Unilever Nv : Sales warning : un argument offert à ceux qui plaident pour un margin reset
>Un sales warning fortement sanctionné - Le sales warning d’hier sur 2019 et 2020 a été sanctionné par une baisse de 6.5% du titre avec un derating en PE de 4% et un impact sur le BPA 2020e de -2% (ceteris paribus). Cette réaction peut sembler exagérée si on la met en perspective avec la sous-performance vs SXQE sur 2 ans. Ça l’est moins dans un contexte d’hyper polarisation des valorisations du Food HPC (US & Europe) depuis 2 ans. Ça l’est également moins pour ceux ...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.
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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