reports
Beiersdorf AG: 1 director
A director at Beiersdorf AG sold 2,705 shares at 124.000EUR and the significance rating of the trade was 75/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly s...
- Konrad Zomer
AI AIR LIQUIDE SA
EDEN EDENRED SA
EQNR EQUINOR ASA
CA CARREFOUR SA
BVI BUREAU VERITAS SA
BN DANONE SA
KNEBV KONE OYJ CLASS B
RNO RENAULT SA
ORA ORANGE SA
SSAB A SSAB AB CLASS A
ULVR UNILEVER PLC
SW SODEXO SA
LSEG LONDON STOCK EXCHANGE GROUP PLC
BEI BEIERSDORF AG
KER KERING SA
DTE DEUTSCHE TELEKOM AG
WPP WPP PLC
MOCORP METSO OUTOTEC OYJ
ASSA B ASSA ABLOY AB CLASS B
IBE IBERDROLA SA
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
DSY DASSAULT SYSTEMES SA
AZE AZELIS GROUP NV
SHEL SHELL PLC
ATCO A ATLAS COPCO AB
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
- Konrad Zomer
AI AIR LIQUIDE SA
EDEN EDENRED SA
EQNR EQUINOR ASA
CA CARREFOUR SA
BVI BUREAU VERITAS SA
BN DANONE SA
KNEBV KONE OYJ CLASS B
RNO RENAULT SA
ORA ORANGE SA
SSAB A SSAB AB CLASS A
ULVR UNILEVER PLC
SW SODEXO SA
LSEG LONDON STOCK EXCHANGE GROUP PLC
BEI BEIERSDORF AG
KER KERING SA
DTE DEUTSCHE TELEKOM AG
WPP WPP PLC
MOCORP METSO OUTOTEC OYJ
ASSA B ASSA ABLOY AB CLASS B
IBE IBERDROLA SA
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
DSY DASSAULT SYSTEMES SA
AZE AZELIS GROUP NV
SHEL SHELL PLC
ATCO A ATLAS COPCO AB
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
- Fabian Semon
- Pierre Tegner
Beiersdorf : Soft Q3 at 5.2% in l-f-l vs consensus of 6.7%. guidance r...
>Q3 sales organic growth at 5.2% - Q3 sales of € 2,375m at +2.4% with organic growth of 5.2% is below expectations both in reported basis and in organic terms. VA consensus was expecting 5.3% reported sales growth with 6.7% organic growth. We were more conservative with 4.3% reported sales growth and 6.3% organic growth. Indeed, Q3 organic growth in Q3 came in at 5.2% for the group vs VA css at 6.7% and ODDO BHF at 6.3%. Nevertheless, the company confirms the guidance...
- Fabian Semon
- Pierre Tegner
Beiersdorf : Soft Q3 at 5.2% in l-f-l vs consensus of 6.7%. guidance r...
>Q3 sales organic growth at 5.2% - Q3 sales of € 2,375m at +2.4% with organic growth of 5.2% is below expectations both in reported basis and in organic terms. VA consensus was expecting 5.3% reported sales growth with 6.7% organic growth. We were more conservative with 4.3% reported sales growth and 6.3% organic growth.Indeed, Q3 organic growth in Q3 came in at 5.2% for the group vs VA css at 6.7% and ODDO BHF at 6.3%. Nevertheless, the company confirms the guidance ...
- Delphine Brault
- Quentin Borie
- Fabian Semon
- Pierre Tegner
Beiersdorf : Legitimate ambition to extend footprint in skincare but m...
>Neutral rating maintained with a higher target price of € 132 - Neutral rating maintained, with a higher target price of € 132. The half-day presentation of the group’s new strategy lends weight to our view that management will continue its focus on skin care and to expand the operating footprint. This should underpin investor confidence on the group’s level of resilience to generate EPS growth of 7-8% over the medium to long term. With a 2025e P/E of 30x which is cl...
- Delphine Brault
- Quentin Borie
- Fabian Semon
- Pierre Tegner
Beiersdorf : Ambition légitime d’étendre l’empreinte dans le skincare ...
>Neutre maintenu avec un OC relevé à 132 € - Neutre maintenu avec un OC relevé à 132 €. La demi-journée de présentation de la nouvelle stratégie du groupe nous conforte dans l’idée que le management va poursuivre sa focalisation sur le skincare et continuer d’étendre l’empreinte opérationnelle. Ceci devrait conforter la confiance des investisseurs sur le degré de résilience du groupe pour générer une croissance de BPA de 7% à 8% sur le moyen long terme. Avec un PE 25e...
- MarketLine Department
KOSE Corp - Company Profile and SWOT Analysis
Summary KOSE Corp - Company Profile and SWOT Analysis, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights KOSE Corp (KOSE) manufactures and markets cosmetics and beauty products. The company’s products portfolio includes skincare products, moisturizers and toners, lipsticks, shampoos, hair conditioners, soaps, fa...
- Luis de Toledo Heras
HEIA HEINEKEN NV
AI AIR LIQUIDE SA
KPN ROYAL KPN NV
SSAB A SSAB AB CLASS A
RMS HERMES INTERNATIONAL SCA
BEI BEIERSDORF AG
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
KER KERING SA
WIZZ WIZZ AIR HOLDINGS PLC
EZJ EASYJET PLC
SY1 SYMRISE AG
AF AIR FRANCE-KLM SA
RY4C RYANAIR HOLDINGS PLC
ASM ASM INTERNATIONAL N.V.
GAS NATURGY ENERGY GROUP S.A.
UCG UNICREDIT S.P.A.
ASSA B ASSA ABLOY AB CLASS B
ENG ENAGAS SA
WLN WORLDLINE SA
AZN ASTRAZENECA PLC
UN01 UNIPER SE
AKZA AKZO NOBEL N.V.
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
UMG UNIVERSAL MUSIC GROUP NV
DSY DASSAULT SYSTEMES SA
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
- Luis de Toledo Heras
HEIA HEINEKEN NV
AI AIR LIQUIDE SA
KPN ROYAL KPN NV
RI PERNOD RICARD SA
SSAB A SSAB AB CLASS A
RMS HERMES INTERNATIONAL SCA
BEI BEIERSDORF AG
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
KER KERING SA
WIZZ WIZZ AIR HOLDINGS PLC
EZJ EASYJET PLC
SY1 SYMRISE AG
AF AIR FRANCE-KLM SA
RY4C RYANAIR HOLDINGS PLC
ASM ASM INTERNATIONAL N.V.
GAS NATURGY ENERGY GROUP S.A.
UCG UNICREDIT S.P.A.
ASSA B ASSA ABLOY AB CLASS B
ENG ENAGAS SA
WLN WORLDLINE SA
AZN ASTRAZENECA PLC
UN01 UNIPER SE
AKZA AKZO NOBEL N.V.
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
UMG UNIVERSAL MUSIC GROUP NV
DSY DASSAULT SYSTEMES SA
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
- Fabian Semon
- Pierre Tegner
Beiersdorf : Another excellent quarter and another guidance upgrade. B...
>Probable negative reaction despite this very good quarter - Neutral maintained with a target price raised to € 105 (from € 90) because of the adjustment of our DCF and the more sustainable long-term outlook in view of the continued organic growth recovery in the consumer division from one quarter to the next. At our target price, the implied 2024 PE is 26x (20x excluding cash), which seems reasonable to us amid the sliding valuation multiples of Food Beverage HPC sto...
- Fabian Semon
- Pierre Tegner
Beiersdorf : Un autre très bon trimestre et un nouveau relèvement de g...
>Probable réaction négative malgré ce très bon trimestre - Neutre maintenu avec un OC relevé à 105 € (vs 90 € ante) en raison du glissement de notre DCF et de perspectives de long terme plus soutenable au regard de la réitération du redressement de la croissance organique du Consumer qui se confirme trimestre après trimestre. A notre OC, le PE 24e ressort implicitement à 26x (20x hors cash), ce qui nous semble raisonnable dans ce contexte de ré-échelonnage vers les ba...
- Konrad Zomer
IFX INFINEON TECHNOLOGIES AG
LHA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
VIE VEOLIA ENVIRONNEMENT SA
O2D TELEFONICA DEUTSCHLAND HOLDING AG
PROX PROXIMUS SA DE DROIT PUBLIC
KPN ROYAL KPN NV
ORA ORANGE SA
EN BOUYGUES SA
ADEN ADECCO GROUP AG
AGS AGEAS SA/NV
UTDI UNITED INTERNET AG
BEI BEIERSDORF AG
TNET TELENET GROUP HOLDING NV
WKL WOLTERS KLUWER NV
GAMA GAMMA COMMUNICATIONS
MRK MERCK KGAA
ZAL ZALANDO SE
SOLB SOLVAY SA
DTE DEUTSCHE TELEKOM AG
TW11 TENARIS S.A.
BA. BAE SYSTEMS PLC
RAA RATIONAL AG
TIT TELECOM ITALIA S.P.A.
MAP MAPFRE SA
CLNX CELLNEX TELECOM S.A.
INGA ING GROEP NV
FNTN FREENET AG
RACE FERRARI NV
ABI ANHEUSER-BUSCH INBEV SA/NV
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
AZE AZELIS GROUP NV
- Konrad Zomer
IFX INFINEON TECHNOLOGIES AG
LHA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
VIE VEOLIA ENVIRONNEMENT SA
O2D TELEFONICA DEUTSCHLAND HOLDING AG
PROX PROXIMUS SA DE DROIT PUBLIC
KPN ROYAL KPN NV
ORA ORANGE SA
EN BOUYGUES SA
ADEN ADECCO GROUP AG
AGS AGEAS SA/NV
UTDI UNITED INTERNET AG
BEI BEIERSDORF AG
TNET TELENET GROUP HOLDING NV
WKL WOLTERS KLUWER NV
GAMA GAMMA COMMUNICATIONS
MRK MERCK KGAA
ZAL ZALANDO SE
SOLB SOLVAY SA
DTE DEUTSCHE TELEKOM AG
TW11 TENARIS S.A.
BA. BAE SYSTEMS PLC
RAA RATIONAL AG
TIT TELECOM ITALIA S.P.A.
MAP MAPFRE SA
CLNX CELLNEX TELECOM S.A.
INGA ING GROEP NV
FNTN FREENET AG
RACE FERRARI NV
ABI ANHEUSER-BUSCH INBEV SA/NV
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
AZE AZELIS GROUP NV
- Fabian Semon
- Pierre Tegner
Beiersdorf : Un S1 très fort en organique et en MOP qui permet de rele...
>Un S1 qui devrait être bien accueilli - Neutre maintenu (OC 90 €) compte tenu de la valorisation (PE 24e : 27x). La publication des résultats du S1 devrait être bien accueillie en raison d’un BPA 6% supérieur aux attentes et d’un relèvement de l’objectif de croissance organique du Consumer, désormais attendue en high single digit/low double digit. BPA du S1 à +17%, nettement au-dessus des attentes grâce à la très forte hausse de la MOP en Consumer - ...
- Fabian Semon
- Pierre Tegner
Beiersdorf : H1 reflected strong performances at the organic and opera...
>Interim results should be well received - Neutral recommendation maintained (TP € 90) given the valuation (PER 2024e: 27x). The publication of H1 results should be welcomed due to EPS that is 6% above expectations and an increase in the organic growth target of the Consumer division, now expected in high single digit / low double digit territory. H1 EPS at +17%, well ahead of expectations thanks to the very sharp rise in the operating margin for the Cons...
- Louis Boujard
- CFA
- Philippe Ourpatian
BEI BEIERSDORF AG
ITRK INTERTEK GROUP PLC
GRF GRIFOLS S.A. CLASS A
ASM ASM INTERNATIONAL N.V.
SIX2 SIXT SE
EDW EDP RENOVAVEIS SA
MONC MONCLER SPA
CLNX CELLNEX TELECOM S.A.
FER FERROVIAL S.A.
GRF.P GRIFOLS S.A. PREF CLASS B
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
- Louis Boujard
- CFA
- Philippe Ourpatian
BEI BEIERSDORF AG
ITRK INTERTEK GROUP PLC
GRF GRIFOLS S.A. CLASS A
ASM ASM INTERNATIONAL N.V.
SIX2 SIXT SE
EDW EDP RENOVAVEIS SA
MONC MONCLER SPA
CLNX CELLNEX TELECOM S.A.
FER FERROVIAL S.A.
GRF.P GRIFOLS S.A. PREF CLASS B
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
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