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

Alexandre Iatrides ...
  • Alfred Glaser
  • Antoine Boivin-Champeaux
  • Benoit Valleaux
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Emmanuel Matot
  • Florent Laroche-Joubert
  • Jean Danjou
  • Jean Sassus
  • Johanna Jourdain
  • Laurence Hofmann
  • Matthias Desmarais
  • Michael Foundoukidis
  • Pierre Tegner
  • Roland Pfaender,MBA,CFA,CCRA
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 02/13/2020

...

Alexandre Iatrides ...
  • Alfred Glaser
  • Antoine Boivin-Champeaux
  • Benoit Valleaux
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Emmanuel Matot
  • Florent Laroche-Joubert
  • Jean Danjou
  • Jean Sassus
  • Johanna Jourdain
  • Laurence Hofmann
  • Matthias Desmarais
  • Michael Foundoukidis
  • Pierre Tegner
  • Roland Pfaender,MBA,CFA,CCRA
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 13/02/2020

...

Alfred Glaser ...
  • Delphine Brault

Schneider Electric : Acquisition of RIB Software at a price of 38x 2020e EBIT

>Offer of € 29 per share (premium of 41%) on RIB Software, i.e. € 1.4bn - Schneider Electric this morning announced its intention of acquiring RIB Software, listed in Frankfurt, via a bid at a price of € 29 per share, i.e. a premium of 41% to the last quoted share price (37% to the average price over the last three months). This values the target at € 1.4bn.RIB Software’s board supports Schneider Electric’s offer.RIB is a software specialist dedicated to the...

Alfred Glaser ...
  • Delphine Brault

Schneider Electric : Acquisition de RIB Software à un prix de 38x l’EBIT 2020

>Offre de 29 € par action (prime de 41%) sur RIB Software, soit 1.4 Md€ - Schneider Electric annonce ce matin son intention d’acquérir RIB Software, coté à Francfort, par la voie d’une OPA au prix de 29 € par action soit une prime de 41% sur le dernier cours (37% sur cours moyen des 3 derniers mois). Ceci valorise la cible à 1.4 Md€.Le conseil d’administration de RIB Software soutient l’offre de Schneider Electric.RIB est un spécialiste du software dédié au ...

Alfred Glaser ...
  • Aurelien Sivignon
  • Charles Lepetitpas
  • Christophe Chaput
  • Delphine Brault
  • Emmanuel Matot
  • Jean Sassus
  • Martial Descoutures
  • Nicolas David
  • Nicolas Thorez
  • Oussema Denguir
  • Stephane Houri
  • Steven Gould

ODDO BHF Small & MIDCAP MORNING NEWS - 02/12/2020

...

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

Alfred Glaser ...
  • Delphine Brault

Schneider Electric : Acquisition of RIB Software at a price of 38x 2020e EBIT

>Offer of € 29 per share (premium of 41%) on RIB Software, i.e. € 1.4bn - Schneider Electric this morning announced its intention of acquiring RIB Software, listed in Frankfurt, via a bid at a price of € 29 per share, i.e. a premium of 41% to the last quoted share price (37% to the average price over the last three months). This values the target at € 1.4bn.RIB Software’s board supports Schneider Electric’s offer.RIB is a software specialist dedicated to the...

Alfred Glaser ...
  • Delphine Brault

Schneider Electric : Acquisition de RIB Software à un prix de 38x l’EBIT 2020

>Offre de 29 € par action (prime de 41%) sur RIB Software, soit 1.4 Md€ - Schneider Electric annonce ce matin son intention d’acquérir RIB Software, coté à Francfort, par la voie d’une OPA au prix de 29 € par action soit une prime de 41% sur le dernier cours (37% sur cours moyen des 3 derniers mois). Ceci valorise la cible à 1.4 Md€.Le conseil d’administration de RIB Software soutient l’offre de Schneider Electric.RIB est un spécialiste du software dédié au ...

Alfred Glaser ...
  • Delphine Brault

ODDO : Ascensoristes : Otis dévoile ses perspectives en amont du spin-off

>Marge d’EBIT : 21% pour les services, 7% pour les nouveaux équipements - United Technologies a tenu hier un CMD sur sa division OTIS qui doit faire l’objet d’un spin-off au 2nd semestre 2020. Avant même de parler des perspectives, le groupe a fourni des détails (déjà dévoilés dans le 10K la semaine dernière) sur son activité 2019 et notamment les marges par segment. Otis est le #1 mondial des ascensoristes, devant Schindler, KONE et Thyssenkrupp Elevator Te...

Alfred Glaser ...
  • Delphine Brault

ODDO : Elevator companies: Otis unveiling its outlook ahead of the spin-off

>EBIT margin: 21% for services, 7% for new equipment - Yesterday, United Technologies held a CMD on its Otis division which is to be spun off in H2 2020. Before even mentioning the outlook, the group provided some details (already unveiled in the 10-K last week) on its activity in 2019, notably the margins by segment. Otis is the global number 1 elevator company, ahead of Schindler, KONE and thyssenkrupp Elevator Technologies. The group generated sales of $ ...

Delphine Brault ...
  • Sven Edelfelt
  • Virginie Rousseau

ODDO : US non-residential construction: +1.5% in 2020e and 0.9% in 2021e

>AIA forecasts updated last week - The American Institute of Architects published its forecasts for the non-residential construction market last week. Every six months, leading consultancy firms (Dodge Data, IHS Economics, ConstructConnect, Associated Builders & Contractors, etc.) publish their growth forecasts for the non-residential construction market for the next 12-24 months.The compilation of the latest data is presented on page 2 (including the size of eac...

Schneider Electric SE: 1 director sold

A director at Schneider Electric SE sold 1,000 shares at 91.880EUR and the significance rating of the trade was 57/100. 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...

Alexandre Iatrides ...
  • Alfred Glaser
  • Antoine Boivin-Champeaux
  • Benoit Valleaux
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Emmanuel Matot
  • Florent Laroche-Joubert
  • Jean Danjou
  • Jean Sassus
  • Johanna Jourdain
  • Laurence Hofmann
  • Matthias Desmarais
  • Michael Foundoukidis
  • Pierre Tegner
  • Roland Pfaender,MBA,CFA,CCRA
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 02/13/2020

...

Alexandre Iatrides ...
  • Alfred Glaser
  • Antoine Boivin-Champeaux
  • Benoit Valleaux
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Emmanuel Matot
  • Florent Laroche-Joubert
  • Jean Danjou
  • Jean Sassus
  • Johanna Jourdain
  • Laurence Hofmann
  • Matthias Desmarais
  • Michael Foundoukidis
  • Pierre Tegner
  • Roland Pfaender,MBA,CFA,CCRA
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 13/02/2020

...

Alfred Glaser ...
  • Aurelien Sivignon
  • Charles Lepetitpas
  • Christophe Chaput
  • Delphine Brault
  • Emmanuel Matot
  • Jean Sassus
  • Martial Descoutures
  • Nicolas David
  • Nicolas Thorez
  • Oussema Denguir
  • Stephane Houri
  • Steven Gould

ODDO BHF Small & MIDCAP MORNING NEWS - 02/12/2020

...

Alfred Glaser ...
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Emira Sagaama
  • Emmanuel Matot
  • Fehmi Ben Naamane
  • Jean Sassus
  • Jerôme Bodin
  • Matthias Desmarais
  • Michael Foundoukidis
  • Steven Gould
  • Sven Edelfelt
  • Sylvain Goyon, CFA
  • Virginie Rousseau
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 02/12/2020

The market, whilst not totally complacent about the coronavirus epidemic, seems to liken the virus to the SARS epidemic in 2003. It is therefore betting on a very rapid exit from the crisis whilst ignoring the substantial increase in China's weight in the value chains, the macro consequences of which may be temporary but significant. In addition, the other risks (notably political) have not disappeared, even though our upside for the full year is almost used up (Stoxx 600 Dec. 20: 429...

Alfred Glaser ...
  • Aurelien Sivignon
  • Charles Lepetitpas
  • Christophe Chaput
  • Delphine Brault
  • Emmanuel Matot
  • Martial Descoutures
  • Nicolas David
  • Nicolas Thorez
  • Oussema Denguir
  • Stephane Houri

ODDO BHF Small & MIDCAP MORNING NEWS - 12/02/2020

...

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 4 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 September 10, 2019, the closing price was EUR 79.16 and its potential was estimated at EUR 83.81.

Ibrahim Firdaus

Schneider Electric SA

Ibrahim Firdaus

Schneider Electric SA

Ibrahim Firdaus

Schneider Electric SA

Ibrahim Firdaus

Schneider Electric SA

Schneider Electric SE (SU) - Oil & Gas - Deals and Alliances Profile

Summary Schneider Electric SE (Schneider Electric), formerly Schneider Electric SA, is an energy management and automation company that develops related technologies and solutions for electricity distribution. Its product line comprises automation and control products, building management and security products, cybersecurity solutions, critical power and cooling services, electrical distribution, installation systems and control, medium voltage distribution and energy automation products and solar products. The company also offers energy and sustainability services, field, cloud and training ...

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...

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.

ResearchPool Subscriptions

Get the most out of your insights

Get in touch