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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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bearish
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MSCI ACWI Index
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23 Aug 2018 20:30
Global Ex-US Rally Underway - But Will It Last?
Coming off of oversold levels, the recent USD pullback to the prior breakout level over the last week has led to a reprieve for broad MSCI EAFE,...
Vermilion Research
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459 Views
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bearish
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Hengan International Group
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13 Aug 2018 12:26
Sell Hengan (1044 HK): Relationships, Churn & Margin Pressure. Target HK$38 (Down 50%)
We are concerned that Hengan’s governance leaves minorities vulnerable, their accounts create false confidence in credit quality; and that business...
Bucephalus Research Partnership
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353 Views
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bullish
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MSCI ACWI Index
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07 Aug 2018 04:16
Global Ex-U.S. & EM Continue to Point to Risk-Off Environment
YTD sideways congestion for the MSCI ACWI ex-US and an intact downtrend for the MSCI EM index continue to point to a risk-off environment for...
Vermilion Research
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357 Views
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bullish
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Thematic (Sector/Industry)
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18 May 2018 17:28
Sector Capsule: Men's Grooming in China
Men’s grooming sales increased by 7% in current value terms to CNY13.3 billion in 2017. Growing sophistication among Chinese male consumers...
Euromonitor International Ltd.
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108 Views
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bullish
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Thematic (Sector/Industry)
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09 Mar 2018 17:06
With ‘Brand Building’ Ad Era Over, Can Food Inflation Rescue FMCG Margins?
I’ve been underweight consumer staples on valuation and business model disruption risks since 2015 and the sector has de-rated significantly...
Sean Maher
240 Views
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