GVDBF News and Press, Givaudan AG From 07/22/21

The following slide deck was published by Givaudan SA in conjunction with their 2021 Q2 earnings call. For further details see: Givaudan SA 2021 Q2 - Results - Earnings Call Presentation

ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. Recent Strategy outperformance has been broad-based, led ...

Givaudan is a Swiss company that is focusing on scents and flavors for different industries. Similar to competitors like Christian Hansen or Symrise, Givaudan has a wide economic moat built on switching costs. But even optimistic growth assumptions can't justify the current share ...

The following slide deck was published by Givaudan SA in conjunction with their 2020 Q4 earnings call. For further details see: Givaudan SA 2020 Q4 - Results - Earnings Call Presentation

Givaudan SA (GVDBF) Q4 2020 Earnings Conference Call January 29, 2021, 09:00 AM ET Company Participants Gilles Andrier - CEO Tom Hallam - CFO Conference Call Participants Celine Pannuti - JP Morgan Matthew Yates - Bank of America Jean-Philippe Bertschy - Vontobel James Targett - Berenberg Cha...

ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. Optimism over a return to normal economic activity global...

Year to date, WTGDXG has outperformed its benchmark-the MSCI ACWI ex-US Index - by more than 800 basis points (bps), thanks to its quality dividend growth tilt. Fundamentals after our rebalance show a significant increase in quality metrics. ROA improves from 8.77% to 10.31%, and ROE ...

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As a consequence of the accounting scandal of Wirecard ( WRCDF ), the company will be kicked out of the DAX-30, in which the 30 biggest public companies in Germany are listed. Obviously, Delivery Hero ( DHERO ) will replace Wirecard as one of the 30 companies listed in the DAX, but Symrise ( S...

Investment Thesis It is quite exciting to find a niche market with several secular tailwinds and top players' rational behavior. In my opinion, Flavors & Fragrances (F&F) is such a type of niche industry. Top 4 players consist of more than half of the market share with trends of co...