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

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: 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

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, ...

Virginie Roumage

NESTLÉ: Technicalities largely unseen in today’s release | NEUTRAL | CHF88

NESTLÉ - NEUTRAL | CHF88(-7%) Technicalities largely unseen in today’s release Q1 organic sales growth surprised positively… …due to Americas, EMENA and Other Businesses No change to our forecasts before the call at 2pm CET

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

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, ...

Virginie Roumage

NESTLÉ: Technicalities largely unseen in today’s release | NEUTRAL | CHF88

NESTLÉ - NEUTRAL | CHF88(-7%) Technicalities largely unseen in today’s release Q1 organic sales growth surprised positively… …due to Americas, EMENA and Other Businesses No change to our forecasts before the call at 2pm CET

Ahmed Ben Salem ...
  • Alfred Glaser
  • Christophe Chaput
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Florent Laroche-Joubert
  • François Maury
  • Georges Dieng
  • Jerôme Bodin
  • Johanna Jourdain
  • Matthias Desmarais
  • Olfa Taamallah
  • Pierre Tegner
  • Roland Pfaender
  • Stephane Houri
  • Valentin Pernet
  • Virginie Rousseau
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 04/18/2019

...

Pierre Tegner

Nestle : Q1 higher than forecast with l-f-l growth of 3.4%

>We expect a positive reaction - The share price should respond positively to the Q1 sales release despite limited potential in the short term. With organic growth (3.4%) proving much weaker than expected and more or less equivalent to our 2019 forecast of 3.6%, the start of the year is encouraging and underpins the positive momentum. The recovery in pricing to 1.2% is the main piece of good news from this quarter and strongly suggests a gradual recovery in pricing po...

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

...

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 – COMMENTAIRES DETAILLES 14/02/2019

...

Antoine Boivin-Champeaux ...
  • François Maury
  • Georges Dieng
  • Pierre Tegner
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 18/09/2018

...

Ahmed Ben Salem ...
  • Alexandre Iatrides
  • Alfred Glaser
  • Christophe Chaput
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Emira Sagaama
  • Emmanuel Matot
  • Fatma Agnès Hamdani
  • François Maury
  • Hela Zarrouk
  • Jean Sassus
  • Johanna Jourdain
  • Louis Boujard, CFA
  • Matthias Desmarais
  • Michael Foundoukidis
  • Nicolas David
  • Olivier Lebrun
  • Oussema Denguir
  • Philippe Ourpatian
  • Pierre Tegner
  • Pierre Corby
  • Rémi Adam, CFA
  • Stephane Houri
  • Steven Gould
  • Veysel Taze
  • Vincent Maulay

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 26/07/2018

...

Alfred Glaser ...
  • Anis Zgaya
  • Antoine Boivin-Champeaux
  • Bruno Hareng
  • Delphine Brault
  • Fatma Agnès Hamdani
  • François Maury
  • Georges Dieng
  • Henning Steinbrink
  • Jean Sassus
  • Jerôme Bodin
  • Louis Boujard, CFA
  • Michael Foundoukidis
  • Nicolas David
  • Olfa Taamallah
  • Olivier Lebrun
  • Roland Pfaender,MBA,CFA,CCRA
  • Steven Gould
  • Valentin Pernet
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 07/20/2018

...

Nestlé

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Nestlé

Nestlé

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Nestlé – Proxinvest Corporate Governance Rating ® : B

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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

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.

Valérie GASTALDY

Analyse moyen 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 83,75 CHF et 87,91 CHF. La tendance serait invalidée sous le support à 71,22 CHF.

Matthieu DRIOL

Analyse court terme - NESTLE : Les cours progressent encore.

La tendance de fond est clairement orientée à la hausse. Les cours progressent encore, mais le mouvement montre moins de puissance. La prochaine résistance est à 82,14 CHF. La rupture du support à 78,68 CHF invaliderait cette tendance.

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