Report
Fabian Semon ...
  • Pierre Tegner

Beiersdorf : CMD : enfin une vision et une approche méthodique

>Vive réaction du titre à l’annonce des objectifs - La confirmation des objectifs 2022 du groupe et l’annonce de ceux du Consumer à partir de 2023 a suscité une vive réaction du titre (+7% en séance) à la fin de la présentation de Vincent Warnery (nouveau CEO depuis mai 2021). Mais nous doutons que cette réaction du titre soit suivie d’une révision en hausse du consensus qui soit d’une amplitude similaire tant sur 2022 que sur 2023. Le management vise désormais l...
Underlying
Beiersdorf AG

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.

Provider
Oddo BHF
Oddo BHF

​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.

Analysts
Fabian Semon

Pierre Tegner

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