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
Alfred Glaser ...
  • Delphine Brault

ODDO : Des effets d’aubaine au T3 mais une rechute est possible

Le T3 nous semble relativement bien engagé, avec une poursuite des chantiers cet été qui pourrait donner un coup de pouce à la demande, notamment en Europe. Nous prévoyons un recul de l’activité de 3.8% en moyenne au T3 (contre -5.4% précédemment) après -14.3% au T2. Au-delà du T3, les Etats-Unis et le non résidentiel vont rester une source d’inquiétude et le mix un facteur clé de différentiation. Nous sommes plus optimistes pour Assa Abloy et KONE, que nous recommandons à l’Acha...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

Bulls Lose The Upper Hand, Consolidation Likely Steep uptrends have been violated this week on several of the broad global indexes (notably the MSCI ACWI, ACWI ex-US, and EM indexes). As a result we are making a tactical shift to a neutral outlook as we believe consolidation is likely near-term as the market goes through a corrective phase -- potentially something similar to what the market experienced between June and early-July. · Index Overviews. As noted above, short-term uptrends have been violated for the MSCI ACWI, ACWI ex-US, and EM indexes, prompting our shift from bullish ...

Geberit AG: 1 director sold

A director at Geberit AG sold 1,104 shares at 522.032CHF and the significance rating of the trade was 93/100. 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 mem...

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 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 August 18, 2020, the closing price was CHF 520.20 and its potential was estimated at CHF 565.99.

Alfred Glaser ...
  • Delphine Brault

Geberit AG : Good resilience in Q2 already (very) largely priced in

>Good resilience in Q2, barring FCF - The group reported yesterday Q2 2020 results broadly ahead of our expectations (see our Equity Flash “A Q2 which showed good resilience to the crisis, apart from FCF. New guidance is in line with expectations”). The EBITDA margin reached 30.1%, +10bp in Q2 and the group underscored the fact that it was helped by the decline in raw material prices (-5.1% in Q2 alone, after -2.4% in Q1).Net profit was down 24.4% to CHF 131m and...

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 1,104 shares at 522.032CHF and the significance rating of the trade was 93/100. 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 mem...

Alfred Glaser ...
  • Delphine Brault

ODDO : Des effets d’aubaine au T3 mais une rechute est possible

Le T3 nous semble relativement bien engagé, avec une poursuite des chantiers cet été qui pourrait donner un coup de pouce à la demande, notamment en Europe. Nous prévoyons un recul de l’activité de 3.8% en moyenne au T3 (contre -5.4% précédemment) après -14.3% au T2. Au-delà du T3, les Etats-Unis et le non résidentiel vont rester une source d’inquiétude et le mix un facteur clé de différentiation. Nous sommes plus optimistes pour Assa Abloy et KONE, que nous recommandons à l’Acha...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

Bulls Lose The Upper Hand, Consolidation Likely Steep uptrends have been violated this week on several of the broad global indexes (notably the MSCI ACWI, ACWI ex-US, and EM indexes). As a result we are making a tactical shift to a neutral outlook as we believe consolidation is likely near-term as the market goes through a corrective phase -- potentially something similar to what the market experienced between June and early-July. · Index Overviews. As noted above, short-term uptrends have been violated for the MSCI ACWI, ACWI ex-US, and EM indexes, prompting our shift from bullish ...

Alfred Glaser ...
  • Delphine Brault

Geberit AG : Good resilience in Q2 already (very) largely priced in

>Good resilience in Q2, barring FCF - The group reported yesterday Q2 2020 results broadly ahead of our expectations (see our Equity Flash “A Q2 which showed good resilience to the crisis, apart from FCF. New guidance is in line with expectations”). The EBITDA margin reached 30.1%, +10bp in Q2 and the group underscored the fact that it was helped by the decline in raw material prices (-5.1% in Q2 alone, after -2.4% in Q1).Net profit was down 24.4% to CHF 131m and...

Alfred Glaser ...
  • Delphine Brault

Geberit AG : Une bonne résistance au T2 déjà (très) largement intégrée dans le cours

>Une bonne résilience au T2, à l’exception du FCF - Le groupe a publié hier des résultats globalement supérieurs aux attentes (cf. notre flash « Un T2 qui résiste bien à la crise, sauf le FCF. La nouvelle guidance est en ligne avec les attentes »). La marge d’EBITDA a atteint 30.1%, +10 pb au T2 et le groupe souligne avoir été aidé par la baisse des prix des matières premières (-5.1% sur le seul T2, après -2.4% au T1).Le résultat net s’établit en recul de 24.4% à...

Alfred Glaser ...
  • Delphine Brault

Geberit AG : A Q2 which showed good resilience to the crisis, apart from FCF. New guidance is in line with expectations

>Q2 2020: an EBITDA margin in line with our expectations, but ahead of the consensus. FCF disappoints - The group this morning reported Q2 results in line with our expectations at the operating level, and ahead of the consensus. Sales had already been reported on 6 July (decline at constant currency (cc) of 10.7%). The EBITDA margin reached 30.1%, +10bp. EBIT contracted by 20% to CHF 162m (CHF 163m forecast by ODDO BHF and CHF 151m estimated by the consensus). The gro...

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...

Alfred Glaser ...
  • Bruno Cavalier
  • Delphine Brault
  • Emmanuel Matot
  • Jean Sassus
  • Martin Marandon-Carlhian
  • Stephane Houri
  • Steven Gould

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 07/06/2020

...

Alfred Glaser ...
  • Bruno Cavalier
  • Delphine Brault
  • Emmanuel Matot
  • Jean Sassus
  • Martin Marandon-Carlhian
  • Stephane Houri
  • Steven Gould

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 06/07/2020

...

Ahmed Ben Salem ...
  • Alain William
  • Alfred Glaser
  • Antoine Boivin-Champeaux
  • Baptiste Lebacq
  • Benoit Valleaux
  • Bruno Cavalier
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Emmanuel Matot
  • Geoffroy Michalet
  • Jean Sassus
  • Jerôme Bodin
  • Louis Boujard, CFA
  • Olfa Taamallah
  • Philippe Ourpatian
  • Pierre Tegner
  • Roland Pfaender,MBA,CFA,CCRA
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/04/2020

...

Ahmed Ben Salem ...
  • Alain William
  • Alfred Glaser
  • Antoine Boivin-Champeaux
  • Baptiste Lebacq
  • Benoit Valleaux
  • Bruno Cavalier
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Emmanuel Matot
  • Geoffroy Michalet
  • Jean Sassus
  • Jerôme Bodin
  • Louis Boujard, CFA
  • Olfa Taamallah
  • Philippe Ourpatian
  • Pierre Tegner
  • Roland Pfaender,MBA,CFA,CCRA
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 04/05/2020

...

Alexandre Iatrides ...
  • Alfred Glaser
  • Antoine Boivin-Champeaux
  • Baptiste Lebacq
  • Benoit Valleaux
  • Delphine Brault
  • Emmanuel Matot
  • Fatma Agnès Hamdani
  • Florent Laroche-Joubert
  • Geoffroy Michalet
  • Jean Sassus
  • Jerôme Bodin
  • Louis Boujard, CFA
  • Martial Descoutures
  • Michael Foundoukidis
  • Olfa Taamallah
  • Philippe Ourpatian
  • Roland Pfaender,MBA,CFA,CCRA
  • Samantha Jeary
  • Sebastien Malafosse
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 04/30/2020

...

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 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 August 18, 2020, the closing price was CHF 520.20 and its potential was estimated at CHF 565.99.

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...

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