Nestlé : T3 : la base de comparaison défavorable est-elle bien identifiée ?
>Surperformance maintenue - Surperformance maintenue avec un OC de 118 CHF qui implique un PE de 23x sur 2023e. Comparé à Danone et Unilever qui affichent un PE 23 de respectivement 14x et 16x, la prime de Nestlé peut être perçue par certains comme un risque. Mais nous considérons que c’est un tort de comparer Nestlé à ces 2 valeurs, sur lesquelles nous sommes aussi à Surperformance. Danone et Unilever sont surtout des groupes hybrides avec un potentiel de recentrage ...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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