Hints and tips:
...Over 70% of RB shareholders currently also hold Unilever shares, we estimate....
...We do not believe this a precursor to a demerger of Unilever’s food business from its HPC business (nor a precursor for a large equity-funded acquisition)....
...To non results sellside, and BAT’s upgraded at Morgan Stanley in a sector note, which also downgrades Unilever....
...SocGen also revisits its idea about a “merger with Unilever (post-unification) and the ultimate creation of an ‘HPC only’ business, which would see Unilever Food operations and [Mead Johnson Nutrition] combined...
...Clients include Fortune 500 and FTSE 100 companies, including Facebook, BT and Unilever. It trades with more than 1,200 companies in 61 countries....
...plc / Unilever NA (“Unilever”)....
...Unilever, for example, generates 55 per cent of sales from fast-growing emerging markets – it sells €1bn of Magnum ice cream in China every year....
...However, Reckitt’s presence in this area is well below that of rival Unilever, which derives more than half of sales from developing markets....
...However, this is largely based on its HPC platform, and adding Cadbury would give it leadership in the region in an already large (and growing) food category....
...But after working with Churchill’s wartime papers — via a spell in Unilever’s archive — that is what she ended up doing, at Boots....
...- Unilever picks Nestle man as next CEO. - FTSE positive after bank holds rates: up 18.5 points (0.34%) at 5518.2 midday....
...“At various points in time Unilever hit one or the other but not both, whereas Nestlé and Reckitt Benckiser or P&G in food and HPC [household personal care] respectively have managed to deliver both.”...
...A former Citibank and Unilever executive, Mr Votron was hailed as the ideal person to lead the international expansion of the Belgo-Dutch banking and insurance group when he became its chief in in 2004....
...Given the success of more focused competitors such as Danone and Reckitt, the perennial question of whether Unilever needs to be split into separate food and household and personal care (HPC) companies deserves...
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