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Nestlé SA: 1 director

A director at Nestlé SA sold 7,500 shares at 95.860CHF 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 showi...

Philippine Adam
  • Philippine Adam

Nestlé: catalysts unlikely until H2; we remain Neutral

Nestlé slightly missed expectations for FY23 numbers yesterday and provided disappointing FY24 guidance of c4% organic growth. On the back of the publication and call, we slightly adjust our numbers and continue to see limited positive catalysts in the mid-term, prompting us to remain Neutral, PT C

Pierre Tegner
  • Pierre Tegner

Nestle : 2023 earnings and a timorous outlook

>Earnings a share below estimates - The 2023 earnings reported this morning are in line with the targets set but a shade below forecasts. The main takeaways from this publication are the following: Organic sales growth of 7.3% (vs VA css at 7.3% and ODDO BHF at 7.5%).A volume/mix effect of -0.3% (vs VA css and ODDO BHF at 0%).A price effect of 7.5% (vs VA css at 7.3% and ODDO BHF at 7.5%).An underlying operating margin of 17.3%, up 20bp (+40bp at c...

Pierre Tegner
  • Pierre Tegner

Nestlé : Résultats 2023 et perspectives timides

>Résultats légèrement en-deçà des attentes - Les résultats 2023 publiés ce matin sont en ligne avec les objectifs fixés mais légèrement en dessous des attentes. Les principaux éléments de cette publication sont les suivants : Une croissance organique du CA de 7.3% (vs css VA à 7.3% et ODDO BHF à 7.5%).Un effet volume/mix de -0.3% (vs css VA et ODDO BHF à 0%).Un effet prix de 7.5% (vs css VA à 7.3% et ODDO BHF à 7.5%).Une marge opérationnelle couran...

 PRESS RELEASE

Nestlé proposes Geraldine Matchett as new independent member of its Bo...

Nestlé proposes Geraldine Matchett as new independent member of its Board of Directors [Ad hoc announcement pursuant to Art. 53 LR] This press release is also available in and .............   Nestlé proposes Geraldine Matchett as new independent member of its Board of Directors Nestlé announced today that it proposes Geraldine Matchett, previously the Co-Chief Executive Officer and CFO at DSM-Firmenich AG, a nutrition, health and beauty company, for election to its Board of Directors. The election will take place at the company's Annual General Meeting (AGM) on April 18, 2024. A...

 PRESS RELEASE

Nestlé reports full-year results for 2023

Nestlé reports full-year results for 2023 [Ad hoc announcement pursuant to Art. 53 LR] This press release is also available in and Follow today's events live 09:00 CET 14:00 CET Full details on our Reports published today  |  Other language versions available in .............   Vevey, February 22, 2024 Nestlé reports full-year results for 2023   Organic growth reached 7.2%, with pricing of 7.5% and real internal growth (RIG) of -0.3%. Growth was broad-based across geographies and categories.Total reported sales were CHF 93.0 billion, a decrease of 1.5% (FY-2022: CHF ...

Clement Genelot ... (+2)
  • Clement Genelot
  • Philippine Adam

Why is Nestlé investing in food delivery again?

On Tuesday, Nestlé reportedly invested USD100m in Wonder, a food-delivery platform combining meal kits, meal delivery and foodservice operations. Although the investment makes sense for Nestlé to increase its foodservice presence, we believe better options would have been possible and again questio

Baptiste Salaville ... (+3)
  • Baptiste Salaville
  • Maissa Keskes
  • Stephane Houri
REL RELX PLC
FP TOTAL SE ... (+25)

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 19/10/2023

Les phénomènes climatiques extrêmes de cet été, conséquences du changement climatique, sont amenés à se multiplier. Encore plus fréquents et intenses à l’avenir, ceux-ci auront des impacts transverses sur le capital humain, la sécurité alimentaire et l’eau. Il en va de même des impacts directs sur les secteurs agroalimentaire, énergie, semiconducteurs, tourisme, aéroports et assurance. Ces risques ne nous semblent pas encore suffisamment reflétés dans les modèles économiques. - ...

Baptiste Salaville ... (+3)
  • Baptiste Salaville
  • Maissa Keskes
  • Stephane Houri
REL RELX PLC
FP TOTAL SE ... (+25)

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 10/19/2023

The extreme climate events of this summer, a consequence of climate change, are only bound to multiply. Due to become even more frequent and intense in the future, they will have interrelated impacts on human capital and on food and water security. The same applies to direct impacts on the agri-food, energy, semiconductors, tourism, airport and insurance sectors. Our view is that these risks are not yet sufficiently reflected in economic models. - ...

Pierre Tegner
  • Pierre Tegner

Nestle : Q3 at 6.1% on an organic basis with a virtually stable volume...

>Outperform rating maintained - Outperform maintained with a target price of CHF 123. The stock’s recent de-rating, in the wake of that of the US Food HPC stocks, provides a long-term opportunity for the group to position itself on a quality safe-haven stock with more than reasonable multiples (P/E 24e of 18.5x). The stock’s reaction to the Q3 sales publication could be slightly negative due to the forex impact but, due to the recent decline, it should not be ruled ou...

Pierre Tegner
  • Pierre Tegner

Nestlé : T3 à 6.1% en organique avec un volume/mix quasimen stable (-0...

>Surperformance maintenue - Surperformance maintenue avec un OC de 123 CHF. Le récent derating du titre dans la suite de celui des valeurs US de Food HPC offre une opportunité de LT de se positionner sur une valeur refuge et de qualité à des multiples plus que raisonnable (PE 24e de 18.5x). La réaction du titre à la publication du CA T3 pourrait être légèrement négative en raison de l’impact devises mais compte tenu de la baisse récente, il n’est pas exclu que les in...

 PRESS RELEASE

Nestlé reports nine-month sales for 2023

Nestlé reports nine-month sales for 2023 [Ad hoc announcement pursuant to Art. 53 LR] This press release is also available in and Follow today's event live 14:00 CEST Full details on our ............. Vevey, October 19, 2023 Nestlé reports nine-month sales for 2023   Organic growth reached 7.8%, with pricing of 8.4% and real internal growth (RIG) of -0.6%. Growth was broad-based across geographies and categories.Total reported sales decreased by 0.4% to CHF 68.8 billion (9M-2022: CHF 69.1 billion). Foreign exchange decreased sales by 7.4%. N...

Philippine Adam
  • Philippine Adam

Inflation, consumers and earnings: what's cooking in H2?

This reports takes a deep dive into persistent commodity inflation and the changing implications for food manufacturers and consumer choice. We take a close look at four segments that made the headlines in H1 and provide read-across to our coverage, for which we update estimates.

 PRESS RELEASE

Changes in the Executive Board of Nestlé S.A.

Changes in the Executive Board of Nestlé S.A. [Ad hoc announcement pursuant to Art. 53 LR] This press release is also available in and .............   Changes in the Executive Board of Nestlé S.A. Vevey, September 22, 2023 After nine years as Chief Executive Officer of Nestlé Health Science, Greg Behar will leave Nestlé as of December 31, 2023, to pursue new professional interests outside the company. Greg Behar helped establish Nestlé Health Science as a leader in nutritional health solutions, growing the company's portfolio to capture attractive long-term trends and expanding in...

 PRESS RELEASE

Nestlé divests its Palforzia business

Nestlé divests its Palforzia business [Ad hoc announcement pursuant to Art. 53 LR] This press release is also available in and .............   Vevey, September 4, 2023 Nestlé divests its Palforzia business Nestlé announced today that is has divested Palforzia, its peanut allergy treatment business, to Stallergenes Greer, a biopharmaceutical company which specializes in the diagnosis and treatment of allergies. The transaction was closed upon signing. This agreement follows Nestlé's announcement last year that it would conduct a strategic review of Palforzia. Nestlé will receive...

MarketLine Department
  • MarketLine Department

Bolton Group BV - Strategy, SWOT and Corporate Finance Report

Summary Bolton Group BV - 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 Bolton Group BV (Bolton) provides a wide range of consumer products including food, home and laundry care, beauty care, adhesives, health care and personal care products. The company’s product...

MarketLine Department
  • MarketLine Department

Meiji Co Ltd - Strategy, SWOT and Corporate Finance Report

Summary Meiji Co Ltd - 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 Meiji Co Ltd (Meiji), a subsidiary of Meiji Holdings Co Ltd is engaged in food business. The company offers milk and milk beverages, yogurt, ice cream, cheese, butter, and frozen food products. I...

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