BAE Systems PLC

BAE Systems is a defense, aerospace and security solutions provider. Co. supplies defense equipment, electronics and services, and cyber, intelligence and security solutions for governments and commercial markets. Co.'s offerings include the: manufacture of Typhoon assemblies for European partner nations and other export customers; design and manufacture of sub-assemblies in the U.K. and provision of equipment in the U.S.; development of future air system capabilities, including unmanned air systems; maintenance, support and training for Typhoon aircraft in service with the U.K. and Saudi Arabian air forces; and design, manufacture and support of defense and commercial avionics equipment.
  • TickerBA.
  • ISINGB0002634946
  • ExchangeLondon Stock Exchange
  • SectorAerospace & Defense
  • CountryUnited Kingdom

Analysts

Antoine Boivin-Champeaux ...
  • Yan Derocles

ODDO : Elections indiennes : le Team Rafale suspendu au verdict des urnes

>Des résultats attendus le 23 mai - Les élections législatives indiennes, visant à élire les 543 députés qui choisiront le futur premier ministre, se clôtureront le 19 mai après près de 6 semaines de vote. Le comptage des voix n’aura lieu que le 23 mai par la Commission électorale qui déclarera les résultats le jour même. La bataille fait rage entre le parti du premier ministre actuel Narendra Modi, le Bharatiya Janata Party, et celui du principal opposant, le parti d...

Alfred Glaser ...
  • Antoine Boivin-Champeaux
  • Benoit Valleaux
  • Delphine Brault
  • Jean Sassus
  • Louis Boujard
  • Philippe Ourpatian
  • Steven Gould
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/17/2019

...

Alfred Glaser ...
  • Antoine Boivin-Champeaux
  • Benoit Valleaux
  • Delphine Brault
  • Jean Sassus
  • Louis Boujard
  • Philippe Ourpatian
  • Steven Gould
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 17/05/2019

...

Antoine Boivin-Champeaux ...
  • Yan Derocles

ODDO : Elections in India: Team Rafale keenly awaiting election results

>Election results due on 23 May - The parliamentary elections in India to elect the 543 MPs who will chose the future Prime Minister are due to end on 19 May, after six weeks of voting. Votes will only be counted on 23 May by the electoral commission which will announce the results the same day. The battle is being fought between the Bharatiya Janata Party, led by the current Prime Minister Narendra Modi, and its main opposition, Rahul Gandhi’s Congress Party. Given t...

Antoine Boivin-Champeaux ...
  • Yan Derocles

ODDO : Elections indiennes : le Team Rafale suspendu au verdict des urnes

>Des résultats attendus le 23 mai - Les élections législatives indiennes, visant à élire les 543 députés qui choisiront le futur premier ministre, se clôtureront le 19 mai après près de 6 semaines de vote. Le comptage des voix n’aura lieu que le 23 mai par la Commission électorale qui déclarera les résultats le jour même. La bataille fait rage entre le parti du premier ministre actuel Narendra Modi, le Bharatiya Janata Party, et celui du principal opposant, le parti d...

BAE Systems plc: Update to Key Rating Factors After Affirmation of BAE's Baa2 Rating

CORPORATES CREDIT OPINION 2 May 2017 Update RATINGS BAE SYSTEMS plc Domicile United Kingdom Long Term Rating Baa2 Type LT Issuer Rating Outlook Stable Please see the ratings section at the end of this report for more information. The ratings and outlook shown reflect information as of the publication date. Contacts Jeanine Arnold 49-69-70730-789 VP-Senior Analyst [email protected] Matthias

BAE SYSTEMS plc - December 2016 (LTM): Peer Snapshot

Peer Snapshot: BAE SYSTEMS plc - December 2016 (LTM) 5 April 2017 (in US millions) FYE Dec-14 FYE Dec-15 LTM Dec-16 FYE Dec-14 FYE Dec-15 LTM Dec-16 FYE Dec-14 FYE Dec-15 LTM Dec-16

Antoine Boivin-Champeaux ...
  • Yan Derocles

ODDO : Elections indiennes : le Team Rafale suspendu au verdict des urnes

>Des résultats attendus le 23 mai - Les élections législatives indiennes, visant à élire les 543 députés qui choisiront le futur premier ministre, se clôtureront le 19 mai après près de 6 semaines de vote. Le comptage des voix n’aura lieu que le 23 mai par la Commission électorale qui déclarera les résultats le jour même. La bataille fait rage entre le parti du premier ministre actuel Narendra Modi, le Bharatiya Janata Party, et celui du principal opposant, le parti d...

Antoine Boivin-Champeaux ...
  • Yan Derocles

ODDO : Elections in India: Team Rafale keenly awaiting election results

>Election results due on 23 May - The parliamentary elections in India to elect the 543 MPs who will chose the future Prime Minister are due to end on 19 May, after six weeks of voting. Votes will only be counted on 23 May by the electoral commission which will announce the results the same day. The battle is being fought between the Bharatiya Janata Party, led by the current Prime Minister Narendra Modi, and its main opposition, Rahul Gandhi’s Congress Party. Given t...

Antoine Boivin-Champeaux ...
  • Yan Derocles

ODDO : Elections indiennes : le Team Rafale suspendu au verdict des urnes

>Des résultats attendus le 23 mai - Les élections législatives indiennes, visant à élire les 543 députés qui choisiront le futur premier ministre, se clôtureront le 19 mai après près de 6 semaines de vote. Le comptage des voix n’aura lieu que le 23 mai par la Commission électorale qui déclarera les résultats le jour même. La bataille fait rage entre le parti du premier ministre actuel Narendra Modi, le Bharatiya Janata Party, et celui du principal opposant, le parti d...

Antoine Boivin-Champeaux ...
  • Yan Derocles

BAE Systems : 2018 and 2019 again uninspiring, and Saudi Arabia at risk

>2018 was again a virtually flat year - 2018 was no exception to the rule since all the management indicators showed near stability. Sales were up significantly (+14%) in electronics activities, reflecting the growth of the F35, APKWS missiles and the commercial activities, leading to a slight improvement in the margin from 15.1% to 15.3%, which was disappointing relative to the growth in sales and the guidance (upper end of the 14-16% range). The cyber business margi...

Antoine Boivin-Champeaux ...
  • Yan Derocles

BAE Systems : 2018 et 2019 sans relief à nouveau, et l’Arabie Saoudite à risque

>2018 a encore été une année de quasi-stabilité - 2018 n’a pas échappé à la règle puisque tous les indicateurs de gestion ont affiché une quasi-stabilité. Le chiffre d’affaires était en hausse sensible (+14%) dans les activités électroniques, reflétant la progression du F35, des missiles APKWS et des activités commerciales, conduisant à une légère progression de marge de 15.1% à 15.3%, somme toute décevante par rapport à la croissance du CA et à la guidance (haut de f...

1 director bought

A director at BAE Systems bought 9,000 shares at 634p and the significance rating of the trade was 68/100. 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 ...

Alfred Glaser ...
  • Antoine Boivin-Champeaux
  • Benoit Valleaux
  • Delphine Brault
  • Jean Sassus
  • Louis Boujard
  • Philippe Ourpatian
  • Steven Gould
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/17/2019

...

Alfred Glaser ...
  • Antoine Boivin-Champeaux
  • Benoit Valleaux
  • Delphine Brault
  • Jean Sassus
  • Louis Boujard
  • Philippe Ourpatian
  • Steven Gould
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 17/05/2019

...

Alexandre Iatrides ...
  • Antoine Boivin-Champeaux
  • Baptiste Lebacq
  • Benoit Valleaux
  • Jean Sassus
  • Johanna Jourdain
  • Louis Boujard
  • Matthias Desmarais
  • Michael Foundoukidis
  • Philippe Ourpatian
  • Rémi Adam
  • Samantha Jeary
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 02/22/2019

The tragedy which struck the Brumadinho complex (state of Minas Gerais in Brazil) belonging to mining giant Vale has radically changed the fundamentals underpinning supply and demand in the iron ore market. Accordingly we are revising up our price scenario for 2019-2021 by 15% on average and are adopting a Neutral recommendation on Rio Tinto (vs Reduce) which has the greatest exposure. We are sticking with our Buy recommendation on ArcelorMittal. - ...

Alexandre Iatrides ...
  • Antoine Boivin-Champeaux
  • Baptiste Lebacq
  • Benoit Valleaux
  • Jean Sassus
  • Johanna Jourdain
  • Louis Boujard
  • Matthias Desmarais
  • Michael Foundoukidis
  • Philippe Ourpatian
  • Rémi Adam
  • Samantha Jeary
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 22/02/2019

La tragédie du complexe minier de Brumadinho (Etat du Minas Gerais au Brésil) appartenant au géant minier Vale change radicalement les fondamentaux offre/demande du marché du minerai de fer. Aussi, nous relevons en moyenne de 15% notre scénario de prix pour 2019/2021e et adoptons une opinion Neutre sur Rio Tinto (vs Alléger) qui y est le plus exposé. Nous maintenons notre Achat sur ArcelorMittal. - ...

Ahmed Ben Salem ...
  • Bruno Hareng
  • François Maury
  • Jerôme Bodin
  • Michael Foundoukidis
  • Olfa Taamallah
  • Oussema Denguir
  • Pierre Corby
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 07/13/2018

...

BAE SYSTEMS PLC. sees a downgrade to Neutral on account of less fundamental stars

The independent financial analyst theScreener just lowered the general evaluation of BAE SYSTEMS PLC. (GB), active in the Aerospace industry. As regards its fundamental valuation, the title now shows 1 out of 4 stars while market behaviour can be considered moderately risky. theScreener believes that the title remains under pressure due to the loss of a star(s) and downgrades its general evaluation to Neutral. As of the analysis date May 14, 2019, the closing price was GBp 465.00 and its target price was estimated at GBp 429.05.

BAE Systems Plc

BAE Systems Plc

BAE Systems Plc

BAE Systems Plc

MarketLine Department

Babcock International Group Plc - Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments

Summary Marketline's Babcock International Group Plc 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 Babcock International Group Plc 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...

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SQS Software Quality Systems AG - Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments

Summary Marketline's SQS Software Quality Systems AG 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 SQS Software Quality Systems AG 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...

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Northrop Grumman Corporation - Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments

Summary Marketline's Northrop Grumman Corporation 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 Northrop Grumman Corporation 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 compe...

MarketLine Department

L3 Technologies, Inc. - Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments

Summary Marketline's L3 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 L3 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...

MarketLine Department

Leonardo S.p.A. - Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments

Summary Marketline's Leonardo S.p.A. 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 Leonardo S.p.A. 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. Key Hig...

Expert Corporate Governance Service (ECGS)

Bae Systems - AGM 09 May 2019

Item 2: Approve the Remuneration Report The structure is weighted more towards rewarding long-term performance, but maximum long-term incentive pay and the maximum bonus opportunity are excessive.  The quantum for the year was also considered excessive. The company operates two long term incentive plans, one of which does not apply performance conditions, which does not meet best practice. Both the STI and LTI are heavily reliant on EPS.  Over-reliance on EPS could result in management making decisions to maximize profits for the short term, often at the expense of long term shareholder value...

Bae Systems PLC – Proxinvest Corporate Governance Rating ® : B

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...

Valérie GASTALDY

Short term view - BAE SYSTEMS : The movement goes on.

The background trend is clearly bearish. The movement goes on. The next target is at 494.75 p, then 471.71 p. Passing 546.40 p would question the continuation of the fall.

Valérie GASTALDY

Analyse court terme - BAE SYSTEMS : Le mouvement se poursuit.

La tendance de fond est clairement orientée à la baisse. Le mouvement se poursuit. Le prochain objectif est à 494,75 p, puis 471,71 p. Le franchissement de 546,40 p remettrait en cause la suite de la baisse.

Valérie GASTALDY

Analyse court terme - BAE SYSTEMS : La tendance de fond est clairement orientée à la baisse.

La tendance de fond est clairement orientée à la baisse. Le mouvement se poursuit. Le prochain objectif est à 494,75 p, puis 471,71 p. Le franchissement de 546,40 p remettrait en cause la suite de la baisse.

Valérie GASTALDY

Short term view - BAE SYSTEMS : The background trend is clearly bearish.

The background trend is clearly bearish. The movement goes on. The next target is at 494.75 p, then 471.71 p. Passing 546.40 p would question the continuation of the fall.

Valérie GASTALDY

Analyse moyen terme - BAE SYSTEMS : 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.

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