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

1 director sold

A director at Nestlé AG sold 4,500 shares at 106.412CHF and the significance rating of the trade was 84/100. 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...

NESTLE AG sees an upgrade to Positive due to a better fundamental star rating

The general evaluation of NESTLE AG (CH), a company active in the Food Products industry, has been upgraded by the independent financial analyst theScreener with the addition of a star. Its fundamental valuation now shows 4 out of 4 possible stars while its market behaviour can be considered as defensive. theScreener believes that the additional star(s) merits the upgrade of its general evaluation to Positive. As of the analysis date August 20, 2019, the closing price was CHF 107.96 and its potential was estimated at CHF 113.36.

Virginie Roumage

NESTLÉ: H1 improving, despite helped from some one-offs | NEUTRAL | CHF93 vs. CHF88 (-11%)

NESTLÉ - NEUTRAL | CHF93 vs. CHF88 (-11%) H1 improving, despite helped from some one-offs H1 sales helped by a number of one-offs Details by division Coffee: regained momentum in Q2 H2 to be softer than H1

Virginie Roumage

NESTLÉ: Expectation for the full year have been clarified | NEUTRAL | CHF88(-14%)

NESTLÉ - NEUTRAL | CHF88(-14%) Expectation for the full year have been clarified Q2 organic sales showing an acceleration… …due to all divisions except Waters and Asia/Oceania No change to our forecasts before the call at 2pm CET

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.

Virginie Roumage

NESTLÉ: H1 improving, despite helped from some one-offs | NEUTRAL | CHF93 vs. CHF88 (-11%)

NESTLÉ - NEUTRAL | CHF93 vs. CHF88 (-11%) H1 improving, despite helped from some one-offs H1 sales helped by a number of one-offs Details by division Coffee: regained momentum in Q2 H2 to be softer than H1

Virginie Roumage

NESTLÉ: Expectation for the full year have been clarified | NEUTRAL | CHF88(-14%)

NESTLÉ - NEUTRAL | CHF88(-14%) Expectation for the full year have been clarified Q2 organic sales showing an acceleration… …due to all divisions except Waters and Asia/Oceania No change to our forecasts before the call at 2pm CET

Pierre Tegner

ODDO : Have consumer staples become too expensive?

The 12-mth forward P/E for the Food Beverage HPC (24x) sector gives the impression it is expensive. Objectively, the sector is no more expensive than it was before. Above all, there is a major change in the hierarchy with a beverage and luxury effect. Favouring Danone (TP € 88 vs € 81) for its discount and Nestlé (TP CHF 110 vs CHF 100) for its defensive side at a reasonable price remains pertinent. - >“I don’t care about valuation” - Historically, investors have paid ...

Pierre Tegner

ODDO : Les consumer staples sont-ils devenus trop chers ?

Le PE 12m fwd du Food Beverage HPC (24x) suscite un sentiment de cherté. Objectivement, le secteur n’est pas bien plus cher qu’avant. Il y a surtout un bouleversement de la hiérarchie avec un effet Beverage … Luxe. Privilégier Danone (OC 88 € vs 81 €) pour sa décote et Nestlé (OC 110 CHF vs 100 CHF) pour son profil défensif à prix raisonnable reste pertinent. - >« I don’t care about valuation” - Historiquement, les investisseurs se préoccupent peu de la valorisation d...

Pierre Tegner

ODDO : Have consumer staples become too expensive?

The 12-mth forward P/E for the Food Beverage HPC (24x) sector gives the impression it is expensive. Objectively, the sector is no more expensive than it was before. Above all, there is a major change in the hierarchy with a beverage and luxury effect. Favouring Danone (TP € 88 vs € 81) for its discount and Nestlé (TP CHF 110 vs CHF 100) for its defensive side at a reasonable price remains pertinent. - >“I don’t care about valuation” - Historically, investors have paid ...

1 director sold

A director at Nestlé AG sold 4,500 shares at 106.412CHF and the significance rating of the trade was 84/100. 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

...

NESTLE AG sees an upgrade to Positive due to a better fundamental star rating

The general evaluation of NESTLE AG (CH), a company active in the Food Products industry, has been upgraded by the independent financial analyst theScreener with the addition of a star. Its fundamental valuation now shows 4 out of 4 possible stars while its market behaviour can be considered as defensive. theScreener believes that the additional star(s) merits the upgrade of its general evaluation to Positive. As of the analysis date August 20, 2019, the closing price was CHF 107.96 and its potential was estimated at CHF 113.36.

Venkatraman Varun

Nestlé

Venkatraman Varun

Nestlé

Venkatraman Varun

Nestlé

Nestlé

null

MarketLine Department

Sligro Food Group N.V. - Strategy, SWOT and Corporate Finance Report

Summary Sligro Food Group N.V. - 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 Sligro Food Group N.V. (Sligro Food) sells food and drinks to foodservice and food retail companies in the Netherlands. The company’s product portfolio includes ready meal, confectionary, patisserie, grocery products, vegetables, fruits and desert products and fish and meat products. ...

MarketLine Department

Dr Pepper Snapple Group Inc - Strategy, SWOT and Corporate Finance Report

Summary Dr Pepper Snapple Group 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 Dr Pepper Snapple Group, Inc. (DPS or “the company” ) manufactures and distributes non-alcoholic beverages. Its product portfolio includes carbonated soft drinks (CSDs), non-carbonated beverages (NCBs), juices, ready-to-drink (RTD) teas, mixers, waters and other beverages. These ...

MarketLine Department

ConAgra Brands Inc - Strategy, SWOT and Corporate Finance Report

Summary ConAgra Brands 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 Conagra Brands, Inc. (Conagra), formerly known as ConAgra Foods, Inc, is a branded consumer packaged goods food company. It manufactures and distributes branded, private branded, and value-added consumer food, as well as foodservice items and ingredients. Conagra’s product portfolio inclu...

MarketLine Department

Red Bull GmbH - Strategy, SWOT and Corporate Finance Report

Summary Red Bull GmbH - 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 Red Bull GmbH (Red Bull) is a producer and marketer of energy drinks. The company’s product portfolio includes Red Bull energy drink, Red Bull Sugar Free, Red Bull Zero Calories, Red Bull Cola and Red Bull Editions. The company markets its products under several brand including Red Bull, Carpe...

MarketLine Department

Muller UK & Ireland Group LLP - Strategy, SWOT and Corporate Finance Report

Summary Muller UK & Ireland Group LLP - 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 Muller UK & Ireland Group LLP (Muller), a subsidiary of Muller Group, is a dairy company based in the UK. The company is involved in procurement, processing, and distribution of milk and associated products. Its product portfolio includes skimmed milk, organic milk, butter, fla...

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.

ResearchPool Subscriptions

Get the most out of your insights

Get in touch