reports
Beiersdorf AG: 1 director
A director at Beiersdorf AG bought 7,590 shares at 0.000EUR and the significance rating of the trade was 100/100. 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 ...
- 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
INFINEON INFINEON TECHNOLOGIES AG
LHA DEUTSCHE LUFTHANSA AG
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
INFINEON INFINEON TECHNOLOGIES AG
LHA DEUTSCHE LUFTHANSA AG
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...
- MarketLine Department
KOSE Corp - Strategy, SWOT and Corporate Finance Report
Summary KOSE Corp - Strategy, SWOT and Corporate Finance Report, 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,...
- 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
- Fabian Semon
- Pierre Tegner
Beiersdorf : Results in line and 2023 guidance without major surprises
>Muted reaction expected - Neutral rating maintained (target price € 90) on a group that is moving in the right direction (diversification of its brand portfolio and ranges in the Consumer business segment). But the valuation (23e PER: 30x) limits upside in our opinion. This morning’s release of good quality 2022 results is unlikely to prompt a big response in early trading, as the numbers are very much in line with expectations (at least for underlying EBIT) and the ...
- Fabian Semon
- Pierre Tegner
Beiersdorf : Résultats en ligne et objectifs 2023 sans grande surprise
>Réaction neutre attendue - Recommandation Neutre maintenue (OC 90 €) sur un groupe qui va dans la bonne direction (diversification de son portefeuille de marques et de gammes en Consumer). Mais la valorisation (PE 2023e : 30x) limite, selon nous, le potentiel. La publication de ce matin reflète des résultats de bonne qualité mais ne devrait pas entraîner de réaction particulière sur le titre car ils sont très en ligne avec les attentes (tout du moins sur l’EBIT coura...
- Emmanuel Matot
LHA DEUTSCHE LUFTHANSA AG
REL RELX PLC
FP TOTAL SE
AC ACCOR SA
HEIA HEINEKEN NV
EDF ELECTRICITE DE FRANCE SA
WCH WACKER CHEMIE AG
JMT JERONIMO MARTINS SGPS S.A.
BVI BUREAU VERITAS SA
ADP AEROPORTS DE PARIS SA
AAL ANGLO AMERICAN PLC
SU SCHNEIDER ELECTRIC SE
BNP BNP PARIBAS SA CLASS A
MTX MTU AERO ENGINES AG
FGR EIFFAGE SA
ULVR UNILEVER PLC
SW SODEXO SA
RXL REXEL SA
GLE SOCIETE GENERALE S.A. CLASS A
BEI BEIERSDORF AG
WPP WPP PLC
REP REPSOL SA
SOI SOITEC SA
EDW EDP RENOVAVEIS SA
KGX KION GROUP AG
MONC MONCLER SPA
AENA AENA SME SA
IBE IBERDROLA SA
SAN BANCO SANTANDER S.A.
ABI ANHEUSER-BUSCH INBEV SA/NV
BIM BIOMERIEUX SA
STM STMICROELECTRONICS NV
HFG HELLOFRESH SE
DSY DASSAULT SYSTEMES SA
DTG DAIMLER TRUCK
SHEL SHELL PLC
- Emmanuel Matot
LHA DEUTSCHE LUFTHANSA AG
REL RELX PLC
FP TOTAL SE
AC ACCOR SA
HEIA HEINEKEN NV
IPN IPSEN SA
EDF ELECTRICITE DE FRANCE SA
WCH WACKER CHEMIE AG
JMT JERONIMO MARTINS SGPS S.A.
CA CARREFOUR SA
BVI BUREAU VERITAS SA
ADP AEROPORTS DE PARIS SA
AAL ANGLO AMERICAN PLC
SU SCHNEIDER ELECTRIC SE
BNP BNP PARIBAS SA CLASS A
MTX MTU AERO ENGINES AG
FGR EIFFAGE SA
ULVR UNILEVER PLC
SW SODEXO SA
RXL REXEL SA
GLE SOCIETE GENERALE S.A. CLASS A
BEI BEIERSDORF AG
WPP WPP PLC
REP REPSOL SA
SOI SOITEC SA
EDW EDP RENOVAVEIS SA
UCG UNICREDIT S.P.A.
KGX KION GROUP AG
MONC MONCLER SPA
AENA AENA SME SA
IBE IBERDROLA SA
WLN WORLDLINE SA
SAN BANCO SANTANDER S.A.
ABI ANHEUSER-BUSCH INBEV SA/NV
BIM BIOMERIEUX SA
STM STMICROELECTRONICS NV
HFG HELLOFRESH SE
DSY DASSAULT SYSTEMES SA
DTG DAIMLER TRUCK
SHEL SHELL PLC
- Fabian Semon
- Pierre Tegner
Beiersdorf : Brisk Q3 momentum, prompting an increase in 2022 guidance
>Neutral rating maintained. The continuing momentum should be well received - The maintained strong momentum in organic growth, both in consumer and Tesa, should be welcomed alongside the upgraded 2022 targets. We maintain our Neutral recommendation. We continue to take a favourable view on the group’s operational redeployment on skincare with the aim to better cover the pyramid of ranges via several brands. However, the apparent P/E level (i.e. not restated for ...
- Fabian Semon
- Pierre Tegner
Beiersdorf : T3 très dynamique qui entraine un relèvement de la guidan...
>Neutre maintenu. Poursuite de la dynamique qui devrait être bien accueillie - Le maintien de la forte dynamique de croissance organique tant en Consumer que sur Tesa, ainsi que le relèvement des objectifs 2022 devraient être bien accueillis. Nous maintenons notre recommandation à Neutre. Nous continuons d’avoir un regard favorable sur le redéploiement opérationnel du groupe autour du skin care dans le but de mieux couvrir la pyramide de gammes via plusieurs marq...
- Emmanuel Matot
- Jean Danjou
- Marc Lavaud
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