Unilever Nv : Déception sur la marge. Bon niveau de croissance organique au T4
>Une publication solide mais qui devrait être accueillie de manière mitigée - La décote de près de 4 points en PER par rapport aux core holdings du Food HPC (Europe et US) ainsi que l’amélioration graduelle de la performance opérationnelle nous confortent dans le potentiel de rerating et de surperformance du titre.Avec un BPA dilué courant globalement en ligne avec les attentes, l’accueil du marché devrait rester partagé entre le bon niveau de croissance organiqu...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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