Unilever Share Discussion Threads

[spoole5] 29/4/2021 13:55

Two sells! Would love to see what they have buy recs on!

[philanderer] 29/4/2021 13:43

Few others just out..


29th april Barclays buy tp 4800p
29th april Bernstein sell tp 3500p
29th april UBS sell tp 3700p
29th april JP Morgan neutral tp 4200p

[blue59] 29/4/2021 11:50

Hopefully the natural optimism of the NYSE will give this a well deserved kick upwards this afternoon.

[philanderer] 29/4/2021 11:44

Very tidy update :-)


04/29/2021 | 05:53am EDT

In a research note published by John Ennis, Goldman Sachs advises its customers to buy the stock. The target price continues to be set at GBX 4800.

marketscreener.com

[essentialinvestor] 29/4/2021 09:49

Data strongly points to 'purposeful' brands outperforming.

The bulk of Unilever's growth is coming form this area.

Like it or lump it.

[essentialinvestor] 29/4/2021 09:44

If they had missed the market may have been very inclined to notice!.

[quantas01] 29/4/2021 08:56

Finally after months of waiting my Unilever holding is back in the blue...Happy days..

[tonio] 29/4/2021 08:51

B&J's illustrate what great products caring capitalism can provide -and great profits too:-)
Unilever knows a good thing when it sees it - a fine company with a great workforce - its attitudes today are very much in line with those of the Lever Brothers who built Port Sunlight.

[spoole5] 29/4/2021 08:18

I'm in no way woke in any way shape or form but from a business perspective it makes sense to tailor your marketing to changing attitudes. In my opinion ben and Jerry's is massively overpriced, but if people want to pay a premium for a woke brand that's fine by me!

[jonwig] 29/4/2021 08:17

FT: "This all feels positive in the round, but we observe that the market has been disinclined to treat first-quarter beats too effusively,” said Jefferies analyst Martin Deboo.

[onehanded] 29/4/2021 08:16

good news for holders... are they going to buy Byotrol BYOT to add to the portfolio....

[cwa1] 29/4/2021 08:14

Market certainly seems happy with the announcement...and that makes me happy too

[essentialinvestor] 29/4/2021 08:13

Makes some of the comments here yesterday look ridiculous.

[purplepelmets] 29/4/2021 08:12

Very impressive results. I take back all the criticism. Woke politics in fast moving consumer goods companies is clearly a good thing, who knew.
One happy shareholder today, was expecting under estimates.

[spoole5] 29/4/2021 08:08

Won't see these under 40 again

[1nf3rn0] 29/4/2021 08:06

"We have had a good start to the year. We are growing faster than our markets,"Gaining market share and able to achieve a 1% contribution from price increases, what's not to like?!

[charlie9038] 29/4/2021 07:55

Looks Ok to me as well.

[jonwig] 29/4/2021 07:51

Q1 trading statement:



Rise in underlying sales growth but adverse currency movements led to small decline.
EMs (esp. Asia) strong, Europe weak.
Looks OK to me, but I don't know what the market expectations were.

[nick100] 29/4/2021 07:30

By John Martens and Bloomberg Automation
(Bloomberg) -- Unilever reported underlying sales for the
first quarter that beat the average analyst estimate.
* 1Q underlying sales +5.7%, estimate +3.37% (Bloomberg
Consensus)
* 1Q underlying volume +4.7%, estimate +2.83%
* 1Q underlying pricing +1%, estimate +0.97%
* 1Q dividend per share EU0.4268
* 1Q revenue EU12.33 billion, estimate EU12.05 billion

* Separation of Tea Business to Be Completed by Year-End
* Confident to Deliver FY Usg Within Multi-Yr Framework
* Sees 1H Underl. Sales Growth Around Top of 3-5% Range
* To Start Share Buyback Programme of up to EU3B in May

* Unilever: separation of a number of smaller beauty and
personal care brands is also underway. The brands include Q-
Tips, Caress, Tigi, Timotei, Impulse and MonSavon, and together
generated revenues of around EU0.6 billion in 2020
* In 2021 we expect to deliver underlying sales growth within
our multi-year framework of 3-5%, with the first half at around
the top of this range. We expect underlying operating margin to
increase slightly in the full year, following a decline in the
first half which is driven by a number of factors. Covid-19
continues to cause additional supply chain costs and a negative
margin mix. Commodity and freight costs have increased further
and we will be lapping lower marketing spend in the first half
of last year

[mcflyo2] 28/4/2021 14:36

MNG v SLA

MNG
Year high: 231.70p
Year low: 108.90p

Market Cap: £5.72 bn
P/E ratio: 4.95
Dividend yield: 8.29%

SLA
Year high: 332.80p
Year low: 201.40p

Market Cap: £6.23 bn
P/E ratio: 7.57
Dividend yield: 5.11%



MNG PE 4.95 wow!

[essentialinvestor] 28/4/2021 14:36

Large move tomorrow would expect, however it could be in either direction!.

[tonio] 28/4/2021 13:06

First laugh of the day -when buying ice-cream you want great taste - and with B&Js that's what you get - at a definitely right-wing price - a lovely mouthful of capitalism :-)

[beergut] 28/4/2021 07:10

The writing was on the wall for this company as soon as Ben & Jerry's started giving political advice.Be interesting to see the sales figures for Ben & Jerry's in the US since it became a mouthpiece for the left, and I for one would never buy the product again.

[purplepelmets] 28/4/2021 01:54

Hapless Jope has been an unprecedented disaster focusing on woke politics while totally ignoring his actual job ie maximizing profit and shareholder returns. We need a proper CEO urgently, only 2 sensible candidates with the intelligence, comittment and drive that come to mind would be ARB's Peter Wall and the Pru's Rob Spencer. Time for a shakeup!