Compagnie De Saint-gobain Share Discussion Threads

[florenceorbis] 05/6/2019 12:34

5/06/2019 | 9:42
purchase
In progress
Course of entry: 33.265 € | Objective: 36 € | Stop: 31.5 € | Potential: 8.22%
The title Saint-Gobain consolidates for several weeks. The return of prices close to a low bollard gives good timing to the opening of bullish positions.
We can position ourselves at the purchase to target the 36 €.
SAINT-GOBAIN Chart
Duration:
Period:

Saint-Gobain: Saint-Gobain Technical Analysis Chart | Stock Exchange area
Full screen graphic
Synthesis

The company has solid fundamentals. More than 70% of companies have a mix of growth, profitability, debt and lower visibility.
In a general way and in a short-term perspective, the company presents an interesting fundamental situation.


Strong points

Historically, the group publishes activity figures above expectations.
The stock is valued on 2019 at 0.62 times its turnover, which represents very attractive valuation levels compared to other companies listed.
The company enjoys multiple attractive results. With a PER of 10.59 for 2019 and 9.52 for 2020, the company is one of the cheapest on the market.
The company is part of the yield values ​​with a relatively large expected dividend.
The analysts' average price target is relatively remote and assumes significant appreciation potential.


Weak points

The expected evolution of turnover suggests poor growth over the next few years.

[la forge] 28/5/2019 20:54

28/05/2019 | 6:44 p.m.
The Saint-Gobain group announces Tuesday that it has acquired Pritex, specialized in acoustic and thermal solutions in composite polymer materials for the mobility market.

Pritex employs 240 people and has a turnover of nearly 20 million euros in 2018. Founded 60 years ago, the company is based in the United Kingdom and has a strong presence in Europe.

The amount of the transaction was not disclosed.

[florenceorbis] 28/5/2019 19:12

RNS Number : 3883A

Compagnie de Saint-Gobain

28 May 2019

PRESS RELEASE

May 28, 2019

Saint-Gobain acquires an acoustic solutionS provider

Saint-Gobain has acquired Pritex, a key player in acoustic and thermal insulation solutions made from polymer-based composite materials and intended for the mobility market.

This acquisition will allow the Mobility business unit of Saint-Gobain High Performance Solutions to expand its business model beyond automotive glazing and become a provider of solutions in the mobility market for comfort, safety and energy saving. With the development of electric vehicles, the need for differentiated noise control and lightweight solutions is gaining momentum. Pritex's expertise in thermo-acoustic insulation materials and design combined with Sekurit's thin glazing capabilities enables an extended offer for customized acoustic and thermal solutions for the automotive market.

Pritex employs 240 people and achieved close to EUR20 million in sales in 2018. The 60-year old company, based in the United Kingdom, is developing a strong presence in Europe.

ABOUT SAINT-GOBAIN

Saint-Gobain designs, manufactures and distributes materials and solutions which are key ingredients in the wellbeing of each of us and the future of all. They can be found everywhere in our living places and our daily life: in buildings, transportation, infrastructure and in many industrial applications. They provide comfort, performance and safety while addressing the challenges of sustainable construction, resource efficiency and climate change.

EUR41.8 billion in sales in 2018

Operates in 67 countries

More than 180,000 employees

To learn more about Saint-Gobain

go to www.saint-gobain.com

and follow us on Twitter @saintgobain

[florenceorbis] 28/5/2019 19:11

Dow Jones | The 28/05/19 at 18:31 | Updated on the 28/05/19 at 18:39
SAINT GOBAIN
Saint-Gobain acquires UK supplier of acoustic solutions Pritex | Photo credits: Saint-Gobain Glass India

PARIS (Agefi-Dow Jones) - Construction materials producer Saint-Gobain announced Tuesday the acquisition of the British group Pritex, a provider of acoustic and thermal composite polymer materials solutions for the mobility market.

The amount of the transaction was not mentioned.

"This acquisition will enable Saint-Gobain High Performance Solutions' Mobility business to extend its growth model beyond glass and become a solutions provider for the mobility market targeting comfort, safety and security. energy savings, "said Saint-Gobain in a statement.

Pritex, which employs 240 people, recorded a turnover of nearly 20 million euros in 2018, said Saint-Gobain.

-Alice Doré, Agefi-Dow Jones; [phone]; [e-mail] ed: LBO

Agefi-Dow Jones The financial newswire

Dow Jones Newswires

May 28, 2019 12:31 ET (16:31 GMT)

[grupo] 20/5/2019 08:36

20/05/2019 | 9:03
Saint-Gobain announces that it has reached an agreement for the sale of its entire stake in Saint-Gobain Building Distribution Deutschland (SGBDD) to the Stark group, a player in the distribution of building materials in Scandinavia.

In 2018, SGBDD achieved a turnover of 1,924 million euros for an operating profit of 21 million. Mainly known for its brand Raab Karcher, it has about 220 points of sale and employs nearly 5,000 people.

The completion of the transaction, which will be based on an enterprise value of € 335 million, is subject to the approval of the European competition authority and should be effective in the second half of 2019.

[the grumpy old men] 12/5/2019 13:02

Recommendation by ALPHAVALUE

As of this article, I consider Saint-Gobain a "Hold" at these levels of ~€34-38/share. I won't be buying more of the company at this point.

I will update this article, or publish an updated thesis should things change, or/and in conjunction with future earnings updates.

[the grumpy old men] 02/5/2019 22:07

06/06/19 | 15:00 AGM

[the grumpy old men] 27/4/2019 08:01

26/04/2019 | 4:23 p.m.
The title shows a gain of more than 1% this afternoon after several days of decline. Barclays reaffirms its recommendation to overweight Saint-Gobain and raises its price target from 40 to 46 euros, after a first-quarter publication deemed stronger and positive comments from management.

"The action remains of excellent value in our opinion, and the realization of sales could release significant value," said the broker, noting that the title of the French supplier of building materials remains his favorite in the sector.

Recall that the group announced a turnover of 10 378 million euros with real data, growth of 6.4%, with a foreign exchange effect of + 0.6%. Like-for-like, sales were up + 5.7%.

The Group has confirmed its outlook for the whole of 2019. 'In line with our target for February, we are aiming for a further increase in operating income in 2014 with a comparable structure and exchange rate', indicates the management. .

[waldron] 26/4/2019 07:56

Saint Gobain: Barclays remains overweight with a target price up from 40 to 46 EUR.

[waldron] 25/4/2019 19:11

Compagnie de Saint-Gobain SA (SGO.FR) said Thursday that first-quarter sales rose, helped by a weak comparison basis in the year-earlier period.

The French construction-materials company had sales of 10.38 billion ($11.62 billion), compared with EUR9.76 billion in the same period the year earlier. On a like-for-like basis, sales grew by 5.7%.

"Prices continued to progress along the lines of last year's upbeat trends in a slightly lower inflationary environment," the company said.

Saint-Gobain confirmed its 2019 outlook and said it continues to target a further like-for-like increase in operating income.



Write to Sarah Sloat at [e-mail]



(END) Dow Jones Newswires

April 25, 2019 12:24 ET (16:24 GMT)

[la forge] 25/4/2019 18:52

25/04/2019 | 6:49 p.m.

Paris (awp / afp) - The Saint-Gobain construction and distribution materials group posted Thursday sales up 6.4% in the first quarter, driven by growth in its core business segments and regions.

The quarterly revenue stands at 10.4 billion euros, above consensus, benefiting both growth in sales volumes and well-oriented prices, the group said in a statement.

Sales also benefited from a favorable currency effect, due to the appreciation of the dollar against the euro, and despite the decline in other currencies (Brazilian real and other currencies in Asia and emerging countries) .

Overall, organic growth (constant scope and exchange rates) for the quarter was 5.7%.

The group has confirmed its 2019 target of further growth in operating income, at constant scope and exchange rates.

Sales in the first quarter notably increased significantly in the group's first two business segments, Northern Europe and Southern Europe, Middle East and Africa (MOA), which together account for nearly 70% of sales. business.

These divisions recorded organic growth of 7.8% for Northern Europe and 5% for Southern Europe MOA.

The group pointed out that the UK has been growing despite the uncertain economic environment related to Brexit. The Nordic countries had a good start to the year, as did Germany.

France also recorded a "very good start to the year", driven by the construction market, renovation and new.

In the High Performance Solutions sector, which primarily serves the automotive, industrial and construction markets, sales grew 2.4% on a comparable basis despite a weak automotive sector in Europe and the United States. in China.

The Americas zone was up 4.6%, still on a comparable basis, with notably a good price effect in North America.

Finally, the Asia-Pacific was also organic growth of 7.7%, helped by glazing for the building. But this segment is the only one to be down in published data (-3.6%).

Saint-Gobain confirmed its business outlook announced in February, with industrial markets considered satisfactory, despite the automobile, and growth overall in Europe and the Americas.

Priority will remain at selling prices to offset increases in production costs as well as cost savings.

afp / rp

[maywillow] 24/4/2019 11:52

PRESS RELEASE

April 24, 2019

Saint-Gobain ENTERS THE PLASTERBOARD MARKET IN MEXICO

Saint-Gobain has just completed the acquisition of the entire capital of KNAUF Mexico, a company specializing in the manufacture and distribution of plasterboard. KNAUF Mexico had close to EUR30 million in sales in 2018.

This acquisition marks Saint-Gobain's entry onto the Mexican plasterboard market and rounds out its current plasterboard offering for buildings and ceilings.

The transaction enables the Group to reinforce its presence on a fast-changing construction market, where it already enjoys a leading position in the glass market.

ABOUT SAINT-GOBAIN

Saint-Gobain designs, manufactures and distributes materials and solutions which are key ingredients in the wellbeing of each of us and the future of all. They can be found everywhere in our living places and our daily life: in buildings, transportation, infrastructure and in many industrial applications. They provide comfort, performance and safety while addressing the challenges of sustainable construction, resource efficiency and climate change.

EUR41.8 billion in sales in 2018

Operates in 67 countries

More than 180,000 employees

To learn more about Saint-Gobain

go to www.saint-gobain.com

and follow us on Twitter @saintgobain

[grupo] 23/4/2019 10:12

23/04/2019 | 10:15

PRESS RELEASE

April 23, 2019

The platform of inspiration, advice and services saint-gobain.fr is enriched with new features and has a new identity: La Maison Saint-Gobain

New identity, new logo, new worlds of the house and an ambition reaffirmed for the site saint-gobain.fr which becomes lamaisonsaintgobain.fr. This new platform accompanies individuals from A to Z in their development and renovation projects by always offering more ideas for inspiration, solutions for the home and networking with partner craftsmen, architects and architects. coach work.

Find inspiration, formalize your project, estimate your budget, find the right craftsmen and architects, make the most innovative technical choices, delegate your administrative procedures, know how to benefit from any tax assistance or even call on a Coach Works for

personalized support for the design of his project to the delivery of the site ..., in a single address, lamaisonsaintgobain.frmet available to individuals all the expertise of Saint-Gobain for a more comfortable, healthier and more responsible.

More inspiration, more advice, more services for an even more welcoming platform!

Launched in March 2018, the site is enriched with new content and new practical features to better support individuals in their projects It now offers:

∙ a hundred design solutions, 8 styles to find inspiration, more than 500

advisory articles and a very large number of innovative products;

∙ not less than 80 guides work in 5 areas (heating and ventilation, development

inside,


joinery


outdoor,


electricity,


insulation


of


housing);

∙ new universes like the outside (garden, terrace, balcony);

∙ a very practical tool for estimating the cost of work, by piece or type of work, to obtain a reliable overview of the rates offered by professionals in his region.

SAINT GOBAIN

Registered office: Les Miroirs • 18, avenue d'Alsace • 92096 • La Défense Cedex • France • Tel. : [phone]

www.saint-gobain.com

[adrian j boris] 18/4/2019 12:14

Apr 25 2019

2019 First Quarter Sales, after market closing (quiet period starting on April 8, 2019)

[waldron] 17/4/2019 17:59

(Boursier.com) - The Saint-Gobain Sekurit subsidiary of Saint-Gobain has extended its contract with Spie, which will continue to supply energy to the headquarters of the manufacturer of automotive glass, while providing technical services and accompanying development from the Herzogenrath research site. Spie and the automotive supplier share the ambition to significantly improve energy efficiency by 2028 and thereby increase annual savings in this area.

Initiated in 2012, the contract between Spie and Saint-Gobain Sekurit was extended early until 2028. As part of this energy supply agreement, Spie intervenes at the headquarters, located in Herzogenrath and largest production site of society, and contributes to improving energy efficiency. "We have already allowed our customers in the past to make significant savings," says Andreas Schmitz of Spie Deutschland & Zentraleuropa. "The modernization of the compressed air generation system was a major step, we are now recovering a lot of heat from the compressors and thus saving energy." Control systems adapted to the needs in the supply of refrigeration have also been put in place. For the first time, we can commit ourselves to concrete objectives "...

[waldron] 17/4/2019 08:20

Saint Gobain: Citigroup starts monitoring at neutral by targeting EUR 38.

[la forge] 16/4/2019 11:17

Saint-Gobain: at least 500 ME for Pont-à-Mousson?
15/04/2019 13:55 | Bursary | 447 | No vote on this news
Saint-Gobain would seek to obtain about 500 million euros from the sale of its distressed subsidiary Pont-à-Mousson ...
Saint-Gobain: at least 500 ME for Pont-à-Mousson?
Saint-Gobain Credits

[FR: FR0000125007: 0] Saint-Gobain [: FR] would seek about 500 million euros from the sale of its distressed subsidiary Pont-à-Mousson. Bloomberg, quoting people close to the case, says the group specializing in piping systems is attracting the interest of several potential buyers, including China's Xinxing Ductile Iron Pipes. Xinxing could offer up to 300 million euros to take back nearly 60% of the activity.

Saint-Gobain is looking for a partner for its subsidiary, whose profitability is affected by Asian competition, said Bruno Le Maire recently. A Chinese investor and a US fund have made proposals, said the Minister of Economy. In a note, Kepler Cheuvreux recently estimated the turnover of Pont-à-Mousson in a range of 1.5 to 1.7 billion euros, corresponding to a global market share of 10% and a market share in Europe by around 50%.

A spokeswoman for Saint-Gobain told the agency that the subsidiary represents only a few percentage points of the overall turnover of the company and that it is premature to decide on a potential valuation because the company comes just started looking for potential partners.

Saint-Gobain announced last November a program of disposals of non-strategic assets representing a total of at least 3 billion euros of turnover by the end of 2019.

[the grumpy old men] 16/4/2019 09:42

25/04/19 Q1 2019 Publication activity evolution

[waldron] 15/4/2019 16:14

15/04/2019 | 11:13
Oddo confirms its advice on the purchase of value and its objective of 45 E. 'Saint-Gobain remains more than ever our Top Pick in the sector. The title has a high rerating potential. The title has a discount of more than 40% compared to comparable sides, historically high level 'indicates the bureau of analyzes.

The US Lone Star fund would be in pole position to buy the Saint-Gobain distribution business in Germany. 'The amount of the transaction would be evaluated in the high range of 300-400 ME' says Oddo.

"We continue to believe that underperforming asset sales are expected to significantly exceed the target of 3 billion CA. In total, we estimate the additional CA to yield> 4 MoE with a total positive impact of 120 basis points (vs. 40 bp announced by the group) on the operating margin between 2019 and 2020 Oddo says in its analysis of the day.

The group will publish its figures for the first quarter of 2019 on April 25 after closing. 'We expect a turnover of 10.1 MdEe up 3.8% pcc and a price effect of 2.0% (consensus + 4.2% in Q1 including 2.6% in price)' adds Oddo.

[florenceorbis] 14/4/2019 09:21

Barclays, Saint-Gobain buy target of 40 euros.

important date to remember April 25th.







Apr 25 2019

2019 First Quarter Sales, after market closing (quiet period starting on April 8, 2019)