Unilever Nv : BPA 2018 attendu à +3.6% en raison des devises et de la sortie des Spreads. Attentisme sur le pricing et la progression des marges en 2019
>2 incertitudes : l’amplitude de l’amélioration de la MOP sur 2019 et impact des hausses de tarifs - Le groupe publie ses résultats 2018 le 31 janvier avant ouverture. Au-delà de la valorisation élevée du titre (en VE/EBITDA !), le potentiel du titre nous semble à ce stade hypothéqué en raison de 2 éléments d’incertitude : 1/ l’amplitude des hausses de tarifs avec leur impact sur les volumes et 2/ le rythme d’amélioration de la MOP sur 2019. Sur le T4, nous atten...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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