Beiersdorf : +6% depuis la nomination du CEO. Attention au T3, à Tesa et à 2019
>+6% depuis la nomination du CEO : justifiable mais excessif - Neutre maintenu. Dans la perspective de la publication du T3, nous tenons à mettre en avant le fait que le marché ne devrait pas être aussi confortable que le suppose le récent rebond du titre. L’appréciation de 6% du titre depuis la nomination du nouveau CEO (15 octobre) peut s’expliquer par la fin de la période d’incertitude qui prévaut depuis le 20 juin et par un repli vers les défensives. Mais un tel r...Beiersdorf manufactures and distributes consumer goods. Co. operates in two business segments: consumer, which is Co.'s main business that focuses on the skin and body care markets, with products including NIVEA's Deodorant Invisible for Black & White, NIVEA Deodorant Stress Protect, NIVEA In-Shower Body Lotion, NIVEA Cellular Anti-Age face care, and Eucerin's VOLUME-FILLER; and tesa, which develops, produces, and markets self-adhesive products and system solutions for industry, craft businesses, and consumers. In the electrical industry, the tesa business segment's adhesive systems are used in mobile devices such as smartphones, tablet personal computers, and MP3 players.
Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.
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