Report
Pierre Tegner

Unilever Nv : Très belle surprise au T3 : +4.4% en lfl !

>Achat maintenu : un trimestre qui soutient l’idée que l’amélioration de l’exécution opérationnelle est bien là - Achat maintenu avec un OC de 58 €. Sur le long terme, notre opinion positive repose sur l’idée qu’Unilever est éligible pour devenir un core holding (stratégiquement concentré et opérationnellement diversifié) dont les niveaux de PER12mfwd tant aux USA qu’en Europe convergent vers 24x à 25x (P&G, PepsiCo, Church & Dwight, Nestlé). A ce titre, le projet d’u...
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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