Siemens AG

Siemens is a technology company. Co.'s Energy sector provides a range of products, solutions and services for generating and transmitting power. The Healthcare sector provides customers a range of medical solutions across the treatment chain. The Industry sector supplies products and solutions for industrial companies, primarily in the process and manufacturing industries. The Infrastructure & Cities sector provides a range of technologies that accelerates the capabilities of metropolitan centers and urban infrastructures. The Investments segment is comprised of Co.'s equity stakes in other companies. The Financial Services segment provides business-to-business financial solutions.
  • Ticker723610
  • ISINDE0007236101
  • SectorGeneral Industrials
  • CountryGermany

Analysts

SIEMENS Earnings Estimates Update, April 2019

Siemens is one of the global leaders in electrification, automation and digitalization. It is a German based company with 379,000 employees in Europe, Americas & Asian Pacific regions.

1 director bought

A director at Siemens Ag bought 1,100 shares at 96.950EUR and the significance rating of the trade was 61/100. 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 board me...

Siemens AG – 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...

Siemens Aktiengesellschaft: Update to credit analysis

Our credit view of Siemens AG following the EU’s veto against merger of Siemens’ Mobility business and Alstom

With a more favourable environment, SIEMENS AG improves to Slightly Positive

SIEMENS AG (DE), a company active in the Diversified Industrials industry, is favoured by a more supportive environment. The independent financial analyst theScreener has confirmed the fundamental rating of the title, which shows 2 out of 4 stars, as well as its unchanged, moderately risky market behaviour. The title leverages a more favourable environment and raises its general evaluation to Slightly Positive. As of the analysis date February 15, 2019, the closing price was EUR 94.32 and its potential was estimated at EUR 107.62.

Siemens Aktiengesellschaft: Update to credit analysis

Our credit view of Siemens AG following the EU’s veto against merger of Siemens’ Mobility business and Alstom

Siemens Aktiengesellschaft - June 2018 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Siemens Aktiengesellschaft: Update to credit analysis

Our credit view of Siemens AG following the strategic update “Vision 2020+”

Siemens Aktiengesellschaft: Siemens strategic update “Vision 2020+” and Q3 results are credit positive

Leaner organisation, higher margin targets, debt reduction strengthen Siemens credit profile

Siemens Aktiengesellschaft: Healthineers' IPO reveals fitness of medical business, reflects well on Siemens' credit quality

The equity float of Healthineers reveals strong credit quality, based on its leading positions in several businesses, high margins, low leverage and a good stream of recurring revenues.

SIEMENS Earnings Estimates Update, April 2019

Siemens is one of the global leaders in electrification, automation and digitalization. It is a German based company with 379,000 employees in Europe, Americas & Asian Pacific regions.

Alfred Glaser ...
  • Delphine Brault

Siemens AG : Un T1 un peu faible et hétéroclite, mais les objectifs 2019 sont confirmés

>Résultats et FCF sous les attentes - Le T1 affiche des prises de commandes de 25.2 Md€, un CA de 20.1 Md€, un profit industriel de 2 068 M€ (10.2% de marge) et un RN de 1 118 M€. Le CA et les résultats sont resp. 1 et 4% sous le consensus, seules les commandes sont bien meilleures. Le FCF a été négatif de 337 M€, ce qui a été une mauvaise surprise due à 3 divisions en particulier. Siemens AG a toutefois confirmé sa guidance annuelle, qui devrait permettre d’absorber ...

Denise Molina

Morningstar | Siemens' First Quarter Mixed, With Orders Looking Strong but Margins Surprising on the Downside

Narrow-moat Siemens had a mixed start to 2019 with good order book growth but disappointing margins due to revenue mix. The first quarter book-to-bill was 1.25, better than 1.13 a year ago. However, first-quarter group adjusted EBITA margin of 10.6% dropped by 80 basis points year over year, coming in shy of full-year guidance of 11%-12%. The drop came mainly from two divisions, power & gas and energy management, both exposed to tough end markets in power transmission and turbines. But broadly, the company outlook was moderately positive. Like other European capital goods suppliers, Siemens ci...

Denise Molina

Siemens' First Quarter Mixed, With Orders Looking Strong but Margins Surprising on the Downside

Narrow-moat Siemens had a mixed start to 2019 with good order book growth but disappointing margins due to revenue mix. The first quarter book-to-bill was 1.25, better than 1.13 a year ago. However, first-quarter group adjusted EBITA margin of 10.6% dropped by 80 basis points year over year, coming in shy of full-year guidance of 11%-12%. The drop came mainly from two divisions, power & gas and energy management, both exposed to tough end markets in power transmission and turbines. But broad...

Ibrahim Firdaus

Siemens

1 director bought

A director at Siemens Ag bought 1,100 shares at 96.950EUR and the significance rating of the trade was 61/100. 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 board me...

Alexandre Iatrides ...
  • Alfred Glaser
  • Charles Lepetitpas
  • Delphine Brault
  • Emmanuel Matot
  • Louis Boujard
  • Martial Descoutures
  • Nicolas David
  • Philippe Ourpatian
  • Pierre Corby
  • Pierre Tegner
  • Rémi Adam
  • Stephane Houri

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 01/31/2019

This report assesses the consequences for BMW and Daimler of a “possible” scenario: an increase in US tariffs on imports from Europe (from 2.5% to 15%) and a decline in Chinese tariffs (from 25% to 15% irrespective of the origin). We estimate: i) the impact on EBIT at -€ 1.2bn for both, i.e. respectively 15% and 10%, and ii) the impact on the valuation at -€ 13.9bn and -€ 14.9bn, which are impressive figures but not realistic. Any increase in US tariffs would result in the relocation ...

Alexandre Iatrides ...
  • Alfred Glaser
  • Charles Lepetitpas
  • Delphine Brault
  • Emmanuel Matot
  • Louis Boujard
  • Martial Descoutures
  • Nicolas David
  • Philippe Ourpatian
  • Pierre Corby
  • Rémi Adam
  • Stephane Houri

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 31/01/2019

...

Alex Koagne ...
  • Alfred Glaser
  • Antoine Boivin-Champeaux
  • Benoit Valleaux
  • Christophe Chaput
  • Delphine Brault
  • Emmanuel Matot
  • François Maury
  • Georges Dieng
  • Hela Zarrouk
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Léopold Authié
  • Louis Boujard
  • Matthias Desmarais
  • Michael Foundoukidis
  • Philippe Ourpatian
  • Rémi Adam
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 11/09/2018

...

With a more favourable environment, SIEMENS AG improves to Slightly Positive

SIEMENS AG (DE), a company active in the Diversified Industrials industry, is favoured by a more supportive environment. The independent financial analyst theScreener has confirmed the fundamental rating of the title, which shows 2 out of 4 stars, as well as its unchanged, moderately risky market behaviour. The title leverages a more favourable environment and raises its general evaluation to Slightly Positive. As of the analysis date February 15, 2019, the closing price was EUR 94.32 and its potential was estimated at EUR 107.62.

Ibrahim Firdaus

Siemens

Ibrahim Firdaus

Siemens

Ibrahim Firdaus

Siemens

Ibrahim Firdaus

Siemens

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Synthesis Energy Systems Inc - Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments

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Summary Marketline's General Electric Company 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 General Electric Company 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 a...

Siemens AG – 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...

Expert Corporate Governance Service (ECGS)

Siemens - February 05th, 2019

General: The IPO of Siemens Healthineers was conducted on 16 March 2018 at an issue price of EUR 28.00. In total, 150m shares, representing a free float of 15%, were placed by Siemens AG, which received the resulting proceeds and continues to own 85% of the Company's shares. Siemens Healthineers is a leading medical technology company and global provider of healthcare solutions and services with over 170 years of experience and 18,000 patents. As of 30 September 2018, Siemens Healthineers had about 50,000 employees in over 70 countries. In financial year 2017/2018, the Company generated reve...

Valérie GASTALDY

Analyse court terme - SIEMENS : 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 105,30 € prochainement. Le prochain objectif est à 99,70 €, puis 93,53 €. Le franchissement de 112,12 € remettrait en cause la suite de la baisse.

Valérie GASTALDY

Analyse court terme - SIEMENS : 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 99,70 €. La tendance de fond serait remise en cause en cas de franchissement de 112,12 €.

Valérie GASTALDY

Medium term view - SIEMENS : The movement goes on.

The trend is bearish. The movement goes on. The next target is at €100.00, then €93.70. Passing €129.44 would question the continuation of the fall.

Valérie GASTALDY

Analyse court terme - SIEMENS : La tendance est baissière.

La tendance est baissière. La reprise est une consolidation. Les Stochastiques sont en zone de surachat. La baisse peut bientôt reprendre vers 103,20 €. La tendance de fond serait remise en cause en cas de franchissement de 114,12 €.

Valérie GASTALDY

Short term view - SIEMENS : The trend is bearish.

The trend is bearish. The recovery is a consolidation. Stochastics are at the overbought level. The fall can soon resume toward €103.20. The background trend would be questioned should prices rise above €114.12.

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