Henkel : Relèvement de guidance sur 2022 après un T3 plus fort mais de faible qualité
>Neutre maintenu - Neutre maintenu avec un OC de 59 € (vs 67 €). Nous continuons de voir Henkel comme un groupe dont le choix de continuer à opérer sur 3 batailles stratégiques (Home Care, Beauty et Adhésifs) devrait maintenir le statut de valeur hybride par opposition aux valeurs de qualité dont le PE est > 20x. Ceci gèle, selon nous, le potentiel de rerating. Le titre est donc tributaire du momentum, lequel s’améliore avec un resserrement de la fourchette de la...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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