Unilever tsis pom cov cim ntawm 'peak inflation' hauv Asmeskas

Cov neeg siv khoom tus nqi hinted ntawm "qhov nce siab tshaj plaws" raws li lawv tau yooj yim mus rau 8.5% thaum Lub Xya Hli (Nyeem Ntxiv). Tseem, Alan Jope - Tus Thawj Coj ntawm Unilever plc (LON: ULVR) muaj qhov sib txawv.

Cov ntsiab lus tseem ceeb los ntawm CEO Jope qhov kev xam phaj ntawm CNBC

Hmo no ntawm CNBC's “Closing Tswb”, Jope tau hais tias lub tuam txhab cov khoom siv thoob ntiaj teb tseem tsis tau pom cov cim qhia tias kev nce nqi tau nce siab hauv Tebchaws Meskas.

Puas yog koj tab tom nrhiav kom tau cov xov xwm ceev, kub-cov lus qhia thiab kev tsom xam kev ua lag luam?

Sau npe rau Invezz cov ntawv xov xwm, hnub no.

Cov khoom uas peb siv thoob plaws hauv kev ua liaj ua teb thiab petrochemical-los ntawm raw cov ntaub ntawv, ntawv thiab board, freight tis, logistics - peb tsis pom ib tug eased tawm ntawm peb landed nqi. Yog li, txhua qhov kev cia siab thaum ntxov uas kev nce nqi tau nce siab yog misplaced.

Jope cia siab tias qhov kev kub ntxhov nyiaj txiag tseem yuav nrog peb nyob rau lub hlis tom ntej. Yog li ntawd, lub tuam txhab London-headquartered, nws tau lees tias, tseem tab tom nce nqi sequentially.

Thaum lub Xya Hli lig, Unilever qhia kev muag khoom hauv qab ntawm kev loj hlob ntawm 8.8% rau nws cov nyiaj txiag lub quarter thib ob.

Cov neeg siv khoom tseem tab tom ua kom muaj zog nyob rau hauv lub ntsej muag ntawm kev nce nqi

Ntawm qhov kaj, txawm li cas los xij, Thawj Tswj Hwm tau ntseeg tias Unilever plc yog qhov chaw zoo los tiv thaiv macro headwinds, tshwj xeeb tshaj yog vim cov neeg siv khoom muaj zog. Nws ntxiv:

Peb tab tom pom txuas ntxiv zog hauv Asia. Latin America thiab Africa txuas ntxiv mus, nyob rau hauv cov xwm txheej nyuaj heev kom xa cov kev loj hlob muaj zog. Peb twb pom Teb Chaws Asmeslivkas muaj kev ncaj ncees. Teb chaws Europe softer tab sis los ntawm thiab loj, muaj kev txwv down trading.

Nws dubbed lub tuam txhab "undervalued" thiab hais tias Unilever tau ua hauj lwm nrog Nelsen Peltz (tus neeg ua lag luam ua lag luam nws nyuam qhuav npe rau nws pawg thawj coj. no) txhawm rau qhib tus nqi daig.

Tej zaum nws yuav yog lub sijhawm rau yuav Unilever shares nqis 20% rau lub xyoo tam sim no xav txog Wall Street pom upside rau $50.27 nyob rau nruab nrab.