Nestle S.A.

Nestle is a holding company which is based in Switzerland. Through its subsidiaries and allied companies, Co. is engaged in the food processing industry. Co.'s product portfolio has seven categories, Powder and Liquid Beverages, Nutritional and Health Science, Milk products and ice cream, Prepared dishes and cooking aids, PetCare, Confectionery and Water.
  • TickerNESN
  • ISINCH0038863350
  • ExchangeSix Swiss Exchange
  • SectorFood Producers
  • CountrySwitzerland

Analysts

Venkatraman Varun

Nestlé

1 director sold

A director at Nestlé AG sold 4,000 shares at 100.533CHF and the significance rating of the trade was 78/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of board memb...

Alexandre Iatrides ...
  • Benoit Valleaux
  • Charles Lepetitpas
  • Emmanuel Matot
  • Fehmi Ben Naamane
  • Florent Laroche-Joubert
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Khaled Ben Amor
  • Louis Boujard
  • Matthias Desmarais
  • Nicolas David
  • Philippe Ourpatian
  • Pierre Tegner
  • Rémi Adam
  • Roland Pfaender
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/16/2019

...

Pierre Tegner

Nestle : Nestlé Skin Health: in exclusive talks with EQT and ADIA for CHF 10.2bn. A very good price. Could cash returns be on the cards?

>Good news in view of the price and the potential for cash returns - This morning’s announcement that the group has entered into exclusive negotiations with EQT and ADIA (Abu Dhabi Investment Authority) for the sale of its Nestlé Skin Health business for CHF 10.2bn is excellent news in light of the much higher than expected price. In relative terms, this high amount may be seen as marginal as it equates to only 3% of Nestlé's market capitalisation. But the fact remain...

Alexandre Iatrides ...
  • Benoit Valleaux
  • Charles Lepetitpas
  • Emmanuel Matot
  • Fehmi Ben Naamane
  • Florent Laroche-Joubert
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Khaled Ben Amor
  • Louis Boujard
  • Matthias Desmarais
  • Nicolas David
  • Philippe Ourpatian
  • Pierre Tegner
  • Rémi Adam
  • Roland Pfaender
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 16/05/2019

...

Virginie Roumage

Nestlé: The strike in Brazil to impact Nestlé’s Q2 sales

Nestlé: (NEUTRAL, Fair Value CHF84 (+12%)) The strike in Brazil to impact Nestlé’s Q2 sales We expect 1.6% organic sales growth in Q2. The slowdown is no surprise as Q1 (+2.8%) benefitted from the timing of Easter and the Chinese New Year. But it is more significant than anticipated due to the 10-day strike in Brazil (5% of total sales). In view of this event, we now expect sales to be up 2.6% in 2018 in organic terms (vs +2.9% previously). Consensus appears too high.

Pierre Tegner

Nestle : Nestlé Skin Health: in exclusive talks with EQT and ADIA for CHF 10.2bn. A very good price. Could cash returns be on the cards?

>Good news in view of the price and the potential for cash returns - This morning’s announcement that the group has entered into exclusive negotiations with EQT and ADIA (Abu Dhabi Investment Authority) for the sale of its Nestlé Skin Health business for CHF 10.2bn is excellent news in light of the much higher than expected price. In relative terms, this high amount may be seen as marginal as it equates to only 3% of Nestlé's market capitalisation. But the fact remain...

Pierre Tegner

Nestlé : Nestlé Skin Health : en négociation exclusive avec EQT et ADIA pour un montant de 10.2 MdCHF. Un très beau prix. Retour de cash possible ?

>Une bonne nouvelle compte tenu du prix et du retour potentiel de cash - L’annonce ce matin de l’entrée en négociation exclusive avec EQT et ADIA pour la cession de Nestlé Skin Health pour un montant de 10.2 MdCHF est une très belle nouvelle compte tenu du montant très nettement supérieur aux attentes. En relatif, ce montant élevé peut être qualifié de marginal puisqu’il ne représente que 3% de la capitalisation boursière de Nestlé. Mais c’est une très belle cession p...

Virginie Roumage

NESTLÉ: NSH to be sold to a consortium led by EQT and Adia | NEUTRAL | CHF88(-10%)

NESTLÉ - NEUTRAL | CHF88(-10%) NSH to be sold to a consortium led by EQT and Adia Value of CHF10.2bn A business present in Consumer and Medical Solutions The biggest disposal since the arrival of Mr Schneider Other deals on the Beauty side Neutral recommendation maintained

Ioannis Pontikis

Morningstar | Nestle's CMD in Line With Midterm Targets Unchanged; Shares Slightly Rich

Nestle's CMD this year was hosted at its U.S. headquarters in Arlington and shed more light on its 2020 midterm targets (mid-single-digit organic sales growth and EBIT margin of 17.5%-18.5%) with the high-growth categories (pet, nutrition, coffee, health, and waters) being the focus. Nestle also announced the consolidation of the frozen pizza and ice cream distribution from a direct store delivery (DSD) model to warehouse distribution, which will create cost synergies, reduce capital intensity, and improve returns. Notwithstanding the added colour provided including this key announcement, mana...

Ioannis Pontikis

Nestle's CMD in Line With Midterm Targets Unchanged; Shares Slightly Rich

Nestle's CMD this year was hosted at its U.S. headquarters in Arlington and shed more light on its 2020 midterm targets (mid-single-digit organic sales growth and EBIT margin of 17.5%-18.5%) with the high-growth categories (pet, nutrition, coffee, health, and waters) being the focus. Nestle also announced the consolidation of the frozen pizza and ice cream distribution from a direct store delivery (DSD) model to warehouse distribution, which will create cost synergies, reduce capital intensity, ...

1 director sold

A director at Nestlé AG sold 4,000 shares at 100.533CHF and the significance rating of the trade was 78/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of board memb...

Alexandre Iatrides ...
  • Benoit Valleaux
  • Charles Lepetitpas
  • Emmanuel Matot
  • Fehmi Ben Naamane
  • Florent Laroche-Joubert
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Khaled Ben Amor
  • Louis Boujard
  • Matthias Desmarais
  • Nicolas David
  • Philippe Ourpatian
  • Pierre Tegner
  • Rémi Adam
  • Roland Pfaender
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/16/2019

...

Alexandre Iatrides ...
  • Benoit Valleaux
  • Charles Lepetitpas
  • Emmanuel Matot
  • Fehmi Ben Naamane
  • Florent Laroche-Joubert
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Khaled Ben Amor
  • Louis Boujard
  • Matthias Desmarais
  • Nicolas David
  • Philippe Ourpatian
  • Pierre Tegner
  • Rémi Adam
  • Roland Pfaender
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 16/05/2019

...

Fatma Agnès Hamdani ...
  • Johanna Jourdain
  • Laurence Hofmann
  • Matthias Desmarais
  • Olivier Lebrun
  • Pierre Tegner

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 11/04/2019

...

Fatma Agnès Hamdani ...
  • Johanna Jourdain
  • Laurence Hofmann
  • Matthias Desmarais
  • Olivier Lebrun
  • Pierre Tegner

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 04/11/2019

...

Ahmed Ben Salem ...
  • Alfred Glaser
  • Benoit Valleaux
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Fatma Agnès Hamdani
  • Florent Laroche-Joubert
  • Jean Sassus
  • Louis Boujard
  • Martial Descoutures
  • Olivier Lebrun
  • Philippe Ourpatian
  • Pierre Corby
  • Pierre Tegner
  • Steven Gould

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 02/14/2019

...

Venkatraman Varun

Nestlé

NESTLE AG loses on its star level and is downgraded to Slightly Positive

The independent financial analyst theScreener just slightly lowered the general evaluation of NESTLE AG (CH), active in the Food Products industry. The title has lost a star(s) at the fundamental level and now shows 3 out of 4 stars. Its exposure to market risk remains nonetheless the same and can be still described as defensive. theScreener slightly downgrades the general evaluation to Slightly Positive for the title on account of the lost star(s). As of the analysis date April 5, 2019, the closing price was CHF 95.67 and its potential was estimated at CHF 100.45.

Nestlé

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Nestlé

Nestlé

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Nestlé – Proxinvest Corporate Governance Rating ® : B

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...

Jérôme VINERIER

Short term view - NESTLE : Prices are still making progress.

The background trend is clearly bullish. Prices are still making progress. The following targets are at CHF 87.70 and CHF 91.40. The trend would be invalidated below the support at CHF 78.50.

Jérôme VINERIER

Analyse court terme - NESTLE : Les cours progressent toujours.

La tendance de fond est clairement orientée à la hausse. Les cours progressent toujours. Les objectifs suivants sont à 87,70 CHF et 91,40 CHF. La tendance serait invalidée sous le support à 78,50 CHF.

Matthieu DRIOL

Short term view - NESTLE : Prices are still making progress.

The background trend is clearly bullish. Prices are still making progress. The following targets are at CHF 83.76 and CHF 87.70. The trend would be invalidated below the support at CHF 78.68.

Matthieu DRIOL

Analyse court terme - NESTLE : Les cours progressent toujours.

La tendance de fond est clairement orientée à la hausse. Les cours progressent toujours. Les objectifs suivants sont à 83,76 CHF et 87,70 CHF. La tendance serait invalidée sous le support à 78,68 CHF.

Valérie GASTALDY

Medium term view - NESTLE : Prices are still making progress.

The background trend is clearly bullish. Prices are still making progress. The following targets are at CHF 83.75 and CHF 87.91. The trend would be invalidated below the support at CHF 71.22.

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