Unilever PLC : CMD : priorité à la croissance. Une nouvelle organisation relativement convaincante
>Surperformance maintenue - Surperformance maintenue avec un OC de 58 €. Avec un PE 23e de 17x, le titre est valorisé comme un hybride au sein du secteur Food-Spirits-HPC et cela s’explique par la diversification stratégique du groupe (5 business units). Un recentrage stratégique est plausible et offrirait un potentiel de rerating vers des niveaux de PE d’au moins 20x, ie la fourchette basse du multiple des core holdings (pure players avec une empreinte opérationnelle...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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