HENKEL SHOULD HAVE BEEN ANOTHER SIKA (REDUCE; -2% DOWNSIDE)
14/09/20 -"20 months ago, we argued that Henkel (Reduce, Germany) could extract more from its excellent asset base. It did not, so that our then 20% upside potential proved wrong. Adding the COVID-19 injury ..."
Pages
60
Language
English
Published on
14/09/20
You may also be interested by these reports :
24/10/25
Beiersdorf reported Q3 25 sales slightly below consensus on organic growth, driven by continued strength in derma cosmetics. Nivea remained affected ...
23/10/25
Unilever reported stronger-than-expected results, with underlying sales growth at 3.9%, surpassing the forecasted 3.7% by 20bps. This performance was ...
21/10/25
L’Oréal’s Q3 25 sales came in slightly below consensus, with all divisions softer than expected except for Professional Products. Premium haircare ...
23/09/25
With rates down, holding ASML clearly makes more sense than Reckitt. However, the 15% gain of ASML (+€41bn to €311bn) over the week to 19-09 led us ...