l’Education - Le mix segment d’Elior offre un potentiel de redémarrage de l’activité plus important à court terme notamment grâce à son exposition plus forte au secteur Education (29% du CA vs concurrents à

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. S...

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...

Johanna Jourdain ...
  • Matthias Desmarais
  • Sylvain Goyon, CFA

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 09/22/2020

The market’s mood is darkening. A pessimistic reading, fuelled by the resurgence of the pandemic, a “softening” of the rate of macro surprises, and the political uncertainties in the US, etc., is taking shape. These real causes for concern should be seen in perspective as, barring a lockdown, the deterioration in the health situation does not seem to be calling into question the improvement in macroeconomic growth. This market decline may therefore be seen as a pause for breath. On wh...

Johanna Jourdain ...
  • Matthias Desmarais

ODDO : Preference for Elior, which is to benefit the most from schools returning

>A more defensive segment mix at Elior in short term, thanks to education - Elior's segment mix offers greater potential for a restart in the short term thanks to its more extensive exposure to the education sector (29% of sales vs rivals at

Johanna Jourdain ...
  • Matthias Desmarais

ODDO : Préférence pour Elior, qui bénéficie le plus de la reprise des écoles

>Mix segment plus défensif chez Elior à court terme, grâce à l’Education - Le mix segment d’Elior offre un potentiel de redémarrage de l’activité plus important à court terme notamment grâce à son exposition plus forte au secteur Education (29% du CA vs concurrents à

Johanna Jourdain ...
  • Matthias Desmarais

Compass Group : Q3 trading update in line, but outlook for a slow recovery confirmed

>Q3 trading update in line with our expectations, £ 260m cash burn in Q3 - Yesterday Compass released its Q3 2019-2020 trading update which was in line with our expectations. The LFL drop in sales came to -44% (ODDO BHF estimate: -45%), helped by resilience in the Offshore & Remote segment in the rest of the world, whereas Europe was the hardest hit due to Compass’s heavy exposure to B&I there and lockdowns which were stricter in general. The EBIT margin came to 3.9% ...

Johanna Jourdain ...
  • Matthias Desmarais

Compass Group : Trading update T3 en ligne, mais le scenario de reprise lente se confirme

>Trading update T3 en ligne avec nos attentes, cash burn de 260 M£ au T3 - Compass a publié hier un trading update T3 2019/20 en ligne avec nos attentes. La baisse en d’activité organique atteint -44% (ODDO BHF -45%e), soutenue par la bonne résistance du segment Offshore & Remote dans la division Reste du Monde alors que l’Europe est la zone la plus impactée en raison de la forte exposition de Compass au segment B&I dans la zone et du confinement qui y a été dans l’en...

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.

Johanna Jourdain ...
  • Matthias Desmarais
  • Sylvain Goyon, CFA

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 22/09/2020

L’état d’esprit du marché s’assombrit. Une lecture pessimiste alimentée par le rebond épidémique, un rythme de surprises macro « mollissant », et les incertitudes politique aux USA etc..) se met en place. Ces points d’inquiétude réels doivent être relativisés car la dégradation sanitaire ne semble pas, en dehors d’un confinement, remettre en cause l’amélioration de la macro. Dès lors cette baisse du marché peut être vécue comme une respiration. De quelle ampleur ? Sur la base d’un ret...

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

...

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 we...

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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