Tag Archives: UL

Emerging market consumers protect Unilever earnings

posted on August 2, 2012 at 7:00 am by Jonathan Yates

Solid growth in emerging markets shielded the second-quarter earnings of Unilever (UL, quote) from a decline in European business. The Anglo-Dutch company’s emerging market sales rose by double digits.

Consumer Developed Multinationals Emerging Markets Insight Stocks

This airport builder is poised for take off

posted on May 24, 2012 at 12:00 pm by Jonathan Yates

With a profit margin of 30.57% and a dividend yield of 4.50%, emerging market investors should book passage on airline industry stock Grupo Aeroportuario (PAC, quote), a Mexican airport developer and operator.

Airlines Latin America Mexico

Unilever profits may not be all they seem

posted on April 26, 2012 at 11:00 am by Chris Aylott

Consumer giant Unilever (UL, quote) reported strong sales today for the first quarter of 2012, with emerging markets growing ahead of developed markets. Investors should be cautious, however, since Unilever seems to be tacking into a headwind of slowing customer demand.

BRICs Consumer Developed Multinationals India

Tapping into the growing consumer class

posted on April 5, 2012 at 1:00 pm by Jonathan Yates

The $10 billion offer for Avon Products (AVP, quote) by the world’s largest fragrance company Coty demonstrates the profit potential of investing in companies that provide goods and services to emerging market middle classes.

Consumer Developed Multinationals

Black markets to help Unilever prosper

posted on February 27, 2012 at 2:26 pm by Jonathan Yates

One of the most significant issues for emerging market investors is the “black market” or “undergound economy,” arguably the second-biggest vector of goods and services on earth.

Africa Asia Consumer Developed Multinationals Food Stocks

Avon picks China head, but who’s the boss?

posted on February 22, 2012 at 2:30 pm by Chris Aylott

Avon Products (AVP, quote) has found a new head for its troubled China operation: John Lin, head of Avon’s Canada unit. However, the company is still searching to replace former CEO Andrea Jung.

China Consumer

Unilever and Procter & Gamble expanding in Vietnam

posted on February 21, 2012 at 9:15 am by Jonathan Yates

Investors looking to profit from the 7% annual growth that Vietnam has averaged over the last decade should consider Unilever (UL, quote), the Procter & Gamble Company (PG, quote) and the Market Vectors Vietnam ETF (VNM, quote).

Asia Commodities Consumer Food Investing

Private equity is shopping for global groceries (KR, QKLS, BSI, UL, WMT, TGT)

posted on February 7, 2012 at 5:27 pm by Jonathan Yates

The burgeoning consumer class around the globe has been attracting multinational corporations such as Unilever (UL, quote) and Novatris (NVS, quote), but the stores consumers shop in are just as appealing. Private equity groups and hedge funds have long sought after grocery chains and other retail stores for their dependable cash flow and loyal customer base.

Consumer Emerging Markets Insight Food Investing

Nestle hopes to milk profits from Chinese dairy institute (NSRGY, UL, KFT, WMT)

posted on January 16, 2012 at 10:48 am by Jonathan Yates

Companies catering to the burgeoning consumer class in China such as Unilever (UL, quote), Nestle (NSRGY, quote), Kraft (KFT, quote) and Wal-Mart Stores (WMT, quote) are becoming very attractive holdings for long-term investors.

China Consumer Developed Multinationals Food Stocks

Profit from $1.7 trillion Chinese stimulus with consumer stocks (NOK, UL, NSRGY, HMC)

posted on January 14, 2012 at 6:24 pm by Jonathan Yates

With over $3.5 trillion in foreign reserves, Beijing is moving towards direct investment (farms and factories) to support its domestic economy rather than portfolio investment in foreign securities to increase liquidity, which will mean greater revenues for multi-nationals selling to consumers in China. Think Nokia (NOK, quote), Nestle (NSRGY, quote), Honda (HMC, quote) and Unilever (UL, quote).

Asia Cars China Consumer Developed Multinationals Investing Stocks

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