Peugeot S.A.

Peugeot is an automobile manufacturer (cars and light commercial vehicles), supported by two brands: Peugeot and Citroen. Co.'s activities are divided into four main segments: Automobile (Co. designs, manufactures and markets passenger cars and light commercial vehicles under Peugeot and Citroen brands), Finance (Co. provides retail and wholesale financing to customers and dealer networks), Automotive equipment (Co. produces Interior Systems, Automotive Seating, Automotive Exteriors and Emissions Control Technologies) and Other businesses (Co. produces scooters).
  • TickerUG
  • ISINFR0000121501
  • ExchangeEuronext Paris
  • SectorAutomobiles & Parts
  • CountryFrance

Analysts

François Maury ...
  • Georges Dieng

Peugeot SA : Feedback from Maxime Picat presentation – EVP Europe

>Confidence and determination - We had the opportunity to organise an investor breakfast with Maxime Picat, EVP Operational Director Europe and member of the PSA Group Managing Board. In the charge of the Europe region, the group’s main market (~88% of volumes) and a pillar of its profitability (operating margin probably in double digits excluding Opel), Maxime Picat provided an overview of the driving forces behind the group’s recent and upcoming performances, in th...

Alfred Glaser ...
  • Charles Lepetitpas
  • Delphine Brault
  • François Maury
  • Georges Dieng
  • Martial Descoutures
  • Nicolas David
  • Oussema Denguir

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 09/17/2019

At the road show that we organised in Paris, Eiffage’s management seemed particularly reassuring about the operating momentum (contracting volumes, trends in margins and motorway traffic) and its external growth strategy. We share this confidence and reiterate our Buy recommendation with a target price raised to € 110 (vs € 103). - Cf. equity report published this morning. - ...

François Maury ...
  • Georges Dieng

Peugeot SA : Feedback présentation Maxime Picat – EVP Europe

>Confiance et determination - Nous avons eu l’opportunité d’organiser un petit-déjeuner investisseurs avec Maxime Picat, EVP Operational Director Europe, membre du directoire du groupe PSA. En charge de la région Europe, principal débouché du groupe (~88% des volumes) et pilier de sa rentabilité (MOP sans doute à 2 chiffres hors Opel), Maxime Picat a passé en revue les moteurs de la performance récente et à venir du groupe, dans le cadre du plan stratégique Push to P...

Alfred Glaser ...
  • Charles Lepetitpas
  • Delphine Brault
  • François Maury
  • Georges Dieng
  • Martial Descoutures
  • Nicolas David
  • Oussema Denguir

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 17/09/2019

Lors du roadshow que nous avons organisé à Paris, le management d’Eiffage s’est montré particulièrement rassurant tant sur la dynamique opérationnelle (volumes de travaux, évolution des marges, trafic autoroutier) que sur sa stratégie de croissance externe. Nous partageons cette confiance et réitérons notre recommandation Achat avec un objectif de cours relevé à 110 € (vs 103 €). Cf. étude publiée ce jour. - ...

1 director sold

A director at Peugeot Sa sold 15,000 shares at 23.917EUR and the significance rating of the trade was 78/100. 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 mem...

Moody's withdraws Peugeot S.A.'s short term MTN rating for business reasons

Rating Action: Moody's withdraws Peugeot S.A.' s short term MTN rating for business reasons. Global Credit Research- 03 Sep 2019. Frankfurt am Main, September 03, 2019-- Moody's Investors Service has decided to withdraw Peugeot S.A.

Peugeot S.A.: Key Facts and Statistics - FYE December 2018

A summary company profile, detailing Peugeot SA’s business operations and financial highlights.

Peugeot S.A. - December 2018 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Peugeot S.A.: Update Following Upgrade to Investment Grade

Peugeot’s ratings benefit from a successful execution of its turnaround strategy for Opel/Vauxhall which has strengthened Peugeot’s market position in Europe.

Peugeot S.A.: Update Following Change of Outlook to Positive

Peugeot’s ratings benefit from a successful execution of its turnaround strategy for Opel/Vauxhall which has strengthened Peugeot’s market position in Europe.

François Maury ...
  • Georges Dieng

Peugeot SA : Feedback from Maxime Picat presentation – EVP Europe

>Confidence and determination - We had the opportunity to organise an investor breakfast with Maxime Picat, EVP Operational Director Europe and member of the PSA Group Managing Board. In the charge of the Europe region, the group’s main market (~88% of volumes) and a pillar of its profitability (operating margin probably in double digits excluding Opel), Maxime Picat provided an overview of the driving forces behind the group’s recent and upcoming performances, in th...

François Maury ...
  • Georges Dieng

Peugeot SA : Feedback présentation Maxime Picat – EVP Europe

>Confiance et determination - Nous avons eu l’opportunité d’organiser un petit-déjeuner investisseurs avec Maxime Picat, EVP Operational Director Europe, membre du directoire du groupe PSA. En charge de la région Europe, principal débouché du groupe (~88% des volumes) et pilier de sa rentabilité (MOP sans doute à 2 chiffres hors Opel), Maxime Picat a passé en revue les moteurs de la performance récente et à venir du groupe, dans le cadre du plan stratégique Push to P...

François Maury ...
  • Georges Dieng

ODDO : Feedback from the Frankfurt Motor Show (IAA 2019)

>A low-key show - The Frankfurt Motor Show kicked off this week with the press and trade visitor days ahead of the opening to the public on Saturday 14 September. The most striking thing about the event, which confirms an underlying trend, is the absence of numerous brands, which preferred to stay away, for reasons to do with costs and/or a refocusing of their communication strategies on more targeted events. We attended the customary presentation of the German autom...

1 director sold

A director at Peugeot Sa sold 15,000 shares at 23.917EUR and the significance rating of the trade was 78/100. 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 mem...

Alfred Glaser ...
  • Charles Lepetitpas
  • Delphine Brault
  • François Maury
  • Georges Dieng
  • Martial Descoutures
  • Nicolas David
  • Oussema Denguir

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 09/17/2019

At the road show that we organised in Paris, Eiffage’s management seemed particularly reassuring about the operating momentum (contracting volumes, trends in margins and motorway traffic) and its external growth strategy. We share this confidence and reiterate our Buy recommendation with a target price raised to € 110 (vs € 103). - Cf. equity report published this morning. - ...

Alfred Glaser ...
  • Charles Lepetitpas
  • Delphine Brault
  • François Maury
  • Georges Dieng
  • Martial Descoutures
  • Nicolas David
  • Oussema Denguir

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 17/09/2019

Lors du roadshow que nous avons organisé à Paris, le management d’Eiffage s’est montré particulièrement rassurant tant sur la dynamique opérationnelle (volumes de travaux, évolution des marges, trafic autoroutier) que sur sa stratégie de croissance externe. Nous partageons cette confiance et réitérons notre recommandation Achat avec un objectif de cours relevé à 110 € (vs 103 €). Cf. étude publiée ce jour. - ...

Ahmed Ben Salem ...
  • Alfred Glaser
  • Anis Zgaya
  • Antoine Boivin-Champeaux
  • Benoit Valleaux
  • Charles Lepetitpas
  • Christophe Chaput
  • Delphine Brault
  • Emmanuel Matot
  • Fatma Agnès Hamdani
  • Fehmi Ben Naamane
  • François Maury
  • Geoffroy Michalet
  • Georges Dieng
  • Louis Boujard
  • Nicolas David
  • Olfa Taamallah
  • Olivier Lebrun
  • Oussema Denguir
  • Philippe Ourpatian
  • Pierre Corby
  • Pierre Tegner
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 31/07/2019

...

Ahmed Ben Salem ...
  • Alain William
  • Alexandre Iatrides
  • Alfred Glaser
  • Baptiste Lebacq
  • Benoit Valleaux
  • Charles Lepetitpas
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Emira Sagaama
  • Emmanuel Matot
  • Florent Laroche-Joubert
  • François Maury
  • Georges Dieng
  • Jerôme Bodin
  • Johanna Jourdain
  • Laurence Hofmann
  • Louis Boujard
  • Manuel Martin
  • Martial Descoutures
  • Matthias Desmarais
  • Michael Foundoukidis
  • Nicolas David
  • Philippe Ourpatian
  • Pierre Tegner
  • Pierre Corby
  • Roland Pfaender
  • Stephane Houri

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 25/07/2019

...

Jean-Louis Sempé

INVEST SECURITIES - GROUPE PSA (NEUTRE, OC : 22,1€) : Encore et toujours des progrès de rentabilité

Thanks to a better fundamental star rating, PEUGEOT SA sees an upgrade to Neutral

The independent financial analyst theScreener just awarded an improved star rating to PEUGEOT SA (FR), active in the Automobiles industry. As regards its fundamental valuation, the title receives an improved star rating and now shows 4 out of 4 possible stars. With regard to its market behaviour, it remains unchanged and can be qualified as risky. theScreener considers that these elements allow slightly upgrading its rating to Neutral. As of the analysis date September 6, 2019, the closing price was EUR 22.10 and its expected value was estimated at EUR 20.39.

Ng Adrian

Groupe PSA

Ng Adrian

Groupe PSA

Ng Adrian

Groupe PSA

Ng Adrian

Groupe PSA

Xavier Caroen

French Carmakers | | Unlike Move Leading to Dissimilar Margin Growth Potential

More Europe vs. more emerging markets? Whereas years ago, Renault and PSA were quite comparable, with high direct industrial and sales exposure to Europe and a similar product positioning, their strategies started to diverge when Renault further strengthened its presence in Russia through Avtovaz, and when PSA opportunistically bought Opel from GM to reinforce its already significant exposure to the European market. The group's exposure to Europe should be favorable in 2018-19, but not so much thereafter after.

Charles Pinel

Peugeot SA - AGM 25 April 2019

Resolutions 4 and 5 seek the appointment of two new members of the Supervisory Board: Gilles Schnepp, independent, and Thierry de la Tour d'Artaise, not independent according to ECGS (presented as independent by the company). The Board’s low independence rate leads us to recommend opposition to the second appointment (resolution 5). However, Gilles Schnepp's candidacy will be supported (resolution 4).  This year again, the company proposes to vote on a resolution allowing the allocation of anti-takeover warrants (“Bons Breton”), even though a similar resolution has been adopted with only 73.5...

Charles Pinel

Peugeot - Assemblée générale des actionnaires du 25 avril 2019

Il est proposé à l'Assemblée Générale de nommer deux nouveaux membres du Conseil de Surveillance : Gilles Schnepp, libre de tout conflit d"intérêt, et Thierry de la Tour d'Artaise, non indépendant selon Proxinvest (présenté comme indépendant par la société). Le faible taux d'indépendance du Conseil nous amène à recommander l'opposition à la seconde nomination (résolution 5). En revanche, la candidature de Gilles Schnepp sera soutenue (résolution 4). Cette année encore, la société propose au vote une résolution rendant possible l'attribution de Bons Bretons, alors même qu'une résolution simila...

Peugeot – Proxinvest Corporate Governance Rating ® : D

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...

Proxy Report - 24/04/2018

Once again this year, the Supervisory Board maintained its plan regarding the acquisition of Bons Bretons (authority to issuewarrants as an anti-takeover device, cf. resolution 23) while this authorisation was strongly opposed by shareholders during the last General Meeting (only 76,92% approved). Moreover, resolutions 11 and 12 provide with the introduction of an extraordinary compensation component in the 2017 Remuneration Policy, voted ex-post and justified as an "adjustment". This extraordinary compensation framework reflects the succesful recovery plan of Opel Vauxhall by PSA. The amount...

Proxy Report - 24/04/2018

Le Conseil de surveillance a cette année encore maintenu la possibilité d'attribution de Bons Bretons (résolution 23), ce à quoi nous nous opposons fermement. La résolution n'avait été adoptée qu'à 76,92% lors de la précédente Assemblée. L'introduction a posteriori d'une rémunération exceptionnelle à la politique de rémunération 2017 des membres du Directoire est soumise au vote aux résolutions 11 et 12 de la présente Assemblée. Les montants de cette rémunération, attribués au Président (1 M€) et à un membre du Directoire (500 000 €), sont jugés excessifs par Proxinvest. Nous attirons égalem...

Matthieu DRIOL

Short term view - PEUGEOT : Prices recovered.

The trend is uncertain. Prices have recovered but the trend lacks power for the time being. The next resistance is at €23.99.

Matthieu DRIOL

Analyse court terme - PEUGEOT : Les cours se sont repris.

La tendance est incertaine. Les cours se sont repris, mais la tendance manque de puissance pour le moment. La prochaine résistance est à 23,99 €.

Matthieu DRIOL

Analyse court terme - PEUGEOT : Les prix baissent.

La tendance est baissière. Les prix baissent à nouveau, mais le mouvement est devenu hésitant. Le prochain support est à 19,15 €. La tendance baissière serait remise en cause au-dessus de 25,30 €.

Matthieu DRIOL

Short term view - PEUGEOT : Falling prices.

The trend is bearish. Prices are falling again, but the movement has become hesitant. The next support is at €19.15. The bearish trend would be challenged above €25.30.

Valérie GASTALDY

Analyse moyen terme - PEUGEOT : La tendance de fond est clairement orientée à la hausse.

La tendance de fond est clairement orientée à la hausse. La correction en cours gagne en vigueur. Il est trop tôt pour parler de retournement baissier. La tendance serait invalidée sous le support à 19,500 €.

ResearchPool Subscriptions

Get the most out of your insights

Get in touch