Holcim
Once again, Holcim was able to exceed analysts' expectations. The margin increases, the expansion of profitable decarbonized cement products and the attractive valuation of the share lead to the assessment by ZKB Equity Research: overweight.
Nestlé
After yesterday's conference, the Nestlé share was able to interrupt its downward slide, which has been ongoing since May. The figures presented - especially the increasing gross profit margin - and developments of the company seem to have given investors new optimism. ZKB Equity Research rates the share with overweight.
Roche
The results presented by the pharmaceutical group for the first half of 2023 are within expectations, there were no positive surprises. The product pipeline remains attractive, ZKB Equity Research rates the stock with overweight.
Richemont
After a significant correction in mid-July, Richemont is attractively valued compared to peers in the sector. The excellent positioning in the jewelry segment and geographic diversification as well as possible recoveries in Asian markets lead to the positive assessment by ZKB Equity Research.
Callable BRC on Holcim, Nestlé, Roche and Richemont
Further leverage products on these and other stocks can be found here.
All data indicative
*Source: ZKB FinanzInformationen, 07.08.2023 at 11:15
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