Unilever PLC : S1 bien meilleur qu’attendu avec des volumes qui tiennent au T2 et une MOP qui s’améliore contrairement aux attentes
>Réaction positive attendue malgré des objectifs qui restent timides - Surperformance maintenue avec un OC de 58 €. La bonne tenue de la performance opérationnelle au S1 reste un soutien mais nous voyons surtout à moyen/long terme un mouvement de recentrage autour du Consumer care (Home care, Personal care et Consumer health) qui serait un levier de rerating sur un titre qui reste valorisé comme un hybride avec un PE 24e de 16.5x. La très bonne tenue du S1 (rési...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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