Beiersdorf : Un S1 très fort en organique et en MOP qui permet de relever la guidance et de sécuriser l’offensive sur le S2
>Un S1 qui devrait être bien accueilli - Neutre maintenu (OC 90 €) compte tenu de la valorisation (PE 24e : 27x). La publication des résultats du S1 devrait être bien accueillie en raison d’un BPA 6% supérieur aux attentes et d’un relèvement de l’objectif de croissance organique du Consumer, désormais attendue en high single digit/low double digit. BPA du S1 à +17%, nettement au-dessus des attentes grâce à la très forte hausse de la MOP en Consumer - ...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.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.