Nestlé : Volume/mix négatif au T3 : risque de malentendu en raison des bases de comparaison. Amélioration séquentielle vs T2.
>Probable que le titre réagisse négativement si la baisse du RIG au T3 n’est pas mise en perspective avec les bases de comparaison élevées - Surperformance maintenue avec un OC de 118 CHF qui implique un PE de 23x sur 2023e, ce qui nous semble justifié comparé à des quality stocks similaires tels que P&G (21x) ou PepsiCo (24x). La publication du CA 9M22 fait ressortir un effet volume/mix négatif au T3. Ce n’est pas ce que le consensus attendait malgré la base de compa...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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