Sodexo is a services company which partners with companies, institutions and local authorities. Co. designs, manages and delivers Quality of Life services. Co.'s offers are: On-Site Service Solutions (Co.'s services are: Corporate, Defense, Justice Services, Remote sites, Health Care, Seniors, Education and Sports and Leisure), Benefits and Rewards Services Solutions (Co.'s offers focus on the following services: recruit and retain employees and increase their motivation; mobilize teams around quantitative or qualitative objectives; ensure delivery of Public Benefits), and Personal and Home Services (services in childcare; tutoring and adult education; concierge services and senior care).
  • TickerSW
  • ISINFR0000121220
  • ExchangeEuronext Paris
  • SectorTravel & Leisure
  • CountryFrance

Analysts

Sodexo - Assemblée générale des actionnaires du 22 janvier 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.

Sodexo – 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...

Jean-Christophe Dourret

Sodexo : Sodexo - 25 Fev 2019

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Jean-Christophe Dourret

Sodexo : Sodexo - 25 fev 2019

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Jean-Christophe Dourret

Sodexo : Sodexo - 25 Fev 2019

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Jean-Christophe Dourret

Sodexo : Sodexo - 25 fev 2019

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Jean-Christophe Dourret

Sodexo : Sodexo - 23 Jan 2019

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Jean-Christophe Dourret

Sodexo : Sodexo - 23 jan 2019

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Michael Field

Morningstar | Green Shoots in 1Q as Sodexo Delivers

With the bar reset in 2018, narrow-moat Sodexo’s fiscal 2019 first quarter saw organic revenue growth of 2.6%, in line with our expectations for the full year but ahead of the consensus numbers for the quarter. Management reiterated its full-year guidance, and we believe the generally positive commentary will go some way to reassuring investors following the profit warning in early 2018. We affirm our EUR 110 fair value estimate and believe Sodexo offers the most attractive opportunity in the food service space currently. Divisionally, the North American healthcare and seniors and education b...

1 director sold

A director at Sodexo sold 5,400 shares at 91.254EUR and the significance rating of the trade was 60/100. 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 ...

Florent Laroche-Joubert ...
  • Johanna Jourdain
  • Matthias Desmarais

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 01/10/2019

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Florent Laroche-Joubert ...
  • Johanna Jourdain
  • Matthias Desmarais

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 10/01/2019

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Alex Koagne ...
  • Alfred Glaser
  • Antoine Boivin-Champeaux
  • Benoit Valleaux
  • Christophe Chaput
  • Delphine Brault
  • Emmanuel Matot
  • François Maury
  • Georges Dieng
  • Hela Zarrouk
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Léopold Authié
  • Louis Boujard
  • Matthias Desmarais
  • Michael Foundoukidis
  • Philippe Ourpatian
  • Rémi Adam
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 11/09/2018

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Alex Koagne ...
  • Alfred Glaser
  • Antoine Boivin-Champeaux
  • Benoit Valleaux
  • Bruno Cavalier
  • Christophe Chaput
  • Delphine Brault
  • Emmanuel Matot
  • François Maury
  • Georges Dieng
  • Hela Zarrouk
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Léopold Authié
  • Louis Boujard
  • Matthias Desmarais
  • Michael Foundoukidis
  • Philippe Ourpatian
  • Rémi Adam
  • Roland Pfaender
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 09/11/2018

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Alex Koagne ...
  • Alexandre Iatrides
  • Alfred Glaser
  • Anis Zgaya
  • Charles Lepetitpas
  • Delphine Brault
  • Emmanuel Matot
  • François Maury
  • Georges Dieng
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Laurence Hofmann
  • Léopold Authié
  • Louis Boujard
  • Martial Descoutures
  • Matthias Desmarais
  • Philippe Ourpatian
  • Pierre Corby
  • Samantha Jeary
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 11/08/2018

A few weeks after the French government officially mandated advisers to work on EDF’s “architecture”, we provide an update on the main scenarios and their financial consequences. Our status-quo approach gives a valuation of between € 18.0 (+20%) and € 19.2 (+28%), depending on the outcome of the Multiannual Energy Plan (MEP). Under alternative scenarios, with total regulation of the nuclear sector or segregation of nuclear power, our valuation ranges from € 22.5 (+50%) to € 24.0 (+71%...

With a more favourable environment, SODEXO improves to Slightly Positive

SODEXO (FR), a company active in the Restaurants & Bars industry, is favoured by a more supportive environment. The independent financial analyst theScreener has confirmed the fundamental rating of the title, which shows 3 out of 4 stars, as well as its unchanged, moderately risky market behaviour. The title leverages a more favourable environment and raises its general evaluation to Slightly Positive. As of the analysis date February 8, 2019, the closing price was EUR 93.56 and its potential was estimated at EUR 105.25.

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...

Sodexo - Assemblée générale des actionnaires du 22 janvier 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.

Sodexo – 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...

Expert Corporate Governance Service (ECGS)

Sodexo - January 22, 2019

After the previous General Meeting, Michel Landel retired and Denis Michuel has replaced him. Michel Landel left the company with a generous non-compete indemnity. This practice is not in line with the best practices anymore because the Afep-Medef changed, and now it recommends not giving a non-competing indemnity to the executives who retired.  The compensation policy changed for Denis Machuel, and now the company discloses the fixed compensation and the variable annual remuneration can’t be greater than 150% of the fixed compensation, which is in line with our guidelines. Finally, Proxinve...

Florian Béchaz

Sodexo - 22 janvier 2019

À l’issue de la précédente Assemblée Générale, Michel Landel a quitté ses fonctions de Directeur Général de la société. Dès lors Denis Machuel lui succède. Suite à ce départ, Michel Landel s’est vu octroyer une indemnité de non-concurrence alors même qu’il a fait valoir ses droits à la retraite. Cette attribution est n’est pas ligne avec les meilleurs pratiques de la place et avec le code Afep-Medef. La politique de rémunération et la rémunération du Directeur Général ont été améliorées, permettant à Proxinvest de soutenir les résolutions 14 et 16. Enfin Proxinvest note l’amélioration du tau...

Expert Corporate Governance Service (ECGS) ...
  • Jehanne Leroy

Proxy Report - AGM 23/01/2018

ITEM 4: At the end of this 2018 AGM, Michel Landel, CEO since 2005, will retire and will be replaced by Denis Machuel. As he retires, Mr Landel is not entitled to the benefit of his severance agreement. However, in November 2017, the company implemented a non-compete agreement. Non-compete agreement must be implemented when the executive officer arrives in the Company, not when he leaves it. Moreover, in this case, this agreement is put in place while Mr Landel announced his retirement (hence he lost the benefit of his severance agreement). Therefore, this non compete agreement looks like a re...

Jérôme VINERIER

Analyse court terme - SODEXO : La tendance est haussière.

La tendance est haussière. La progression des cours se poursuit. Les objectifs sont à 95,30 € puis 102,50 €. La rupture de 75,90 € mettrait la tendance en danger.

Jérôme VINERIER

Short term view - SODEXO : The trend is bullish.

The trend is bullish. Prices are making further progress. The targets are at €95.30 and then €102.50. The break of €75.90 would endanger the trend.

Jérôme VINERIER

Analyse court terme - SODEXO : 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 95,30 € prochainement. Le prochain objectif est à 85,30 €, puis 81,38 €. Le franchissement de 95,30 € remettrait en cause la suite de la baisse.

Jérôme VINERIER

Short term view - SODEXO : 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 €95.30. The next target is at €85.30, then €81.38. Passing €95.30 would question the continuation of the fall.

Jérôme VINERIER

Analyse moyen terme - SODEXO : Le mouvement se poursuit.

La tendance est baissière. Le mouvement se poursuit. Le prochain objectif est à 77,44 €, puis 65,58 €. Le franchissement de 102,40 € remettrait en cause la suite de la baisse.

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