Nestlé : T1 attendu faible mais moins que d’autres. Attention au CHF
>Upside limité mais momentum favorable : Achat maintenu - La performance fulgurante du titre (+25% depuis début juillet 2018 et +21% en YTD) a porté le PE 19e à 22x; ce qui limite le potentiel à court terme. Mais nous restons à l’Achat compte tenu du momentum favorable en relatif comme en absolu. Les échos de marché sur les cessions potentielles de NSH ou d’Herta sont prometteurs en termes de valorisation, le T1 quoique faible semblera de meilleure qualité que celui d...Nestle is a holding company which is based in Switzerland. Through its subsidiaries and allied companies, Co. is engaged in the food processing industry. Co.'s product portfolio has seven categories, Powder and Liquid Beverages, Nutritional and Health Science, Milk products and ice cream, Prepared dishes and cooking aids, PetCare, Confectionery and Water.
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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