L'Oreal S.A.

L'Oreal acts as a holding company. Through its subsidiaries, Co. plays a strategic coordination role and scientific, industrial and marketing coordination role on a global basis. Co. develops, manufactures and commercializes products for Skin care, Hair care, Make-up, Perfumes, Toiletries and deodorants, and Oral cosmetics. Co. has three branches: Cosmetics, Body shop and Dermatology. Co.'s principal activities comprise four divisions: Professional Products, Consumer Products, L'Oreal Luxe and Active Cosmetics. The Body Shop branch offers various cosmetics and toiletry products. The Dermatology branch offers topical dermatology prescription, and corrective and aesthetic dermatology.
  • TickerOR
  • ISINFR0000120321
  • ExchangeEuronext Paris
  • SectorPersonal Goods
  • CountryFrance

Analysts

Jean-Christophe Dourret

L'Oreal : L'Oreal - 5 Nov 2018

...

Jean-Christophe Dourret

L'Oréal : L'Oreal - 5 nov 2018

...

Matthieu DRIOL

Short term view - L'OREAL : Prices are still making progress.

The trend is bullish. Prices are still making progress but the trend is slowing down. The next resistance is at €200.10. The break of €170.30 would endanger the trend.

Matthieu DRIOL

Analyse court terme - L'OREAL : Les cours progressent encore.

La tendance est haussière. Les cours progressent encore, mais la tendance s'affaiblit. La prochaine résistance est à 200,10 €. La rupture de 170,30 € mettrait la tendance en danger.

L'Oréal

Jean-Christophe Dourret

L'Oreal : L'Oreal - 5 Nov 2018

...

Jean-Christophe Dourret

L'Oréal : L'Oreal - 5 nov 2018

...

Pierre Tegner

L'Oreal : Organic growth of 7.5% in Q3 2018! The most noteworthy element is the acceleration of the group’s big brands

>Positive reaction expected. But to what extent? - The 7.5% organic growth is exceptional and reinforces the credibility of the acceleration in growth observed since Q3 2017, and if we add the fact that L'Oréal does not see any signs of a slowdown in Asia or China, there is no reason why market enthusiasm should not be translated into a positive reaction. While the 2019e PER is already at 25x for a 2019e EV/EBITA of 18x, the reason would impose that this increase i...

Pierre Tegner

L'Oréal : T3 à 7.5% en organique ! Le plus intéressant reste l’accélération des grandes marques du groupe

>Réaction positive attendue. Mais de quelle ampleur ? - La croissance organique de 7.5% est exceptionnelle et renforce la crédibilité de l’accélération de la croissance observée depuis le T3 2017.Si on ajoute le fait que L’Oréal n’observe aucun signe de ralentissement en Asie ou en Chine, il n’y a aucune raison pour que l’enthousiasme du marché ne se traduise pas dans une réaction positive. Alors que le PE 19e est déjà à 25x pour une VE/EBITA19e de 18x, la raison impo...

Sonia Vora

Morningstar | Premiumization Trends Continue to Fuel L'Oréal's Top Line in 3Q; Shares Fairly Valued

L'Oréal's Luxe division (36% of sales) continued to drive sales in the third quarter, with midteens growth in the segment leading to 7.5% consolidated like-for-like sales growth. Growth in this high-end segment was largely attributable to the firm's largest makeup and skincare brands, including Lancôme, Yves Saint Laurent, Giorgio Armani, and Kiehl's. From our vantage point, this evidences that the material brand equity of these offerings (which underlies our wide moat rating for the firm) remains healthy. Top-line momentum also persisted in the active cosmetics division (8% of sales), with li...

1 director bought

A director at L`Oreal bought 500 shares at 199.479EUR and the significance rating of the trade was 61/100. 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 member...

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

...

Ahmed Ben Salem ...
  • Antoine Boivin-Champeaux
  • Bruno Cavalier
  • Emmanuel Matot
  • Jean Sassus
  • Louis Boujard
  • Michael Foundoukidis
  • Nicolas David
  • Olfa Taamallah
  • Philippe Ourpatian
  • Pierre Tegner
  • Roland Pfaender
  • Samantha Jeary
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Sylvain Goyon
  • Thomas Zlowodzki
  • Veysel Taze
  • Virginie Rousseau
  • Yan Derocles
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 10/29/2018

The current sell-off and the previous corrections have the same causes: doubts on the macro-economic cycle with fears of a brutal slowdown potentially aggravated by a pro-cyclical monetary policy. The US bond market has an optimistic view of this apocalyptic picture. The potential for the yield on US Treasuries to increase via real rates seems exhausted and paves the way for a decline in long-term rates, a support factor for equities, provided, however, that the Democrats prevail. Th...

Ahmed Ben Salem ...
  • Antoine Boivin-Champeaux
  • Bruno Cavalier
  • Emmanuel Matot
  • Jean Sassus
  • Louis Boujard
  • Michael Foundoukidis
  • Nicolas David
  • Olfa Taamallah
  • Philippe Ourpatian
  • Pierre Tegner
  • Roland Pfaender
  • Samantha Jeary
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Sylvain Goyon
  • Thomas Zlowodzki
  • Veysel Taze
  • Virginie Rousseau
  • Yan Derocles
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 29/10/2018

Le sell-off actuel et les corrections précédentes ont les mêmes causes : doutes sur le cycle macroéconomique avec crainte d’un ralentissement violent, potentiellement aggravé par une politique monétaire procyclique. Le marché obligataire US oppose une vision optimiste à ce tableau apocalyptique. Le potentiel de progression du rendement de l’UST via les taux réels semble épuisé et ouvre la porte à une baisse des taux longs, facteur de soutien pour les actions à condition toutefois que ...

Alex Koagne ...
  • Emmanuel Matot
  • Michael Foundoukidis
  • Pierre Tegner
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 10/12/2018

The development of ISS in integrated services and key accounts should make it possible to speed up growth and boost margins. Aside from the strong rebound in operations expected in 2019, solid FCF generation will likely be the driver in the medium term for the valuation. This valuation is attractive in our view at 10.5x 2019e EV/EBIT. - Cf. equity report - ...

L'Oréal

L'OREAL sees a downgrade to Slightly Negative on account of less fundamental stars

The independent financial analyst theScreener just lowered the general evaluation of L'OREAL (FR), 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 186.30 and its target price was estimated at EUR 176.99.

L'Oréal

null

L'Oréal

L'Oréal

null

Jehanne Leroy

Proxy Report - 17/04/2018

On September, 21st 2017, Liliane Bettencourt, daughter of Eugene Schueller, founder of L’Oréal, passed away. The shareholders agreement between Nestlé and the Bettencourt Family ended on March, 21st 2018 (6 months after Ms Bettencourt dies, in line with provisions). On February 15th 2017, Nestle published a press release: “The shareholders agreement between Nestlé and the Bettencourt family is due to expire on March 21, 2018. In order to maintain all available options for the benefit of Nestlé's shareholders, the Board of Directors has decided not to renew this agreement. We do not intend to ...

Jehanne Leroy

Proxy Report - 17/04/2018

Le 21 septembre 2017, Lilian Bettencourt, fille d'Eugène Schueller, fondateur du groupe L'Oréal, est décédée. Le pacte d'actionnaire conclu entre Nestlé et la famille Bettencourt a pris fin le 21 mars dernier (6 mois après le décès de Mme Bettencourt, conformément aux conditions d'application du pacte). Le 15 février, Nestlé a publié un communiqué dans lequel il est indiqué " Le pacte d'actionnaires qui lie Nestlé et la famille Bettencourt arrive à expiration le 21 mars 2018. Afin de maintenir toutes les options ouvertes dans l'intérêt des actionnaires Nestlé, le Conseil d'administration a dé...

Matthieu DRIOL

Short term view - L'OREAL : Prices are still making progress.

The trend is bullish. Prices are still making progress but the trend is slowing down. The next resistance is at €200.10. The break of €170.30 would endanger the trend.

Matthieu DRIOL

Analyse court terme - L'OREAL : Les cours progressent encore.

La tendance est haussière. Les cours progressent encore, mais la tendance s'affaiblit. La prochaine résistance est à 200,10 €. La rupture de 170,30 € mettrait la tendance en danger.

Matthieu DRIOL

Short term view - L'OREAL : Falling prices.

The trend is bearish. Prices are falling again, but the movement has become hesitant. The next support is at €185.00. The bearish trend would be challenged above €214.40.

Matthieu DRIOL

Analyse court terme - L'OREAL : Les prix baissent.

La tendance est baissière. Les prix baissent à nouveau, mais le mouvement est devenu hésitant. Le prochain support est à 185,00 €. La tendance baissière serait remise en cause au-dessus de 214,40 €.

Matthieu DRIOL

Analyse moyen terme - L'OREAL : La tendance est haussière.

La tendance est haussière. La baisse récente gagne en vigueur. Le prochain support est à 169,00 €. La tendance serait remise en cause par la rupture de 169,00 €.

ResearchPool Subscriptions

Get the most out of your insights

Get in touch