Report
Pierre Tegner

Unilever PLC : Nelson Peltz : siège au board et 1.5% du capital

>Une annonce qui devrait sortir le titre de l’ennui - Surperformance maintenue. La confirmation de l’entrée au capital de Nelson Peltz mais aussi et surtout de sa nomination au board devrait relancer l’intérêt des investisseurs pour un groupe aux fondamentaux solides mais dont le territoire stratégique est hybride et relativement statique depuis 22 ans. Fondamentalement, nous estimons qu’il y a un potentiel important de recentrage stratégique pour construire un pure p...
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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