Sage Group PLC

Sage Group is a technology provider that assists to manage businesses of all sizes. Co. provides a suite of cloud business management solutions and services including accounting, financials, enterprise management, people, payroll, payments and banking, as well as marketplace apps that can be provisioned to match the exact needs of any business. Co. has three reportable segments in which it operates, being Northern Europe (the U.K. and Ireland), Central and Southern Europe (Germany, Switzerland, Poland, France and Portugal) and NorthAmerica (the U.S., Canada and North America Intacct).
  • TickerSGE
  • ISINGB00B8C3BL03
  • ExchangeLondon Stock Exchange
  • SectorSoftware & Computer Services
  • CountryUnited Kingdom

Sage Group: 1 director sold

A director at Sage Group sold 40,000 shares at 683p and the significance rating of the trade was 55/100. 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 members ...

Gregory Ramirez

SAGE GROUP: H1 FY20 webcast feedback: equipped for choppy waters | NEUTRAL | 630p vs. 570p (-5%)

SAGE GROUP - NEUTRAL | 630p vs. 570p (-5%) H1 FY20 webcast feedback: equipped for choppy waters Revenues should resist as 88% of them are recurring by nature Operating costs are managed on a balanced way The roadmap on Sage Business Cloud is rolled out on time We reiterate our Neutral but raise our Fair Value to 630p

Valens Research

UAFRS vs As Reported Weekly Highlights - 2020 04 23

This week, Valens identified distortions and the corresponding adjustments to correct for those distortions for APTV, SGE:GBR, and RL.

Gregory Ramirez

SAGE GROUP: H1 FY20 trading update: | NEUTRAL | 570p vs. 590p (+2%)

SAGE GROUP - NEUTRAL | 570p vs. 590p (+2%) H1 FY20 trading update: H1 FY20 revenues are likely to be close to expectations FY20 recurring growth guidance is unlikely to be achieved The GBP250m share buy-back programme is cancelled We shave our Fair Value to 570p from 590p

Dave Nicoski ...
  • Ross LaDuke

Int'l Macro Vision: Global Equity Strategy

Int'l Equity Strategy Global equities staged an impressive rally over the first four months of 2019. The nearly unabated advance allowed the broad major indexes (MSCI ACWI, ACWI ex-US, and EAFE) to break topside critical 14-month downtrends which began in January 2018. Heading into May, YTD uptrends were ubiquitous and market participants were generally of the belief that a US-China trade deal was a foregone conclusion. Then came Trump's May 5th tweets claiming China was attempting to renegotiate, and that tariffs would increase from 10% to 25%. The tariff escalation contributed to uptrend br...

Valérie GASTALDY

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

La tendance de fond est clairement orientée à la baisse. Les prix baissent à nouveau, mais le mouvement est devenu hésitant. Le prochain support est à 532,00 p. La tendance de fond serait remise en cause en cas de franchissement de 699,80 p.

Valérie GASTALDY

Short term view - SAGE GROUP PLC : The background trend is clearly bearish.

The background trend is clearly bearish. Prices are falling again, but the movement has become hesitant. The next support is at 532.00 p. The background trend would be questioned should prices rise above 699.80 p.

Valérie GASTALDY

Analyse court terme - SAGE GROUP PLC : Le mouvement se poursuit.

La tendance de fond est clairement orientée à la baisse. Le mouvement se poursuit. Le prochain objectif est à 532,00 p, puis 460,60 p. Le franchissement de 699,80 p remettrait en cause la suite de la baisse.

Valérie GASTALDY

Short term view - SAGE GROUP PLC : The movement goes on.

The background trend is clearly bearish. The movement goes on. The next target is at 532.00 p, then 460.60 p. Passing 699.80 p would question the continuation of the fall.

Sage Group: 1 director sold

A director at Sage Group sold 40,000 shares at 683p and the significance rating of the trade was 55/100. 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 members ...

Gregory Ramirez

SAGE GROUP: H1 FY20 webcast feedback: equipped for choppy waters | NEUTRAL | 630p vs. 570p (-5%)

SAGE GROUP - NEUTRAL | 630p vs. 570p (-5%) H1 FY20 webcast feedback: equipped for choppy waters Revenues should resist as 88% of them are recurring by nature Operating costs are managed on a balanced way The roadmap on Sage Business Cloud is rolled out on time We reiterate our Neutral but raise our Fair Value to 630p

Valens Research

UAFRS vs As Reported Weekly Highlights - 2020 04 23

This week, Valens identified distortions and the corresponding adjustments to correct for those distortions for APTV, SGE:GBR, and RL.

Gregory Ramirez

SAGE GROUP: H1 FY20 trading update: | NEUTRAL | 570p vs. 590p (+2%)

SAGE GROUP - NEUTRAL | 570p vs. 590p (+2%) H1 FY20 trading update: H1 FY20 revenues are likely to be close to expectations FY20 recurring growth guidance is unlikely to be achieved The GBP250m share buy-back programme is cancelled We shave our Fair Value to 570p from 590p

Gregory Ramirez

SAGE GROUP: Q1 FY20 call feedback: good start and realistic guidance, but rich valuation | NEUTRAL | 690p (-7%)

SAGE GROUP - NEUTRAL | 690p (-7%) Q1 FY20 call feedback: good start and realistic guidance, but rich valuation Q1 FY20 was in line with management expectations Migration to cloud connected software remains the main catalyst Disposals and return to shareholders will happen in due course We reiterate our Neutral rating

Gregory Ramirez

SAGE GROUP: Q1 FY20 trading update: growth above the expected annual trend | NEUTRAL | 690p

SAGE GROUP - NEUTRAL | 690p Q1 FY20 trading update: growth above the expected annual trend Q1 FY20 lfl revenue growth above full-year expectations Growth was driven by North America and the UK FY20 guidance is reiterated

An unfavourable environment weighs on THE SAGE GROUP PLC., which sees a downgrade to Slightly Negative

The independent financial analyst theScreener just requalified the general evaluation of THE SAGE GROUP PLC. (GB), active in the Software industry. As regards its fundamental valuation, the title still shows 1 out of 4 stars and its market behaviour is seen as moderately risky. theScreener believes that the unfavourable environment weighs on the sector and penalises the company, which sees a downgrade to its general evaluation to Slightly Negative. As of the analysis date August 23, 2019, the closing price was GBp 687.60 and its target price was estimated at GBp 653.22.

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)

Sage Group Plc - AGM 25 February 2020

Items 4-11: The Board welcomed three non-executive Directors: Jonathan Bewes, Annette Court and Dr John Bates, who have experience across finance, corporate strategy and technology. Soni Jiandani has decided not to stand for re-election at the 2020 AGM. Also, Blair Crump, President and Executive Director, will retire from the Board at the 2020 Annual General Meeting and will leave the Company on 31 March 2020. Item 7: The Chairman of the Board Sir Donald Brydon also chairs the Nomination Committee. The Board's gender diversity does not respect our guidelines and market practice: the Board of ...

Sage Group PLC – 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...

Expert Corporate Governance Service (ECGS)

Sage - February 27, 2019

Leadership ChangesStephen Kelly stepped down as a Director and CEO on 31 August 2018. Steve Hare was appointed CEO on 2 November 2018. No information regarding the succession process has been provided. Item 13: Approve the Remuneration ReportThis relates to Stephen Kelly, the former CEO. The structure of remuneration is generally satisfactory, though maximum total variable remuneration slightly exceeds guidelines. As no bonus was paid, the concerns over the overlap of performance conditions is slightly mitigated. The severance payment does not appear excessive, though this depends partially o...

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