Report
Pierre Tegner

Unilever Nv : Warning sur la marge 2022 : un impact finalement limité

>Se réfugier dans le statu quo est-il pertinent ? - Surperformance maintenue avec un OC de 58 €. Ce warning sur la MOP 2022 a finalement un impact très limité sur les prévisions de BPA (2022 révisé de -6% et 2023 relevé de +1%). Mais il renforce l’idée que le statu quo stratégique est difficilement tenable ; ce qui devrait donner davantage de voix à un activiste tel que Nelson Peltz. Le warning inédit sur la baisse de la marge opérationnelle a été une très mauvai...
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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