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

SCHNEIDER ELECTRIC SE sees an upgrade to Slightly Positive due to a better fundamental star rating

The general evaluation of SCHNEIDER ELECTRIC SE (FR), a company active in the Electrical Components & Equipment industry, has been upgraded by the independent financial analyst theScreener with the addition of a star. Its fundamental valuation now shows 3 out of 4 possible stars while its market behaviour can be considered as moderately risky. theScreener believes that the additional star(s) merits the upgrade of its general evaluation to Slightly Positive. As of the analysis date May 26, 2020, the closing price was EUR 85.96 and its potential was estimated at EUR 95.34.

Schneider Electric SE: 1 director bought

A director at Schneider Electric SE bought 1,000 shares at 80.480EUR 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 ...

Alfred Glaser ...
  • Delphine Brault

ODDO : Focus on construction: the day after - which stocks to favour when we exit the crisis?

We see the capacity to reignite growth quickly, both in organic terms and via acquisitions, as a key differentiating factor for the stocks in the sector, The main themes (energy efficiency, health in buildings) will be favoured, as will exposure to China. We favour Assa Abloy. Our preference also goes to KONE and Schneider Electric on which we are revising up our recommendations to Buy. We are lowering our recommendation to Neutral on Schindler. - >Capacity to reignite gr...

Alfred Glaser ...
  • Delphine Brault

ODDO : Focus Construction : le jour d’après … quelles valeurs en sortie de crise ?

La capacité des groupes à réamorcer la croissance rapidement sera, selon nous, un facteur de différenciation clé, tant en organique que par les acquisitions. Par ailleurs, des grands thèmes (efficacité énergétique, hygiène dans les bâtiments) seront privilégiés, tout comme l’exposition Chine. Nous privilégions Assa Abloy ainsi que KONE et Schneider Electric dont nous relevons nos recommandations à l'Achat et abaissons à Neutre notre recommandation sur Schindler. - >La cap...

Alain William ...
  • Alfred Glaser
  • Baptiste Lebacq
  • Charles Lepetitpas
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Emira Sagaama
  • Emmanuel Matot
  • Fatma Agnès Hamdani
  • Florent Laroche-Joubert
  • Jean Sassus
  • Johanna Jourdain
  • Martial Descoutures
  • Matthias Desmarais
  • Nicolas David
  • Pierre Tegner
  • Samantha Jeary
  • Sebastien Malafosse
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 04/23/2020

We estimate that net current cash flow per share for the property companies we cover will be reduced on average by -11.3% in 2020e and -6.0% in 2021e. Retail property companies are likely to be hit the hardest while office and healthcare property groups should prove more resilient. Our Top Picks against this backdrop are Gecina and Colonial in office property, Cofinimmo in healthcare property and Klépierre in retail property. We downgrade Merlin Properties from Buy to Neutral. - ...

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 bought

A director at Schneider Electric SE bought 1,000 shares at 80.480EUR 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 ...

Alfred Glaser ...
  • Delphine Brault

ODDO : Focus on construction: the day after - which stocks to favour when we exit the crisis?

We see the capacity to reignite growth quickly, both in organic terms and via acquisitions, as a key differentiating factor for the stocks in the sector, The main themes (energy efficiency, health in buildings) will be favoured, as will exposure to China. We favour Assa Abloy. Our preference also goes to KONE and Schneider Electric on which we are revising up our recommendations to Buy. We are lowering our recommendation to Neutral on Schindler. - >Capacity to reignite gr...

Alfred Glaser ...
  • Delphine Brault

ODDO : Focus Construction : le jour d’après … quelles valeurs en sortie de crise ?

La capacité des groupes à réamorcer la croissance rapidement sera, selon nous, un facteur de différenciation clé, tant en organique que par les acquisitions. Par ailleurs, des grands thèmes (efficacité énergétique, hygiène dans les bâtiments) seront privilégiés, tout comme l’exposition Chine. Nous privilégions Assa Abloy ainsi que KONE et Schneider Electric dont nous relevons nos recommandations à l'Achat et abaissons à Neutre notre recommandation sur Schindler. - >La cap...

Alfred Glaser ...
  • Delphine Brault

Schneider Electric : Q1 organic revenue down 6.4%, no 2020 guidance

>Heavy impact in Q1, as expected - Schneider Electric has reported Q1 sales of € 5,830m, down 7.6% as reported. Organic sales were down 6.4% (ODDO BHF: -6.6%; consensus: -7.2%).Both divisions were hit hard, with Energy Management sales down 6.1% and Industrial Automation down 7.3%.By geography, organic revenue was down 19% in Asia-Pacific and 3% in Western Europe, but up 1% in North America.The group says that 95% of its plants and distribution centres ...

Alfred Glaser ...
  • Delphine Brault

Schneider Electric : Chiffre d’affaires T1 en recul de 6.4% en organique, pas de guidance 2020

>Le T1 marque fortement le pas, comme anticipé - Schneider Electric a publié ce matin un chiffre d’affaires T1 qui ressort à 5 830 M€, en recul de 7.6% en publié. La croissance organique affiche un recul de 6.4% (ODDO BHF -6.6%, css -7.2%). Les deux divisions ont été fortement pénalisées avec Energy Management dont l’activité recule de 6.1% et Industrial Automation à -7.3%.Par zone géographique, l’Asie-Pacifique recule de 19% en organique, l’Europe de l’Oue...

Delphine Brault ...
  • Sven Edelfelt
  • Virginie Rousseau

ODDO : Sudden halt to activity in the construction sector in France

>80% of building sites at a standstill in France according to a FNTP survey - A recent survey of its members by the national public works federation (FNTP) sheds an interesting light on the situation on the construction market in France (survey conducted between 23 and 26 March). Nearly 1,600 companies responded (21%) with an overweighting for the Auvergne Rhône-Alpes, Hauts-de-France, Brittany and Ile-de-France regions. 80% of companies reported a complete stoppage o...

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

Alain William ...
  • Alfred Glaser
  • Baptiste Lebacq
  • Charles Lepetitpas
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Emira Sagaama
  • Emmanuel Matot
  • Fatma Agnès Hamdani
  • Florent Laroche-Joubert
  • Jean Sassus
  • Johanna Jourdain
  • Martial Descoutures
  • Matthias Desmarais
  • Nicolas David
  • Pierre Tegner
  • Samantha Jeary
  • Sebastien Malafosse
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 04/23/2020

We estimate that net current cash flow per share for the property companies we cover will be reduced on average by -11.3% in 2020e and -6.0% in 2021e. Retail property companies are likely to be hit the hardest while office and healthcare property groups should prove more resilient. Our Top Picks against this backdrop are Gecina and Colonial in office property, Cofinimmo in healthcare property and Klépierre in retail property. We downgrade Merlin Properties from Buy to Neutral. - ...

Alain William ...
  • Alfred Glaser
  • Baptiste Lebacq
  • Charles Lepetitpas
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Emira Sagaama
  • Emmanuel Matot
  • Fatma Agnès Hamdani
  • Florent Laroche-Joubert
  • Jean Sassus
  • Johanna Jourdain
  • Martial Descoutures
  • Matthias Desmarais
  • Nicolas David
  • Pierre Tegner
  • Samantha Jeary
  • Sebastien Malafosse
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 23/04/2020

...

Alain William ...
  • Alfred Glaser
  • Benoit Valleaux
  • Bruno Cavalier
  • Delphine Brault
  • Florent Laroche-Joubert
  • Jean Sassus
  • Martial Descoutures
  • Pierre Tegner
  • Roland Pfaender,MBA,CFA,CCRA
  • Sebastien Malafosse
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 04/06/2020

A sector hard hit by COVID-19, with EPS estimates slashed by 35% and target prices by >25%; many high-risk stocks (e.g. Haulotte, Manitou, Exel Industries …) and few safe profiles (e.g. Albioma, Rubis and GTT). - ...

Delphine Brault ...
  • Emmanuel Matot
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF Small & MIDCAP MORNING NEWS - 04/06/2020

A sector hard hit by COVID-19, with EPS estimates slashed by 35% and target prices by >25%; many high-risk stocks (e.g. Haulotte, Manitou, Exel Industries …) and few safe profiles (e.g. Albioma, Rubis and GTT). - ...

Alain William ...
  • Alfred Glaser
  • Benoit Valleaux
  • Bruno Cavalier
  • Delphine Brault
  • Florent Laroche-Joubert
  • Jean Sassus
  • Martial Descoutures
  • Pierre Tegner
  • Roland Pfaender,MBA,CFA,CCRA
  • Sebastien Malafosse
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 06/04/2020

Un secteur très impacté par COVID-19 avec une révision en baisse de ~35% des BPA et >25% de nos OC – De nombreux dossiers à risque élevé (Haulotte, Manitou, Exel Industries…) et rares sont les profils assez safe (Albioma, Rubis, GTT). - ...

SCHNEIDER ELECTRIC SE sees an upgrade to Slightly Positive due to a better fundamental star rating

The general evaluation of SCHNEIDER ELECTRIC SE (FR), a company active in the Electrical Components & Equipment industry, has been upgraded by the independent financial analyst theScreener with the addition of a star. Its fundamental valuation now shows 3 out of 4 possible stars while its market behaviour can be considered as moderately risky. theScreener believes that the additional star(s) merits the upgrade of its general evaluation to Slightly Positive. As of the analysis date May 26, 2020, the closing price was EUR 85.96 and its potential was estimated at EUR 95.34.

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)

Schneider Electric. – AGM 23 April 2020

ITEMS 5 and 10: Emmanuel Babeau, Deputy CEO, will leave the company on April 30, 2020. In the context of his departure, a compensation policy specifically applicable to his departure is proposed to the shareholders. In connection with Mr. Babeau's departure, the Board decided to modify his non-competition covenant "in order to protect the best interests of the Company". His current commitment (of 1 year) is therefore replaced by a commitment now extended to 2 years with an extended scope. Emmanuel Babeau would waive the indemnity compensating for his former non-competition undertaking, but wou...

Jehanne Leroy

Schneider Electric SE - Aseemblée Générale Mixte du 23 avril 2020

Gouvernance : Emmanuel Babeau, Directeur Général Délégué quittera la société le 30 avril 2020. Dans le cadre de son départ, une politique de rémunération spécifiquement applicable dans le cadre de son départ est proposée aux actionnaires (voir ci-dessous).A l’issue de la présente assemblée, Léo Apothéker ne sera plus considéré par la société comme libre de tout conflit d’intérêts en raison de l’ancienneté de son mandat. Il laisser ainsi sa fonction d’Administrateur Référent à Fred Kindle, qui deviendra ainsi également Président du Comité de Gouvernance et des Rémunérations RémunérationsDans l...

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...

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