Amadeus IT Group SA

Amadeus is a transaction processor for the global travel and tourism industry. Co. provides transaction processing power and technology solutions to both travel providers (including full service carriers and low-cost airlines, hotels, rail operators, cruise and ferry operators, car rental companies and tour operators) and travel agencies (both online and offline). Co. acts both as a worldwide network connecting travel providers and travel agencies through a processing platform for the distribution of travel products and services (through the Distribution business), and as a provider of a portfolio of IT solutions which automate certain business processes (through the IT solutions business).
  • TickerAMS
  • ISINES0109067019
  • ExchangeMadrid Stock Exchange
  • SectorSoftware & Computer Services
  • CountrySpain

Analysts

Eduardo Garcia Arguelles

AMADEUS - Travelclick’s incorporation in our estimates

Amadeus IT Group S.A. - September 2018 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Aurelien Sivignon ...
  • Charles Lepetitpas
  • Christophe-Raphaël Ganet
  • Jeremy Garnier
  • Nicolas David

ODDO BHF Small & MIDCAP MORNING NEWS - 12/07/2018

...

Ahmed Ben Salem ...
  • Alfred Glaser
  • Charles Lepetitpas
  • Delphine Brault
  • François Maury
  • Georges Dieng
  • Johanna Jourdain
  • Manuel Martin
  • Martial Descoutures
  • Matthias Desmarais
  • Nicolas David
  • Pierre Corby
  • Thomas Effler

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 12/07/2018

The fortification of the Alliance has been torpedoed and everyone is now asking whether it has a future. We think that status quo is the most likely scenario. Partners are gauging both the benefits of the Alliance and the risks of calling it into question. In any event, the Alliance will continue to deliver synergies in the medium term. Renault has embarked upon an ambitious and convincing 2018-2022 plan. The group’s track record is good. Enterprise value is close to zero and is set t...

Aurelien Sivignon ...
  • Charles Lepetitpas
  • Christophe-Raphaël Ganet
  • Jeremy Garnier
  • Nicolas David

ODDO BHF Small & MIDCAP MORNING NEWS - 07/12/2018

...

Amadeus IT Group S.A. - September 2018 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Amadeus IT Group S.A.: Update following the acquisition of TravelClick

Our credit view of Amadeus, covering its strong performance and market positions, industry disintermediation and technological risks, and expected leverage after the TravelClick acquisition

Amadeus IT Group S.A. - June 2018 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Amadeus IT Group S.A.: Amadeus’ acquisition of TravelClick will accelerate its hospitality segment’s expansion, a credit positive

The acquisition will create substantial cross-selling opportunities, despite temporarily increasing leverage.

Amadeus IT Group S.A. - March 2018 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Eduardo Garcia Arguelles

AMADEUS - Travelclick’s incorporation in our estimates

Aurelien Sivignon ...
  • Charles Lepetitpas
  • Christophe-Raphaël Ganet
  • Jeremy Garnier
  • Nicolas David

ODDO BHF Small & MIDCAP MORNING NEWS - 12/07/2018

...

Ahmed Ben Salem ...
  • Alfred Glaser
  • Charles Lepetitpas
  • Delphine Brault
  • François Maury
  • Georges Dieng
  • Johanna Jourdain
  • Manuel Martin
  • Martial Descoutures
  • Matthias Desmarais
  • Nicolas David
  • Pierre Corby
  • Thomas Effler

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 12/07/2018

The fortification of the Alliance has been torpedoed and everyone is now asking whether it has a future. We think that status quo is the most likely scenario. Partners are gauging both the benefits of the Alliance and the risks of calling it into question. In any event, the Alliance will continue to deliver synergies in the medium term. Renault has embarked upon an ambitious and convincing 2018-2022 plan. The group’s track record is good. Enterprise value is close to zero and is set t...

Aurelien Sivignon ...
  • Charles Lepetitpas
  • Christophe-Raphaël Ganet
  • Jeremy Garnier
  • Nicolas David

ODDO BHF Small & MIDCAP MORNING NEWS - 07/12/2018

...

Ahmed Ben Salem ...
  • Alfred Glaser
  • Charles Lepetitpas
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • François Maury
  • Georges Dieng
  • Johanna Jourdain
  • Manuel Martin
  • Martial Descoutures
  • Matthias Desmarais
  • Nicolas David
  • Pierre Corby
  • Thomas Effler

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 07/12/2018

Le renforcement de l’Alliance est torpillé. Aujourd’hui, tout le monde s’interroge sur sa pérennité. Le statu-quo est le scénario le plus probable. Les partenaires mesurent les bienfaits de l’Alliance mais aussi les risques à vouloir la remettre en cause. Dans tous les cas, l’Alliance va continuer de délivrer ses synergies à moyen terme. Renault a engagé un plan 2018-2022 ambitieux et convaincant. Son track record est bon. La valeur d’entreprise est proche de zéro. Elle sera négative ...

A director sold 11,120 shares at 64.000EUR and

A director at Amadeus It Group S.A. sold 11,120 shares at 64.000EUR and the significance rating of the trade was 69/100. 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 n...

Alex Koagne ...
  • Alexandre Iatrides
  • Alfred Glaser
  • Anis Zgaya
  • Charles Lepetitpas
  • Delphine Brault
  • Emmanuel Matot
  • François Maury
  • Georges Dieng
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Laurence Hofmann
  • Léopold Authié
  • Louis Boujard
  • Martial Descoutures
  • Matthias Desmarais
  • Philippe Ourpatian
  • Pierre Corby
  • Samantha Jeary
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 11/08/2018

A few weeks after the French government officially mandated advisers to work on EDF’s “architecture”, we provide an update on the main scenarios and their financial consequences. Our status-quo approach gives a valuation of between € 18.0 (+20%) and € 19.2 (+28%), depending on the outcome of the Multiannual Energy Plan (MEP). Under alternative scenarios, with total regulation of the nuclear sector or segregation of nuclear power, our valuation ranges from € 22.5 (+50%) to € 24.0 (+71%...

Alex Koagne ...
  • Alexandre Iatrides
  • Alfred Glaser
  • Anis Zgaya
  • Charles Lepetitpas
  • Delphine Brault
  • Emmanuel Matot
  • François Maury
  • Georges Dieng
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Laurence Hofmann
  • Léopold Authié
  • Louis Boujard
  • Martial Descoutures
  • Matthias Desmarais
  • Philippe Ourpatian
  • Pierre Corby
  • Roland Pfaender
  • Samantha Jeary
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 08/11/2018

Quelques semaines après que l’Etat ait officiellement mandaté des conseils pour travailler sur « l’architecture d’EDF », nous revenons sur les principales hypothèses d’évolution et leurs conséquences financières. Notre approche statu quo nous amène à une valorisation du titre entre 18.0 € (+20%) et 19.2 € (+28%), en fonction de la PPE, tandis que les hypothèses alternatives, avec régulation totale du nucléaire ou sanctuarisation du nucléaire, la porterait entre 22.5 € (+50%) et 24.0 €...

Christophe-Raphaël Ganet ...
  • François Maury
  • Georges Dieng
  • Olfa Taamallah
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 09/26/2018

...

Christophe-Raphaël Ganet ...
  • François Maury
  • Georges Dieng
  • Olfa Taamallah
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 26/09/2018

...

Ahmed Ben Salem ...
  • Alexandre Iatrides
  • Anis Zgaya
  • Benoit Valleaux
  • Bruno Cavalier
  • Charles Lepetitpas
  • Christophe-Raphaël Ganet
  • Eric Beaudet
  • Fatma Agnès Hamdani
  • François Maury
  • Georges Dieng
  • Jean Sassus
  • Louis Boujard, CFA
  • Olivier Lebrun
  • Pierre Tegner
  • Steven Gould
  • Sven Edelfelt
  • Valentin Pernet
  • Vincent Maulay
  • Virginie Rousseau
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 07/30/2018

...

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)

Proxy Rapport 21/06/2018

In item 8, shareholders are called to an advisory vote on the Annual Remuneration Report, including the remuneration policy and the amounts paid in 2017. We regret that the CEO's base salary was increased by 5% in 2018, without a clear justification provided by the Board. Furthermore, the CEO's variable remuneration is capped at 350% of the base salary (150% the annual cash bonus and 200% a Performance Share Plan), exceeding the ECGS voting policy limit of 300%, and the Board has the discretionary power to increase the CEO's long-term incentive up to 400% of his base salary. Also taking into a...

Valérie GASTALDY

Analyse court terme - AMADEUS IT HOLDING SA-A SHS : La tendance est incertaine.

La tendance est incertaine. Les cours baissent, mais la tendance manque de puissance pour le moment. Le prochain support est à 66,80 €.

Valérie GASTALDY

Short term view - AMADEUS IT HOLDING SA-A SHS : The trend is uncertain.

The trend is uncertain. Prices are falling, but the trend is lacking power for the time being. The next support is at €66.80.

Valérie GASTALDY

Analyse court terme - AMADEUS IT HOLDING SA-A SHS : Les cours baissent.

La tendance est incertaine. Les cours baissent, et il y a une possibilité d'accélération baissière. Une nouvelle tendance baissière tente de démarrer.

Valérie GASTALDY

Short term view - AMADEUS IT HOLDING SA-A SHS : Falling prices.

The trend is uncertain. Prices are falling and they may accelerate to the downside. A new bearish trend is attempting to emerge.

Valérie GASTALDY

Analyse moyen terme - AMADEUS IT HOLDING SA-A SHS : La correction gagne en vigueur.

La tendance de fond est clairement orientée à la hausse. La correction en cours gagne en vigueur. Il est trop tôt pour parler de retournement baissier. La tendance serait invalidée sous le support à 66,88 €.

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