Unilever Nv : Le business de thé est enfin cédé (VE: 4.5 Md€)
>Une opération qui n’écartera pas les craintes plus immédiates (inflation), mais qui fait du sens stratégiquement - Surperformance maintenue. Nous continuons de penser que la décote (>30%) dont Unilever souffre par rapport à des pairs tels que P&G ou Nestlé est liée au moindre degré de concentration stratégique du portefeuille. A très court terme, le titre souffre des craintes sur l’inflation et sur la capacité à préserver les marges tout en contenant l’élasticité vo...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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