Kaufman & Broad S.A.

Kaufman & Broad SA is a France-based property developer and builder. The Company is principally engaged in the development of single family homes and apartments, commercial real estate activity, as well as the provision of residence services for business tourists and students. The Company is involved in all stages of implementation of a development program, land research to commercialization of housing through project design, the filing of a building permit and after-sales service. The Company has operations in numerous cities in France, such as Bayonne, Bordeaux, Grenoble, Lille, Lyon, Marseille, Montpellier, Nantes, Nice, Paris, Rouen, Strasbourg, Toulon and Toulouse, among others. Furthermore, the Company provides construction of logistics platforms and warehouses. It is also operational through a number of subsidiaries, including Kaufman & Broad Pyrenees-Atlantiques, Kaufman & Broad Homes SAS, SM2I and Residences Bernard Teillaud SARL, among others.
  • TickerKOF
  • ISINFR0004007813
  • ExchangeEuronext Paris
  • SectorHousehold Goods & Home Construction
  • CountryFrance

Analysts

Florian Cariou

KAUFMAN & BROAD. Net Income 2018 (+). Still very solid !

KAUFMAN & BROAD. Net Income 2018 (+). Still very solid !

Alexandre Iatrides ...
  • Antoine Boivin-Champeaux
  • Charles Lepetitpas
  • Christophe Chaput
  • Emmanuel Matot
  • Hela Zarrouk
  • Jean-François Granjon
  • Jeremy Garnier
  • Nicolas David
  • Rémi Adam
  • Yan Derocles

ODDO BHF Small & MIDCAP MORNING NEWS - 01/31/2019

...

Christophe Chaput ...
  • Hela Zarrouk

Kaufman & Broad : Good resilience from reservations despite lacklustre momentum – As expected, the residential market will likely contract in 2019

>Full-year earnings topped our estimates: Adjusted EBIT of € 148.9m vs € 140m est. (margin +50bp to 9.6%) - Kaufman & Broad reported a good set of 2018 results, ahead of our estimates, which were marked by: 1/ sales growth of 12% to € 1,558.2m (guidance: >10%) whilst we had retained € 1,550.9m; housing sales totalled € 1,293.8m, +6.6% (83% of consolidated sales), and commercial property sales € 254.2m (vs € 165.3m in 2017); 2/ gross margin of 19.3% (virtually stable v...

Antoine Boivin-Champeaux ...
  • Charles Lepetitpas
  • Christophe Chaput
  • Emmanuel Matot
  • Hela Zarrouk
  • Jean-François Granjon
  • Jeremy Garnier
  • Nicolas David
  • Yan Derocles

ODDO BHF Small & MIDCAP MORNING NEWS - 31/01/2019

...

Florian Cariou

KAUFMAN & BROAD - RN 2018 (+) Encore très solide !

KAUFMAN & BROAD - RN 2018 (+) Encore très solide !

Florian Cariou

KAUFMAN & BROAD. Net Income 2018 (+). Still very solid !

KAUFMAN & BROAD. Net Income 2018 (+). Still very solid !

Christophe Chaput ...
  • Hela Zarrouk

Kaufman & Broad : Good resilience from reservations despite lacklustre momentum – As expected, the residential market will likely contract in 2019

>Full-year earnings topped our estimates: Adjusted EBIT of € 148.9m vs € 140m est. (margin +50bp to 9.6%) - Kaufman & Broad reported a good set of 2018 results, ahead of our estimates, which were marked by: 1/ sales growth of 12% to € 1,558.2m (guidance: >10%) whilst we had retained € 1,550.9m; housing sales totalled € 1,293.8m, +6.6% (83% of consolidated sales), and commercial property sales € 254.2m (vs € 165.3m in 2017); 2/ gross margin of 19.3% (virtually stable v...

Florian Cariou

KAUFMAN & BROAD - RN 2018 (+) Encore très solide !

KAUFMAN & BROAD - RN 2018 (+) Encore très solide !

Christophe Chaput ...
  • Hela Zarrouk

Kaufman & Broad : Bonne résistance des réservations malgré un momentum peu porteur – Comme attendu, le marché du résidentiel devrait être en recul en 2019

>Résultats annuels supérieurs à nos attentes : EBIT ajusté 148.9 M€ vs 140 M€e (marge +50pb à 9.6%) - Kaufman & Broad publie de bons résultats 2018, supérieurs à nos estimations, qui se caractérisent par : 1/ une hausse de 12% du CA à 1 558.2 M€ (guidance : >10%) alors que nous retenions 1 550.9 M€ ; CA logement à 1 293.8 M€, +6.6% (83% du CA conso), et Tertiaire 254.2 M€ (vs 165.3 M€ en 2017) ; 2/ taux de marge brute à 19.3% (quasi-stable par rapport à 2017), ce qui ...

Florian Cariou

KAUFMAN & BROAD - Cash is King!

KAUFMAN & BROAD - Cash is King!

A director bought 251,046 shares at 35.850EUR and

A director at Kaufman & Broad bought 251,046 shares at 35.850EUR and the significance rating of the trade was 78/100. 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 name...

Alexandre Iatrides ...
  • Antoine Boivin-Champeaux
  • Charles Lepetitpas
  • Christophe Chaput
  • Emmanuel Matot
  • Hela Zarrouk
  • Jean-François Granjon
  • Jeremy Garnier
  • Nicolas David
  • Rémi Adam
  • Yan Derocles

ODDO BHF Small & MIDCAP MORNING NEWS - 01/31/2019

...

Antoine Boivin-Champeaux ...
  • Charles Lepetitpas
  • Christophe Chaput
  • Emmanuel Matot
  • Hela Zarrouk
  • Jean-François Granjon
  • Jeremy Garnier
  • Nicolas David
  • Yan Derocles

ODDO BHF Small & MIDCAP MORNING NEWS - 31/01/2019

...

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

...

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

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

...

Christophe Chaput ...
  • Hela Zarrouk
  • Jean-François Granjon
  • Jerôme Bodin

ODDO BHF Small & MIDCAP MORNING NEWS - 07/12/2018

...

KAUFMAN ET BROAD sees a downgrade to Slightly Negative on account of less fundamental stars

The independent financial analyst theScreener just lowered the general evaluation of KAUFMAN ET BROAD (FR), active in the Home Construction 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 Slightly Negative. As of the analysis date January 25, 2019, the closing price was EUR 32.76 and its target price was estimated at EUR 28.00.

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...

Charles Pinel

Proxy Report - 03/05/2018

Le mandat d'administrateur du Président-Directeur général est renouvelé. Le maintien du cumul des fonctions de Président du Conseil et de Directeur Général n'est pas une pratique souhaitable de gouvernance et les contre-pouvoirs mis en place sont actuellement insuffisants. En effet, le conseil n'est pas constitué d'une majorité de membres libres de conflits d'intérêts et un administrateur référent est prévu par le règlement intérieur du conseil mais n'est toujours pas nommé. Par conséquent, nous recommandons l'opposition à la résolution 8. Il convient de préciser que les différents engagement...

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