Schneider Electric S.A.

Schneider Electric is engaged in energy management. Co. is organized into four areas: Buildings and Partner, Infrastructure, Industry and IT; and operates in four principal markets: non-residential & residential buildings, utilities & infrastructure, industry & machine manufacturers and data centers & networks. The non-residential and residential buildings market includes end-users, property developers, design firms, and systems integrators. The utilities and infrastructure market includes energy operators. The industries market serves end users and companies, and engineering firms. The data centers and networks contain servers that process and store digital data in secure rooms.
  • TickerSU
  • ISINFR0000121972
  • ExchangeEuronext Paris
  • SectorElectronic & Electrical Equipment
  • CountryFrance

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...

Jérôme VINERIER

Short term view - SCHNEIDER ELECTRIC : 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 €63.48. The next target is at €57.69, then €54.81. Passing €63.48 would question the continuation of the fall.

Jérôme VINERIER

Analyse court terme - SCHNEIDER ELECTRIC : 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 63,48 € prochainement. Le prochain objectif est à 57,69 €, puis 54,81 €. Le franchissement de 63,48 € remettrait en cause la suite de la baisse.

Jérôme VINERIER

Short term view - SCHNEIDER ELECTRIC : 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 €57.69. The background trend would be questioned should prices rise above €63.48.

Jérôme VINERIER

Analyse court terme - SCHNEIDER ELECTRIC : 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 57,69 €. La tendance de fond serait remise en cause en cas de franchissement de 63,48 €.

Louis AZAIS

Analyse court terme - SCHNEIDER ELECTRIC : 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 72,18 € prochainement. Le prochain objectif est à 66,20 €, puis 63,30 €. Le franchissement de 72,18 € remettrait en cause la suite de la baisse.

Schneider Electric SE: 1 director sold

A director at Schneider Electric SE sold 1,000 shares at 102.578EUR and the significance rating of the trade was 58/100. 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 o...

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

Schneider Electric : Feedback from road show: confidence, even if visibility is limited

>COVID-19 in China: Schneider’s assumptions remain valid - We organised a road show yesterday with the CFOs of Schneider (Emmanuel Babeau and Hilary Maxson). Unsurprisingly, there were many questions about the impact of COVID-19. The CFO confirmed that the first indications provided at the time of the 20 February publication were still valid for China alone, i.e. a -€300M impact on sales. More precisely: i/ the group's factories are now running at 80% of their capacit...

Alfred Glaser ...
  • Delphine Brault

Schneider Electric : Feedback roadshow : de la confiance, même si la visibilité est limitée

>COVID-19 en Chine : les hypothèses Schneider restent valides - Nous avons organisé hier un roadshow avec le(s) CFO de Schneider (Emmanuel Babeau et Hilary Maxson). Sans surprise, de nombreuses questions ont porté sur l’impact COVID-19. Le CFO a confirmé que les premières indications fournies lors de la publication du 20 février restaient d’actualité pour la Chine seule, à savoir -300 M€ d’impact sur le chiffre d’affaires. Plus précisément : i/ les usines du groupe to...

Alfred Glaser ...
  • Delphine Brault

ODDO : Thyssenkrupp sells its elevator division to a private equity consortium for € 17.2bn

>Thyssenkrupp sells its elevator division to a consortium including Advent, Cinven and RAG foundation - Thyssenkrupp announced yesterday evening that it had decided to sell its elevator division to a consortium of private equity funds comprising Advent, Cinven and RAG foundation. These funds were in competition with another consortium to buy the division.The price offered is € 17.2bn, and the deal is expected to be completed on 30 June 2020, subject to the green ...

Schneider Electric SE: Schneider's transaction to jointly acquire Larsen & Toubro's electrical and automation business is credit positive

India to become third-largest market in a transaction that limits the financial outflow

Schneider Electric SE - December 2017 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Schneider Electric SE: Key Facts and Statistics - H1 June 2017

CORPORATES ISSUER PROFILE 6 October 2017 TABLE OF CONTENTS Company Overview 1 Business Description 2 Management Strategy 4 Financial Highlights 6 Capital Structure and Debt Maturity 8 Company Management 9 Ownership Structure 11 Peer Group 11 Related Websites and Information Sources 11

Schneider Merges Its Industrial Software Business with AVEVA, a Credit Positive

    ISSUER COMMENT  CORPORATES    SEPTEMBER 11, 2017    What is Moody’s Credit Outlook?   Published every Monday and Thursday  morning, Moody's  Credit Outlook  informs  our research clients of the credit  implications of current events.  

Schneider Electric SE: Schneider and AVEVA: third time lucky

CORPORATES ISSUER COMMENT 7 September 2017 RATINGS Schneider Electric SE Domicile France Long Term Rating Baa1 Outlook Stable Type LT Issuer Rating - Fgn Curr Source: Moody's Investors Service Analyst Contacts Martin Kohlhase 49-69-70730-719 VP-Sr Credit Officer [email protected] Oliver Giani 49-69-70730-722

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

...

Ahmed Ben Salem ...
  • Alfred Glaser
  • Delphine Brault
  • Florent Laroche-Joubert
  • Jerôme Bodin
  • Louis Boujard, CFA
  • Michael Foundoukidis
  • Philippe Ourpatian
  • Stephane Houri
  • Team Pharma

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 03/10/2020

...

For SCHNEIDER ELECTRIC SE, the environment deterioration entails a downgrade to Neutral

SCHNEIDER ELECTRIC SE (FR), a company active in the Electrical Components & Equipment industry, now shows a lower overall rating. The independent financial analyst theScreener just confirmed the fundamental rating of 4 stars out of 4, as well as the stock market behaviour of the title as moderately risky. However, environmental deterioration penalises the general evaluation, which is downgraded to Neutral. As of the analysis date February 21, 2020, the closing price was EUR 101.65 and its expected value was estimated at EUR 93.86.

Ibrahim Firdaus

Schneider Electric S.E.

Ibrahim Firdaus

Schneider Electric SA

Ibrahim Firdaus

Schneider Electric SA

Ibrahim Firdaus

Schneider Electric SA

Expert Corporate Governance Service (ECGS)

Schneider Electric - AGM 25 April 2019

ITEMS 10 to 12: The Company proposes to elect 3 independent members on the Board. However 2 out these 3 candidates have an excessive number of mandates in listed companies. This could jeopardize their availability. Therefore, in line with our Guidelines, we do not support items 10 and 12. ITEM 13: the company proposes to increase the global amount of attendance fees up to €2.5 M. This is the highest amount of the CAC 40. This represents 195% of the average amount granted by companies of the Industrial Goods sector of the MSCI Europe and the individual fee (€178,572) represents 150% of individu...

Jehanne Leroy

Schneider Electric - Assemblée générale des actionnaires du 25 avril 2019

Gouvernance (résolutions 10 à 12)La société propose la nomination de 3 administrateurs indépendants. Cependant, 2 d’entre eux cumule un nombre excessif de mandats exécutifs et non exécutifs dans des sociétés cotées. Au regard du risque de disponibilité que cela pose, et conformément à notre politique de vote, nous ne soutenons donc pas les résolutions 10 et 12. Jetons (résolution 13)La société propose de porter le montant de l’enveloppe globale à2,5 M€, soit l’enveloppe la plus élevée du CAC 40. Ce montant représente 195% du montant moyen dans les sociétés du secteur Industrial Goods du MSCi ...

Schneider – 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...

Jehanne Leroy

Proxy Report - 24/04/2018

The company proposes to increase the fixed remuneration of the Chairman and CEO up to €1,000,000. This amount is not excessive. However, the maximum annual bonus is 260% of the fixed remuneration and the company is quite lenient regarding the annual bonus (in 2017, Mr Tricoire’s annual bonus represented 198% of the fixed remuneration while 3 criteria did not achieve their targets). Hence, he could easily receive very generous amounts. This 2018 remuneration policy could allow him to receive a total remuneration amounting to €6.97 M (219% of the median total CEO remuneration in the Industrial &...

Jehanne Leroy

Proxy Report - 24/04/2018

La société propose dans la politique de rémunération 2018 du Président Directeur Général d'augmenter son fixe pour le porter à 1 M€. Si ce montant n'est pas excessif, la structure de la rémunération proposée est hautement inflationniste. En effet, avec un bonus maximum de 260% du fixe, et, surtout, la pratique quelque peu laxiste de la société (en 2017, le bonus attribué a représenté 198% du fixe, alors même que 3 critères de performance n'ont pas atteints leurs objectifs), M. Tricoire peut se voir attribuer très facilement des montants extrêmement généreux. Ainsi, cette politique de rémunérat...

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