Valeo S.A.

Valeo is an automotive supplier, partner to automakers worldwide. As an industrial and technology company, Co. focuses on designing, manufacturing and selling components, integrated systems and modules for automobiles and heavy goods vehicles, both on the original equipment and the aftermarket segments. In addition, Co. offers innovative products and systems that contribute to the reduction of CO2 emissions and to the development of intuitive driving to its customers. Co. operates through four business groups: Comfort and Driving Assistance Systems, Powertrain Systems, Thermal Systems, and Visibility Systems.
  • TickerFR
  • ISINFR0013176526
  • ExchangeEuronext Paris
  • SectorAutomobiles & Parts
  • CountryFrance

Analysts

Jean-Christophe Dourret

Valeo : Valeo - 5 Nov 2018

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Jean-Christophe Dourret

Valeo : Valeo - 5 nov 2018

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Matthieu DRIOL

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

La tendance de fond est clairement orientée à la baisse. Les prix baissent à nouveau, mais le mouvement est devenu hésitant. Le prochain support est à 22,78 €. La tendance de fond serait remise en cause en cas de franchissement de 42,20 €.

Matthieu DRIOL

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

The background trend is clearly bearish. Prices are falling again, but the movement has become hesitant. The next support is at €22.78. The background trend would be questioned should prices rise above €42.20.

Matthieu DRIOL

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

The background trend is clearly bearish. The movement goes on. The next target is at €22.78, then €21.57. Passing €42.20 would question the continuation of the fall.

Valeo S.A.: Key Facts and Statistics - FYE Dec 2016

CORPORATES ISSUER PROFILE 17 May 2017 TABLE OF CONTENTS Company Overview 1 Business Description 2 Management Strategy 4 Financial Highlights 6 Capital Structure and Debt Maturity 8 Company Management 10 Ownership Structure 11 Subsidiaries 12 Peer Group 12 Related Websites and Information

Valeo S.A. - December 2016 (LTM): Peer Snapshot

Peer Snapshot: Valeo S.A. - December 2016 (LTM) 14 March 2017 (in US millions) FYE Dec-14 FYE Dec-15 LTM Dec-16 FYE May-15 FYE May-16 LTM Nov-16 FYE Dec-14 FYE Dec-15 LTM Sep-16

Jean-Christophe Dourret

Valeo : Valeo - 5 Nov 2018

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Jean-Christophe Dourret

Valeo : Valeo - 5 nov 2018

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Michael Foundoukidis

Valeo : Surprising publication in the end, but worrying above all

>A warning of much greater magnitude than expected - While a new Valeo warning was widely anticipated, unlike many other players in the sector recently, the magnitude of this warning is all the more significant, especially after Q3 sales in line (-1% org.). Indeed, this new warning suggests a situation for the group that is much worse than expected at the operational level during this second half of the year, and probably in 2019. However, already adjusted significan...

Jean-Louis Sempé

INVEST SECURITIES - Valeo : En souffrance au S2 mais sous-évalué malgré tout - ACHAT ; OC 43€ vs 58€

Cette publication du CA T3 est une mauvaise surprise avec le retournement de la croissance organique dans un marché automobile qui est en train de se dégrader en Europe et en Chine plus que le groupe ne l'avait envisagé. De fait les guidances et nos estimations sont coupées. Nos BNA 2018/20e sont réduits de -30,5%/-10,7%/-11,5% avec une visibilité à reconstruire sur 2019 mais qui devrait confirmer un rebond de la production et des résultats de Valeo. Notre OC ressort à 43€ (-26%), alors que le titre a chuté de -52% depuis le début 2018. Si le timing n'est pas idéal en attendant les premiers si...

Michael Foundoukidis

Valeo : Une publication finalement surprenante, mais surtout inquiétante

>Un avertissement d’une ampleur bien plus forte qu’attendu - Alors qu’un nouvel avertissement de Valeo était largement anticipé, contrairement à de nombreux autres acteurs du secteur récemment, l’amplitude de celui-ci interpelle, a fortiori après un CA T3 en ligne (-1% en org.). En effet, ce nouvel avertissement suggère une situation pour le groupe bien pire qu’anticipé au niveau opérationnel lors de ce deuxième semestre, et sans doute en 2019. Pourtant déjà ajusté à ...

1 director bought

A director at Valeo bought 1,000 shares at 44.520USD and the significance rating of the trade was 58/100. 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 members...

Ahmed Ben Salem ...
  • Alexandre Iatrides
  • Alfred Glaser
  • Antoine Boivin-Champeaux
  • Baptiste Lebacq
  • Christophe Chaput
  • Delphine Brault
  • Emira Sagaama
  • Fatma Agnès Hamdani
  • Florent Laroche-Joubert
  • François Maury
  • Georges Dieng
  • Jerôme Bodin
  • Léopold Authié
  • Matthias Desmarais
  • Michael Foundoukidis
  • Olfa Taamallah
  • Olivier Lebrun
  • Pierre Tegner
  • Rémi Adam
  • Samantha Jeary
  • Stephane Houri
  • Sven Edelfelt
  • Team Pharma
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 10/26/2018

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Ahmed Ben Salem ...
  • Alexandre Iatrides
  • Alfred Glaser
  • Antoine Boivin-Champeaux
  • Baptiste Lebacq
  • Christophe Chaput
  • Delphine Brault
  • Emira Sagaama
  • Fatma Agnès Hamdani
  • Florent Laroche-Joubert
  • François Maury
  • Georges Dieng
  • Jerôme Bodin
  • Léopold Authié
  • Matthias Desmarais
  • Michael Foundoukidis
  • Olfa Taamallah
  • Olivier Lebrun
  • Pierre Tegner
  • Rémi Adam
  • Samantha Jeary
  • Stephane Houri
  • Sven Edelfelt
  • Team Pharma
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 26/10/2018

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Ahmed Ben Salem ...
  • Bruno Cavalier
  • Christophe-Raphaël Ganet
  • François Maury
  • Georges Dieng
  • Michael Foundoukidis
  • Olfa Taamallah
  • Sven Edelfelt
  • Sylvain Goyon
  • Thomas Zlowodzki
  • Virginie Rousseau
  • Yan Derocles
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 10/01/2018

The announcement of an Italian budget deficit of 2.4% has poured cold water on our hopes. At first glance, it contradicts our bet on an easing of the Italian risk premium, and therefore our European Overweight call for Q4 and for a cyclical and value rotation. But we think it is too early to capitulate: 1/ the budget has not been presented, or debated, and the market reaction (BTP +30bp) may set the stage for some negotiating room; 2/ Italy is not about to leave the euro. In short, th...

Christophe Chaput ...
  • Fatma Agnès Hamdani
  • Florent Laroche-Joubert
  • Hela Zarrouk
  • Michael Foundoukidis
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF Small & MIDCAP MORNING NEWS - 10/01/2018

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Ahmed Ben Salem ...
  • Bruno Cavalier
  • Christophe-Raphaël Ganet
  • François Maury
  • Georges Dieng
  • Michael Foundoukidis
  • Olfa Taamallah
  • Sven Edelfelt
  • Sylvain Goyon
  • Thomas Zlowodzki
  • Virginie Rousseau
  • Yan Derocles
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 01/10/2018

L’annonce d’un projet de budget italien en déficit de 2,4% a fait l’effet d’une douche froide. A première vue, elle contredit notre pari d’une détente de la prime de risque politique italienne et donc notre call de surpondération européenne sur le T4 et de rotation cyclique et value. Pourtant nous estimons qu’il est trop tôt pour capituler. 1/ Le budget n’a pas été présenté, ni débattu et la réaction des marchés (BTP +30bp) peut ouvrir des marges de négociation. 2/ L’Italie ne quitter...

Increased risk weighs on VALEO, penalising its rating down to Slightly Negative

The independent financial analyst theScreener just lowered the general evaluation of VALEO (FR), active in the Auto Parts industry. As regards its fundamental valuation, the title still shows 1 out of 4 possible stars. Its market behaviour, however, has slightly deteriorated and will be qualified as risky moving forward. theScreener considers that these new qualifications justify an overall rating downgrade to Slightly Negative. As of the analysis date September 14, 2018, the closing price was EUR 37.35 and its target price was estimated at EUR 35.48.

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...

ICD Research Department

Ficosa International, S.A. : Automotive - Company Profile & SWOT Analysis

Synopsis ICD's "Ficosa International, S.A. : Automotive - 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, financial analysis, 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 "Ficosa International, S.A." The report utilizes a...

Charles Pinel

Proxy Report - 23/05/2018

La rémunération de Jacques Aschenbroich, Président Directeur Général, avait flambé en 2016. Elle demeure à des niveaux très élevés en 2017 en continuant de dépasser notre plafond de 240 SMICs. Plusieurs critères de performance utilisés pour le calcul du bonus annuel sont en baisse mais le niveau de celui-ci demeure malgré tout conséquent (1 279 000€). La résolution 9 offre l'opportunité aux actionnaires d'utiliser leur nouveau droit de véto offert par la Loi Sapin 2 (vote contraignant ex-post) . Les modifications apportées à la politique de rémunération pour 2018 sont assez décevantes au rega...

Matthieu DRIOL

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

La tendance de fond est clairement orientée à la baisse. Les prix baissent à nouveau, mais le mouvement est devenu hésitant. Le prochain support est à 22,78 €. La tendance de fond serait remise en cause en cas de franchissement de 42,20 €.

Matthieu DRIOL

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

The background trend is clearly bearish. Prices are falling again, but the movement has become hesitant. The next support is at €22.78. The background trend would be questioned should prices rise above €42.20.

Matthieu DRIOL

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

The background trend is clearly bearish. The movement goes on. The next target is at €22.78, then €21.57. Passing €42.20 would question the continuation of the fall.

Matthieu DRIOL

Analyse court terme - VALEO : 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 22,78 €, puis 21,57 €. Le franchissement de 42,20 € remettrait en cause la suite de la baisse.

Valérie GASTALDY

Medium term view - VALEO : The movement goes on.

The trend is bearish. The movement goes on. The next target is at €31.67, then €28.51. Passing €58.25 would question the continuation of the fall.

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