Schneider Electric S.A.

Schneider Electric is engaged in energy management. Co. is organized into four areas: Buildings and Partner, Infrastructure, Industry and IT; and operates in four principal markets: non-residential & residential buildings, utilities & infrastructure, industry & machine manufacturers and data centers & networks. The non-residential and residential buildings market includes end-users, property developers, design firms, and systems integrators. The utilities and infrastructure market includes energy operators. The industries market serves end users and companies, and engineering firms. The data centers and networks contain servers that process and store digital data in secure rooms.
  • TickerSU
  • ISINFR0000121972
  • ExchangeEuronext Paris
  • SectorElectronic & Electrical Equipment
  • CountryFrance

Analysts

Alexandre Iatrides ...
  • Alfred Glaser
  • Delphine Brault
  • François Maury
  • Georges Dieng
  • Jean Sassus
  • Jerôme Bodin
  • Samantha Jeary
  • Steven Gould
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 07/12/2019

After the strong margin compression in H1 2019, European steelmaker fundamentals are likely to remain complicated in H2. The lack of visibility as to the timing of a recovery is likely to deter investors from returning to the segment despite historically low valuations. We reiterate our Buy rating on ArcelorMittal, which is the most exposed to spot prices (“the first to pick up”). Conversely, we downgrade Voestalpine, which fully played its role as the most defensive stock in the turm...

Alexandre Iatrides ...
  • Alfred Glaser
  • Delphine Brault
  • François Maury
  • Georges Dieng
  • Jean Sassus
  • Jerôme Bodin
  • Samantha Jeary
  • Steven Gould
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 12/07/2019

Nous tablons sur un S1 2019 difficile, pénalisé par des effets de base et des conditions climatiques volatiles. Nous confirmons notre hiérarchie sectorielle, les prises de profits pré-publication pourraient permettre de se repositionner, à bon compte, sur le secteur des Matériaux alors que celui de la Construction/Concessions pourrait constituer un refuge. Saint-Gobain et Eiffage restent nos valeurs préférées. - Cf. étude publiée hier soir après la clôture. - ...

Alfred Glaser ...
  • Delphine Brault

Schneider Electric : H1 2019 preview: a fairly good half-year on the cards

>Q2 organic growth forecast at 3.9% - We forecast Q2 organic growth of 3.9% (consensus at 3.1%), less brisk than in Q1 (+5.9%), but benefiting from several still-buoyant end markets. China should see growth of around 3-5% after +7% (including 2 points for restocking) in Q1. For North America, we do not expect the group to repeat the Q1 performance in energy management (+11.6%) but we nevertheless expect a sustained pace of organic growth of +7%. By division, we f...

Alfred Glaser ...
  • Delphine Brault

Schneider Electric : Preview S1 2019 : plutôt un bon semestre à prévoir

>Une croissance organique T2 anticipée à 3.9% - Nous anticipons une croissance T2 de 3.9% en organique (css à 3.1%), moins flamboyante que celle du T1 (+5.9%) mais bénéficiant d’un certain nombre de marchés finaux toujours porteurs. La Chine devrait enregistrer une progression de l’ordre de 3-5%, après +7% (dont 2 ppts de restockage) au T1. S’agissant de la zone Amérique du Nord, nous ne pensons pas que le groupe devrait parvenir à réitérer la performance du T1 en Ene...

Alfred Glaser ...
  • Delphine Brault

ODDO : Elevators – stuck between floors

A takeover of thyssenkrupp Elevator Technology by KONE might provide upside of 4-20%, including a capital increase and significant synergies (high range of € 7-10 per share). But there are also risks (rejection by competition authorities). We prefer Schindler. - - >Takeover of thyssenkrupp by KONE: upside of between 4% and 20% - Recent articles have reported that KONE will soon make a bid on thyssenkrupp Elevator Technology. This deal could harbour potential for KONE. O...

Schneider Electric SE: Schneider's transaction to jointly acquire Larsen & Toubro's electrical and automation business is credit positive

India to become third-largest market in a transaction that limits the financial outflow

Schneider Electric SE - December 2017 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Schneider Electric SE: Key Facts and Statistics - H1 June 2017

CORPORATES ISSUER PROFILE 6 October 2017 TABLE OF CONTENTS Company Overview 1 Business Description 2 Management Strategy 4 Financial Highlights 6 Capital Structure and Debt Maturity 8 Company Management 9 Ownership Structure 11 Peer Group 11 Related Websites and Information Sources 11

Schneider Merges Its Industrial Software Business with AVEVA, a Credit Positive

    ISSUER COMMENT  CORPORATES    SEPTEMBER 11, 2017    What is Moody’s Credit Outlook?   Published every Monday and Thursday  morning, Moody's  Credit Outlook  informs  our research clients of the credit  implications of current events.  

Schneider Electric SE: Schneider and AVEVA: third time lucky

CORPORATES ISSUER COMMENT 7 September 2017 RATINGS Schneider Electric SE Domicile France Long Term Rating Baa1 Outlook Stable Type LT Issuer Rating - Fgn Curr Source: Moody's Investors Service Analyst Contacts Martin Kohlhase 49-69-70730-719 VP-Sr Credit Officer [email protected] Oliver Giani 49-69-70730-722

Alfred Glaser ...
  • Delphine Brault

Schneider Electric : H1 2019 preview: a fairly good half-year on the cards

>Q2 organic growth forecast at 3.9% - We forecast Q2 organic growth of 3.9% (consensus at 3.1%), less brisk than in Q1 (+5.9%), but benefiting from several still-buoyant end markets. China should see growth of around 3-5% after +7% (including 2 points for restocking) in Q1. For North America, we do not expect the group to repeat the Q1 performance in energy management (+11.6%) but we nevertheless expect a sustained pace of organic growth of +7%. By division, we f...

Alfred Glaser ...
  • Delphine Brault

Schneider Electric : Preview S1 2019 : plutôt un bon semestre à prévoir

>Une croissance organique T2 anticipée à 3.9% - Nous anticipons une croissance T2 de 3.9% en organique (css à 3.1%), moins flamboyante que celle du T1 (+5.9%) mais bénéficiant d’un certain nombre de marchés finaux toujours porteurs. La Chine devrait enregistrer une progression de l’ordre de 3-5%, après +7% (dont 2 ppts de restockage) au T1. S’agissant de la zone Amérique du Nord, nous ne pensons pas que le groupe devrait parvenir à réitérer la performance du T1 en Ene...

Alfred Glaser ...
  • Delphine Brault

ODDO : Elevators – stuck between floors

A takeover of thyssenkrupp Elevator Technology by KONE might provide upside of 4-20%, including a capital increase and significant synergies (high range of € 7-10 per share). But there are also risks (rejection by competition authorities). We prefer Schindler. - - >Takeover of thyssenkrupp by KONE: upside of between 4% and 20% - Recent articles have reported that KONE will soon make a bid on thyssenkrupp Elevator Technology. This deal could harbour potential for KONE. O...

Alfred Glaser ...
  • Delphine Brault

ODDO : Ascensoristes : coincés entre 2 étages

Un rachat de thyssenkrupp Elevator Technology par KONE pourrait offrir au titre de 4% à 20% d’upside, en intégrant une augmentation de capital et des synergies significatives (la fourchette haute de 7-10 € par action). Mais cette opération présente aussi des risques (refus des autorités de la concurrence). Nous préférons Schindler. - >Rachat de thyssenkrupp par KONE : entre 4% et 20% d’upside - Des articles récents font état d’une offre prochaine de KONE sur thyssenkru...

Jean-Christophe Dourret

Schneider Electric : Schneider - 27 Jun 2019

...

1 director sold

A director at Schneider Electric SE sold 22,000 shares at 70.019EUR and the significance rating of the trade was 68/100. 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 o...

Alexandre Iatrides ...
  • Alfred Glaser
  • Delphine Brault
  • François Maury
  • Georges Dieng
  • Jean Sassus
  • Jerôme Bodin
  • Samantha Jeary
  • Steven Gould
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 07/12/2019

After the strong margin compression in H1 2019, European steelmaker fundamentals are likely to remain complicated in H2. The lack of visibility as to the timing of a recovery is likely to deter investors from returning to the segment despite historically low valuations. We reiterate our Buy rating on ArcelorMittal, which is the most exposed to spot prices (“the first to pick up”). Conversely, we downgrade Voestalpine, which fully played its role as the most defensive stock in the turm...

Alexandre Iatrides ...
  • Alfred Glaser
  • Delphine Brault
  • François Maury
  • Georges Dieng
  • Jean Sassus
  • Jerôme Bodin
  • Samantha Jeary
  • Steven Gould
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 12/07/2019

Nous tablons sur un S1 2019 difficile, pénalisé par des effets de base et des conditions climatiques volatiles. Nous confirmons notre hiérarchie sectorielle, les prises de profits pré-publication pourraient permettre de se repositionner, à bon compte, sur le secteur des Matériaux alors que celui de la Construction/Concessions pourrait constituer un refuge. Saint-Gobain et Eiffage restent nos valeurs préférées. - Cf. étude publiée hier soir après la clôture. - ...

Alfred Glaser ...
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Laurence Hofmann
  • Martial Descoutures
  • Pierre Corby

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 06/27/2019

...

Alfred Glaser ...
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Laurence Hofmann
  • Martial Descoutures
  • Pierre Corby

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 27/06/2019

...

Alfred Glaser ...
  • Delphine Brault
  • Florent Laroche-Joubert
  • Olfa Taamallah
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 06/18/2019

After an eventful year for small caps in 2018 marked by a reversal of trend in inflows, 2019 seems set to be a year of transition with a slight upturn in the markets but also ongoing uncertainty and high risk aversion. Growth and visibility will still be the watchwords for H2 2019: we are including Claranova, SES-imagotag (Buy vs Neutral), Mediawan, BigBen Interactive, Groupe Gorgé and Manutan International in our convictions list and maintaining Visiativ. - - ...

For SCHNEIDER ELECTRIC SE, the environment deterioration entails a downgrade to Neutral

SCHNEIDER ELECTRIC SE (FR), a company active in the Electrical Components & Equipment industry, now shows a lower overall rating. The independent financial analyst theScreener just confirmed the fundamental rating of 2 stars out of 4, as well as the stock market behaviour of the title as moderately risky. However, environmental deterioration penalises the general evaluation, which is downgraded to Neutral. As of the analysis date May 14, 2019, the closing price was EUR 71.92 and its expected value was estimated at EUR 72.98.

Ibrahim Firdaus

Schneider Electric SA

Ibrahim Firdaus

Schneider Electric SA

Ibrahim Firdaus

Schneider Electric SA

Ibrahim Firdaus

Schneider Electric SA

Schneider Electric SE (SU) - Oil & Gas - Deals and Alliances Profile

Summary Schneider Electric SE (Schneider Electric), formerly Schneider Electric SA, is an energy management and automation company that develops related technologies and solutions for electricity distribution. Its product line comprises automation and control products, building management and security products, cybersecurity solutions, critical power and cooling services, electrical distribution, installation systems and control, medium voltage distribution and energy automation products and solar products. The company also offers energy and sustainability services, field, cloud and training ...

Expert Corporate Governance Service (ECGS)

Schneider Electric - AGM 25 April 2019

ITEMS 10 to 12: The Company proposes to elect 3 independent members on the Board. However 2 out these 3 candidates have an excessive number of mandates in listed companies. This could jeopardize their availability. Therefore, in line with our Guidelines, we do not support items 10 and 12. ITEM 13: the company proposes to increase the global amount of attendance fees up to €2.5 M. This is the highest amount of the CAC 40. This represents 195% of the average amount granted by companies of the Industrial Goods sector of the MSCI Europe and the individual fee (€178,572) represents 150% of individu...

Jehanne Leroy

Schneider Electric - Assemblée générale des actionnaires du 25 avril 2019

Gouvernance (résolutions 10 à 12)La société propose la nomination de 3 administrateurs indépendants. Cependant, 2 d’entre eux cumule un nombre excessif de mandats exécutifs et non exécutifs dans des sociétés cotées. Au regard du risque de disponibilité que cela pose, et conformément à notre politique de vote, nous ne soutenons donc pas les résolutions 10 et 12. Jetons (résolution 13)La société propose de porter le montant de l’enveloppe globale à2,5 M€, soit l’enveloppe la plus élevée du CAC 40. Ce montant représente 195% du montant moyen dans les sociétés du secteur Industrial Goods du MSCi ...

Schneider – 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 - 24/04/2018

The company proposes to increase the fixed remuneration of the Chairman and CEO up to €1,000,000. This amount is not excessive. However, the maximum annual bonus is 260% of the fixed remuneration and the company is quite lenient regarding the annual bonus (in 2017, Mr Tricoire’s annual bonus represented 198% of the fixed remuneration while 3 criteria did not achieve their targets). Hence, he could easily receive very generous amounts. This 2018 remuneration policy could allow him to receive a total remuneration amounting to €6.97 M (219% of the median total CEO remuneration in the Industrial &...

Jehanne Leroy

Proxy Report - 24/04/2018

La société propose dans la politique de rémunération 2018 du Président Directeur Général d'augmenter son fixe pour le porter à 1 M€. Si ce montant n'est pas excessif, la structure de la rémunération proposée est hautement inflationniste. En effet, avec un bonus maximum de 260% du fixe, et, surtout, la pratique quelque peu laxiste de la société (en 2017, le bonus attribué a représenté 198% du fixe, alors même que 3 critères de performance n'ont pas atteints leurs objectifs), M. Tricoire peut se voir attribuer très facilement des montants extrêmement généreux. Ainsi, cette politique de rémunérat...

Jérôme VINERIER

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

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 €63.48. The next target is at €57.69, then €54.81. Passing €63.48 would question the continuation of the fall.

Jérôme VINERIER

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

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 63,48 € prochainement. Le prochain objectif est à 57,69 €, puis 54,81 €. Le franchissement de 63,48 € remettrait en cause la suite de la baisse.

Jérôme VINERIER

Short term view - SCHNEIDER ELECTRIC : 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 €57.69. The background trend would be questioned should prices rise above €63.48.

Jérôme VINERIER

Analyse court terme - SCHNEIDER ELECTRIC : 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 57,69 €. La tendance de fond serait remise en cause en cas de franchissement de 63,48 €.

Louis AZAIS

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

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 72,18 € prochainement. Le prochain objectif est à 66,20 €, puis 63,30 €. Le franchissement de 72,18 € remettrait en cause la suite de la baisse.

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