Airbus Group SE

Airbus is an European Aeronautic Defense and Space company whose core business is the manufacturing of commercial aircraft, civil and military helicopters, commercial space launch vehicles, missiles, military aircraft, satellites and defense systems and defense electronics and the rendering of services related to these activities. Co. organizes its businesses into the following five operating divisions: Airbus Commercial, Airbus Military, Eurocopter, Cassidian and Astrium. In addition, Co.'s Other Businesses division engages in the development, manufacturing, marketing and sale of regional turboprop aircraft and aircraft components.
  • TickerEAD
  • ISINNL0000235190
  • ExchangeMadrid Stock Exchange
  • SectorAerospace & Defense
  • CountryNetherlands

Analysts

Valérie GASTALDY

Analyse court terme - AIRBUS GROUP NV : 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 - AIRBUS GROUP NV : Falling prices.

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

Jean-Christophe Dourret

Airbus Group : Airbus - 18 Oct 2018

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Jean-Christophe Dourret

Airbus Group : Airbus - 18 oct 2018

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Ahmed Ben Salem ...
  • Alex Koagne
  • Antoine Boivin-Champeaux
  • Florent Laroche-Joubert
  • Jean Sassus
  • Jean-Baptiste Rouphael
  • Jerôme Bodin
  • Oussema Denguir
  • Pierre Tegner
  • Pierre Corby
  • Stephane Houri
  • Valentin Pernet
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 10/17/2018

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Airbus SE - December 2017 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Airbus SE: Airbus' better than expected results are credit positive; ongoing challenges may weigh on the strong 2018 guidance

Airbus delivered a stronger set of results in 2017 than expected, however, recent GTF engine issues may weigh on the 2018 guidance.

Airbus SE: Still Strong Backlog, Market Position and Liquidity Offset Weak Credit Metrics and Ongoing Operational Challenges

CORPORATES CREDIT OPINION 20 December 2017 Update RATINGS Airbus SE Domicile Netherlands Long Term Rating A2 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 Jeanine Arnold 49-69-70730-789

Airbus SE - September 2017 (LTM): Peer Snapshot

Peer Snapshot:  Airbus SE - September 2017 (LTM) 1 December 2017 (in US millions) FYE Dec-15 FYE Dec-16 LTM Sep-17 FYE Dec-15 FYE Dec-16 LTM Sep-17 FYE Dec-15 FYE Dec-16 LTM Sep-17

Airbus SE: 2017 Company Guidance Confirmed, but Numerous Headwinds May Materially Pressure Airbus' Future Cash Flows

CORPORATES ISSUER COMMENT 2 November 2017 Contacts Jeanine Arnold +49.69.7073.0789 VP-Sr Credit Officer jeanine.arnold@moodys.com Oleksandr Yermolayev +49.69.7073.0752 Associate Analyst oleksandr.yermolayev@moodys.com Matthias Hellstern +49.69.7073.0745 MD-Corporate Finance matthias.hellstern@moodys.com CLIENT SERVICES Americas 1-212-553-1653 Asia Pacific 852-3551-3077 Japan 81-3-5408-4100 EMEA

Jean-Christophe Dourret

Airbus Group : Airbus - 18 Oct 2018

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Jean-Christophe Dourret

Airbus Group : Airbus - 18 oct 2018

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Antoine Boivin-Champeaux ...
  • Yan Derocles

Airbus Group : A tense end to the year

>Q3 2018 expected to be solid - We expect Q3 2018 results to be solid with EBIT coming to € 1,561m excluding the consolidation of the A220, up 160% relative to Q3 2017, driven in particular by the fine performance at Airbus Commercial (EBIT of € 1,485m vs. € 549m in Q3 2017) thanks to: i/ a favourable volume/mix effect of € 540m est. reflecting additional deliveries of 45 A320s and 82 neo versions; ii/ a positive forex effect of around € 260m resulting from a 9-cent i...

Antoine Boivin-Champeaux ...
  • Yan Derocles

Airbus Group : Une fin d’année tendue

>Un T3 2018 attendu solide - Nous tablons sur un T3 2018 solide avec un EBIT ressortant à 1 561 M€ hors consolidation de l’A220, en hausse de 160% par rapport au T3 2017, notamment porté par une belle performance d’Airbus Commercial (EBIT de 1 485 M€ vs 549 M€ au T3 2017) grâce à i/ un effet volume/mix très favorable de 540 M€e lié à un supplément de livraisons de 45 A320 et 82 versions neo ; ii/ un effet changes positif de c260 M€ suite à une amélioration de 9 cents ...

Antoine Boivin-Champeaux ...
  • Yan Derocles

Airbus Group : Pending confirmation on Guillaume Faury’s strategic vision

>Guillaume Faury appointed CEO of Airbus Group - The suspense is finally over...or at least the first part. Yesterday evening, Airbus’ board of directors confirmed the appointment of Guillaume Faury (50 years) to the post of CEO to replace Tom Enders as of 10 April 2019. Reuters indicates that Faury will also retain his CEO position at the Commercial Aircraft business. The chair of the board of directors, Denis Ranque, will remain in his position until the end of his ...

1 director bought

A director at Airbus Group N.V. bought 400 shares at 107.490EUR 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. The names of bo...

Ahmed Ben Salem ...
  • Alex Koagne
  • Antoine Boivin-Champeaux
  • Florent Laroche-Joubert
  • Jean Sassus
  • Jean-Baptiste Rouphael
  • Jerôme Bodin
  • Oussema Denguir
  • Pierre Tegner
  • Pierre Corby
  • Stephane Houri
  • Valentin Pernet
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 10/17/2018

...

Ahmed Ben Salem ...
  • Alex Koagne
  • Antoine Boivin-Champeaux
  • Florent Laroche-Joubert
  • Jean Sassus
  • Jean-Baptiste Rouphael
  • Jerôme Bodin
  • Oussema Denguir
  • Pierre Tegner
  • Pierre Corby
  • Stephane Houri
  • Valentin Pernet
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 17/10/2018

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Ahmed Ben Salem ...
  • Antoine Boivin-Champeaux
  • Johanna Jourdain
  • Matthias Desmarais
  • Sylvain Goyon
  • Thomas Zlowodzki
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 10/09/2018

Barring a fairly improbable U-turn in the near future (before the official decision from the European Commission on the draft budget), in the short term the European market is likely to fluctuate in line with the coalition’s anti-European rhetoric. Against this backdrop, we examined sector correlations to the BTP-Bund spread over several periods to determine an allocation that would protect against Italian political risk. Unsurprisingly, it is the antithesis of our Q4 gamble (value / ...

Ahmed Ben Salem ...
  • Antoine Boivin-Champeaux
  • Johanna Jourdain
  • Matthias Desmarais
  • Sylvain Goyon
  • Thomas Zlowodzki
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 09/10/2018

A moins d’un revirement imminent (avant décision officielle de la CE sur le projet) assez improbable, le marché européen va à court terme fluctuer au gré des sorties anti-européennes de la coalition. Dans ce contexte, nous avons étudié sur plusieurs périodes les corrélations sectorielles à l’évolution du spread BTP Bund pour déterminer ce que serait une allocation protectrice vs risque politique italien. Sans surprise, c’est l’antithèse de notre pari T4 (value / cycle) et un plébiscit...

AIRBUS SE with less fundamental stars is reduced to Neutral

AIRBUS SE (FR), a company active in the Aerospace industry, loses a star(s) at the fundamental level and sees its general evaluation downgraded. The independent financial analyst theScreener just removed a fundamental star(s) for a 2 over 4-star rating. As such, market behaviour remains unchanged and is evaluated as moderately risky. theScreener believes that the loss of a star(s) merits downgrade to the general evaluation of the title, which passes to Neutral. As of the analysis date October 5, 2018, the closing price was EUR 104.00 and its expected value was estimated at EUR 106.22.

Airbus Group

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Anaïs Dudout

Proxy Report - 11/04/2018

Airbus Group knew a corruption scandal these last months, because of undeclared commissions totalling € 18.2 B in order to sign commercial contracts with several states. CEO Thomas Enders denounced the irregularities of the company to the British Serious Fraud Office. He will not stand for election at the end of his term. Fabrice Brégier, COO, resigned in February 2018 (www.spiegel.de/international/business/airbus-corruptionscandal- threatens-ceo-tom-enders-a-1171533.html). Proxinvest evaluated Enders’ total pay at €5,230,864, which represents 128% of the median total CEO remuneration in the ...

Anaïs Dudout

Proxy Report - 11/04/2018

Airbus SE est dans une situation de résultats financiers encourageants, où l'ensemble de ses résultats clés sont en hausse et où la trésorerie est positive. Pourtant, le groupe se trouve dans une situation de tourmente médiatique importante, car il est le sujet de plusieurs enquêtes de corruption, pour ne pas avoir déclaré le versement de l'équivalent de 18,2 milliards de dollars de commissions versées à des intermédiaires pour la réalisation de vente d'avions. Dans une telle situation, Thomas Enders, Directeur Général, a dénoncé les irrégularités du groupe au Serious fraud Office, le parquet ...

Etude de l'AG du 12/04/2017

Important : Formulaire CFONB généré par la plateforme Proxinvest non valide pour les sociétés de droit néerlandais. Utilisation obligatoire du formulaire fourni par l'émetteur Le commissaire aux comptes titulaire, Ernst & Young, est renouvelé cette année encore, ce qui est une pratique coutumière aux Pays‐Bas.Cependant, nous notons un montant excessif des honoraires hors audit par rapport aux honoraires d'audit pur, ce qui met en péil l'indépendance des commissaires aux comptes (Résolution 5).Nous ne soutenons pas l'un des trois administrateurs renouvelé cette année (Ralph Dozier Crosby, Jr). ...

Valérie GASTALDY

Analyse court terme - AIRBUS GROUP NV : 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 - AIRBUS GROUP NV : 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
Valérie GASTALDY

Medium term view - AIRBUS GROUP NV : The background trend is clearly bullish.

The background trend is clearly bullish. Prices are still making progress. The following targets are at €115.34 and €120.60. The trend would be invalidated below the support at €90.20.

Valérie GASTALDY

Short term view - AIRBUS GROUP NV : The background trend is clearly bullish.

The background trend is clearly bullish. Prices are still making progress but there is less power in the movement. The next resistance is at €110.90. Breaking below the support at €95.36 would invalidate the trend.

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