Zalando SE

Zalando is an e-commerce group based in Germany. Co. is engaged in the online retailing of clothing, shoes and accessories for women, men and children. Co.'s product offering include more than 1,500 brands, including global and local brands, as well as private labels, including shoes, clothing and accessores as well as sportswear and homeware designed especially for the Co. The Co.'s product offering is complimented by the Zalando Lounge and Zalon apps, which provides registered members special offers at discounted prices. Co. also provides a combination of services that include free delivery and returns.
  • TickerZALG
  • ISINDE000ZAL1111
  • SectorGeneral Retailers
  • CountryGermany

Analysts

1 director bought

A director at Zalando Se bought 43,012 shares at 34.445EUR 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 under listing rules. The names of board ...

Clement Genelot

ZALANDO: CMD points to an unattractive 3-year transition period | NEUTRAL | EUR34 vs. EUR29

ZALANDO - NEUTRAL | EUR34 vs. EUR29 (+5%) CMD points to an unattractive 3-year transition period A business model shift towards marketplace… …implying slower growth and higher margins Still a 3-year period of transition ahead Neutral maintained as there is no rush to come back on the stock

Jelena Sokolova

Morningstar | Zalando Aims to Become a Go-To Fashion Aggregator Platform; Shares Attractive

We are maintaining our fair value estimate of EUR 37.5 for no-moat Zalando as the company reported stronger-than-expected full-year profits and shared its long-term targets on capital markets day. We think the shares still offer value, but after very strong positive reaction to the results and growth targets (shares up over 20%) margin of error has shrunk. While annual revenue came in line with our forecast, adjusted group EBIT came at EUR 173 million, versus the EUR 155 million we expected. This compares with Zalando’s previous forecast of EUR 150 million-EUR 190 million. For 2019 the compan...

Jelena Sokolova

Zalando Aims to Become a Go-To Fashion Aggregator Platform; Shares Attractive

We are maintaining our fair value estimate of EUR 37.5 for no-moat Zalando as the company reported stronger-than-expected full-year profits and shared its long-term targets on capital markets day. We think the shares still offer value, but after very strong positive reaction to the results and growth targets (shares up over 20%) margin of error has shrunk. While annual revenue came in line with our forecast, adjusted group EBIT came at EUR 173 million, versus the EUR 155 million we expected. Thi...

Clement Genelot

ZALANDO: CMD points to an unattractive 3-year transition period | NEUTRAL | EUR34 vs. EUR29

ZALANDO - NEUTRAL | EUR34 vs. EUR29 (+5%) CMD points to an unattractive 3-year transition period A business model shift towards marketplace… …implying slower growth and higher margins Still a 3-year period of transition ahead Neutral maintained as there is no rush to come back on the stock

Jelena Sokolova

Morningstar | Zalando Aims to Become a Go-To Fashion Aggregator Platform; Shares Attractive

We are maintaining our fair value estimate of EUR 37.5 for no-moat Zalando as the company reported stronger-than-expected full-year profits and shared its long-term targets on capital markets day. We think the shares still offer value, but after very strong positive reaction to the results and growth targets (shares up over 20%) margin of error has shrunk. While annual revenue came in line with our forecast, adjusted group EBIT came at EUR 173 million, versus the EUR 155 million we expected. This compares with Zalando’s previous forecast of EUR 150 million-EUR 190 million. For 2019 the compan...

Jelena Sokolova

Zalando Aims to Become a Go-To Fashion Aggregator Platform; Shares Attractive

We are maintaining our fair value estimate of EUR 37.5 for no-moat Zalando as the company reported stronger-than-expected full-year profits and shared its long-term targets on capital markets day. We think the shares still offer value, but after very strong positive reaction to the results and growth targets (shares up over 20%) margin of error has shrunk. While annual revenue came in line with our forecast, adjusted group EBIT came at EUR 173 million, versus the EUR 155 million we expected. Thi...

Clement Genelot

ZALANDO: Speculation is back but we are waiting for the next CMD above all | NEUTRAL | EUR29

ZALANDO - NEUTRAL | EUR29(+5%) Speculation is back but we are waiting for the next CMD above all M&A speculation regaining traction… …and could remain in the spotlight in 2019 Neutral maintained The upcoming CMD could pave the way for a new equity story

Clement Genelot

ZALANDO: Zalando to be squeezed between weather and promotions | NEUTRAL | EUR29 vs. EUR35

ZALANDO - NEUTRAL | EUR29 vs. EUR35 (+29%) Zalando to be squeezed between weather and promotions Recent comments by peers highlight a challenging environment … ... in which Zalando is not spared We have cut our estimates, and our FV from EUR35 to EUR29 Neutral recommendation maintained

1 director bought

A director at Zalando Se bought 43,012 shares at 34.445EUR 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 under listing rules. The names of board ...

Alexander Rummler ...
  • François Maury
  • Georges Dieng

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 08/31/2018

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Alexander Rummler ...
  • François Maury
  • Georges Dieng

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 31/08/2018

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Increased risk weighs on ZALANDO, penalising its rating down to Slightly Negative

The independent financial analyst theScreener just lowered the general evaluation of ZALANDO (DE), active in the Apparel Retailers industry. As regards its fundamental valuation, the title still shows 1 out of 4 possible stars. Its market behaviour, however, has slightly deteriorated and will be qualified as risky moving forward. theScreener considers that these new qualifications justify an overall rating downgrade to Slightly Negative. As of the analysis date November 30, 2018, the closing price was EUR 27.40 and its target price was estimated at EUR 26.03.

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...

Zalando – 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...

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