Rolls-Royce Holdings

Rolls Royce Holdings is an engineering company. Co. is organised into five businesses: civil aerospace, which develops, manufactures, markets and sells commercial aero engines and aftermarket services; defense aerospace, which develops, manufactures, markets and sells military aero engines and aftermarket services; power systems, which develops, manufactures, markets and sells reciprocating engines and power systems; marine, which is develops, manufactures, markets and sells marine-power propulsion systems and aftermarket services; and nuclear, which develops, manufactures, markets and sells nuclear systems for civil power generation and naval propulsion systems.
  • TickerRR.
  • ISINGB00B63H8491
  • ExchangeLondon Stock Exchange
  • SectorAerospace & Defense
  • CountryUnited Kingdom

Analysts

Ahmed Ben Salem ...
  • Alain William
  • Anis Zgaya
  • Antoine Boivin-Champeaux
  • Christophe Chaput
  • Emira Sagaama
  • Fatma Agnès Hamdani
  • Jerôme Bodin
  • Laurence Hofmann
  • Louis Boujard
  • Matthias Desmarais
  • Olfa Taamallah
  • Olivier Lebrun
  • Philippe Ourpatian
  • Pierre Tegner
  • Stephane Houri
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 03/01/2019

Unlike CEO pay, the average remuneration paid to the chairs of the boards of directors of the large cap companies covered by ODDO BHF increased by 4.9% between 2013 and 2017. The disparities between companies stem mainly from national contexts and widely differing perceptions of the role of the board chair depending on the countries, though for certain stocks the ownership structure and sector situation may have an influence. Cf. Report published last evening. - ...

Antoine Boivin-Champeaux ...
  • Olfa Taamallah

Rolls-Royce : Unwarranted market reaction

>Rolls-Royce delivered good results - With the group facing difficulties on the Trent 1000, we believe that its results demonstrate the strength of the business model. The organic growth of 8% in 2018 shows the group to be in working order. The predominant Civil Aerospace division grew by 12%, and Power Systems by 15%. Defence was stable, but logged a good book-to-bill ratio. Profitability increased strongly, with EBIT doubling from £ 321m to £ 616m, and FCF from £ 25...

Ahmed Ben Salem ...
  • Alain William
  • Anis Zgaya
  • Antoine Boivin-Champeaux
  • Christophe Chaput
  • Emira Sagaama
  • Fatma Agnès Hamdani
  • Jerôme Bodin
  • Laurence Hofmann
  • Louis Boujard
  • Matthias Desmarais
  • Olfa Taamallah
  • Olivier Lebrun
  • Philippe Ourpatian
  • Pierre Tegner
  • Stephane Houri
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 01/03/2019

Contrairement aux rémunérations de CEO, la moyenne des sommes versées aux présidents de conseil d’administration dans les large caps suivies chez Oddo BHF a connu une hausse de 4.9% entre 2013 et 2017. Les disparités entre les sociétés relèvent principalement de contextes nationaux et d’une perception du rôle de président(e) très différents selon les pays, même si la situation actionnariale et sectorielle peut, pour certaines valeurs, avoir une influence. Cf. étude publiée hier. - ...

Antoine Boivin-Champeaux ...
  • Olfa Taamallah

Rolls-Royce : Une réaction boursière injustifiée

>Rolls-Royce a livré des résultats de bonne facture - Dans un contexte où le groupe fait face aux difficultés sur le Trent 1000, nous estimons que les résultats publiés démontrent la force du business model. La croissance organique de 8% en 2018 signifie que le groupe est en ordre de marche. La principale division Civil Aerospace a crû de 12%, Power Systems de 15%, la Défense est stable mais a enregistré un bon book-to-bill. La rentabilité a très fortement progressé a...

Antoine Boivin-Champeaux ...
  • Christophe-Raphaël Ganet
  • Martial Descoutures
  • Olfa Taamallah
  • Pierre Corby

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 02/26/2019

The acquisition of SABMiller has not delivered on its initial promises, due to the challenges of absorbing the debt quickly and a problematic geographic mix. However, the group still boasts growth potential which adjustments to its debt and asset arbitration could bring to light, particularly in the context of the shift in the ZBB (zero based budgeting) model. We simulate a partial divestment of the Asian assets and the buyout of 78% of the JVs with Castel in Africa. This would offer ...

Antoine Boivin-Champeaux ...
  • Olfa Taamallah

Rolls-Royce : Unwarranted market reaction

>Rolls-Royce delivered good results - With the group facing difficulties on the Trent 1000, we believe that its results demonstrate the strength of the business model. The organic growth of 8% in 2018 shows the group to be in working order. The predominant Civil Aerospace division grew by 12%, and Power Systems by 15%. Defence was stable, but logged a good book-to-bill ratio. Profitability increased strongly, with EBIT doubling from £ 321m to £ 616m, and FCF from £ 25...

Antoine Boivin-Champeaux ...
  • Olfa Taamallah

Rolls-Royce : Une réaction boursière injustifiée

>Rolls-Royce a livré des résultats de bonne facture - Dans un contexte où le groupe fait face aux difficultés sur le Trent 1000, nous estimons que les résultats publiés démontrent la force du business model. La croissance organique de 8% en 2018 signifie que le groupe est en ordre de marche. La principale division Civil Aerospace a crû de 12%, Power Systems de 15%, la Défense est stable mais a enregistré un bon book-to-bill. La rentabilité a très fortement progressé a...

Antoine Boivin-Champeaux ...
  • Olfa Taamallah

Rolls-Royce : We expect positive news at the earnings report on 28 February

>Rolls-Royce will report its 2018 results on 28 February before the open - We forecast reported sales of £ 15.2bn and adjusted sales (ex commercial marine and Orange) of £ 14.5bn, vs a consensus of £ 15bn (reported). EBITA is forecast at £ 490m (guidance of £ 300-500m), compared to a consensus of £ 500m. We remain more cautious than the consensus on civil aerospace, and more optimistic on defence (strengthened by military marine and nuclear submarines in the new struc...

Antoine Boivin-Champeaux ...
  • Olfa Taamallah

Rolls-Royce : Nous attendons des nouvelles positives lors des résultats du 28 février

>Rolls-Royce publiera ses résultats 2018 le 28 février au matin - Nous attendons un CA publié de 15.2 Md£ et retraité (ex Marine Commerciale et l’Orange) de 14.5 Md£, à comparer à un consensus à 15 Md£ (publié). L’EBITA est attendu à 490 M£ (guidance de 300-500 M£), à comparer à un consensus de 500 M£. Nous restons plus prudents que le consensus sur l’Aéronautique Civile, plus optimistes sur les deux autres divisions Defence (renforcée par la Marine militaire et des s...

Sylvain Goyon

Carrefour : Lancement de notre liste Oddo Convictions Large Cap

Nous lançons notre liste de convictions Large Cap. Nous la plaçons sous le signe de la qualité, en privilégiant si possible les structures bilancielles peu endettées, et de la visibilité. Par visibilité, nous entendons la capacité à défendre la génération de free cash-flow, que ce soit par le biais d’un positionnement concurrentiel fort (pricing power) et/ou via l’existence de programmes de rationalisation/ optimisation portés par un management disposant d’un track record éprouvé...

1 director bought

A director at Rolls-Royce Holdings bought 9,488 shares at 790p and the significance rating of the trade was 51/100. 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 boa...

Ahmed Ben Salem ...
  • Alain William
  • Anis Zgaya
  • Antoine Boivin-Champeaux
  • Christophe Chaput
  • Emira Sagaama
  • Fatma Agnès Hamdani
  • Jerôme Bodin
  • Laurence Hofmann
  • Louis Boujard
  • Matthias Desmarais
  • Olfa Taamallah
  • Olivier Lebrun
  • Philippe Ourpatian
  • Pierre Tegner
  • Stephane Houri
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 03/01/2019

Unlike CEO pay, the average remuneration paid to the chairs of the boards of directors of the large cap companies covered by ODDO BHF increased by 4.9% between 2013 and 2017. The disparities between companies stem mainly from national contexts and widely differing perceptions of the role of the board chair depending on the countries, though for certain stocks the ownership structure and sector situation may have an influence. Cf. Report published last evening. - ...

Ahmed Ben Salem ...
  • Alain William
  • Anis Zgaya
  • Antoine Boivin-Champeaux
  • Christophe Chaput
  • Emira Sagaama
  • Fatma Agnès Hamdani
  • Jerôme Bodin
  • Laurence Hofmann
  • Louis Boujard
  • Matthias Desmarais
  • Olfa Taamallah
  • Olivier Lebrun
  • Philippe Ourpatian
  • Pierre Tegner
  • Stephane Houri
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 01/03/2019

Contrairement aux rémunérations de CEO, la moyenne des sommes versées aux présidents de conseil d’administration dans les large caps suivies chez Oddo BHF a connu une hausse de 4.9% entre 2013 et 2017. Les disparités entre les sociétés relèvent principalement de contextes nationaux et d’une perception du rôle de président(e) très différents selon les pays, même si la situation actionnariale et sectorielle peut, pour certaines valeurs, avoir une influence. Cf. étude publiée hier. - ...

Antoine Boivin-Champeaux ...
  • Christophe-Raphaël Ganet
  • Martial Descoutures
  • Olfa Taamallah
  • Pierre Corby

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 02/26/2019

The acquisition of SABMiller has not delivered on its initial promises, due to the challenges of absorbing the debt quickly and a problematic geographic mix. However, the group still boasts growth potential which adjustments to its debt and asset arbitration could bring to light, particularly in the context of the shift in the ZBB (zero based budgeting) model. We simulate a partial divestment of the Asian assets and the buyout of 78% of the JVs with Castel in Africa. This would offer ...

Antoine Boivin-Champeaux ...
  • Christophe-Raphaël Ganet
  • Martial Descoutures
  • Olfa Taamallah
  • Pierre Corby

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 26/02/2019

Même si le rachat de SABMiller n’a pas répondu aux promesses initiales en raison d’un endettement difficile à résorber rapidement et d’un mix géographique contraignant, le groupe recèle encore un potentiel de croissance que le réaménagement de la dette et un arbitrage entre les actifs pourraient mettre en lumière, notamment dans le contexte de mutation du modèle ZBB (zero based budgeting). Aussi, nous simulons une cession partielle des actifs asiatiques et le rachat des 78% des JV ave...

Ahmed Ben Salem ...
  • Antoine Boivin-Champeaux
  • Bruno Cavalier
  • Emmanuel Matot
  • Jean Sassus
  • Louis Boujard
  • Michael Foundoukidis
  • Nicolas David
  • Olfa Taamallah
  • Philippe Ourpatian
  • Pierre Tegner
  • Roland Pfaender
  • Samantha Jeary
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Sylvain Goyon
  • Thomas Zlowodzki
  • Veysel Taze
  • Virginie Rousseau
  • Yan Derocles
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 10/29/2018

The current sell-off and the previous corrections have the same causes: doubts on the macro-economic cycle with fears of a brutal slowdown potentially aggravated by a pro-cyclical monetary policy. The US bond market has an optimistic view of this apocalyptic picture. The potential for the yield on US Treasuries to increase via real rates seems exhausted and paves the way for a decline in long-term rates, a support factor for equities, provided, however, that the Democrats prevail. Th...

ROLLS-ROYCE HOLDINGS PLC sees an upgrade to Slightly Positive due to a better fundamental star rating

The general evaluation of ROLLS-ROYCE HOLDINGS PLC (GB), a company active in the Aerospace industry, has been upgraded by the independent financial analyst theScreener with the addition of a star. Its fundamental valuation now shows 4 out of 4 possible stars while its market behaviour can be considered as moderately risky. theScreener believes that the additional star(s) merits the upgrade of its general evaluation to Slightly Positive. As of the analysis date February 8, 2019, the closing price was GBp 901.60 and its potential was estimated at GBp 985.63.

Rolls-Royce Group Plc

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Rolls-Royce Group Plc

Rolls-Royce Group Plc

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Rolls-Royce Group Plc

MarketLine Department

Rolls-Royce Holdings plc - Strategy, SWOT and Corporate Finance Report

Summary Rolls-Royce Holdings plc - 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 Findings - Detailed information on Rolls-Royce Holdings plc required for business and competitor intelligence needs - A study of the major internal and external factors affecting Rolls-Royce Holdings plc in the form of a SWOT analysis - An in-depth view of the business model of Rolls-Royce Holdi...

Rolls Royce – 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...

Jérôme VINERIER

Analyse court terme - ROLLS-ROYCE HOLDINGS PLC : La tendance est baissière.

La tendance est baissière. Les prix baissent à nouveau, mais le mouvement est devenu hésitant. Le prochain support est à 789,70 p. La tendance baissière serait remise en cause au-dessus de 992,62 p.

Jérôme VINERIER

Short term view - ROLLS-ROYCE HOLDINGS PLC : The trend is bearish.

The trend is bearish. Prices are falling again, but the movement has become hesitant. The next support is at 789.70 p. The bearish trend would be challenged above 992.62 p.

Jérôme VINERIER

Analyse court terme - ROLLS-ROYCE HOLDINGS PLC : Les prix baissent.

La tendance est baissière. Les prix baissent à nouveau, mais le mouvement est devenu hésitant. Le prochain support est à 789,70 p. La tendance baissière serait remise en cause au-dessus de 992,62 p.

Jérôme VINERIER

Short term view - ROLLS-ROYCE HOLDINGS PLC : Falling prices.

The trend is bearish. Prices are falling again, but the movement has become hesitant. The next support is at 789.70 p. The bearish trend would be challenged above 992.62 p.

Jérôme VINERIER

Analyse moyen terme - ROLLS-ROYCE HOLDINGS PLC : La baisse récente gagne en vigueur.

La tendance est haussière. La baisse récente gagne en vigueur. Le prochain support est à 787,81 p. La tendance serait remise en cause par la rupture de 482,10 p.

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