Unilever Share Discussion Threads

[philanderer] 26/7/2021 11:30

DEUTSCHE BANK CUTS UNILEVER PRICE TARGET TO 4,800 (5,500) PENCE - 'BUY'

LBBW CUTS UNILEVER TO 'HOLD' (BUY) - PRICE TARGET 4,300 (4,500) PENCE

BERENBERG CUTS UNILEVER PRICE TARGET TO 4,400 (4,600) PENCE - 'HOLD'

DZ BANK CUTS FAIR VALUE FOR UNILEVER TO 4,600 (4,750) PENCE - 'BUY'

[essentialinvestor] 23/7/2021 16:05

That was my point yesterday. Palm oil is up 70% year on year and is a major
ingredient in many of their brands, logistics, wages, energy etc.

Unilever also pre agree pricing with many retailers for a multi month period
in advance, so have been unable to raise prices in some cases.

[alotto] 23/7/2021 15:54

Besides commodities are at a bottle neck, despite rising costs flat margins fuynny look bad at all

[philanderer] 23/7/2021 14:18

Afternoon EI.

This is still a quality company :-)

[essentialinvestor] 23/7/2021 14:16

Ben and Jerry's will have their best ever 12 months, reports that it is selling
out in many regions following this publicity.

[philanderer] 23/7/2021 14:03

Investors Chronicle..

'Unilever margin undermined by inflating costs'

Increased sales but its profit margin fell due to rising cost of packaging and raw materials.

HOLD

[philanderer] 23/7/2021 11:35

GOLDMAN RAISES UNILEVER PRICE TARGET TO 4,900 (4,800) PENCE - 'BUY'

RBC CUTS UNILEVER PRICE TARGET TO 3,600 (3,700) PENCE - 'UNDERPERFORM'

[careful] 23/7/2021 08:09

'woke' ulvr.

they should avoid provoking the wrong people.
anyone who knows how the world works would not do it.

[alotto] 23/7/2021 04:56

Price of commodities are soaring due to reopening of economies. Prices will eventually settle to a higher level to reflect the criminal money printing by governments. Unilever will need to increase the price of their goods. So competitors will, unless they will be happy with lower margins, which I doubt it is the case. At the end, that cost will be transferred to the consumers. Wages will be higher, so that won't be that big of any issue. Who eventually will foot the bill of public spending are savers, essentially all the public spending will be paid in terms of purchasing power at the expense of savers. Forget paying back the borrowed money, we will just have to deal with inflation.

[nick100] 23/7/2021 04:21

https://www.ft.com/content/6d246d96-3d10-4e97-991a-1fe254944396

[montyhedge] 22/7/2021 21:04

Seems like a profit warning to me, profit warnings normally happens in threes, two more to come then.

[spoole5] 22/7/2021 18:42

I see they bought back 3 times as many shares today as they did yesterday!

[pander45] 22/7/2021 17:58

A day to forget

[spoole5] 22/7/2021 17:08

I very much doubt the company will be independent long enough to get to 100 at this rate

[big7ime] 22/7/2021 16:21

Don’t listen to a guy whose only investment is BBSN

At least with ULVR you know the share price will be £100 in yrs to come whilst you wouldn’t bet on bbsn even still existing

[big7ime] 22/7/2021 15:34

22/7 Deutsche buy £55

[philanderer] 22/7/2021 15:32

22nd july Goldmans buy tp 4800p
22nd july JP Morgan neutral tp 4200p
22nd july Bernstein sell tp 3500p
22nd july UBS sell tp 3700p

[ballychan] 22/7/2021 14:56

Have they stated what the Special Dividend looks like once they've got the cash from the PG disposal?

[bountyhunter] 22/7/2021 13:32

"Unilever's first half was rather disappointing but the following share fall appears disproportionate, Deutsche Bank says. The consumer-goods producer delivered a small beat in Ebitda but this was clouded by a weak outlook, the German bank says. "Even though it doesn't make a large difference, that the company couldn't stick to the same margin guidance is disappointing," it says. However, this is hardly the worst outlook and the initial mid-single digit fall in the company's share price was an overreaction, it says. Deutsche Bank has a buy rating on the stock and a target price of 5,500 pence."

[bountyhunter] 22/7/2021 12:56

Needs the likes of Elliot to buy in and shake up as with GSK? Today's results may have looked a lot better of course without the 6% currency hit which could reverse.