Mersen produces materials and electrical components intended for alternative energies, chemicals and pharmaceuticals, rail transportation, electronics and process industries. Co. divides its operations into two segments: Advanced Materials and Technologies (AMT - Materials), and Electrical Components and Technologies (ECT - Electrical). In addition, Co. produces four types of products: Electrical Applications, Electrical Protection, High-Temperature Applications, and Anticorrosion Equipment. Co. also caters to the process industries, supporting their transition towards greater energy efficiency and boasts an efficient manufacturing base with plants employing the very latest technologies.
  • TickerMRN
  • ISINFR0000039620
  • ExchangeEuronext Paris
  • SectorElectronic & Electrical Equipment
  • CountryFrance

Analysts

Alain William ...
  • Alfred Glaser
  • Delphine Brault
  • Jean-François Granjon

ODDO BHF Small & MIDCAP MORNING NEWS - 07/09/2019

While we were expecting a slowdown in the IT services market, the Q1 earnings releases were reassuring, with growth maintained at +4.0% year-on-year. Moreover, the leading indicators improved significantly in recent quarters, which reassures us about the outlook. The sector’s valuation levels have eased, which offers an attractive entry point and is conducive to M&A. Our preference goes to Devoteam, in addition to Atos and Capgemini for which we have revised up our target prices. - Cf. ...

Jean-François Granjon

Mersen : An investment in graphite reflecting good momentum

>Acquisition of assets in graphite in the US - Mersen announced the acquisition of graphite assets at the former Graftech site in Columbia, Tennessee.In an environment that remains firmly buoyant, Mersen is preparing for the future by acquiring new graphite production capacities.This investment will: i/ increase the group’s graphite isostatic production capacities for a limited investment relative to the cost of building a new site. The investment amounts to...

Alain William ...
  • Alfred Glaser
  • Delphine Brault
  • Jean-François Granjon

ODDO BHF Small & MIDCAP MORNING NEWS - 09/07/2019

Tandis que nous nous attendions à un ralentissement du marché des Services IT, les publications du T1 ont été rassurantes, avec une croissance qui s’est maintenue à +4.0% yoy. De plus, les indicateurs avancés se sont améliorés au cours des derniers trimestres, ce qui nous rassure sur les perspectives, alors que les niveaux de valorisation du secteur se sont détendus, ce qui offre un point d’entrée attractif et favorise le M&A. Nous privilégions Devoteam ainsi qu'Atos et Capgemini sur ...

Jean-François Granjon

Mersen : Investissement dans le graphite, signe d’une bonne dynamique

>Acquisition d’actifs dans le graphite aux US - Mersen annonce l’acquisition d’actifs dans le graphite provenant de l’ancien site de Graftech situé à Columbia dans le Tennessee.Dans un environnement qui demeure résolument porteur, Mersen prépare l’avenir en se dotant de nouvelles capacités de production de graphite.Cet investissement permettra i/ d’accroître les capacités de production de graphite isostatique pour un investissement limité par rapport à la co...

MERSEN (EX LCL) sees a downgrade to Slightly Negative on account of less fundamental stars

The independent financial analyst theScreener just lowered the general evaluation of MERSEN (EX LCL) (FR), active in the Electrical Components & Equipment industry. As regards its fundamental valuation, the title now shows 2 out of 4 stars while market behaviour can be considered 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 May 28, 2019, the closing price was EUR 29.50 and its target price was estimated at EUR 25.17.

Antoine Augier de Lajallet ...
  • Christophe Chaput
  • Fatma Agnès Hamdani
  • Jean-François Granjon
  • Nicolas David
  • Salma Bouraoui
  • Vincent Baron
  • Yan Derocles

ODDO BHF Small & MIDCAP MORNING NEWS - 05/31/2018

...

Antoine Augier de Lajallet ...
  • Christophe Chaput
  • Fatma Agnès Hamdani
  • Jean-François Granjon
  • Nicolas David
  • Salma Bouraoui
  • Vincent Baron
  • Yan Derocles

ODDO BHF Small & MIDCAP MORNING NEWS - 31/05/2018

...

Jean-François Granjon

Mersen : Acquisition in the field of power electronics – Stock in our list of Top Picks for H1 2018

>Acquisition of FTCap - Mersen has announced the signing of a contract with a view to acquiring FTCap, a developer and producer of capacitors. Our takeaways from contact with the company are as follows:FTCap is based in Germany and Switzerland and specialises in producing capacitors with a variety of applications in industry. The product range is wide, from film capacitors to electrolytic capacitors. The company employs around 200 staff and generated in 2017 sale...

Jean-François Granjon

Mersen : Acquisition dans le domaine de l’électronique de puissance – Titre dans notre Top Pick List H1 2018

>Acquisition de la société FTCap - Mersen annonce la signature d’un contrat en vue de l’acquisition de FTCap, concepteur et fabricant de condensateurs. Après un contact avec la société, nous retiendrons les quelques éléments suivants :Basé en Allemagne et en Suisse, FTCap est spécialisé dans la fabrication de condensateurs avec de nombreuses applications dans l’industrie. La gamme de produits est large, allant des condensateurs à film aux condensateurs électrolyt...

Jean-François Granjon

Mersen : An investment in graphite reflecting good momentum

>Acquisition of assets in graphite in the US - Mersen announced the acquisition of graphite assets at the former Graftech site in Columbia, Tennessee.In an environment that remains firmly buoyant, Mersen is preparing for the future by acquiring new graphite production capacities.This investment will: i/ increase the group’s graphite isostatic production capacities for a limited investment relative to the cost of building a new site. The investment amounts to...

Jean-François Granjon

Mersen : Investissement dans le graphite, signe d’une bonne dynamique

>Acquisition d’actifs dans le graphite aux US - Mersen annonce l’acquisition d’actifs dans le graphite provenant de l’ancien site de Graftech situé à Columbia dans le Tennessee.Dans un environnement qui demeure résolument porteur, Mersen prépare l’avenir en se dotant de nouvelles capacités de production de graphite.Cet investissement permettra i/ d’accroître les capacités de production de graphite isostatique pour un investissement limité par rapport à la co...

Jean-François Granjon

Mersen : A good start to the year – a solid outlook

>Upward revision of 4/5% to our sequence of earnings estimates - Year off to a flying start with organic growth of +8.4% of which +16.6% for advanced materials. This performance was especially remarkable in that the comparison base was particularly high (+11% in Q1 2018 and +9.9% for the full year). Mersen was also buoyed by favourable momentum in the chemicals, process industries and semiconductors markets. More specifically, this affected advanced materials while th...

Jean-François Granjon

Mersen : Un bon début d’exercice – Des perspectives solides

>Révision en hausse de notre séquence bénéficiaire de 4/5% - Un début d’année en fanfare avec une croissance organique de +8,4% dont +16,6% pour le pôle Advanced Materials. Cette performance est d’autant plus remarquable que l’effet de référence était particulièrement soutenu (+11% au T1 2018 et +9,9% pour l’ensemble de l’exercice). Mersen a entre autres bénéficié d’une bonne dynamique des marchés de la Chimie, des Industries de procédé et des semi-conducteurs. Cela a...

Jean-François Granjon

Mersen : Excellent start to the year - Q1 sales significantly higher than our forecasts

>Q1 2019 sales release - Mersen has reported Q1 sales ahead of our expectations. Sales came in at € 240.5m (€ 223.2m estimated) vs € 208.6m, up 15.3% and 8.4% organic. For the quarter, the group benefited from a forex impact of 2.8% and a scope effect of 3.9%. Momentum was very strong for advanced materials with organic growth of 16.6%. With quarterly organic growth of 8.4%, the full-year target of 2-5% is confirmed. This performance over the quarter is particularly r...

A director sold 7,650 shares at 40.000EUR and

A director at Mersen sold 7,650 shares at 40.000EUR and the significance rating of the trade was 74/100. 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 ...

Alain William ...
  • Alfred Glaser
  • Delphine Brault
  • Jean-François Granjon

ODDO BHF Small & MIDCAP MORNING NEWS - 07/09/2019

While we were expecting a slowdown in the IT services market, the Q1 earnings releases were reassuring, with growth maintained at +4.0% year-on-year. Moreover, the leading indicators improved significantly in recent quarters, which reassures us about the outlook. The sector’s valuation levels have eased, which offers an attractive entry point and is conducive to M&A. Our preference goes to Devoteam, in addition to Atos and Capgemini for which we have revised up our target prices. - Cf. ...

Alain William ...
  • Alfred Glaser
  • Delphine Brault
  • Jean-François Granjon

ODDO BHF Small & MIDCAP MORNING NEWS - 09/07/2019

Tandis que nous nous attendions à un ralentissement du marché des Services IT, les publications du T1 ont été rassurantes, avec une croissance qui s’est maintenue à +4.0% yoy. De plus, les indicateurs avancés se sont améliorés au cours des derniers trimestres, ce qui nous rassure sur les perspectives, alors que les niveaux de valorisation du secteur se sont détendus, ce qui offre un point d’entrée attractif et favorise le M&A. Nous privilégions Devoteam ainsi qu'Atos et Capgemini sur ...

Alain William ...
  • Anis Zgaya
  • Antoine Boivin-Champeaux
  • Christophe Chaput
  • Emmanuel Matot
  • Fehmi Ben Naamane
  • Hela Zarrouk
  • Jean-François Granjon
  • Khaled Ben Amor
  • Martial Descoutures
  • Matthias Desmarais
  • Michael Foundoukidis
  • Pierre Corby
  • Rémi Adam
  • Stephane Houri
  • Yan Derocles

ODDO BHF Small & MIDCAP MORNING NEWS - 05/09/2019

...

Alain William ...
  • Anis Zgaya
  • Antoine Boivin-Champeaux
  • Emmanuel Matot
  • Fatma Agnès Hamdani
  • Fehmi Ben Naamane
  • Hela Zarrouk
  • Jean-François Granjon
  • Khaled Ben Amor
  • Martial Descoutures
  • Matthias Desmarais
  • Michael Foundoukidis
  • Olivier Lebrun
  • Pierre Corby
  • Rémi Adam
  • Stephane Houri
  • Yan Derocles

ODDO BHF Small & MIDCAP MORNING NEWS - 09/05/2019

...

Alain William ...
  • Aurelien Sivignon
  • Benoit Valleaux
  • Charles Lepetitpas
  • Christophe Chaput
  • Christophe-Raphaël Ganet
  • Emmanuel Matot
  • Jean-François Granjon
  • Jeremy Garnier
  • Jerôme Bodin
  • Louis Boujard
  • Nicolas David
  • Philippe Ourpatian
  • Roland Pfaender
  • Stephane Houri

ODDO BHF Small & MIDCAP MORNING NEWS - 04/25/2019

...

MERSEN (EX LCL) sees a downgrade to Slightly Negative on account of less fundamental stars

The independent financial analyst theScreener just lowered the general evaluation of MERSEN (EX LCL) (FR), active in the Electrical Components & Equipment industry. As regards its fundamental valuation, the title now shows 2 out of 4 stars while market behaviour can be considered 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 May 28, 2019, the closing price was EUR 29.50 and its target price was estimated at EUR 25.17.

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

GrafTech International Ltd - Strategy, SWOT and Corporate Finance Report

GrafTech International Ltd - Strategy, SWOT and Corporate Finance Report Summary GrafTech International Ltd - 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 Highlights GrafTech International Ltd. (GrafTech), a subsidiary of Brookfield Asset Management Inc. is a graphite and carbon material products manufacturing company. Its portfolio of products includes graphite electrod...

Florian Béchaz

Mersen - Assemblée Générale des actionnaires du 17 Mai 2019

La précédente assemblée générale du 17 mai 2018 aura été marqué par une réelle prise de conscience par la société de la perfectibilité des rémunérations de ses dirigeants. Il est vrai que les résolutions relatives à l'approbation des éléments de rémunérations versés au Directeur Général pour l'exercice 2017 et à l'approbation de sa politique de rémunération pour l'exercice à suivre, ont connues un taux d'approbation particulièrement faible avec respectivement 72,54% et 65,03%. Ainsi, la communication de la rémunération du Président du Conseil d'Administration pour l'exercice écoulé (résolutio...

Proxy Report - 17/05/2018

L'exercice 2017 fût marqué par un changement dans la gouvernance de la société s'agissant du Président du Conseil : Olivier Legrain a succédé à Hervé Couffin dans l'exercice de ses fonctions. S'agissant de la rémunération des dirigeants, Proxinvest soutiendra la rémunération 2017 des dirigeants (Résolutions 6, 7 et 8), notamment en raison du caractère modéré des montants attribués et de la bonne communication de la société. Toutefois, Proxinvest s'opposera à la politique de rémunération pour 2018 (Résolutions 9 et 10) en raison du manque de transparence sur les montants attribuables (montant ...

SRI Quantitative KPIs

Les analyses Gaïa sont des analyses ESG (Environnement, Social, Gouvernance) dediees aux entreprises de tailles intermediaires (PME, ETI) françaises. Elles presentent 120 indicateurs quantitatifs sur les trois derniers exercices.

Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

Global equities consolidating We remain constructive on global equities as the MSCI ACWI, ACWI ex-U.S., and EAFE indexes consolidate above their respective 200-day moving averages. On the other hand, the MSCI EM index is breaking below its 200-day moving average and is flirting with a breakdown below 56,000 support (local currency). Weakness within EM raises concerns that global equities may also succumb to weakness... see charts below. • Global equities consolidating. We take a look at the big picture, providing overviews on broad MSCI indexes (ACWI, ACWI ex-U.S., and EAFE)... see page 2. ...

Matthieu DRIOL

Short term view - MERSEN (EX. CARBONE LORRAINE) : Rising consolidation.

The background trend is clearly bearish. The negative MACD confirms the trend. The rise is a consolidation that will soon bump against the level at €28.65. The next target is at €24.59, then €22.91. Passing €31.96 would question the continuation of the fall.

Matthieu DRIOL

Analyse court terme - MERSEN (EX. CARBONE LORRAINE) : La reprise est une consolidation.

La tendance de fond est clairement orientée à la baisse. Le MACD est négatif, il confirme cette tendance. La reprise est une consolidation qui va buter sur 28,65 € prochainement. Le prochain objectif est à 24,59 €, puis 22,91 €. Le franchissement de 31,96 € remettrait en cause la suite de la baisse.

Matthieu DRIOL

Short term view - MERSEN (EX. CARBONE LORRAINE) : Rising consolidation.

The background trend is clearly bearish. The negative MACD confirms the trend. The rise is a consolidation that will soon bump against the level at €28.65. The next target is at €24.59, then €22.91. Passing €31.96 would question the continuation of the fall.

Matthieu DRIOL

Analyse court terme - MERSEN (EX. CARBONE LORRAINE) : La reprise est une consolidation.

La tendance de fond est clairement orientée à la baisse. Le MACD est négatif, il confirme cette tendance. La reprise est une consolidation qui va buter sur 28,65 € prochainement. Le prochain objectif est à 24,59 €, puis 22,91 €. Le franchissement de 31,96 € remettrait en cause la suite de la baisse.

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