Henkel : Poursuite de la valorisation du portefeuille en Consumer au T3. Mais un momentum difficile à appréhender à la veille de 2025
>Neutre maintenu avec un OC relevé à 73 € - Suite à la publication du CA T3 et à l’annonce par le management d’une forte probabilité d’atteindre la moitié haute de la fourchette de l’objectif de croissance de BPA courant à devises constantes, nous relevons significativement nos prévisions de BPA (9% sur 2025 et 2026), lesquelles reflétaient auparavant un certain scepticisme sur l’ampleur du rebond des marges. A méthode de valorisation inchangée (PE relatif cible de 1....Henkel business comprised of Laundry & Home Care, Beauty Care, and Adhesive Technologies. Co.'s Laundry & Home Care business unit include laundry and home care Branded Consumer Goods business. The Laundry Care business includes heavy-duty and specialty detergents, fabric softeners, laundry performance enhancers, and other fabric care products. Co.'s Beauty Care business unit is active in the Branded Consumer Goods business with Hair Cosmetics, Body Care, Skin Care, Oral Care, and professional Hair Salon business. Co.'s Adhesive Technologies business unit provides solutions with adhesives, sealants and functional coatings in two business areas: Industry; and Consumer, Craftsmen and Building.
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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