Report
Pierre Tegner

Unilever Nv : Le Board propose une simplification de la structure duale en faveur des titres PLC. Enfin ! Risque à CT de flow-back des titres NV

>Simplification : enfin ! - Achat maintenu. Le degré de diversification opérationnelle est un facteur de résilience pour Unilever (diversification géographique, portefeuille élargi de marques, de produits, de canaux de distribution et de prix sur le mass consumer). Mais le manque de focalisation stratégique explique en partie la décote du titre par rapport à des groupes de taille similaire tels que Nestlé ou P&G qui sont plus focalisés stratégiquement (sur le Food et...
Underlying
Unilever NV

Unilever is engaged in the supply of consumer goods in foods, household care and personal products. Co.'s activities are carried out through four categories: Personal Care, sales of skin care and hair care products, deodorants and oral care products; Home Care, sales of home care products, such as powders, liquids and capsules, soap bars and a range of cleaning products; Foods, sales of soups, bouillons, sauces, snacks, mayonnaise, salad dressings, margarines and spreads; and Refreshment, sales of ice cream and tea-based beverages. Co.'s products are sold in over 190 countries around the world.

Provider
Oddo BHF
Oddo BHF

​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.

Analysts
Pierre Tegner

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