Vicat S.A.

Vicat specializes in the production and marketing of cement, ready-mixed concrete and aggregates. Co. is also engaged in other activities which are: transport brokering (transporting materials and merchandise to large work sites) and contract work, production of prefabricated concrete products, fabrication of building products and paper. Co.'s business is divided into four segments: Cement, Ready-Mixed Concrete, Aggregates and Other Products and Services. Co.'s activities are conducted in eleven countries across Europe, North America Asia, Africa and the Middle East such as: France, U.S.A., Italy, Switzerland, Turkey, Egypt, Senegal, Mali, Mauritania, Kazakhstan and India.
  • TickerVCT
  • ISINFR0000031775
  • ExchangeEuronext Paris
  • SectorConstruction & Materials
  • CountryFrance

Analysts

Samantha Jeary ...
  • Sven Edelfelt
  • Virginie Rousseau

ODDO : H1 2019: seeing through the sound and fury

We expect H1 2019 to be broadly tough going, due to base effects and volatile weather conditions. We are maintaining our sector hierarchy, with pre-announcement profit taking potentially allowing investors to reposition cheaply on the materials sector while construction/concessions could offer a safe haven. Saint-Gobain and Eiffage remain our Top Picks. - >Materials: climate change is the new normal - We expect H1 2019 to be broadly tough going, with climate change ...

Samantha Jeary ...
  • Sven Edelfelt
  • Virginie Rousseau

ODDO : Un S1 2019 dans le bruit et la fureur

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. - >Matériaux : le dérèglement climatique comme nouvelle norme - ...

1 director bought

A director at Vicat bought 455 shares at 44.450EUR and the significance rating of the trade was 52/100. 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 a...

VICAT SA sees a downgrade to Neutral on account of less fundamental stars

The independent financial analyst theScreener just lowered the general evaluation of VICAT SA (FR), active in the Building Materials & Fixtures industry. As regards its fundamental valuation, the title now shows 1 out of 4 stars while market behaviour can be considered moderately risky. theScreener believes that the title remains under pressure due to the loss of a star(s) and downgrades its general evaluation to Neutral. As of the analysis date May 14, 2019, the closing price was EUR 43.00 and its target price was estimated at EUR 39.72.

Samantha Jeary ...
  • Sven Edelfelt
  • Virginie Rousseau

ODDO : H1 2019: seeing through the sound and fury

We expect H1 2019 to be broadly tough going, due to base effects and volatile weather conditions. We are maintaining our sector hierarchy, with pre-announcement profit taking potentially allowing investors to reposition cheaply on the materials sector while construction/concessions could offer a safe haven. Saint-Gobain and Eiffage remain our Top Picks. - >Materials: climate change is the new normal - We expect H1 2019 to be broadly tough going, with climate change ...

Samantha Jeary ...
  • Sven Edelfelt
  • Virginie Rousseau

ODDO : Un S1 2019 dans le bruit et la fureur

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. - >Matériaux : le dérèglement climatique comme nouvelle norme - ...

Cecile De Coincy ...
  • Charles Lepetitpas
  • Christophe-Raphaël Ganet
  • Emmanuel Matot
  • Jean-François Granjon
  • Jeremy Garnier
  • Jerôme Bodin
  • Nicolas David
  • Nicolas Thorez
  • Olfa Taamallah
  • Oussema Denguir
  • Pierre Corby
  • Stephane Houri
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles

ODDO BHF Small & MIDCAP MORNING NEWS - 07/05/2019

...

Eric Lemarie

VICAT: Slow start of the year, as expected | BUY | EUR70(+50%)

VICAT - BUY | EUR70(+50%) Slow start of the year, as expected Flat organic growth in Q1 Most of the growth is generated by France While in numerous key countries, performance is down or flat. Outlook unchanged

Sven Edelfelt ...
  • Virginie Rousseau

Vicat : An encouraging Q1 2019 but not meaningful

>Q1 revenues 5% ahead of our estimates - Q1 19 revenues came to € 600m, stable l-f-l but higher than we expected (€ 570m). Organic growth in Q1 2019 was slightly disappointing at +0.3% versus our forecast of > 3%. Our estimates for organic growth were overly optimistic in view of the base of comparison, particularly in the US and Turkey. Note the bad weather in the US and price increases in India - The main surprises by country in Q1 were: 1/ a fall ...

1 director bought

A director at Vicat bought 455 shares at 44.450EUR and the significance rating of the trade was 52/100. 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 a...

Christophe-Raphaël Ganet ...
  • Emmanuel Matot
  • Jean-François Granjon
  • Jeremy Garnier
  • Jerôme Bodin
  • Nicolas Thorez
  • Olfa Taamallah
  • Oussema Denguir
  • Pierre Corby
  • Stephane Houri
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles

ODDO BHF Small & MIDCAP MORNING NEWS - 05/07/2019

...

Antoine Boivin-Champeaux ...
  • Aurelien Sivignon
  • Christophe Chaput
  • Christophe-Raphaël Ganet
  • Emmanuel Matot
  • Florent Laroche-Joubert
  • Hela Zarrouk
  • Laurence Hofmann
  • Louis Boujard
  • Philippe Ourpatian
  • Stephane Houri
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles

ODDO BHF Small & MIDCAP MORNING NEWS - 04/18/2019

...

Antoine Boivin-Champeaux ...
  • Aurelien Sivignon
  • Christophe Chaput
  • Christophe-Raphaël Ganet
  • Emmanuel Matot
  • Florent Laroche-Joubert
  • Hela Zarrouk
  • Laurence Hofmann
  • Louis Boujard
  • Philippe Ourpatian
  • Stephane Houri
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles

ODDO BHF Small & MIDCAP MORNING NEWS - 18/04/2019

...

Alain William ...
  • Alfred Glaser
  • Anis Zgaya
  • Charles Lepetitpas
  • Christophe Chaput
  • Delphine Brault
  • Geoffroy Michalet
  • Jean-François Granjon
  • Khaled Ben Amor
  • Louis Boujard
  • Nicolas David
  • Olfa Taamallah
  • Philippe Ourpatian
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles

ODDO BHF Small & MIDCAP MORNING NEWS - 02/21/2019

...

Alain William ...
  • Alfred Glaser
  • Anis Zgaya
  • Charles Lepetitpas
  • Christophe Chaput
  • Delphine Brault
  • Geoffroy Michalet
  • Jean-François Granjon
  • Khaled Ben Amor
  • Louis Boujard
  • Nicolas David
  • Olfa Taamallah
  • Philippe Ourpatian
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles

ODDO BHF Small & MIDCAP MORNING NEWS - 21/02/2019

...

VICAT SA sees a downgrade to Neutral on account of less fundamental stars

The independent financial analyst theScreener just lowered the general evaluation of VICAT SA (FR), active in the Building Materials & Fixtures industry. As regards its fundamental valuation, the title now shows 1 out of 4 stars while market behaviour can be considered moderately risky. theScreener believes that the title remains under pressure due to the loss of a star(s) and downgrades its general evaluation to Neutral. As of the analysis date May 14, 2019, the closing price was EUR 43.00 and its target price was estimated at EUR 39.72.

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...

Florian Béchaz

Vicat, 11 Avril 2019

Proxinvest attire l’attention des actionnaires sur les points suivants : Tout d’abord le conseil d’administration n’est pas majoritairement libre de conflits puisque Proxinvest comptabilisé seulement 4 membres libres de conflits d’intérêts sur 11 membre du conseil soit 36,36% d’indépendance. Ensuite concernant la rémunération des dirigeants, la société fait encore preuve d’un manque de transparence au sujet des rémunérations variables et exceptionnelles.

Vicat - Assemblée générale des actionnaires du 11 avril 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.

Charles Pinel

Proxy Report - 06/04/2018

La société soumet au vote des actionnaires le renouvellement du mandat d'Eléonore Sidos,administratrice non libre de conflit d'intérêt, membre de la famille du dirigeant.Le conseil n'étant pas majoritairement indépendant, nous ne soutenons pas cette proposition. De plus, conformément aux exigences de la loi Sapin 2, la société soumet au vote des actionnaires, sa politique de rémunération du Président Directeur Général et du Directeur Général Délégué. Si les montants et les plafonds établis ne sont pas excessifs , le manque de transparence de la société est notable concernant les critères de p...

Etude de l'AG du 18/04/2017

La société soumet au vote des actionnaires la cooptation d'une administratrice, Eléonore Sidos, en remplacement d'un administrateur indépendant démissionnaire. Nous regretons que la société ai choisi une administratrice membre de la famille du dirigeant, car le taux d'indépendance du conseil chute à 45,45%, ce qui est inférieur aux exigences de notre politique de vote.De plus, conformément aux exigences de la loi Sapin 2, la société soumet au vote des actionnaires sa politique de rémunération du Président Directeur Général et du Directeur Général Délégué. Si les montants et les plafonds établi...

SRI Quantitative KPIs

Les analyses Gaïa sont des analyses ESG (Environnement, Social, Gouvernance) dediees aux entreprises de tailles intermediaires (PME, ETI) françaises. Elles presentent 120 indicateurs quantitatifs sur les trois derniers exercices.

Valérie GASTALDY

Analyse court terme - VICAT : 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 48,50 € prochainement. Le prochain objectif est à 42,20 €, puis 40,12 €. Le franchissement de 56,50 € remettrait en cause la suite de la baisse.

Valérie GASTALDY

Short term view - VICAT : 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 €48.50. The next target is at €42.20, then €40.12. Passing €56.50 would question the continuation of the fall.

Valérie GASTALDY

Analyse court terme - VICAT : 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 42,20 €. La tendance de fond serait remise en cause en cas de franchissement de 56,50 €.

Valérie GASTALDY

Short term view - VICAT : 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 €42.20. The background trend would be questioned should prices rise above €56.50.

Valérie GASTALDY

Medium term view - VICAT : The movement goes on.

The trend is bearish. The movement goes on. The next target is at €50.55, then €45.79. Passing €65.95 would question the continuation of the fall.

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