Report
Pierre Tegner

Unilever Nv : Prise de participation de Nelson Peltz selon le FT

>Un activisme qui serait fondamentalement positif - Surperformance maintenue. Nous continuons de penser que le titre offre un potentiel de rerating pour rejoindre les multiples de PER supérieurs à 25x des groupes de biens de consommation qui sont stratégiquement concentrés (1 bataille) et opérationnellement diversifiés (gammes, portefeuilles de marques, canaux de distribution, équilibre géographique). A ce titre, l’arrivée d’un activiste pourrait sortir le groupe du s...
Underlying
Unilever PLC

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.

Provider
Oddo BHF
Oddo BHF

​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.

Analysts
Pierre Tegner

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