Nestle S.A.

Nestle is a holding company which is based in Switzerland. Through its subsidiaries and allied companies, Co. is engaged in the food processing industry. Co.'s product portfolio has seven categories, Powder and Liquid Beverages, Nutritional and Health Science, Milk products and ice cream, Prepared dishes and cooking aids, PetCare, Confectionery and Water.
  • TickerNESN
  • ISINCH0038863350
  • ExchangeSix Swiss Exchange
  • SectorFood Producers
  • CountrySwitzerland

Analysts

Ahmed Ben Salem ...
  • Alfred Glaser
  • Anis Zgaya
  • Antoine Boivin-Champeaux
  • Benoit Valleaux
  • Charles Lepetitpas
  • Delphine Brault
  • Emmanuel Matot
  • Florent Laroche-Joubert
  • Haris Ladouari
  • Jerôme Bodin
  • Laurence Hofmann
  • Louis Boujard, CFA
  • Marc Lavaud
  • Martial Descoutures
  • Nicolas David
  • Oussema Denguir
  • Philippe Ourpatian
  • Pierre Tegner
  • Stephane Houri
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 02/14/2020

...

Virginie Roumage

NESTLE: No acceleration expected this year | NEUTRAL | CHF103(-4%)

NESTLE - NEUTRAL | CHF103(-4%) No acceleration expected this year More time required to reach the 4-6% top-line guidance Waters, Infant Nutrition and Coffee showing signs of weakness Neutral maintained – lack of visibility due to China

Pierre Tegner

Nestle : 2020 EPS seen up 7.6%. Less than expected but competitive

>Not just a growth profile: Buy maintained - Buy maintained. The stock’s reaction yesterday (-2%) in our opinion offers a great opportunity to hold quality value for the long term. The market has perceived in management messages a kind of freeze of the momentum that has been carrying the group for two years. Nestlé is not just a growth profile. It is also a high-quality risk profile and a financial equation that benefits from an effective trickle-down effect. Adm...

Jérôme VINERIER

Short term view - NESTLE : Prices are still making progress.

The background trend is clearly bullish. Prices are still making progress. The following targets are at CHF 87.70 and CHF 91.40. The trend would be invalidated below the support at CHF 78.50.

Jérôme VINERIER

Analyse court terme - NESTLE : Les cours progressent toujours.

La tendance de fond est clairement orientée à la hausse. Les cours progressent toujours. Les objectifs suivants sont à 87,70 CHF et 91,40 CHF. La tendance serait invalidée sous le support à 78,50 CHF.

Matthieu DRIOL

Short term view - NESTLE : Prices are still making progress.

The background trend is clearly bullish. Prices are still making progress. The following targets are at CHF 83.76 and CHF 87.70. The trend would be invalidated below the support at CHF 78.68.

Matthieu DRIOL

Analyse court terme - NESTLE : Les cours progressent toujours.

La tendance de fond est clairement orientée à la hausse. Les cours progressent toujours. Les objectifs suivants sont à 83,76 CHF et 87,70 CHF. La tendance serait invalidée sous le support à 78,68 CHF.

Valérie GASTALDY

Medium term view - NESTLE : Prices are still making progress.

The background trend is clearly bullish. Prices are still making progress. The following targets are at CHF 83.75 and CHF 87.91. The trend would be invalidated below the support at CHF 71.22.

Virginie Roumage

Nestlé: The strike in Brazil to impact Nestlé’s Q2 sales

Nestlé: (NEUTRAL, Fair Value CHF84 (+12%)) The strike in Brazil to impact Nestlé’s Q2 sales We expect 1.6% organic sales growth in Q2. The slowdown is no surprise as Q1 (+2.8%) benefitted from the timing of Easter and the Chinese New Year. But it is more significant than anticipated due to the 10-day strike in Brazil (5% of total sales). In view of this event, we now expect sales to be up 2.6% in 2018 in organic terms (vs +2.9% previously). Consensus appears too high.

Virginie Roumage

NESTLE: No acceleration expected this year | NEUTRAL | CHF103(-4%)

NESTLE - NEUTRAL | CHF103(-4%) No acceleration expected this year More time required to reach the 4-6% top-line guidance Waters, Infant Nutrition and Coffee showing signs of weakness Neutral maintained – lack of visibility due to China

Pierre Tegner

Nestle : 2020 EPS seen up 7.6%. Less than expected but competitive

>Not just a growth profile: Buy maintained - Buy maintained. The stock’s reaction yesterday (-2%) in our opinion offers a great opportunity to hold quality value for the long term. The market has perceived in management messages a kind of freeze of the momentum that has been carrying the group for two years. Nestlé is not just a growth profile. It is also a high-quality risk profile and a financial equation that benefits from an effective trickle-down effect. Adm...

Pierre Tegner

Nestlé : BPA 2020 attendu à +7.6%. Moins que prévu mais compétitif

>Pas seulement un profil de croissance : Achat maintenu - Achat maintenu. La réaction du titre hier (-2%) reste, selon nous, une belle opportunité de détenir une valeur de qualité pour le LT. Le marché a en effet perçu dans les messages du management une sorte de gel du momentum qui a porté le groupe depuis 2 ans. Nestlé n’est pas seulement un profil de croissance. C’est aussi un profil de risque de grande qualité et une équation financière qui bénéficie d’un eff...

Venkatraman Varun

Nestlé S.A.

Venkatraman Varun

Nestlé S.A.

ING
Alyssa Gammoudy ...
  • Hendrik Wiersma
  • Jeroen van den Broek
  • Nadège Tillier
  • Suvi Platerink Kosonen
  • Timothy Rahill

Coffee, Croissants & Credit/Nordic bank green bonds, Nestlé and Telefónica

Nordic bank green bonds: Fresh green bonds with value

ING
Alyssa Gammoudy ...
  • Hendrik Wiersma
  • Jeroen van den Broek
  • Nadège Tillier
  • Suvi Platerink Kosonen
  • Timothy Rahill

Coffee, Croissants & Credit/BBVA and Nestlé

Financials: BBVA considers a US$1.5bn impairment in the US. Consumers: Nestlé to sell a 60% stake of Herta to Casa Tarradellas

Anil Passi ...
  • Moritz Steinbauer
  • Rana Toukan

Nestlé Capital Canada Ltd. and Nestlé S.A.: Rating Report

DBRS Ratings Limited (DBRS Morningstar) confirmed the Issuer Rating of Nestlé S.A. (Nestlé or the Company) at AA (low) and the Commercial Paper (CP) rating of Nestlé Capital Canada Ltd. at R-1 (middle). All trends are Stable.

Moritz Steinbauer ...
  • Rana Toukan

DBRS Morningstar Confirms Nestlé S.A. and Nestlé Capital Canada Ltd. at AA (low) and R-1 (middle), with a Stable Trend

Please refer to PDF document for more detail about our research: DBRS Morningstar Confirms Nestlé S.A. and Nestlé Capital Canada Ltd. at AA (low) and R-1 (middle), with a Stable Trend

Ahmed Ben Salem ...
  • Alfred Glaser
  • Anis Zgaya
  • Antoine Boivin-Champeaux
  • Benoit Valleaux
  • Charles Lepetitpas
  • Delphine Brault
  • Emmanuel Matot
  • Florent Laroche-Joubert
  • Haris Ladouari
  • Jerôme Bodin
  • Laurence Hofmann
  • Louis Boujard, CFA
  • Marc Lavaud
  • Martial Descoutures
  • Nicolas David
  • Oussema Denguir
  • Philippe Ourpatian
  • Pierre Tegner
  • Stephane Houri
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 02/14/2020

...

Ahmed Ben Salem ...
  • Alfred Glaser
  • Anis Zgaya
  • Antoine Boivin-Champeaux
  • Benoit Valleaux
  • Charles Lepetitpas
  • Delphine Brault
  • Emmanuel Matot
  • Florent Laroche-Joubert
  • Haris Ladouari
  • Jerôme Bodin
  • Laurence Hofmann
  • Louis Boujard, CFA
  • Marc Lavaud
  • Martial Descoutures
  • Nicolas David
  • Oussema Denguir
  • Philippe Ourpatian
  • Pierre Tegner
  • Stephane Houri
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 14/02/2020

...

Alexandre Iatrides ...
  • Alfred Glaser
  • Antoine Boivin-Champeaux
  • Benoit Valleaux
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Emmanuel Matot
  • Florent Laroche-Joubert
  • Jean Danjou
  • Jean Sassus
  • Johanna Jourdain
  • Laurence Hofmann
  • Matthias Desmarais
  • Michael Foundoukidis
  • Pierre Tegner
  • Roland Pfaender,MBA,CFA,CCRA
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 02/13/2020

...

Alexandre Iatrides ...
  • Alfred Glaser
  • Antoine Boivin-Champeaux
  • Benoit Valleaux
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Emmanuel Matot
  • Florent Laroche-Joubert
  • Jean Danjou
  • Jean Sassus
  • Johanna Jourdain
  • Laurence Hofmann
  • Matthias Desmarais
  • Michael Foundoukidis
  • Pierre Tegner
  • Roland Pfaender,MBA,CFA,CCRA
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 13/02/2020

...

Alfred Glaser ...
  • Benoit Valleaux
  • Charles Lepetitpas
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Emira Sagaama
  • Emmanuel Matot
  • Jean Sassus
  • Matthias Desmarais
  • Nicolas David
  • Pierre Tegner
  • Roland Pfaender,MBA,CFA,CCRA
  • Stephane Houri
  • Steven Gould

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 01/28/2020

We have upgraded our recommendation for Edenred to Buy and our target price to € 60.0. The group, now part of the payment services universe, should continue to deliver solid growth in underpenetrated niche markets, with considerable scope to improve its profitability whilst at the same time maintaining significant FCF generation. The current valuation nonetheless remains discounted vs the payment services sector. - ...

With a more favourable environment, NESTLE AG improves to Slightly Positive

NESTLE AG (CH), a company active in the Food Products industry, is favoured by a more supportive environment. The independent financial analyst theScreener has confirmed the fundamental rating of the title, which shows 1 out of 4 stars, as well as its unchanged, defensive market behaviour. The title leverages a more favourable environment and raises its general evaluation to Slightly Positive. As of the analysis date December 3, 2019, the closing price was CHF 101.62 and its potential was estimated at CHF 111.68.

Venkatraman Varun

Nestlé S.A.

Nestlé – Proxinvest Corporate Governance Rating ® : B

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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