Unilever Share Discussion Threads

[philanderer] 30/1/2020 17:56

Market close

"While Unilever's full-year results make for grim reading, investors have taken comfort this morning from the fact that sales came in slightly above analysts' expectations. But Chief Executive Officer Alan Jope, who took over the reins of the consumer goods giant a year ago, clearly has a big job on his hands to arrest the slide in the firm's performance," Adam Vettesse, analyst at eToro said.

"Part of that plan could be to hive off part of Unilever's tea division, which was announced today. Whatever form that plan takes, investors will want to see instant results. But if it doesn't result in a significant boost to performance and its shares drop further, it would not be surprising to see Unilever become a takeover target once again as it was in 2017 when rival Kraft failed in a GBP115 billion bid," Vettesse added.

Alliance News

[poikka] 30/1/2020 17:37

Ridiculous heading - to anyone who's read the report.

[philanderer] 30/1/2020 12:24

"PG Tips owner Unilever brews up £3 billion tea sell-off as profits crash"

[philanderer] 30/1/2020 12:18

Market report:

Unilever saw a better reception to its results, the consumer goods firm's shares up 1.7%.

In the year ended December 31, revenue was 2.0% higher at EUR51.98 billion from EUR50.98 billion, though pretax profit was 33% lower year-on-year at EUR8.29 billion from EUR12.36 billion.

Unilever, which owns names such as Dove soap and Ben & Jerry's ice cream, said underlying sales climbed 2.9% year-on-year in 2019, with growth below its guided 3% to 5% range, as expected, following a fourth quarter "slowdown".

In addition, the company said it has "initiated a strategic review" of its tea business.

Alliance News

[essentialinvestor] 30/1/2020 09:32

Very sold set of results.

I'm holding off adding atm, may be a mistake.

[philanderer] 30/1/2020 09:20

Added a few more.

[muffinhead] 30/1/2020 08:55

Being held up as a bond yield proxy this morning
10 year gilts


for now!

[purplepelmets] 30/1/2020 07:35

BRIEF-Unilever Expects Underlying Sales Growth In Lower Half Of Multi-Yr 3-5% Range In 2020
FY DILUTED EPS FELL 38.4 PERCENT TO 2.14 EUR

Hard hat time?

[panshanger1] 30/1/2020 07:23

Weak update I would have thought

[essentialinvestor] 29/1/2020 19:47

Afternoon sell off Phil ...

[philanderer] 29/1/2020 14:49

Results tomorrow, fingers crossed ;-)

[andyj] 29/1/2020 10:30

I agree and this is one company guaranteed to benefit from people in Asia buying more soaps, disinfectant etc.

[essentialinvestor] 27/1/2020 11:53

Think around £42 would be attractive folks fwiw.

[dplewis1] 26/1/2020 08:06

Yet another new alias of StockStracker/ BrotherHumble / spurslegend / blah blah. Spamming every board with old stories to promote his multiple twitter aliases. You have to follow him to see the story.. it's his little tactic, because he's 12.

[philanderer] 24/1/2020 18:07

Jefferies note:

We upgrade to Buy (from Hold), following a material correction and ahead of the Q4 on January 30. Sentiment is bleak and consensus has chosen to interpret FY20 growth guidance conservatively.

It all feels like the mood prior to the KHC bid, which points to the danger of being short of/ambivalent towards good companies, at low prices. With signs of green shoots in key markets and low valuation a spur to action - or an invitation for activism - we turn positive.

The last time ULVR was in this sort of pickle was in January 2017. We all know what happened next. We’re not expecting KHC back any time soon. But experience suggests that good companies, at low prices, get either a spur to more radical action - or invite activism.

Activist involvement at NESN, PG, Danone, MDLZ and Pernod won’t have gone un-noticed at Blackfriars. A positive for shareholders, in our view.

[philanderer] 24/1/2020 10:01

+++ JEFFERIES RAISES UNILEVER TO 'BUY' (HOLD) - PRICE TARGET 5000 (4450) PENCE +++

[purplepelmets] 24/1/2020 00:10

shoot the arsonists. Thats how to properly deal with the Australian bushfire fiasco.
Looking to pick up more at 4100 if we can get a dip on the basis of the Chinese dropping unconscious to the pavements all over the place and subsequent market overreaction.

[philanderer] 22/1/2020 18:12

Unilever could close Warrington washing powder factory

[philanderer] 22/1/2020 14:12

Berenberg downgrading from 'buy' to 'hold' ... tp 4750p cut from 5350p

[philanderer] 14/1/2020 00:17

How brands like Unilever, McDonald's and WPP are responding to Australia's bushfire crisis

[philanderer] 13/1/2020 12:30

Yes, I'm accumulating small lots on a regular basis as well :-)

[magli] 13/1/2020 12:11

Personally I think a combination of markets thinking pound was going to tank. 95+% of U sales are in other currencies. Other factors.Buffet holding 120b usd & would love U to acceptPolman gone and Jope new first yearTrain and smith plus others hold U as dividend payers but if under pressure (Woodford mess) May if offer was right agree to push for sale.It's my biggest holding but due to sharesave sharebuy etc so financially a good deal but did manage to sell 10% at 51.81 on the 9th September.