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

BEIERSDORF AG sees a downgrade to Neutral 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 1 out of 4 stars while market behaviour can be considered defensive. theScreener believes that the title remains under pressure due to the loss of a star(s) and downgrades its general evaluation to Neutral. As of the analysis date September 20, 2019, the closing price was EUR 107.20 and its target price was estimated at EUR 100.82.

Beiersdorf AG

Beiersdorf AG

Beiersdorf AG

Beiersdorf AG

Beiersdorf AG

Beiersdorf AG

Beiersdorf AG

Beiersdorf AG

Pierre Tegner

Beiersdorf : Conference call: questions on what C.A.R.E. really is. More marketing or more opex?

>Strong positive reaction; we remain at Reduce - Contrary to expectations, the share reacted strongly to the publication of H1 results, which were slightly higher than the consensus. The management is sufficiently confident to have indicated that it was now aiming for the top end of the organic growth guidance range of 3-5% for the consumer business. But this was already expected. We attribute the share’s nearly 4% gain to much more rational factors; the announcement ...

Emmanuel Matot ...
  • Jean Sassus
  • Khaled Ben Amor
  • Louis Boujard
  • Philippe Ourpatian
  • Pierre Tegner
  • Roland Pfaender
  • Samantha Jeary
  • Stephane Houri
  • Steven Gould
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 08/07/2019

...

Emmanuel Matot ...
  • Jean Sassus
  • Khaled Ben Amor
  • Louis Boujard
  • Philippe Ourpatian
  • Pierre Tegner
  • Roland Pfaender
  • Samantha Jeary
  • Stephane Houri
  • Steven Gould
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 07/08/2019

...

Fehmi Ben Naamane ...
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Pierre Tegner
  • Roland Pfaender
  • Steven Gould

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 08/06/2019

...

Fehmi Ben Naamane ...
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Pierre Tegner
  • Roland Pfaender
  • Steven Gould

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 06/08/2019

...

Alfred Glaser ...
  • Anis Zgaya
  • Christophe Chaput
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Emmanuel Matot
  • Fatma Agnès Hamdani
  • Fehmi Ben Naamane
  • Khaled Ben Amor
  • Louis Boujard
  • Olivier Lebrun
  • Philippe Ourpatian
  • Pierre Tegner
  • Samantha Jeary
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/14/2019

...

BEIERSDORF AG sees a downgrade to Neutral 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 1 out of 4 stars while market behaviour can be considered defensive. theScreener believes that the title remains under pressure due to the loss of a star(s) and downgrades its general evaluation to Neutral. As of the analysis date September 20, 2019, the closing price was EUR 107.20 and its target price was estimated at EUR 100.82.

Beiersdorf AG

Beiersdorf AG

Beiersdorf AG

Beiersdorf AG

Loic Morvan ...
  • Virginie Roumage

HPC | Vers une beauté digitalisée, naturelle et personnalisée

SECTOR | HPC | Vers une beauté digitalisée, naturelle et personnalisée Le marché mondial de la beauté continue à être particulièrement bien orienté. Nous pensons qu’il devrait progresser de 5% en 2019 (+5.5% en 2018), ce qui se compare à un TCAM de 4% depuis 2007. Les principaux relais de croissance demeurent la premiumisation, la montée en puissance des classes moyennes dans les pays émergeants, l’urbanisation grandissante (en particulier dans les nouveaux marchés) et le vieillissement de la population mondiale (spécialement dans les pays développés)

Loic Morvan ...
  • Virginie Roumage

HPC | A more digitalized, natural and personalized beauty

SECTOR | HPC | A more digitalized, natural and personalized beauty The global beauty market remains particularly robust. We believe it should grow by 5% in 2019 (+5.5% in 2018), compared with a CAGR of 4% since 2007. The main sources of growth drivers are still premiumisation, the expanding middle classes in emerging markets, widespread urbanisation (especially in new markets) and the ageing global population (especially in western countries).

MarketLine Department

PZ Cussons Plc - Strategy, SWOT and Corporate Finance Report

Summary PZ Cussons Plc - 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 Highlights PZ Cussons Plc (PZ Cussons) is a manufacturer and marketer of consumer products. The company offers food and nutrition, electrical, personal care, baby care, and home care products. Its product portfolio includes detergents, soaps, toiletries, baby products, pharmaceuticals, nutritional produ...

MarketLine Department

Estee Lauder Companies Inc - Strategy, SWOT and Corporate Finance Report

Estee Lauder Companies Inc - Strategy, SWOT and Corporate Finance Report Summary Estee Lauder Companies Inc - 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 Highlights Estee Lauder Companies Inc. (Estee Lauder) is a manufacturer and marketer of personal care products. Its product portfolio includes skin care, makeup, fragrance, and hair care products. The company markets o...

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...

Expert Corporate Governance Service (ECGS)

Beiersdorf April 17th, 2019

Item 2: Management and Supervisory Board are proposing an unchanged dividend of EUR 0.70 per share which corresponds to a payout ratio of 21.81% per share (EPS: EUR 3.21). The dividend is covered by earnings and free cash flow and can thus be provided by the Company. However, we note that the dividend has not been increased for the ninth consecutive year, while at the same time EPS increased by 94.54% in the period from 2009 until 2018. We urge the Company to establish a sustainable long-term dividend policy, thereby taking into account its strategic objectives, in particular with regard to po...

Beiersdorf – Proxinvest Corporate Governance Rating ® : D

Proxinvest Corporate Governance Rating ® helps investors integrate governance into their investment decision and identify governance risks and opportunities within their portfolio. Proxinvest Corporate Governance Rating ® Service rates European issuers through the analysis of four main themes : Ownership & Shareholder rights, Board & Committees, Audit & Process, Remuneration. Each theme is rated taking into account several comprehensive sub-categories. Our unique two-step process to achieve each rating includes a first step quantitative valuation and a second step qualitative filter...

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 €.

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