Daimler AG

Daimler provides a range of transportation products, including passenger cars and commercial vehicles, and also financial services. Co. operates in five segments. Mercedes-Benz Cars sells passenger cars and off-road vehicles under the Mercedes-Benz brand and small cars under the smart brand. The Daimler Trucks distributes its trucks (Mercedes-Benz, Freightliner, FUSO, Western Star, Thomas Built Buses and BharatBenz). The vans of the Mercedes-Benz Vans segment are sold under the brand name Mercedes-Benz and Freightliner. Daimler Buses sells completely built-up buses (Mercedes-Benz and Setra). The Daimler Financial Services division supports sales of Co.'s automotive brands.
  • TickerDAI
  • ISINDE0007100000
  • SectorAutomobiles & Parts
  • CountryGermany
Research Department

INFORME DIARIO 14 AGOSTO (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME. ESPAÑA: CELLNEX, EUSKALTEL, INDRA. EUROPA: DAIMLER. Jornada de consolidación de niveles en las bolsas europeas Jornada de consolidación de niveles con retrocesos moderados en todas las bolsas europeas. En Euro STOXX Ocio y Retail fueron de los pocos sectores en terminar en positivo frente a las caídas más abultadas de Bancos y Seguros. Por el lado macro en Alemania y en España el IPC armonizado de julio salió en línea con el dato preliminar. En EE.UU. las peticiones semanales de subsidio de desempleo estuvieron nuevamente por debajo de lo esper...

Antoine Boivin-Champeaux ...
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 07/24/2020

The shock caused by the COVID-19 pandemic is much bigger than the previous impacts seen since the Bureau Veritas IPO (October 2007), whether from the financial crisis (2008-2009), the sudden drop in oil prices (2014-2015) or the trade war (2019). Q2 2020 results will show historically large organic declines (double digits in some cases) even though sector groups theoretically have resilient and diversified profiles. Eurofins and Bureau Veritas are our Top Picks. We downgrade Applus to...

Antoine Boivin-Champeaux ...
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 24/07/2020

Le choc du COVID-19 dépasse largement les précédents impacts négatifs rencontrés depuis l’introduction en Bourse de Bureau Veritas (octobre 2007), que ce soit la crise financière (2008-2009), la chute brutale du cours du pétrole (2014-2015) ou la guerre commerciale (2019). Ces T2 2020 auront un caractère historique par l’ampleur de leur régression organique (à deux chiffres parfois) malgré des profils théoriquement résilients et diversifiés. Eurofins et Bureau Veritas sont nos valeurs...

Anthony Dick ...
  • Michael Foundoukidis

Daimler : Q2 final release and new guidance rule out the worst-case scenario

>Q2 still just as solid and FY guidance better than expected - A few days after solid and better-than-expected preliminary Q2 2020 results, the final results confirmed the initial good impression both for the results (mix, China notably) and FCF (though it was indeed driven by the WCR as we thought). More importantly, the new guidance given by the management for the FY 20 was a positive surprise and should lead to further increases in expectations, therefore confirmi...

Anthony Dick ...
  • Michael Foundoukidis

Daimler : Une publication et une guidance qui permettent d’écarter le scénario du pire

>Un T2 toujours aussi solide et une guidance FY meilleure qu’attendu - Quelques jours après des préliminaires T2 20 solides et meilleurs qu’attendu, la publication finale a confirmé la bonne impression initiale à la fois sur la partie résultats (mix, Chine notamment) et la partie FCF (toutefois bien tiré par le BFR comme nous le pensions). Surtout, les éléments de guidance donnés par le management pour l’ensemble de l’année ont surpris positivement et devraient entra...

Research Department

BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 23 TO 30 OCTOBER 2019 (ANÁLISIS BANCO SABADELL)

European Portfolio We lower Volkswagen’s weight and raise that of Airbus. European High Yield Portfolio Air Liquide, Allianz, Daimler, SAP & Vivendi No changes this week. Spanish Recommended Portfolio No changes this week. 5-Stock Recommended Portfolio ACS, Caixabank, Cellnex, Ferrovial & Telefónica No changes this week. 5 High-Yield Stock Portfolio Iberdrola, Merlin, Repsol, Santander & Telefónica No changes this week. Mid&Small Recommended Portfolio Applus, CAF, Dominion, Enagás, Ence, Indra, Logista, Másmóvil, Sacyr & Unicaja No changes this week.

Dave Nicoski ...
  • Ross LaDuke

Int'l Insights: Developed Markets Leadership Chart Book

Europe in focus The U.S. dollar continues to grind marginally higher, and EM equities have suffered as a result. Meanwhile, RS for the MSCI EAFE index is bottoming when compared to the MSCI EM index, largely due to outperformance in Europe. With developed int'l markets beginning to outperform emerging markets, we recommend adding exposure to the developed int'l space. Below we highlight attractive and actionable themes within developed int'l: • Europe & Japan: Though this is an all-encompassing bottoms-up chart book for developed ex-U.S., make no mistake, the vast majority of today's buy r...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

Add exposure to cyclicals Our positive outlook on global equities (both the MSCI ACWI and ACWI ex-US) remains intact and we believe a “buy the dip” strategy is warranted. We recommend taking advantage of recent weakness -- where applicable -- by adding exposure to cyclical Sectors. • Actionable Sectors: Consumer Discretionary and Manufacturing. Today's recommendations focus on autos, auto parts, and machinery which span the Discretionary and Manufacturing Sectors. We initially recommended adding exposure to autos and auto parts in our 3/14/19 Int'l Compass, and we view the recent mild...

Matthieu DRIOL

Analyse court terme - DAIMLER : La tendance de fond est clairement orientée à la baisse.

La tendance de fond est clairement orientée à la baisse. Le MACD est négatif, il confirme cette tendance. La reprise est une consolidation qui va buter sur 53,84 € prochainement. Le prochain objectif est à 50,16 €, puis 45,99 €. Le franchissement de 58,80 € remettrait en cause la suite de la baisse.

Matthieu DRIOL

Short term view - DAIMLER : The background trend is clearly bearish.

The background trend is clearly bearish. The negative MACD confirms the trend. The rise is a consolidation that will soon bump against the level at €53.84. The next target is at €50.16, then €45.99. Passing €58.80 would question the continuation of the fall.

Matthieu DRIOL

Analyse court terme - DAIMLER : La reprise est une consolidation.

La tendance de fond est clairement orientée à la baisse. Le MACD est négatif, il confirme cette tendance. La reprise est une consolidation qui va buter sur 53,84 € prochainement. Le prochain objectif est à 50,16 €, puis 45,99 €. Le franchissement de 58,80 € remettrait en cause la suite de la baisse.

Daimler AG: 4 directors bought

Four Directors at Daimler AG bought 2,650 shares at between 42.615EUR and 43.315EUR. The significance rating of the trade was 53/100. 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. ...

Research Department

INFORME DIARIO 14 AGOSTO (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME. ESPAÑA: CELLNEX, EUSKALTEL, INDRA. EUROPA: DAIMLER. Jornada de consolidación de niveles en las bolsas europeas Jornada de consolidación de niveles con retrocesos moderados en todas las bolsas europeas. En Euro STOXX Ocio y Retail fueron de los pocos sectores en terminar en positivo frente a las caídas más abultadas de Bancos y Seguros. Por el lado macro en Alemania y en España el IPC armonizado de julio salió en línea con el dato preliminar. En EE.UU. las peticiones semanales de subsidio de desempleo estuvieron nuevamente por debajo de lo esper...

Anthony Dick ...
  • Michael Foundoukidis

Daimler : Q2 final release and new guidance rule out the worst-case scenario

>Q2 still just as solid and FY guidance better than expected - A few days after solid and better-than-expected preliminary Q2 2020 results, the final results confirmed the initial good impression both for the results (mix, China notably) and FCF (though it was indeed driven by the WCR as we thought). More importantly, the new guidance given by the management for the FY 20 was a positive surprise and should lead to further increases in expectations, therefore confirmi...

Anthony Dick ...
  • Michael Foundoukidis

Daimler : Une publication et une guidance qui permettent d’écarter le scénario du pire

>Un T2 toujours aussi solide et une guidance FY meilleure qu’attendu - Quelques jours après des préliminaires T2 20 solides et meilleurs qu’attendu, la publication finale a confirmé la bonne impression initiale à la fois sur la partie résultats (mix, Chine notamment) et la partie FCF (toutefois bien tiré par le BFR comme nous le pensions). Surtout, les éléments de guidance donnés par le management pour l’ensemble de l’année ont surpris positivement et devraient entra...

Oscar Rodriguez

DAIMLER: RDOS. 2T’20, CAMBIO DE RECOMENDACIÓN A VENDER Y DE P.O. AL ALZA (ANÁLISIS BANCO SABADELL)

Rdos. 2T'20 vs 2T'19: Ventas: 30.184 M euros (-29,2% vs -28,8% BS(e) y -34,6% consenso); EBIT: -708,0 M euros (2.447 M euros en 2T'19 vs -1.490,0 M euros BS(e) y -1.719,0 M euros consenso); Rdos. 1S'20 vs 1S'19: Ventas: 67.407 M euros (-18,1% vs -17,9% BS(e) y -20,9% consenso); EBIT: 11,0 M euros (-99,8% vs -771,0 M euros BS(e) y -1.000,0 M euros consenso). Ha publicado resultados completos 2T’20, que tras la prepublicación del EBIT la semana pasada (que se situó en -708 M euros vs -1490 M euros previsto), la principal incógnita era la evolución de las ventas, donde no hay novedades. As...

Research Department

INFORME DIARIO 23 JULIO (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME. ESPAÑA: ARCERLOR MITTAL, CELLNEX, GLOBAL DOMINION, IAG, PROSEGUR. EUROPA: DAIMLER, NOKIA Resaca después del acuerdo Caídas en los principales selectivos europeos en torno al -1% después de las subidas protagonizadas por la aprobación del acuerdo. En el Euro STOXX todos los sectores cerraron en negativo salvo Servicios Financieros e Inmobiliario, con Media y Energía presentando el peor comportamiento relativo. Por el lado macro, en Europa, desde el BCE C. Lagarde reconoció que el acuerdo pudo haber sido mejor. En EE.UU. las ventas de viviendas de...

Daimler AG - March 2020 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Daimler AG: Update following confirmation of ratings at A3

Update on detailed credit considerations for Daimler AG following the confirmation of ratings at A3, changing the outlook to negative.

Daimler AG: Key Facts and Statistics - FYE December 2019

A summary company profile, detailing Daimler AG’s business operations and financial highlights.

Daimler AG - December 2019 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Daimler AG: Update following placing of ratings under review for downgrade

Update on detailed credit considerations for Daimler AG following placing of ratings under review for downgrade

Antoine Boivin-Champeaux ...
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 07/24/2020

The shock caused by the COVID-19 pandemic is much bigger than the previous impacts seen since the Bureau Veritas IPO (October 2007), whether from the financial crisis (2008-2009), the sudden drop in oil prices (2014-2015) or the trade war (2019). Q2 2020 results will show historically large organic declines (double digits in some cases) even though sector groups theoretically have resilient and diversified profiles. Eurofins and Bureau Veritas are our Top Picks. We downgrade Applus to...

Antoine Boivin-Champeaux ...
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 24/07/2020

Le choc du COVID-19 dépasse largement les précédents impacts négatifs rencontrés depuis l’introduction en Bourse de Bureau Veritas (octobre 2007), que ce soit la crise financière (2008-2009), la chute brutale du cours du pétrole (2014-2015) ou la guerre commerciale (2019). Ces T2 2020 auront un caractère historique par l’ampleur de leur régression organique (à deux chiffres parfois) malgré des profils théoriquement résilients et diversifiés. Eurofins et Bureau Veritas sont nos valeurs...

Ahmed Ben Salem

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 07/17/2020

We are forecasting an historically low H1 2020, penalised by the lockdown effects. On the basis of our H1 estimates and the full-year consensus, several stocks are likely to disappoint (Imerys and Vicat). Conversely, the full-year consensus seems to incorporate a margin for error and, possibly, potential for upward revision for LafargeHolcim, Getlink and Eiffage. Saint-Gobain and Eiffage remain our favourite stocks, particularly as the market and investors are already looking to 2021....

Ahmed Ben Salem

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 17/07/2020

Nous tablons sur un S1 2020 historiquement bas, pénalisé par les effets du confinement. Sur la base de nos estimations S1 et du consensus annuel, plusieurs valeurs nous semblent susceptibles de décevoir (Imerys et Vicat). A l’inverse, le consensus annuel nous semble intégrer une marge d’erreur, voire un potentiel de révision à la hausse pour LafargeHolcim, Getlink et Eiffage. Saint-Gobain et Eiffage restent nos valeurs préférées d’autant que le marché et les investisseurs ont déjà tou...

Anthony Dick ...
  • Aurelien Sivignon
  • Emmanuel Matot
  • Fatma Ayachi
  • Jean-François Granjon
  • Johanna Jourdain
  • Matthias Desmarais
  • Michael Foundoukidis
  • Yan Derocles

ODDO BHF Small & MIDCAP MORNING NEWS - 05/27/2020

...

Thanks to a better fundamental star rating, DAIMLER sees an upgrade to Neutral

The independent financial analyst theScreener just awarded an improved star rating to DAIMLER (DE), active in the Automobiles industry. As regards its fundamental valuation, the title receives an improved star rating and now shows 4 out of 4 possible stars. With regard to its market behaviour, it remains unchanged and can be qualified as risky. theScreener considers that these elements allow slightly upgrading its rating to Neutral. As of the analysis date July 17, 2020, the closing price was EUR 39.28 and its expected value was estimated at EUR 35.36.

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)

Daimler - AGM 08 July 2020

General: The AGM is to be held in the form of a virtual AGM in accordance with the German Law to Mitigate the Consequences of the COVID-19 Pandemic. The physical presence of shareholders or their authorised proxies is not possible. The voting rights may therefore be exercised solely by postal vote (electronically or in writing) or by granting authority to the proxies designated by the Company. Item 2: We recommend to oppose the dividend proposal. The dividend is not covered by free cash flow for a fourth consecutive year. We therefore consider a dividend payment inappropriate at this time, es...

Expert Corporate Governance Service (ECGS)

Daimler - AGM 22 May 2019

Item 2: Management and Supervisory Board are proposing a dividend of EUR 3.25 per share. The dividend is covered by earnings but for a third consecutive year it is not covered by free cash flow. We therefore consider a dividend payment inappropriate at this time and recommend to oppose the dividend proposal. Item 3: We recommend opposing the discharge of the Management Board due to two profit warnings in the year under review and repeated new allegations in the diesel scandal which severly harm the Company's reputation and do not help to restore trust of stakeholders in the Company. Item 4: ...

Daimler – Proxinvest Corporate Governance Rating ® : C

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)

Proxy Report - 05/04/2018

Item 4: We uphold our recommendation to oppose the discharge of the Supervisory Board due to its decision not to claim for compensation against former or current Management Board members in connection with the conclusion of the European Commission's antitrust proceedings against the Company as we consider the investigations carried out to date to be insufficient and the Supervisory Board's decision not to be in the best interest of the Company's shareholders. Items 5a and 5b: KPMG, Berlin, is proposed as auditor for the current financial year as well as for the review of the interim financial...

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