Unilever PLC : La MOP tient mieux que prévu au S1 ce qui était mal anticipé par le consensus
>Surperformance maintenue - Surperformance maintenue avec un OC de 58 € qui repose sur un PE cible 12m fwd de 20x. Le PE 22e de 18x est justifiable pour un groupe hybride mais le potentiel repose justement sur la crédibilité d’un recentrage stratégique. A ce titre, la récente nomination de Nelson Peltz au board (effectif au 20/07) est un signal supplémentaire de volonté de recentrage qui mettrait fin à une dispersion stratégique (Food, Personal Care, Home Care, Beauty...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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