Geberit AG Reg.

Geberit is a supplier of sanitary technology products. Co. develops, produces and distributes sanitary products and systems for the residential and commercial new construction and renovation markets. Co.'s product range consists of: the Sanitary Systems product area with the Installation Systems, Cisterns & Mechanisms, Faucets & Flushing Systems and Waste Fittings & Traps product lines; and the Piping Systems product area with the Building Drainage Systems and Supply Systems product lines. Co.'s products are sold through the wholesale channel to in more than 120 countries.
  • TickerGEBN
  • ISINCH0030170408
  • ExchangeSix Swiss Exchange
  • SectorConstruction & Materials
  • CountrySwitzerland

Analysts

Ahmed Ben Salem ...
  • Alain William
  • Alfred Glaser
  • Anis Zgaya
  • Aurelien Sivignon
  • Baptiste Lebacq
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Jean-François Granjon
  • Jerôme Bodin
  • Martial Descoutures
  • Oussema Denguir
  • Virginie Rousseau

ODDO BHF Small & MIDCAP MORNING NEWS - 03/24/2020

...

Ahmed Ben Salem ...
  • Alfred Glaser
  • Baptiste Lebacq
  • Delphine Brault
  • Emira Sagaama
  • Fatma Agnès Hamdani
  • Florent Laroche-Joubert
  • Jean-François Granjon
  • Louis Boujard, CFA
  • Matthias Desmarais
  • Philippe Ourpatian
  • Samantha Jeary
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 03/24/2020

...

Ahmed Ben Salem ...
  • Alain William
  • Alfred Glaser
  • Anis Zgaya
  • Aurelien Sivignon
  • Baptiste Lebacq
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Jean-François Granjon
  • Jerôme Bodin
  • Martial Descoutures
  • Oussema Denguir

ODDO BHF Small & MIDCAP MORNING NEWS - 24/03/2020

...

Ahmed Ben Salem ...
  • Alfred Glaser
  • Baptiste Lebacq
  • Delphine Brault
  • Emira Sagaama
  • Fatma Agnès Hamdani
  • Florent Laroche-Joubert
  • Jean-François Granjon
  • Louis Boujard, CFA
  • Matthias Desmarais
  • Philippe Ourpatian
  • Samantha Jeary
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 24/03/2020

...

Alfred Glaser ...
  • Delphine Brault

ODDO : Significant downward revisions in this cyclical sector. Uncertainty related to its mid/late-cycle aspects

>Companies only factoring in the impact of China at this stage... - In light of recent road shows and contact with various companies on a number of occasions, it is clear that the groups in the sector are currently holding to what they can see, i.e. the impact in China in Q1. Some, for instance Schneider Electric and Schindler, have actually quantified this impact. But most of the comments date back to the publication of the full-year results around mid-February and t...

Valérie GASTALDY

Short term view - GEBERIT : The movement goes on.

The trend is bearish. The movement goes on. The next target is at CHF 375.60, then CHF 353.00. Passing CHF 436.89 would question the continuation of the fall.

Valérie GASTALDY

Analyse court terme - GEBERIT : Le mouvement se poursuit.

La tendance est baissière. Le mouvement se poursuit. Le prochain objectif est à 375,60 CHF, puis 353,00 CHF. Le franchissement de 436,89 CHF remettrait en cause la suite de la baisse.

Valérie GASTALDY

Analyse court terme - GEBERIT : Le mouvement se poursuit.

La tendance est baissière. Le mouvement se poursuit. Le prochain objectif est à 417,80 CHF, puis 395,66 CHF. Le franchissement de 457,41 CHF remettrait en cause la suite de la baisse.

Valérie GASTALDY

Short term view - GEBERIT : The movement goes on.

The trend is bearish. The movement goes on. The next target is at CHF 417.80, then CHF 395.66. Passing CHF 457.41 would question the continuation of the fall.

Valérie GASTALDY

Medium term view - GEBERIT : The trend is uncertain.

The trend is uncertain. Prices are falling and they may accelerate to the downside. A new bearish trend is attempting to emerge.

Geberit Ag: 1 director sold

A director at Geberit Ag sold 500 shares at 527.371CHF and the significance rating of the trade was 68/100. 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 membe...

Alfred Glaser ...
  • Delphine Brault

ODDO : Significant downward revisions in this cyclical sector. Uncertainty related to its mid/late-cycle aspects

>Companies only factoring in the impact of China at this stage... - In light of recent road shows and contact with various companies on a number of occasions, it is clear that the groups in the sector are currently holding to what they can see, i.e. the impact in China in Q1. Some, for instance Schneider Electric and Schindler, have actually quantified this impact. But most of the comments date back to the publication of the full-year results around mid-February and t...

Alfred Glaser ...
  • Delphine Brault

ODDO : Fortes révisions en baisse dans ce secteur cyclique, incertitudes liées à son côté ‘mid / late – cycle’

>Les sociétés n’intègrent que l’impact Chine à ce stade... - Après plusieurs contacts sociétés et roadshows récents, force est de constater que les groupes s’en tiennent pour l’instant à ce qu’ils voient, c’est-à-dire l’impact en Chine au T1. Plusieurs l’ont d’ailleurs quantifié (Schneider Electric, Schindler par exemple). Mais la plupart des commentaires datent de la publication des résultats annuels (autour de mi-février) et depuis le monde a changé. Les derniers ch...

Alfred Glaser ...
  • Delphine Brault

Geberit AG : Little visibility at this stage, limited COVID-19 impact... so far

>2019 enabled a fresh increase in the EBITDA margin - The group yesterday reported results broadly in line with expectations. The EBITDA margin reached 29.3%, +110bp, compares with the guidance of “around 29%”. Geberit benefited from a price effect of 1.4 points, a volume and mix effect of 0.8 points and an IFRS 16 impact of 0.6 points. Currencies sliced off 0.1 points and “other costs” -1.6 points (mainly wage inflation and marketing efforts).The group will prop...

Alfred Glaser ...
  • Delphine Brault

Geberit AG : Peu de visibilité à ce stade, un impact COVID-19 limité … pour l’instant

>2019 aura permis une nouvelle progression de la marge d’EBITDA - Le groupe a publié hier des résultats globalement en ligne avec les attentes. La marge d’EBITDA a atteint 29.3%, +110 pb, et se compare à une guidance « autour de 29% ». Geberit a bénéficié d’un effet prix de 1.4 pt, d’un effet volume et mix de 0.8 pt et d’un impact IFRS 16 de 0.6 pt. Les changes ont pesé à hauteur de 0.1 pt et les « autres coûts » pour -1.6 pt (principalement de l’inflation salariale e...

Alfred Glaser ...
  • Delphine Brault

Geberit AG : 2019 results broadly in line; little visibility on 2020

>2019 results in line, including an EBITDA margin of 29.3% - Geberit this morning reported earnings broadly in line with expectations. Sales had already been reported on 17 January (FY 2019 growth at constant currency (cc) of 3.4%, of which 1.9% in Q4). The EBITDA margin reached 29.3%, +110bp, and compares with guidance of “around 29%”, taking EBITDA to CHF 904m (consensus estimate of CHF 903m, ODDO BHF estimate: CHF 897m). The group underscored that it had benefited...

Ahmed Ben Salem ...
  • Alain William
  • Alfred Glaser
  • Anis Zgaya
  • Aurelien Sivignon
  • Baptiste Lebacq
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Jean-François Granjon
  • Jerôme Bodin
  • Martial Descoutures
  • Oussema Denguir
  • Virginie Rousseau

ODDO BHF Small & MIDCAP MORNING NEWS - 03/24/2020

...

Ahmed Ben Salem ...
  • Alfred Glaser
  • Baptiste Lebacq
  • Delphine Brault
  • Emira Sagaama
  • Fatma Agnès Hamdani
  • Florent Laroche-Joubert
  • Jean-François Granjon
  • Louis Boujard, CFA
  • Matthias Desmarais
  • Philippe Ourpatian
  • Samantha Jeary
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 03/24/2020

...

Ahmed Ben Salem ...
  • Alain William
  • Alfred Glaser
  • Anis Zgaya
  • Aurelien Sivignon
  • Baptiste Lebacq
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Jean-François Granjon
  • Jerôme Bodin
  • Martial Descoutures
  • Oussema Denguir

ODDO BHF Small & MIDCAP MORNING NEWS - 24/03/2020

...

Ahmed Ben Salem ...
  • Alfred Glaser
  • Baptiste Lebacq
  • Delphine Brault
  • Emira Sagaama
  • Fatma Agnès Hamdani
  • Florent Laroche-Joubert
  • Jean-François Granjon
  • Louis Boujard, CFA
  • Matthias Desmarais
  • Philippe Ourpatian
  • Samantha Jeary
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 24/03/2020

...

Alexandre Iatrides ...
  • Alfred Glaser
  • Delphine Brault
  • Jean Danjou
  • Laurence Hofmann

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 03/11/2020

...

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

GEBERIT AG (CH), a company active in the Building Materials & Fixtures 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 2 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 November 22, 2019, the closing price was CHF 529.20 and its potential was estimated at CHF 555.66.

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...

Geberit – Proxinvest Corporate Governance Rating ® : A

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...

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