SAP is engaged in selling licenses for software solutions and related support services. Co. derives its revenue from fees charged to its customers for the use of its cloud solutions and for licensing of on-premise software products and solutions. Additional sources of revenue are support, professional services, development, training, and other services. Co. has more than 300,000 customers in over 180 countries. Co.'s SAP HANA platform holds the ability to simplify both the user experience and the overall IT landscape, creating a smaller data footprint, increased system throughput, and easier data processing and operation.
  • Ticker716460
  • ISINDE0007164600
  • SectorSoftware & Computer Services
  • CountryGermany

Analysts

Charles Lepetitpas ...
  • Nicolas David

SAP : Feedback from the AGM. Last 3-year mandate for Hasso Plattner. Will the buyback programme be as big as expected?

>Last 3-year mandate for Hasso Plattner but no plan for his succession was unveiled - During SAP’s AGM in Manheim yesterday, the mandate of Hasso Plattner (75 ) as president of the supervisory board was renewed for three years. This will be his last mandate, given his age. While the end of Hasso Plattner’s presidency was foreseeable and expected, this event was a reminder that he will be sorely missed in the company, insofar as he was the group’s big technology vision...

Alexandre Iatrides ...
  • Benoit Valleaux
  • Charles Lepetitpas
  • Emmanuel Matot
  • Fehmi Ben Naamane
  • Florent Laroche-Joubert
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Khaled Ben Amor
  • Louis Boujard
  • Matthias Desmarais
  • Nicolas David
  • Philippe Ourpatian
  • Pierre Tegner
  • Rémi Adam
  • Roland Pfaender
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/16/2019

...

Alexandre Iatrides ...
  • Benoit Valleaux
  • Charles Lepetitpas
  • Emmanuel Matot
  • Fehmi Ben Naamane
  • Florent Laroche-Joubert
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Khaled Ben Amor
  • Louis Boujard
  • Matthias Desmarais
  • Nicolas David
  • Philippe Ourpatian
  • Pierre Tegner
  • Rémi Adam
  • Roland Pfaender
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 16/05/2019

...

Charles Lepetitpas ...
  • Nicolas David

SAP : Feedback AGM. Dernier mandat de 3 ans pour Hasso Plattner. Le programme de buybacks sera-t-il aussi massif qu’attendu ?

>Dernier mandat de 3 ans pour Hasso Plattner mais le plan de succession n’a pas été dévoilé - Au cours de l’AG de SAP qui s’est tenue hier à Manheim, Hasso Plattner (75 ans) a vu son mandat de Président du conseil de surveillance renouvelé pour 3 ans. Il s’agira de son dernier mandat, en raison de son âge. Si la fin de la présidence de Hasso Plattner était prévisible et prévue, cet évènement rappelle que son futur départ va laisser un grand vide au sein de la société,...

Alain William ...
  • Alexandre Iatrides
  • Anis Zgaya
  • Antoine Boivin-Champeaux
  • Charles Lepetitpas
  • Emmanuel Matot
  • Fatma Agnès Hamdani
  • Harald Eggeling
  • Jean Sassus
  • Johanna Jourdain
  • Laurence Hofmann
  • Louis Boujard
  • Matthias Desmarais
  • Nicolas David
  • Olivier Lebrun
  • Philippe Ourpatian
  • Rémi Adam
  • Samantha Jeary
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/09/2019

...

SAP SE - December 2018 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

SAP SE: Restructuring program delays deleveraging to 2020 following Qualtrics acquisition

This report comments on how higher restructuring and other charges in 2019 will weigh on Moody's-adjusted debt/EBITDA for the year.

Moody's assigns A2 ratings to SAP's new notes

Moody's Investors Service has today assigned A2 ratings to the new notes issued by SAP SE (SAP). A full list of affected ratings can be found at the end of this press release. SAP is issuing a mix of floating and fixed rate notes with varying maturities with a total expected volum...

SAP SE: Update of key credit factors following announcement of Qualtrics acquisition

A detailed rationale for SAP’s rating, highlighting its market leadership in ERP software but also discussing its transition towards a cloud-based business.

Moody's affirms SAP's ratings following Qualtrics acquisition; outlook stable

Moody's Investors Service has today affirmed SAP SE's existing ratings, including its long-term and short-term issuer ratings of A2 and P-1. The outlook on all ratings remains stable. A full list of affected ratings can be found at the end of this press release. "We have affi...

Charles Lepetitpas ...
  • Nicolas David

SAP : Feedback from the AGM. Last 3-year mandate for Hasso Plattner. Will the buyback programme be as big as expected?

>Last 3-year mandate for Hasso Plattner but no plan for his succession was unveiled - During SAP’s AGM in Manheim yesterday, the mandate of Hasso Plattner (75 ) as president of the supervisory board was renewed for three years. This will be his last mandate, given his age. While the end of Hasso Plattner’s presidency was foreseeable and expected, this event was a reminder that he will be sorely missed in the company, insofar as he was the group’s big technology vision...

Charles Lepetitpas ...
  • Nicolas David

SAP : Feedback AGM. Dernier mandat de 3 ans pour Hasso Plattner. Le programme de buybacks sera-t-il aussi massif qu’attendu ?

>Dernier mandat de 3 ans pour Hasso Plattner mais le plan de succession n’a pas été dévoilé - Au cours de l’AG de SAP qui s’est tenue hier à Manheim, Hasso Plattner (75 ans) a vu son mandat de Président du conseil de surveillance renouvelé pour 3 ans. Il s’agira de son dernier mandat, en raison de son âge. Si la fin de la présidence de Hasso Plattner était prévisible et prévue, cet évènement rappelle que son futur départ va laisser un grand vide au sein de la société,...

Jean-Christophe Dourret

SAP : SAP - 9 May 2019

...

Gregory Ramirez

SAP: Sapphire Now 2019: something has changed…for good | BUY - Top Picks | EUR143

SAP - BUY - Top Picks | EUR143 Sapphire Now 2019: something has changed…for good S/4HANA migrations are less a source of concern Four levers have been identified for a 34% margin in 2023 The “Intelligent Enterprise” concept is to become reality HANA strikes back as a cloud service

Charles Lepetitpas ...
  • Nicolas David

SAP : Sapphire 2019: SAP the age of customer experience

>Customer experience at all levels - Unsurprisingly, the main focus of this Sapphire was Qualtrics and the importance of customer experience services. But this time SAP is taking the notion even further making it an integral part of its corporate culture: i/ aggregating operational (O) and user experience data (X) has more or less become the new raison d’être of SAP’s software portfolio; ii/ SAP is to apply this consumer centric rule internally. SAP is set to become Q...

7 directors bought

Seven Directors at Sap Se bought 9,710 shares at between 103.313USD and 104.209USD. The significance rating of the trade was 95/100. 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. ...

Alexandre Iatrides ...
  • Benoit Valleaux
  • Charles Lepetitpas
  • Emmanuel Matot
  • Fehmi Ben Naamane
  • Florent Laroche-Joubert
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Khaled Ben Amor
  • Louis Boujard
  • Matthias Desmarais
  • Nicolas David
  • Philippe Ourpatian
  • Pierre Tegner
  • Rémi Adam
  • Roland Pfaender
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/16/2019

...

Alexandre Iatrides ...
  • Benoit Valleaux
  • Charles Lepetitpas
  • Emmanuel Matot
  • Fehmi Ben Naamane
  • Florent Laroche-Joubert
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Khaled Ben Amor
  • Louis Boujard
  • Matthias Desmarais
  • Nicolas David
  • Philippe Ourpatian
  • Pierre Tegner
  • Rémi Adam
  • Roland Pfaender
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 16/05/2019

...

Alain William ...
  • Alexandre Iatrides
  • Anis Zgaya
  • Antoine Boivin-Champeaux
  • Charles Lepetitpas
  • Emmanuel Matot
  • Fatma Agnès Hamdani
  • Harald Eggeling
  • Jean Sassus
  • Johanna Jourdain
  • Laurence Hofmann
  • Louis Boujard
  • Matthias Desmarais
  • Nicolas David
  • Olivier Lebrun
  • Philippe Ourpatian
  • Rémi Adam
  • Samantha Jeary
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/09/2019

...

Alain William ...
  • Alexandre Iatrides
  • Anis Zgaya
  • Antoine Boivin-Champeaux
  • Charles Lepetitpas
  • Emmanuel Matot
  • Fatma Agnès Hamdani
  • Harald Eggeling
  • Jean Sassus
  • Johanna Jourdain
  • Laurence Hofmann
  • Louis Boujard
  • Matthias Desmarais
  • Nicolas David
  • Olivier Lebrun
  • Philippe Ourpatian
  • Rémi Adam
  • Samantha Jeary
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 09/05/2019

...

Ahmed Ben Salem ...
  • Benoit Valleaux
  • Charles Lepetitpas
  • Christophe Chaput
  • Emira Sagaama
  • Emmanuel Matot
  • Florent Laroche-Joubert
  • Jean Sassus
  • Laurence Hofmann
  • Matthias Desmarais
  • Michael Foundoukidis
  • Nicolas David
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 04/25/2019

...

ValuEngine Toronto Quantitative Stock Report for SAP

ValuEngine Toronto Quantitative Stock Report for SAP

ValuEngine Toronto Quantitative Stock Report for SAP

ValuEngine Toronto Quantitative Stock Report for SAP

ValuEngine Toronto Quantitative Stock Report for SAP

ValuEngine Toronto Quantitative Stock Report for SAP

ValuEngine Toronto Quantitative Stock Report for SAP

ValuEngine Toronto Quantitative Stock Report for SAP

ValuEngine Toronto Quantitative Stock Report for SAP

ValuEngine Toronto Quantitative Stock Report for SAP

Gregory Ramirez

Software & IT services: Q2 2019 Top Picks: SAP, for both growth and resilience

Software & IT services Q2 2019 Top Picks: SAP, for both growth and resilience European IT stocks benefited from a sharp rebound in Q1 2019 We expect they will benefit from positive trends in Q2 2019 We raise SAP to a Top Pick status on the back of defensive features

MarketLine Department

PTC Inc. - Strategy, SWOT and Corporate Finance Report

PTC Inc. - Strategy, SWOT and Corporate Finance Report Summary PTC Inc. - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights PTC Inc. (PTC or 'the company') is a global provider of software and services that help companies design, manufacture, operate, and service their products. The company provides technology platforms and solutions for smart and connected systems...

MarketLine Department

Fonterra Co-operative Group Ltd - Strategy, SWOT and Corporate Finance Report

Fonterra Co-operative Group Ltd - Strategy, SWOT and Corporate Finance Report Summary Fonterra Co-operative Group Ltd - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Fonterra Co-operative Group Limited (Fonterra) is a global dairy nutrition company that produces and markets powdered and flavored milks, ready-to-drink milks, yoghurts, iced coffee, cheeses, sprea...

MarketLine Department

Dassault Systemes SA - Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments

Summary Marketline's Dassault Systemes SA Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Dassault Systemes SA since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of the organic and inorganic growth activity undertaken by an organization to sustain its competitive advantage...

MarketLine Department

Qlik Technologies Inc - Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments

Summary Marketline's Qlik Technologies Inc Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Qlik Technologies Inc since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of the organic and inorganic growth activity undertaken by an organization to sustain its competitive advanta...

Expert Corporate Governance Service (ECGS)

SAP - AGM 15 May 2019

Item 5: We recommend opposing the re-election of KPMG as auditor. While we have no concerns over the ratio of non-audit/audit fees we note that KPMG has audited the Company since the financial year 2002 which exceeds our maximum acceptable term of office of 10 years in case no audit tender has taken place after the initial engagement period which has not been disclosed by the Company.  Items 6a, 6b, 6e, 6f and 6g: We recommend to oppose the re-election of various Board members due to concerns over aggregate time commitments or independence concerns.

SAP SE – 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...

Jérôme VINERIER

Short term view - SAP AG VZ : Falling prices.

The trend is bearish. Prices are falling again, but the movement has become hesitant. The next support is at €87.70. The bearish trend would be challenged above €108.30.

Jérôme VINERIER

Analyse court terme - SAP AG VZ : Les prix baissent.

La tendance est baissière. Les prix baissent à nouveau, mais le mouvement est devenu hésitant. Le prochain support est à 87,70 €. La tendance baissière serait remise en cause au-dessus de 108,30 €.

Jérôme VINERIER

Analyse court terme - SAP AG VZ : Le mouvement se poursuit.

La tendance est baissière. Le mouvement se poursuit. Le prochain objectif est à 87,70 €, puis 81,00 €. Le franchissement de 108,30 € remettrait en cause la suite de la baisse.

Jérôme VINERIER

Short term view - SAP AG VZ : The movement goes on.

The trend is bearish. The movement goes on. The next target is at €87.70, then €81.00. Passing €108.30 would question the continuation of the fall.

Jérôme VINERIER

Analyse moyen terme - SAP AG VZ : La baisse récente gagne en vigueur.

La tendance est haussière. La baisse récente gagne en vigueur. Le prochain support est à 86,60 €. La tendance serait remise en cause par la rupture de 80,50 €.

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