Unilever Nv : Offre rejetée sur GSK Consumer Health pour une VE de 60 Md€
>Une offre qui laisse sceptique même si elle peut être une opportunité de repositionnement stratégique - La faiblesse des multiples de valorisation du groupe peut se justifier à court terme par 1/ la pression inflationniste et surtout 2/ le positionnement stratégique hybride du groupe. Le potentiel de recentrage stratégique sur le Home Health & Personal care via une sortie des produits alimentaires offre, selon nous, un potentiel de rerating. A ce titre, l’offre rejet...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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