Report
Delphine Brault

Schneider Electric : 2019 might prove better than expected

>Less than 20% of sales are early-cycle at Schneider Electric - It is difficult to determine the exact boundaries between early-cycle, mid-cycle and late-cycle businesses. We have carried out an analysis by sub-segment. As a result, we estimate that less than 20% of the group's sales can be deemed early-cycle. This analysis does not have much bearing on the stock's status - this is unlikely to change in the short term as the group is deemed pro-cyclical. But it is imp...
Underlying
Schneider Electric SE

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.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Delphine Brault

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