Beiersdorf : T3 à 2.6% en organique vs consensus de 3.1%. Tesa un peu meilleur qu’attendu à 2.7% mais Consumer en-dessous à 2.8%
>Un T3 globalement en ligne. Reaction neutre attendue - Neutre inchangé. Avec un T3 globalement en ligne avec les attentes, un PE 19e de 25x et des guidances inchangées, la réaction de marché devrait être globalement neutre. Compte tenu des bases de comparaison et de la croissance organique cumulée sur 9 mois, les indications sur le T4 seront importantes. Tesa est moins faible qu’attendu grâce à l’Asie mais le Consumer décélère un peu plus qu’anticipé en raison des Am...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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