Unilever Nv : 2 actionnaires dans le top 10 et le top 20 demandent un split du groupe et/ou un remplacement du Chairman : la pression continue
>Un PE de valeur hybride alors qu’un recentrage devient crédible - Surperformance maintenue avec un OC de 58 €.le PE 22e d’à peine 17x est celui d’une valeur hybride (15x à 20x) dans notre classification des groupes de Consumer Staples. Leur dispersion stratégique limite leur capacité à étendre leur empreinte opérationnelle aussi profondément que les pure players (PE > 25x) stratégiquement centrés sur une seule bataille. Nous continuons de penser que le potentiel du t...Unilever is a consumer goods manufacturing group based in the United Kingdom. Co. is engaged in supplying consumer goods in the refreshments, foods, home and personal product categories. Co. supplies its consumers product for nutrition, hygiene and personal care and is active in emerging markets in Asia, Africa, Central & Eastern Europe and Latin America. Co.'s portfolio includes such well-known brands as Knorr, Lipton, Hellmann's, Magnum, Omo, Dove, Lux and Axe/Lynx. Co. manages its brands under the following four category headings: savoury, dressings and spreads; ice cream and beverages; personal care; and home care. 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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