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Unilever PLC (ULVR LN)
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87
Analysis
Consumer Staples
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United Kingdom
Unilever PLC manufactures branded and packaged consumer goods, including food, detergents, fragrances, home and personal care products. Dually-listed company with UNA NA.
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bullish
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Thematic (Sector/Industry)
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27 Aug 2021 04:28
Global Consumer Staples: Allocations at Rock Bottom as Growth Investors Flee
Allocations in Consumer Staples stocks are at decade-long lows. Average fund weights among active Global managers stand at 7.65% following an...
Steven Holden
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415 Views
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bullish
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BHP Billiton Plc (ADR)
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17 Aug 2021 20:01
BHP Limited (BHP AU): DLC Reunification
BHP Plc shareholders will be entitled to receive one Ltd share for each Plc share they own. As night follows day, expect the spread between the two...
David Blennerhassett
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742 Views
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bullish
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Sea
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20 May 2021 15:05
Sea Ltd - Supercharged
Sea Ltd (SE US) is the best way to proxy for the explosive growth in e-commerce in South East Asia, funded by its gaming revenue, with its move...
Angus Mackintosh
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406 Views
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bullish
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BHP Group Ltd
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04 Jan 2021 16:03
Selected European Holdcos and DLCs: December Report
Interesting long/short situations are: premium of BHP AU vs. BLT LN is 24.6% , HEIO NA relative HEIA NA, 15.5% discount, Investor (13.5% discount...
Jesus Rodriguez Aguilar
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282 Views
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bullish
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Investment Ab Kinnevik
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02 Dec 2020 06:41
Selected European Holdcos and DLCs: November Report
Holding companies have reduced their discount to NAV during November. Kinnevik is trading at a premium to NAV. Interesting trades are GBL, and in...
Jesus Rodriguez Aguilar
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216 Views
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