Unilever Share Discussion Threads

[nil pd] 21/1/2014 14:01

No other comments right now. I've only skimmed the results (I'm on Eastern Time).

Biggest message appears to be an excellent performance and all bases covered for forging ahead.

My original fears unfounded. Last week's analysts should hang their heads in shame.

Will get back to you when I've had a deeper read.

[essentialinvestor] 21/1/2014 13:46

The 2,000 job losses announced in December combined the the product streamlining
is due to deliver a £500 M saving in 2014 - can anyone confirm is this an annual
ongoing saving? - I assume it is.

[essentialinvestor] 21/1/2014 13:46

True NP.

Looks like about flat EPS this year so approx 18.3 X a year out.

Looks a fairly full valuation imv, then again you can say that about the rest
of the market.


Any other views.

[nil pd] 21/1/2014 13:36

EI, that pales into insignificance in the light of the reduction in net pension deficit.

[essentialinvestor] 21/1/2014 09:43

An 11% drop in free cash flow, any thoughts on that?.

[doe808] 21/1/2014 08:50

impressive, ygor706. Happy with that.

[ygor706] 21/1/2014 07:32

These earnings look to be well ahead of brokers' consensus for the full year so I do not see the share price coming to much harm today.

[champ1] 19/1/2014 10:30

still expecting them to open tuesday, sharply lower

[essentialinvestor] 17/1/2014 17:23

Pre this update the '14 consensus is for a 3% EPS increase.

18 X for a 3% EPS increase looks generous imv, they may surprise the upside,
possibly.

[essentialinvestor] 17/1/2014 15:55

Results on Tuesday.

[champ1] 17/1/2014 15:50

sold mine chance to get in lower

[essentialinvestor] 17/1/2014 11:41

Well you will soon find out.

[nil pd] 10/1/2014 03:47

...which points to low share price growth.

EI, what chance of a surprise to put some oompf back into the stock?

[essentialinvestor] 09/1/2014 13:14

Still on approx. 18x 2014 earnings for very modest '14 growth and falling EPS
on 2013 estimates

[essentialinvestor] 09/1/2014 10:29

Q4 results on the 21st.

[metier9] 04/12/2013 13:43

I used to work in China and i loved having a Tesco in the city I lived. On the other hand the chinese didn't like it and kept going to shop in Xin Hua Du (Wal mart recently bought it). The Unilever products seemed to be doing ok.

[essentialinvestor] 04/12/2013 12:46

Look at the TSCO statement today and their update on some emerging far east markets, it looks to be getting tougher to find growth in many EM's IMV.

[raysor] 26/11/2013 19:03

I must admit I haven't read the whole article by Redmayne Bentley in latest edition of Share Spotlight hxxp://www.shareworld.co/index.php/share-spotlight/september-26-2013/
I did not get passed the first paragraph, which is most interesting, as Unilever is one of my current favourite stocks.
As well as reading the article I suggest you take note of the message in the first paragraph and avoid the yield trap!

[stever4545] 25/11/2013 10:53

Indeed - with a target of 33
Great LFL growth in Q4 TO DATE - WILL EXCEED EXPECTATIONS
currently very undervalued

[metier9] 25/11/2013 09:21

tapped? like tapped that ____.?

[bigbertie] 25/11/2013 09:14

or even tipped maybe?

[stever4545] 25/11/2013 08:53

Re topped today mail target 33 buy

[yewtrees] 06/11/2013 20:24

ex divi hence the drop.

[stever4545] 04/11/2013 12:23

Tipped to £33Really get them now quarter 4 to date is fantastic