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Unilever Share Discussion Threads
Showing 2251 to 2272 of 2275 messages
|And increased exports - most of which btw go to places other than Europe (which Angela will be delighted about)|
|No point overreacting.
Most who have knowledge of the supermarket supply chain says tesco are the nastiest people to negotiate with. Many small business and farmers in the UK have been hurt by Tesco's 'negotiating' practices. At the end of the day this isn't about Tesco standing up for UK consumers it is the beginning of the UK consumer realising what they have done to themselves through Brexit. Im not judging at all by the way - but a simple function of the weaker pound for a consumer economy will be higher prices for everything from marmite to fuel.|
|Bang on xxxxy - no more Marmite or Hellmans in our household from now|
|Unilever has left an unpleasant taste in the mouth. The people now know where they come from. Well done Tesco! Tesco - heroes!|
|Steady on, xxy. Sterling's drop due to Brexit does have real-world costs. Don't be misguided by the Daily Mail's provincialism; its xenophobia and jingoism extends to "Johnny-foreigner" corporations too.|
|Go on Unilever - shove off!
|Time to stop buying Unilever stuff. Shown their culture of rapacious profiteering. No social consciousness for their customers. And without customers they cease. Their products are largely superfluous anyway.|
|You think they're the ones that are worried !!!!|
|Tesco have been screwing suppliers and small farmers for years now they are getting a taste of their own medicine......|
|Hold firm Tesco|
|RogerThe Hindenberg disaster was caused by the USA denying Helium to a German owned airship designed solely to work on Helium. They took a chance on reverting to Hydrogen. The rest is history.|
|P&G - yes they are selling a business to another listed company and have allowed shareholders to covert p&G stock into the stock of the other company|
|Why now is the perfect time to buy these 3 super income stocks
Image: SSE. Fair Use.
By Peter Stephens - Monday, 8 August, 2016 | More on: AZNSSEULVR
With interest rates cut to 0.25%, dividends are likely to become increasingly important for vast swathes of investors. It would therefore be of little surprise for higher yielding shares to see their prices increase. Greater demand from investors can lead to a compression in their yields and as such, now could be a great time to buy these three income stocks, not only for their yields, but also for their capital gain potential.
SSE’s (LSE: SSE) yield of 5.8% is among the highest in the FTSE 100 and dividend growth is very much on the horizon. SSE is forecast to increase dividends per share by 2.3% next year and its goal remains to deliver a rise in shareholder payouts that at least matches inflation over the medium term.
While inflation is near zero, this may not hold a great deal of appeal to investors. But with sterling weakening and likely to weaken further, inflation could rise as import costs increase. In this scenario SSE’s growing dividend could be a major ally.
SSE also offers good value for money. It trades on a price-to-earnings (P/E) ratio of just 13.2, which indicates that there’s upward rerating potential on offer at a time when a number of utility companies have P/E ratios of over 20.
Although Unilever’s (LSE: ULVR) yield of 2.9% is lower than the FTSE 100’s yield of 3.6%, it nevertheless has huge potential as an income stock. That’s because its payout ratio stands at around two-thirds of profit, which indicates that there’s scope for Unilever to raise dividends at a faster rate than profit growth over the medium-to-long term. Certainly, it needs to invest heavily in marketing and potentially in acquisitions, but its relative stability and resilient business model mean that a greater proportion of profit could realistically be paid out to its shareholders in the form of dividends.
Furthermore, Unilever has strong growth potential in emerging markets. Around 60% of its sales are generated from the developing world and with 75% of Chinese urban dwellers expected to earn between $9,000 and $34,000 by 2022, the growth potential of consumer goods within the world’s second largest economy is significant. Unilever is well-placed to benefit from this and its dividends could rise rapidly as a result.
AstraZeneca’s (LSE: AZN) acquisition strategy is expected to cause its bottom line to move from negative to positive growth over the medium term. This has the potential to positively catalyse a dividend that has been stagnant in the last five years as the company has struggled to come to terms with the loss of patents on key blockbuster drugs.
Still, AstraZeneca yields over 4% right now and this makes it a better income option than the wider index’s yield of 3.6%. And with AstraZeneca’s dividends being covered 1.4 times by profit, they’re sustainable even if profit comes under further pressure over the near term. Plus, with AstraZeneca having a beta of 0.7, its share price should be less volatile than the wider index, which may appeal to income-seeking investors while the FTSE 100’s outlook is uncertain.
But is this a better income buy?
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Peter Stephens owns shares of AstraZeneca, SSE, and Unilever. The Motley Fool UK owns shares of and has recommended Unilever. The Motley Fool UK has recommended AstraZeneca. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors.|
|Update from Beaufort
"Unilever delivered strong performance in H1 2016 despite a difficult trading environment with weak global economic growth and geopolitical tensions. The company reported an increase in underlying sales, as it sold more products at higher prices. Unilever's largest segment, Personal Care led the growth, amid increases in volume and prices. Volumes in the Foods business dropped, but Unilever offset it by raising prices. Emerging markets recorded 8.0% underlying sales growth, driven by strong volume growth in Asia and price growth in Latin America. Unilever recorded margin improvement due to its various cost-savings initiatives. During H1 2016, the company undertook steps to shift its product portfolio away from food, which recorded slower sales, to higher-margin personal care products. Earlier this week, Unilever disclosed that it would buy subscription razor company Dollar Shave Club for US$1bn. This would enable Unilever to increase its presence in the expanding market for male grooming products and effectively compete with Procter & Gamble. Given Unilever's fundamentally sound position and the strength of its brands across markets, we remain optimistic about the company's prospects."
|Unilever's underlying growth undimmed in first half despite 'tougher market'
Thu, 21 July 2016
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Unilever's underlying growth undimmed in first half despite 'tougher market'
Unilever Quote more
Chg %: 0.95%
FTSE 100 Quote
Price: 6,727.54 Chg: -1.45 Chg %: -0.02% Date: 08:05
(ShareCast News) - Unilever maintained its underlying rate of sales growth at 4.7% in the second quarter but first-half turnover fell and the fast moving consumer goods colossus said it was preparing for tougher market conditions as it sees no sign of an improving global economy.
Group sales decreased by 2.6% at current exchange rates to €26.3bn but increased by 5.4% at constant exchange rates, as consumer demand remained weak and in the markets in which we operate volumes have slowed further, with market volume growth low in emerging markets and negative in Europe and in North America.
While emerging markets grew 8.0%, driven by good volume growth in Asia and price growth in Latin America, developed markets were almost flat as volume growth just about offset price deflation in Europe.
With gross and core operating margins improving thanks to innovation, acquisitions and cost savings programmes, net profit was lifted 2.0% to €2.7bn and core earnings per share 1.3% to €0.92 at current exchange rates or 7.5% at constant rates.
Directors declared a quarterly dividend, payable in September, of €0.3201 per share.
"Our first half results further demonstrate the progress we have made in the transformation of Unilever to deliver consistent, competitive, profitable and responsible growth," chief executive Paul Polman.
"Despite a challenging environment with slower global economic growth and intensifying geopolitical instability, we have again grown profitably in our markets, competitively and driven by strong innovations."
But he cautioned that the board "do not see any sign of an improving global economy" and so continue to drive agility and discipline on costs.
"Our priorities continue to be volume-driven growth ahead of our markets, steady improvement in core operating margin and strong cash flow."|
|Buys loss making dollar share club|
|Unilever NV 1st Half 2016 - Forecast
Dow Jones News
Intraday Stock Chart
Today : Tuesday 19 July 2016
Click Here for more Unilever Charts.
FRANKFURT--The following is a summary of analysts' forecasts for Unilever NV (UN) 1st half-year results, based on a poll of six analysts conducted by Dow Jones Newswires (figures in million euros, growth in percent and target price in euro, according to IFRS). Earnings figures are scheduled to be released July 21.
1st half-year Sales growth rate
AVERAGE 26,579 4.2
Prev. Year 26,991 2.9
+/- in % -1.5 --
MEDIAN 26,544 4.4
Maximum 26,945 4.7
Minimum 26,361 3.1
Amount 6 5
Baader-Helvea 26,452 4.7
Deutsche Bank 26,425 4.2
Independent Research 26,945 3.1
Jefferies 26,361 4.5
Morgan Stanley 26,635 4.4
Numis 26,657 --
Target price Rating
AVERAGE 44.25 positive 3
Prev. Quarter 42.20 neutral 2
+/- in % +4.9 negative 0
Baader-Helvea 44.00 Buy
Deutsche Bank 44.00 Buy
ING 47.00 Buy
Jefferies 42.00 Hold
Numis -- Hold
Year-earlier figures are as reported by the company.
(END) Dow Jones Newswires
July 19, 2016 08:07 ET (12:07 GMT)|
|I've added at intervals over past few days so as not to buy too many at once in case price has a temporary spike (at it did this morning). Sold BT a few days ago at a loss, albeit modest compared with LGEN, and am now totally out of UK domestic-focused stocks. As I nearly always find LGEN rose once I sold it but has steadily fallen since to a fair bit below my selling price; BT is significantly lower than when I bailed out.
Indications are that 2 - 3 years of uncertainty lie ahead while negotiations as to what will replace the single market for the UK proceed. I just can't see UK stocks heavily dependent on the UK economy doing much while major uncertainty persists as individuals and businesses will lack confidence to spend / invest. With returns on cash next to zero I'm simple going to stick with overseas-focused stocks such as ULVR and DGE; assuming share price is flat these stocks should deliver a return of around 10% in dividends over the next 3 years, with dividends well-covered given most of the earnings are overseas.|
|if Carlsberg made stocks|
|Broker Forecast - JP Morgan Cazenove issues a broker note on Unilever PLC
By BFN News | 02:10 PM | Thursday 30 June, 2016
Factsheet Unilever PLC Ord 3 1/9P (ULVR)
JP Morgan Cazenove today reaffirms its overweight investment rating on Unilever PLC (LON:ULVR) and raised its price target to 3960p (from 3550p). Story provided by StockMarketWire.com|
|C20, held AV myself a few years back but stock took a setback at the time and I got out for around a 20% loss; as usual I was fairly ruthless in that stock wasn't performing as expected and action was needed to ensure I still had 80% of AV funds left to invest elsewhere. In can be hard to realise a loss and tempting to 'hold for recovery' but once the 'sell button' is hit I find one can relax as there's then a floor under the losses; furthermore they can be offset for CGT purposes.
As nearly always happens when I cut a loss stock bounces back (as LGEN did today) but since last Friday I've been uncomfortable holding stocks with significant UK (and to a lesser extent EU) exposure. Stocks in financial sector, leisure, housebuilding etc. will mainly stay off my list until key issues such as UK's relationship with Single Market are resolved. Valuations may look v cheap at present...but they may well get cheaper especially if Eurozone has difficulties - Italian banks for example. Put another way my view is that LGEN is a good company but in a bad place right now.
ULVR has done well this week and today's valuation is approaching the 3500p some brokers had targetted prior to the Referendum. There may well be some broker upgrades if nothing else due to large %age of earnings being overseas. Stocks have done even better if dividends are declared in USD - checkout RDSB's stock performance this week given that UK holders will be on course to receive an 11% dividend hike in sterling terms. Performance of RDSB, ULVR and others now mean I'm actually ahead of valuation last Thursday despite taking a 25% hit on LGEN.|