ketchup schreef op 10 mei 2020 10:38:
zoals beloofd - veel rapporten uit verleden week over AHOLD-DELHAIZE van SocGen, BoA, JPM, ING, Kepler enz...
toon : over het algemeen zeer positief
- solid Q120 results - confirmation of a stepped-up strategy for online
- bumper results
- strong Q1 results profit above expectations
the group reported its Q120 results on may7th , bearing in lind that the goup already provided some indications pf the key 1Q trends one month agao
1Q LFL sales growth proved to be robust, ie +12.2% excluding fuel at the group level, driven by buying bcse of lockdown
In the US , LFL sales growth came in at 13.8% in Q1 and the CEO said that the company was still generating strong sales growth in April
LFL sales in Europe in April showed a normalisation of sales trends
Growing investment in online grocery: the Group's new target is to deliver online grocery salles growth in the US of 50% in 2020
we welcome the Group's more aggressive strategy , particalarly for online - since the appointment of Frans Muller as CEO two years ago
strong fundemantals: Fundemantally Ahold-Delhaize is one of the best positioned companies in the sector to protect its fundamentams and even to benefit in the crisis, givenits strong convenience exposure, growing success in online grocery and strong baance sheet
We also expect bol.com ( its non-food pure play) tp prove resilient in the crisis
we reiterate our buy and add rating
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de meesten spreken in deze toon ,
AHOLD is een LT BUY voor 30 euro op 24 maand
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doe vooral je eigen research.