Beiersdorf : Annonce préliminaire du T1 : +6.3% en lfl avec un très fort rebond de Tesa à +23.6%. Objectifs 2021 inchangés
>Sous-performance maintenue - Nous continuons de penser que Beiersdorf devrait sous-performer. L’année 2020 a mis un peu plus en exergue les limites du choix de la diversification stratégique (Ahésifs et Personal Care) et de la concentration opérationnelle dans le Consumer. Le portefeuille trop étroit (gammes, marques, segments, pays) prive en effet le groupe de cette agilité structurelle dont bénéficient d’autres acteurs tels que L’Oréal.Le bon démarrage de 2021...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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