Babcock International Group PLC

Babcock International Group is a holding company. Through its subsidiaries, Co. operates in four sectors: Marine, which provides an array of marine and naval engineering services; Land, which provides fleet management and training for customer-owned defense, emergency services, global airport and commercial vehicle fleets, as well as engineering services and technical training for customers worldwide; Aviation, which delivers an array of engineering services to defense and civil customers; and Cavendish Nuclear, which delivers nuclear engineering on nuclear decommissioning programs and projects across the U.K., as well as nuclear engineering services in training and operation support.
  • TickerBAB
  • ISINGB0009697037
  • ExchangeLondon Stock Exchange
  • SectorSupport Services
  • CountryUnited Kingdom

Analysts

1 director maiden bought

A director at Babcock International Group maiden bought 5,000 shares at 696p and the significance rating of the trade was 54/100. 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. ...

Valérie GASTALDY

Medium term view - BABCOCK INTL GROUP PLC : The movement goes on.

The background trend is clearly bearish. The movement goes on. The next target is at 695.00 p, then 587.00 p. Passing 869.50 p would question the continuation of the fall.

Matthieu DRIOL

Analyse court terme - BABCOCK INTL GROUP PLC : 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.

Matthieu DRIOL

Short term view - BABCOCK INTL GROUP PLC : 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 - BABCOCK INTL GROUP PLC : Le mouvement se poursuit.

La tendance de fond est clairement orientée à la baisse. Le mouvement se poursuit. Le prochain objectif est à 695,00 p, puis 587,00 p. Le franchissement de 869,50 p remettrait en cause la suite de la baisse.

Jeffrey Vonk

Morningstar | We Lower Babcock’s FVE as U.K. Ministry of Defence Cuts Back on Submarine Programme Costs

We are decreasing our fair value estimate for narrow-moat Babcock to GBX 870 from GBX 960 per share for the London-listed shares, mainly to adjust for lower-than-expected infrastructure spend by the U.K.’s Ministry of Defence, affecting 2018 and 2019 revenue for the firm’s largest divisions, marine and land, which combined generate close to 80% of group revenue. Contrary to management expectations, we do not believe that U.K. defence cuts on submarine expenditures (close to GBP 100 million, representing 6% of marine division sales) are temporary by nature, as the cost-savings programmes are fo...

Jeffrey Vonk

Morningstar | We Lower Babcock’s FVE as U.K. Ministry of Defence Cuts Back on Submarine Programme Costs. See Updated Analyst Note from 19 Jul 2018

We are decreasing our fair value estimate for narrow-moat Babcock to GBX 870 from GBX 960 per share for the London-listed shares, mainly to adjust for lower-than-expected infrastructure spend by the U.K.’s Ministry of Defence, affecting 2018 and 2019 revenue for the firm’s largest divisions, marine and land, which combined generate close to 80% of group revenue. Contrary to management expectations, we do not believe that U.K. defence cuts on submarine expenditures (close to GBP 100 million, representing 6% of marine division sales) are temporary by nature, as the cost-savings programmes are fo...

Jeffrey Vonk

We Lower Babcock’s FVE as U.K. Ministry of Defence Cuts Back on Submarine Programme Costs

We are decreasing our fair value estimate for narrow-moat Babcock to GBX 870 from GBX 960 per share for the London-listed shares, mainly to adjust for lower-than-expected infrastructure spend by the U.K.’s Ministry of Defence, affecting 2018 and 2019 revenue for the firm’s largest divisions, marine and land, which combined generate close to 80% of group revenue. Contrary to management expectations, we do not believe that U.K. defence cuts on submarine expenditures (close to GBP 100 million, repr...

Jeffrey Vonk

Strong Set of Full-Year 2018 Results as Babcock Overcomes Lower Volumes of QEC Aircraft Carriers

Narrow-moat Babcock's 2018 report supports our view that the firm is one of the main beneficiaries of rising U.K. defence budgets and a pickup in outsourcing in the international defence market. Revenue including joint ventures increased to GBP 5.3 billion, up 2.8% year on year, despite a decrease of GBP 113 million in marine revenue due to the final stages of completion of the U.K.’s QEC Aircraft procurement and support programme. Solid profitable growth in land, aviation, and nuclear plugged t...

Jeffrey Vonk

We Lower Babcock’s FVE but Still Believe Shares Are Undervalued

We are decreasing our fair value estimate for narrow-moat Babcock to GBX 960 from GBX 1,060 per share for the London-listed shares to adjust for lower-than-expected procurement by the U.K.’s Ministry of Defence of spare and commodity items and reduced demand for marine transportation systems in the oil and gas sector, both for 2018 and 2019. Our revised estimates assume no successful re-bid for the decommissioning of the 12 Magnox and RSRL sites in partnership with Fluor, resulting in approximat...

1 director maiden bought

A director at Babcock International Group maiden bought 5,000 shares at 696p and the significance rating of the trade was 54/100. 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. ...

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...

MarketLine Department

Babcock International Group PLC - Strategy, SWOT and Corporate Finance Report

Summary Babcock International Group PLC - 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 Findings - Detailed information on Babcock International Group PLC required for business and competitor intelligence needs - A study of the major internal and external factors affecting Babcock International Group PLC in the form of a SWOT analysis - An in-depth view of the business model...

Expert Corporate Governance Service (ECGS)

Babcock International Group PLC - Proxy report 19/07/2018

Item 2: Approve the Remuneration Report The structure is weighted more towards rewarding long-term performance, the payout is adequately aligned with performance, accelerated vesting in the event of a change of control is not possible, and the quantum is not excessive. Item 8: Re-elect the Lead Independent Director The Lead Independent Director is not considered independent due to his tenure on the Board. This does not meet ECGS guidelines due to the importance of this role in providing leadership for the independent directors on the Board.

Expert Corporate Governance Service (ECGS)

Etude l' AG du 13/07/2017

Item 2: Approve the Remuneration Report. The structure is weighted more towards rewarding long-term performance.  The payout is adequately aligned with performance.  The Company has changed the policy so that accelerated vesting in the event of a change of control is not possible. However, the quantum is considered excessive given the length of service during the year.  Item 3: Approve the Remuneration Policy. The changes proposed to the Remuneration Policy strengthen the alignment between pay and performance by decreasing reliance on EPS for the STI and introducing a holding period for the LT...

Valérie GASTALDY

Medium term view - BABCOCK INTL GROUP PLC : The movement goes on.

The background trend is clearly bearish. The movement goes on. The next target is at 695.00 p, then 587.00 p. Passing 869.50 p would question the continuation of the fall.

Matthieu DRIOL

Analyse court terme - BABCOCK INTL GROUP PLC : 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.

Matthieu DRIOL

Short term view - BABCOCK INTL GROUP PLC : 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 - BABCOCK INTL GROUP PLC : Le mouvement se poursuit.

La tendance de fond est clairement orientée à la baisse. Le mouvement se poursuit. Le prochain objectif est à 695,00 p, puis 587,00 p. Le franchissement de 869,50 p remettrait en cause la suite de la baisse.

Louis AZAIS

Analyse moyen terme - BABCOCK INTL GROUP PLC : Sans tendance

Le précédent sommet significatif ayant été dépassé, la tendance est maintenant neutre. Si les cours réintègraient rapidement ce niveau, nous serions alors confrontés à un faux signal.Arguments :- La résistance majeure est dépassée.- Les prix dépassent la moyenne mobile.

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