Compass Group PLC

Compass Group is engaged in providing outsourced food and support services. The five sectors in which Co. operates are: Business & Industry, which provides food for employees during their working day; Healthcare & Seniors, which helps hospitals in the public and private sectors manage and enhance quality of food and support services; Education, which provides dining solutions from kindergarten to college; Sports & Leisure, which provides hospitality and service at sporting and leisure venues, exhibition centers, visitor attractions and events; and Defence, Offshore & Remote, which provides food and support services to companies in the oil and gas and mining and construction industries.
  • TickerCPG
  • ISINGB00BD6K4575
  • ExchangeLondon Stock Exchange
  • SectorTravel & Leisure
  • CountryUnited Kingdom

Analysts

Compass Group 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...

Ahmed Ben Salem ...
  • Alain William
  • Benoit Valleaux
  • Charles Lepetitpas
  • Emmanuel Matot
  • Fatma Agnès Hamdani
  • Fehmi Ben Naamane
  • François Maury
  • Geoffroy Michalet
  • Georges Dieng
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Martial Descoutures
  • Matthias Desmarais
  • Nicolas David
  • Olivier Lebrun
  • Pierre Tegner
  • Pierre Corby
  • Roland Pfaender
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 02/08/2019

In the face of macroeconomic turbulence, office and retail real estate investment companies are “safe haven” stocks due to the durability of their dividends and their capacity to create value via their project pipelines. We particularly appreciate stocks which have adapted/clarified their strategies to fit new trends in the market. As such, we confirm our Buy recommendations on Gecina, Klépierre and Carmila and have upgraded Icade and Unibail-Rodamco-Westfield to Buy. Cf. report publi...

Ahmed Ben Salem ...
  • Alain William
  • Benoit Valleaux
  • Charles Lepetitpas
  • Emmanuel Matot
  • Fatma Agnès Hamdani
  • Fehmi Ben Naamane
  • François Maury
  • Geoffroy Michalet
  • Georges Dieng
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Martial Descoutures
  • Matthias Desmarais
  • Nicolas David
  • Olivier Lebrun
  • Pierre Tegner
  • Pierre Corby
  • Roland Pfaender
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 08/02/2019

Face à quelques turbulences macroéconomiques, les foncières de bureaux et de commerce constituent des valeurs de refuge par la pérennité de leurs dividendes et leur capacité à créer de la valeur à travers leur pipeline. Nous privilégions plus particulièrement les valeurs qui ont anticipé / clarifié leur stratégie face aux nouvelles tendances de marché. Ainsi, nous confirmons notre opinion Achat sur Gecina, Klépierre et Carmila et passons à l’Achat sur Icade et Unibail-Rodamco-Westfiel...

Johanna Jourdain ...
  • Matthias Desmarais

Compass Group : Solid Q1 in organic terms, confident tone for 2019 but already fully valued

>Solid start to the year, organic growth of +5.5% in adjusted terms - Compass issued a good Q1 2019 trading update yesterday, with organic growth of +6.9%. Adjusted for one-offs (i.e. start-up of defence contracts in the UK and a favourable sporting events schedule), organic growth came to +5.5% in Q1, a still-solid performance, particularly as the defence contracts (stripped out on an adjusted basis) will again have a positive impact on the group’s growth in Q2 (they...

Johanna Jourdain ...
  • Matthias Desmarais

Compass Group : Solide T1 en organique, ton confiant pour 2019 mais déjà valorisé

>Solide démarrage de l’année, croissance organique à +5.5% en retraité - Compass a publié hier un bon trading update T1 19, avec une croissance organique de 6.9%. Retraitée d’éléments « one-off » (i.e. démarrage des contrats de Défense au UK et calendrier favorable en termes d’événements sportifs), la croissance organique ressort à +5.5% au T1, toujours solide, d’autant que les contrats de la Défense (exclus en retraité) auront encore un impact positif sur la croissan...

Compass Group PLC - March 2017 (LTM): Peer Snapshot

Peer Snapshot:  Compass Group PLC - March 2017 (LTM) 9 June 2017 (in US millions) FYE Sep-15 FYE Sep-16 LTM Mar-17 FYE Oct-15 FYE Sep-16 LTM Mar-17 FYE Dec-15 FYE Dec-16 LTM

Compass Group PLC: Proposed special dividend increases leverage temporarily; ratings unaffected

CORPORATES ISSUER COMMENT 10 May 2017 Contacts Martin Hallmark 44-20-7772-1953 VP-Sr Credit Officer [email protected] Nathalie Tuszewski 44 20 7772-1096 Associate Analyst [email protected] Richard Etheridge 44-20-7772-1035 Associate Managing Director [email protected] Compass Group PLC Proposed special dividend increases leverage temporarily; ratings unaffected Comp

Compass Group Plc: Discussion of key credit factors following upgrade to A3

CORPORATES CREDIT OPINION 8 March 2017 Update RATINGS Compass Group PLC Domicile Chertsey, United Kingdom Long Term Rating A3 Type Senior Unsecured - Fgn Curr 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 Martin Hallmark

Moody's upgrades Compass to A3; outlook stable

London, 02 March 2017-- Moody's Investors Service, has today upgraded the long term debt ratings of Compass Group PLC to A3 from Baa1. Concurrently Moody's has upgraded the rating on the company's GBP 2 billion Euro Medium Term Note programme to A3 from Baa1. The outlook on all the ratings is stable.

Johanna Jourdain ...
  • Matthias Desmarais

Compass Group : Solid Q1 in organic terms, confident tone for 2019 but already fully valued

>Solid start to the year, organic growth of +5.5% in adjusted terms - Compass issued a good Q1 2019 trading update yesterday, with organic growth of +6.9%. Adjusted for one-offs (i.e. start-up of defence contracts in the UK and a favourable sporting events schedule), organic growth came to +5.5% in Q1, a still-solid performance, particularly as the defence contracts (stripped out on an adjusted basis) will again have a positive impact on the group’s growth in Q2 (they...

Johanna Jourdain ...
  • Matthias Desmarais

Compass Group : Solide T1 en organique, ton confiant pour 2019 mais déjà valorisé

>Solide démarrage de l’année, croissance organique à +5.5% en retraité - Compass a publié hier un bon trading update T1 19, avec une croissance organique de 6.9%. Retraitée d’éléments « one-off » (i.e. démarrage des contrats de Défense au UK et calendrier favorable en termes d’événements sportifs), la croissance organique ressort à +5.5% au T1, toujours solide, d’autant que les contrats de la Défense (exclus en retraité) auront encore un impact positif sur la croissan...

Michael Field

Morningstar | Compass Plates Up a Solid 1Q

Catering giant Compass Group made an encouraging start to the year, with its first-quarter trading update showing organic revenue growth of almost 7%. While ahead of our expectations for the full year, we await to see how the next quarter or two pan out before making any material changes to our forecasts. We maintain our GBX 1,670 fair value estimate for the stock and our narrow-moat rating for the company. We believe the shares are currently fairly valued. Geographically the outperformance came from the North American and European divisions. North America, which has long been the growth engi...

Michael Field

Compass Plates Up a Solid 1Q

Catering giant Compass Group made an encouraging start to the year, with its first-quarter trading update showing organic revenue growth of almost 7%. While ahead of our expectations for the full year, we await to see how the next quarter or two pan out before making any material changes to our forecasts. We maintain our GBX 1,670 fair value estimate for the stock and our narrow-moat rating for the company. We believe the shares are currently fairly valued. Geographically the outperformance came...

Johanna Jourdain ...
  • Matthias Desmarais

Compass Group : Q1 2019 off to a good start, full-year 2019 organic growth guidance slightly increased

>Q1 2019 trading update higher than expected - Compass issued a Q1 2019 trading update that exceeded expectations, with organic growth of 6.9%, beating the consensus at +5.2%, buoyed by North America, which is still very solid, and Europe, despite a difficult base effect (+5.9% in Q1 2018). By region, North America posted impressive organic growth of +8.0% (vs consensus +7.2%e, Oddo BHF 6.5%e), buoyed by the business & industry and sports & leisure segments, des...

1 director bought

A director at Compass Group bought 6,025 shares at 1,654p and the significance rating of the trade was 62/100. 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...

Ahmed Ben Salem ...
  • Alain William
  • Benoit Valleaux
  • Charles Lepetitpas
  • Emmanuel Matot
  • Fatma Agnès Hamdani
  • Fehmi Ben Naamane
  • François Maury
  • Geoffroy Michalet
  • Georges Dieng
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Martial Descoutures
  • Matthias Desmarais
  • Nicolas David
  • Olivier Lebrun
  • Pierre Tegner
  • Pierre Corby
  • Roland Pfaender
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 02/08/2019

In the face of macroeconomic turbulence, office and retail real estate investment companies are “safe haven” stocks due to the durability of their dividends and their capacity to create value via their project pipelines. We particularly appreciate stocks which have adapted/clarified their strategies to fit new trends in the market. As such, we confirm our Buy recommendations on Gecina, Klépierre and Carmila and have upgraded Icade and Unibail-Rodamco-Westfield to Buy. Cf. report publi...

Ahmed Ben Salem ...
  • Alain William
  • Benoit Valleaux
  • Charles Lepetitpas
  • Emmanuel Matot
  • Fatma Agnès Hamdani
  • Fehmi Ben Naamane
  • François Maury
  • Geoffroy Michalet
  • Georges Dieng
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Martial Descoutures
  • Matthias Desmarais
  • Nicolas David
  • Olivier Lebrun
  • Pierre Tegner
  • Pierre Corby
  • Roland Pfaender
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 08/02/2019

Face à quelques turbulences macroéconomiques, les foncières de bureaux et de commerce constituent des valeurs de refuge par la pérennité de leurs dividendes et leur capacité à créer de la valeur à travers leur pipeline. Nous privilégions plus particulièrement les valeurs qui ont anticipé / clarifié leur stratégie face aux nouvelles tendances de marché. Ainsi, nous confirmons notre opinion Achat sur Gecina, Klépierre et Carmila et passons à l’Achat sur Icade et Unibail-Rodamco-Westfiel...

Ahmed Ben Salem ...
  • Alain William
  • Alfred Glaser
  • Benoit Valleaux
  • Charles Lepetitpas
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Florent Laroche-Joubert
  • François Maury
  • Georges Dieng
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Louis Boujard
  • Martial Descoutures
  • Matthias Desmarais
  • Nicolas David
  • Philippe Ourpatian
  • Pierre Corby
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Sylvain Goyon
  • Virginie Rousseau
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 02/07/2019

The stabilisation of eurozone PMI indices in January contributes, albeit still modestly, to the abating of the excessive risk aversion end-2018. This is in addition to the welcome change in the Fed’s tone with the announced pause in monetary normalisation, pushing back the spectre of recession. Against this backdrop, the decent nature of results publications is contributing to the improvement in sentiment. However, questions about growth, or rather its rate of deceleration, persist. I...

Ahmed Ben Salem ...
  • Alain William
  • Alfred Glaser
  • Benoit Valleaux
  • Charles Lepetitpas
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Florent Laroche-Joubert
  • François Maury
  • Georges Dieng
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Louis Boujard
  • Martial Descoutures
  • Matthias Desmarais
  • Nicolas David
  • Philippe Ourpatian
  • Pierre Corby
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Sylvain Goyon
  • Virginie Rousseau
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 07/02/2019

La stabilisation des PMI Eurozone en janvier contribue, encore modestement, au reflux de l’excessive aversion au risque de la fin 2018. Ceci s’ajoute au bon accueil du changement de ton de la FED avec la pause annoncée dans la normalisation monétaire et repousse le spectre de la récession. Dans ce contexte, le caractère convenable des résultats participe à l’amélioration du sentiment. Pour autant les questions sur la croissance, ou plutôt son rythme de ralentissement, ne sont pas levé...

Jean Sassus ...
  • Johanna Jourdain
  • Louis Boujard
  • Martial Descoutures
  • Matthias Desmarais
  • Olfa Taamallah
  • Philippe Ourpatian
  • Pierre Corby
  • Steven Gould
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 11/21/2018

While Dassault Aviation is capitalising on the upturn in the business jet market, we think that the market does not value this business and may even attribute a negative value to it. The still favourable trend in defence and the stronger dollar are also support factors. Upside is enough to move to a Buy recommendation, with a target price unchanged at € 1,800. Cf company research published yesterday evening. - - ...

Ng Adrian

Compass Group

Ng Adrian

Compass Group

Ng Adrian

Compass Group

Ng Adrian

Compass Group

Ng Adrian

Compass Group

ICD Research Department

Bartlett Mitchell Limited: Leisure and Arts - Company Profile & SWOT Analysis

Synopsis ICD Research's "Bartlett Mitchell Limited: Leisure and Arts - Company Profile & SWOT Analysis" contains in depth information and data about the company and its operations. The profile contains a company overview, key facts, major products and services, SWOT analysis, business description, company history, mergers & acquisitions, recent developments, key employees as well as company locations and subsidiaries. Summary This report is a crucial resource for industry executives and anyone looking to access key information about "Bartlett Mitchell Limited" The report utilizes a wide ra...

ICD Research Department

CH&Co Group: Leisure and Arts - Company Profile & SWOT Analysis

Synopsis ICD Research's "CH&Co Group: Leisure and Arts - Company Profile & SWOT Analysis" contains in depth information and data about the company and its operations. The profile contains a company overview, key facts, major products and services, SWOT analysis, business description, company history, mergers & acquisitions, recent developments, key employees as well as company locations and subsidiaries. Summary This report is a crucial resource for industry executives and anyone looking to access key information about "CH&Co Group" The report utilizes a wide range of primary and secondary...

Compass Group 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...

Expert Corporate Governance Service (ECGS)

Compass - February 07th, 2019

Item 2: Approve the Remuneration Report The structure includes potentially excessive incentive pay.  Though this is partially mitigated by the salary, there are also questions over whether targets for incentive plans are set at challenging levels. Item 6: Re-elect the CEO The CEO serves as a member of the Nomination Committee, which does not meet best practice.

Jérôme VINERIER

Short term view - COMPASS GROUP : The trend is bearish.

The trend is bearish. Prices are falling again, but the movement has become hesitant. The next support is at 1,467.80 p. The bearish trend would be challenged above 1,723.70 p.

Jérôme VINERIER

Analyse court terme - COMPASS GROUP : La tendance est baissière.

La tendance est baissière. Les prix baissent à nouveau, mais le mouvement est devenu hésitant. Le prochain support est à 1 467,80 p. La tendance baissière serait remise en cause au-dessus de 1 723,70 p.

Jérôme VINERIER

Short term view - COMPASS GROUP : Falling prices.

The trend is bearish. Prices are falling again, but the movement has become hesitant. The next support is at 1,467.80 p. The bearish trend would be challenged above 1,723.70 p.

Jérôme VINERIER

Analyse court terme - COMPASS GROUP : Les prix baissent.

La tendance est baissière. Les prix baissent à nouveau, mais le mouvement est devenu hésitant. Le prochain support est à 1 467,80 p. La tendance baissière serait remise en cause au-dessus de 1 723,70 p.

Jérôme VINERIER

Medium term view - COMPASS GROUP : The trend is uncertain.

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

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