Compagnie de Saint-Gobain S.A.

Compagnie de Saint-Gobain manufactures, produces, and distributes industrial materials. Co.'s activities are divided into four sectors: Innovative Materials (Co. makes, processes and sells glass and glazing products for the building, the automotive and solar energy industries; Co. also manufactures Ceramics and Plastics, Abrasives, and Textiles), Construction Products (Co. offers products for the Insulation, Gypsum, Exterior Products, Pipe and Industrial Mortars), Building Distribution (Co. distributes building materials (plumbing, heating and sanitaryware products) and ceramic tiles), and Packaging - Verallia (Co. manufactures glass containers and jars for foodstuffs and beverages).
  • TickerSGO
  • ISINFR0000125007
  • ExchangeEuronext Paris
  • SectorConstruction & Materials
  • CountryFrance

Analysts

Sven Edelfelt ...
  • Virginie Rousseau

Saint-Gobain : “Change or die”1

Saint-Gobain has initiated a transformation under the aegis of Benoit Bazin and the new guard. The scale and potential of the project might surprise the market. Aside from the traditional cost-cutting, the reshuffle of the asset portfolio might bring significant value to the fore, possibly changing the group into a pure player in building materials. The new responsibilities given to the management members in charge of executing this plan suggest that the group's leadership might ...

Sven Edelfelt ...
  • Virginie Rousseau

Saint-Gobain : « Se transformer ou mourir »1

Saint-Gobain a amorcé une transformation sous la houlette de Benoit Bazin et de la nouvelle garde. L’ampleur et le potentiel de ce projet pourraient surprendre le marché. Au-delà des traditionnelles économies de coûts, la rotation du portefeuille d’actifs mise en œuvre pourrait cristalliser une valeur importante et éventuellement muer le groupe en un « pure player » des matériaux de construction. Les nouvelles responsabilités attribuées aux membres du management en charge de l’ex...

Saint-Gobain - Assemblée générale des actionnaires du 06 juin 2019

Proxinvest publiera une étude analysant les résolutions proposées lors de la tenue de l’assemblée générale des actionnaires. Vous pouvez l'acquérir dès à présent et elle vous sera adressée par ResearchPool une fois publiée.

Jean-Christophe Dourret

Saint-Gobain : Saint-Gobain - 1 Mar 2019

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Jean-Christophe Dourret

Saint-Gobain : Saint-Gobain - 1 mar 2019

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Compagnie de Saint-Gobain SA: Key Facts and Statistics - FYE December 2017

A summary company profile, detailing Compagnie de Saint-Gobain’s business operations and financial highlights.

Compagnie de Saint-Gobain SA - June 2018 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Compagnie de Saint-Gobain SA: Update to Discussion of Key Credit Factors

Saint-Gobain is currently adequately positioned in its current rating category and committed to its current rating.

Compagnie de Saint-Gobain SA: Conclusion of Sika transaction - less cash out but also less ability to extract synergies

Credit implications of the proposed new deal between Saint-Gobain and Sika

Compagnie de Saint-Gobain SA - December 2017 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Sven Edelfelt ...
  • Virginie Rousseau

Saint-Gobain : “Change or die”1

Saint-Gobain has initiated a transformation under the aegis of Benoit Bazin and the new guard. The scale and potential of the project might surprise the market. Aside from the traditional cost-cutting, the reshuffle of the asset portfolio might bring significant value to the fore, possibly changing the group into a pure player in building materials. The new responsibilities given to the management members in charge of executing this plan suggest that the group's leadership might ...

Sven Edelfelt ...
  • Virginie Rousseau

Saint-Gobain : « Se transformer ou mourir »1

Saint-Gobain a amorcé une transformation sous la houlette de Benoit Bazin et de la nouvelle garde. L’ampleur et le potentiel de ce projet pourraient surprendre le marché. Au-delà des traditionnelles économies de coûts, la rotation du portefeuille d’actifs mise en œuvre pourrait cristalliser une valeur importante et éventuellement muer le groupe en un « pure player » des matériaux de construction. Les nouvelles responsabilités attribuées aux membres du management en charge de l’ex...

Jean-Christophe Dourret

Saint-Gobain : Saint-Gobain - 1 Mar 2019

...

Jean-Christophe Dourret

Saint-Gobain : Saint-Gobain - 1 mar 2019

...

Sven Edelfelt ...
  • Virginie Rousseau

Saint-Gobain : The best is yet to come

>Our reading of the situation remains unchanged - While comments on the preliminary results are available in the Equity Flash of 22 February (“Subliminal message: distribution in the UK for sale!”), we retain the following elements from the analysts' meeting. Key point, while the lack of market enthusiasm appears understandable, our reading of the situation remains unchanged: the group’s reorganisation masks a radical transformation not yet appreciated by the market a...

1 director sold after exercising options/sold

A director at Compagnie De St-Gobain sold after exercising options/sold 302,818 shares at 37.709EUR and the significance rating of the trade was 100/100. 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 u...

Alexandre Iatrides ...
  • Alfred Glaser
  • Bruno Cavalier
  • Delphine Brault
  • Emira Sagaama
  • François Maury
  • Georges Dieng
  • Johanna Jourdain
  • Laurence Hofmann
  • Martial Descoutures
  • Matthias Desmarais
  • Olfa Taamallah
  • Pierre Corby
  • Sven Edelfelt
  • Sylvain Goyon
  • Virginie Rousseau
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 02/25/2019

Equities’ disconnect from the "pessimism" of the bond markets is obvious. The simultaneous choice of cyclicals and protection themes (growth/quality) is disturbing. What should we do when our annual objectives are being met? Avoid succumbing to the cyclical temptation, buy quality by avoiding overpaying the protection criterion linked exclusively to a healthy balance sheet structure. We present the results of a screening combining balance sheet and ROCE trends, which highlights five s...

Alexandre Iatrides ...
  • Alfred Glaser
  • Bruno Cavalier
  • Delphine Brault
  • Emira Sagaama
  • François Maury
  • Georges Dieng
  • Johanna Jourdain
  • Laurence Hofmann
  • Martial Descoutures
  • Matthias Desmarais
  • Olfa Taamallah
  • Pierre Corby
  • Sven Edelfelt
  • Sylvain Goyon
  • Virginie Rousseau
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 25/02/2019

La déconnection des actions avec le « pessimisme » des marchés obligataires est patente. Le plébiscite simultané des cycliques et des thématiques de protection (croissance/ qualité) est perturbant. Que faire alors que nos objectifs annuels sont atteints ? Eviter de succomber à la tentation cyclique, acheter la qualité en évitant de surpayer le critère protection lié uniquement à une structure bilancielle saine. Nous présentons les résultats d’un criblage combinant bilan et évolution d...

Alexandre Iatrides ...
  • Antoine Boivin-Champeaux
  • Baptiste Lebacq
  • Benoit Valleaux
  • Jean Sassus
  • Johanna Jourdain
  • Louis Boujard
  • Matthias Desmarais
  • Michael Foundoukidis
  • Philippe Ourpatian
  • Rémi Adam
  • Samantha Jeary
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 02/22/2019

The tragedy which struck the Brumadinho complex (state of Minas Gerais in Brazil) belonging to mining giant Vale has radically changed the fundamentals underpinning supply and demand in the iron ore market. Accordingly we are revising up our price scenario for 2019-2021 by 15% on average and are adopting a Neutral recommendation on Rio Tinto (vs Reduce) which has the greatest exposure. We are sticking with our Buy recommendation on ArcelorMittal. - ...

Alexandre Iatrides ...
  • Antoine Boivin-Champeaux
  • Baptiste Lebacq
  • Benoit Valleaux
  • Jean Sassus
  • Johanna Jourdain
  • Louis Boujard
  • Matthias Desmarais
  • Michael Foundoukidis
  • Philippe Ourpatian
  • Rémi Adam
  • Samantha Jeary
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 22/02/2019

La tragédie du complexe minier de Brumadinho (Etat du Minas Gerais au Brésil) appartenant au géant minier Vale change radicalement les fondamentaux offre/demande du marché du minerai de fer. Aussi, nous relevons en moyenne de 15% notre scénario de prix pour 2019/2021e et adoptons une opinion Neutre sur Rio Tinto (vs Alléger) qui y est le plus exposé. Nous maintenons notre Achat sur ArcelorMittal. - ...

Antoine Boivin-Champeaux ...
  • Bruno Cavalier
  • Jerôme Bodin
  • Martial Descoutures
  • Olfa Taamallah
  • Pierre Corby
  • Roland Pfaender
  • Stephane Houri
  • Sven Edelfelt
  • Veysel Taze
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 12/03/2018

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SAINT GOBAIN sees an upgrade to Slightly Positive due to a better fundamental star rating

The general evaluation of SAINT GOBAIN (FR), a company active in the Building Materials & Fixtures industry, has been upgraded by the independent financial analyst theScreener with the addition of a star. Its fundamental valuation now shows 3 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 January 25, 2019, the closing price was EUR 30.96 and its potential was estimated at EUR 33.23.

Nurhayati Wan

Saint-Gobain

Nurhayati Wan

Saint-Gobain

Nurhayati Wan

Saint-Gobain

Nurhayati Wan

Saint-Gobain

MarketLine Department

Compagnie de Saint-Gobain - Strategy, SWOT and Corporate Finance Report

Synopsis Compagnie de Saint-Gobain - 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. Summary - Detailed information on Compagnie de Saint-Gobain required for business and competitor intelligence needs - A study of the major internal and external factors affecting Compagnie de Saint-Gobain in the form of a SWOT analysis - An in-depth view of the business model of Compagnie de Sai...

Saint-Gobain - Assemblée générale des actionnaires du 06 juin 2019

Proxinvest publiera une étude analysant les résolutions proposées lors de la tenue de l’assemblée générale des actionnaires. Vous pouvez l'acquérir dès à présent et elle vous sera adressée par ResearchPool une fois publiée.

Saint-Gobain – Proxinvest Corporate Governance Rating ® : C

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...

Jehanne Leroy

Proxy Report - 07/06/2018

The main subject of this AGM is the renewal of the mandate of Mr de Chalendar, Chairman and CEO. We deeply regret that the Chairman did not restore the “One Share – One Vote” principle. However, we note the improvements made regarding the governance (board with a majority of independent members, Lead Independent director…). Therefore, we support his re-election. However, we do not support his 2018 remuneration policy as the propositions made are exactly the opposite of our recommendations. The board proposes to increase the fixed remuneration, hence to increase the maximum amount of the bonus...

Jehanne Leroy

Proxy Report - 07/06/2018

Le principal sujet de cette assemblée est le renouvellement de M. de Chalendar. Proxinvest regrette vivement que le Président n'ait pas restauré le principe "Une Action - Une Voix". Cependant, nous notons les progrès mis en place en termes de gouvernance : le conseil est désormais majoritairement indépendant (57% selon Proxinvest) et un administrateur référent indépendant (M. Sénard) a été nommé en juin 2017. Ce sont ces améliorations ainsi que les performances du groupe d'un point de vue environnemental qui nous incitent à soutenir son renouvellement. Notons toutefois que le cours de Saint-Go...

Jérôme VINERIER

Short term view - COMPAGNIE DE SAINT GOBAIN SA : 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 €30.400. The background trend would be questioned should prices rise above €39.022.

Jérôme VINERIER

Analyse court terme - COMPAGNIE DE SAINT GOBAIN SA : 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 30,400 €. La tendance de fond serait remise en cause en cas de franchissement de 39,022 €.

Jérôme VINERIER

Short term view - COMPAGNIE DE SAINT GOBAIN SA : Falling prices.

The background trend is clearly bearish. Prices are falling again, but the movement has become hesitant. The next support is at €30.400. The background trend would be questioned should prices rise above €39.022.

Jérôme VINERIER

Analyse court terme - COMPAGNIE DE SAINT GOBAIN SA : Les prix baissent.

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 30,400 €. La tendance de fond serait remise en cause en cas de franchissement de 39,022 €.

Jérôme VINERIER

Medium term view - COMPAGNIE DE SAINT GOBAIN SA : The trend is bearish.

The trend is bearish. The movement goes on. The next target is at €28.867, then €26.200. Passing €40.500 would question the continuation of the fall.

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