Beiersdorf AG

Beiersdorf manufactures and distributes consumer goods. Co. operates in two business segments: consumer, which is Co.'s main business that focuses on the skin and body care markets, with products including NIVEA's Deodorant Invisible for Black & White, NIVEA Deodorant Stress Protect, NIVEA In-Shower Body Lotion, NIVEA Cellular Anti-Age face care, and Eucerin's VOLUME-FILLER; and tesa, which develops, produces, and markets self-adhesive products and system solutions for industry, craft businesses, and consumers. In the electrical industry, the tesa business segment's adhesive systems are used in mobile devices such as smartphones, tablet personal computers, and MP3 players.
  • Ticker520000
  • ISINDE0005200000
  • SectorPersonal Goods
  • CountryGermany

Analysts

Alexandre Iatrides ...
  • Christophe-Raphaël Ganet
  • François Maury
  • Georges Dieng
  • Jerôme Bodin
  • Pierre Tegner
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 12/05/2018

Our analysis of the Spanish sector with a view towards 2019, using an approach based on the prospects of an improvement in the operating leverage and shareholder returns, prompts us to favour the simple and domestic model of CaixaBank (Buy, target price € 4.9). We reiterate our positive but riskier call on Santander (Buy, target price € 5.7) and maintain our cautious approach to BBVA (Neutral, target price € 5.5). - Cf sector research published last evening. - ...

Pierre Tegner

Beiersdorf : The new CEO Stefan De Loecker reshuffles the executive board. What might this mean?

>Neutral: a wait-and-see stance prevails regarding the new CEO’s strategy - The changes announced yesterday (during trading) to Beiersdorf’s executive board may in themselves be seen as positive for several reasons. And in this respect, the positive reaction in the share price is understandable. the reshuffling of part of the executive board, a few weeks after the appointment of Stefan De Loecker as CEO, ends a certain power vacuum (if indeed there was one!)...

Alexandre Iatrides ...
  • Christophe-Raphaël Ganet
  • François Maury
  • Georges Dieng
  • Jerôme Bodin
  • Pierre Tegner
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES Date1

...

Pierre Tegner

Beiersdorf : Le nouveau CEO Stefan De Loecker recompose son Comex. Quel message peut-on y voir ?

>Neutre : l’attentisme prévaut sur la stratégie du nouveau CEO - Les changements annoncés hier (en séance) au sein du Comex de la division Consumer de Beiersdorf peuvent en soi être perçus positivement pour plusieurs raisons. Et à ce titre, la réaction positive du titre est compréhensible. 1) La recomposition d’une partie du Comex de la division Consumer, quelques semaines après la nomination du successeur de S. De Loecker au poste de CEO, met fin à une cert...

Jean-Christophe Dourret

Beiersdorf : Beiersdorf - 7 Nov 2018

...

Alexandre Iatrides ...
  • Christophe-Raphaël Ganet
  • François Maury
  • Georges Dieng
  • Jerôme Bodin
  • Pierre Tegner
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 12/05/2018

Our analysis of the Spanish sector with a view towards 2019, using an approach based on the prospects of an improvement in the operating leverage and shareholder returns, prompts us to favour the simple and domestic model of CaixaBank (Buy, target price € 4.9). We reiterate our positive but riskier call on Santander (Buy, target price € 5.7) and maintain our cautious approach to BBVA (Neutral, target price € 5.5). - Cf sector research published last evening. - ...

Pierre Tegner

Beiersdorf : The new CEO Stefan De Loecker reshuffles the executive board. What might this mean?

>Neutral: a wait-and-see stance prevails regarding the new CEO’s strategy - The changes announced yesterday (during trading) to Beiersdorf’s executive board may in themselves be seen as positive for several reasons. And in this respect, the positive reaction in the share price is understandable. the reshuffling of part of the executive board, a few weeks after the appointment of Stefan De Loecker as CEO, ends a certain power vacuum (if indeed there was one!)...

Alexandre Iatrides ...
  • Christophe-Raphaël Ganet
  • François Maury
  • Georges Dieng
  • Jerôme Bodin
  • Pierre Tegner
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES Date1

...

Pierre Tegner

Beiersdorf : Le nouveau CEO Stefan De Loecker recompose son Comex. Quel message peut-on y voir ?

>Neutre : l’attentisme prévaut sur la stratégie du nouveau CEO - Les changements annoncés hier (en séance) au sein du Comex de la division Consumer de Beiersdorf peuvent en soi être perçus positivement pour plusieurs raisons. Et à ce titre, la réaction positive du titre est compréhensible. 1) La recomposition d’une partie du Comex de la division Consumer, quelques semaines après la nomination du successeur de S. De Loecker au poste de CEO, met fin à une cert...

Jean-Christophe Dourret

Beiersdorf : Beiersdorf - 7 Nov 2018

...

Ahmed Ben Salem ...
  • Alex Koagne
  • Alexandre Iatrides
  • Antoine Boivin-Champeaux
  • Benoit Valleaux
  • Charles Lepetitpas
  • Christophe Chaput
  • Christophe-Raphaël Ganet
  • Emmanuel Matot
  • François Maury
  • Georges Dieng
  • Jean Sassus
  • Johanna Jourdain
  • Louis Boujard
  • Martial Descoutures
  • Matthias Desmarais
  • Nicolas David
  • Olfa Taamallah
  • Oussema Denguir
  • Philippe Ourpatian
  • Pierre Tegner
  • Pierre Corby
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 10/31/2018

...

Ahmed Ben Salem ...
  • Alex Koagne
  • Alexandre Iatrides
  • Antoine Boivin-Champeaux
  • Benoit Valleaux
  • Charles Lepetitpas
  • Christophe Chaput
  • Christophe-Raphaël Ganet
  • Emmanuel Matot
  • François Maury
  • Georges Dieng
  • Jean Sassus
  • Johanna Jourdain
  • Louis Boujard
  • Martial Descoutures
  • Matthias Desmarais
  • Nicolas David
  • Olfa Taamallah
  • Oussema Denguir
  • Philippe Ourpatian
  • Pierre Tegner
  • Pierre Corby
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 31/10/2018

...

Alexandre Iatrides ...
  • Alfred Glaser
  • Delphine Brault
  • Emmanuel Matot
  • Louis Boujard
  • Olfa Taamallah
  • Philippe Ourpatian
  • Pierre Tegner
  • Pierre Corby
  • Rémi Adam
  • Samantha Jeary
  • Stephane Houri
  • Sven Edelfelt
  • Veysel Taze
  • Virginie Rousseau
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 10/30/2018

For the moment, 5G has generated more anxiety than real enthusiasm among investors. Our analysis suggests a smooth transition for capex, but that the incident with the spectrum auctions might weigh on sentiment. We favour the German market if the absence of a fourth player is confirmed on 26 November. Deutsche Telekom (Buy, target price € 17.7) is our Top Pick. Cf. sector report published last evening. - ...

Alexandre Iatrides ...
  • Alfred Glaser
  • Delphine Brault
  • Emmanuel Matot
  • Louis Boujard
  • Olfa Taamallah
  • Philippe Ourpatian
  • Pierre Tegner
  • Pierre Corby
  • Rémi Adam
  • Samantha Jeary
  • Stephane Houri
  • Sven Edelfelt
  • Veysel Taze
  • Virginie Rousseau
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 30/10/2018

La 5G génère pour l’heure plus d’anxiété qu’un réel engouement auprès des investisseurs. Notre analyse nous conduit à penser que la transition se fera en douceur sur les Capex mais que l’épisode des enchères de spectre risque de peser sur le sentiment. Nous privilégions l’Allemagne si le 26/11 confirme l'absence de 4e acteur. Deutsche Telekom (Achat, OC 17.7 €) est notre top pick. Cf.étude publiée hier soir. - ...

Ahmed Ben Salem ...
  • Alexandre Iatrides
  • Alfred Glaser
  • Antoine Boivin-Champeaux
  • Baptiste Lebacq
  • Christophe Chaput
  • Delphine Brault
  • Emira Sagaama
  • Fatma Agnès Hamdani
  • Florent Laroche-Joubert
  • François Maury
  • Georges Dieng
  • Jerôme Bodin
  • Léopold Authié
  • Matthias Desmarais
  • Michael Foundoukidis
  • Olfa Taamallah
  • Olivier Lebrun
  • Pierre Tegner
  • Rémi Adam
  • Samantha Jeary
  • Stephane Houri
  • Sven Edelfelt
  • Team Pharma
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 10/26/2018

...

Beiersdorf AG

Beiersdorf AG

Beiersdorf AG

Beiersdorf AG

BEIERSDORF AG sees a downgrade to Slightly Negative on account of less fundamental stars

The independent financial analyst theScreener just lowered the general evaluation of BEIERSDORF AG (DE), active in the Personal Products industry. As regards its fundamental valuation, the title now shows 0 out of 4 stars while market behaviour can be considered moderately risky. theScreener believes that the title remains under pressure due to the loss of a star(s) and downgrades its general evaluation to Slightly Negative. As of the analysis date October 16, 2018, the closing price was EUR 90.76 and its target price was estimated at EUR 86.22.

MarketLine Department

L'Oreal SA - Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments

L'Oreal SA - Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments Summary Marketline's L'Oreal SA Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by L'Oreal SA since January2007. Synopsis Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of the organic and inorganic growth...

MarketLine Department

Beiersdorf AG - Strategy, SWOT and Corporate Finance Report

Summary Beiersdorf AG - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Findings - Detailed information on Beiersdorf AG required for business and competitor intelligence needs - A study of the major internal and external factors affecting Beiersdorf AG in the form of a SWOT analysis - An in-depth view of the business model of Beiersdorf AG including a breakdown and examinatio...

Beiersdorf AG in Beauty and Personal Care (Bosnia-Herzegovina)

Beiersdorf leverages on strong tradition and consumer loyalty to lead beauty and personal care in Bosnia-Herzegovina. Strategically, the country is not a particularly important market for Beiersdorf’s overall performance. As a part of southeast Europe, Bosnia-Herzegovina is classified as one of the markets likely to record the strongest growth of beauty and personal care in Europe over the forecast period, making it one of focal regions for Beiersdorf’s future activities. Euromonitor International Local Company Profiles are a concise set of briefings detailing the strategic direction taken by...

Beiersdorf AG in Beauty and Personal Care (Uzbekistan)

Beiersdorf AG plans to continue working on strengthening its Nivea brand name in order to maintain its leadership in Uzbekistan over the forecast period. Euromonitor International Local Company Profiles are a concise set of briefings detailing the strategic direction taken by a company. Discover key contact details, the company background and their competitive positioning through this collection of snapshot company profiles. Product coverage: Baby and Child-specific Products, Bath and Shower, Colour Cosmetics, Deodorants, Depilatories, Fragrances, Hair Care, Mass Beauty and Personal Care, Me...

Expert Corporate Governance Service (ECGS)

Etude de l'AG du 20/04/2017

Item 7: Approval is sought for the amended remuneration system which is applicable since financial year 2016. The amended remuneration system is considered as a deterioration compared to the previous remuneration system due to the abolition of the deferral of part of the annual bonus and the removal of an additional performance criterion from a component of the long-term incentive. Furthermore, we have concerns over the structure of remuneration being paid to Management Board members: The CEO's maximum total remuneration (excluding benefits in kind) may reach up to EUR 9.75m (780% of base sala...

Matthieu DRIOL

Analyse court terme - BEIERSDORF AG : Le mouvement se poursuit.

La tendance est baissière. Le mouvement se poursuit. Le prochain objectif est à 85,10 €, puis 84,34 €. Le franchissement de 101,30 € remettrait en cause la suite de la baisse.

Matthieu DRIOL

Short term view - BEIERSDORF AG : The movement goes on.

The trend is bearish. The movement goes on. The next target is at €85.10, then €84.34. Passing €101.30 would question the continuation of the fall.

Matthieu DRIOL

Analyse court terme - BEIERSDORF AG : Les prix baissent.

La tendance est baissière. Les prix baissent à nouveau, mais le mouvement est devenu hésitant. Le prochain support est à 85,10 €. La tendance baissière serait remise en cause au-dessus de 101,30 €.

Matthieu DRIOL

Short term view - BEIERSDORF AG : Falling prices.

The trend is bearish. Prices are falling again, but the movement has become hesitant. The next support is at €85.10. The bearish trend would be challenged above €101.30.

Matthieu DRIOL

Analyse moyen terme - BEIERSDORF AG : La baisse récente gagne en vigueur.

La tendance est haussière. La baisse récente gagne en vigueur. Le prochain support est à 84,70 €. La tendance serait remise en cause par la rupture de 84,70 €.

ResearchPool Subscriptions

Get the most out of your insights

Get in touch