The Kikkoman $2801 (+0 %) share seems too interesting at the moment not to share my thoughts with you 🙂

I haven't looked at the consumer goods sector, but none of the big standard stocks seem particularly interesting to me ($NESN (-0,62 %) , $ULVR (-0,07 %) , etc.).

In addition, due to the exchange rate, I'm currently looking more closely at Japanese companies and have stumbled across Kikkoman.

Fundamental aspect:

Over the past 15 years, Kikkoman's P/E ratio has averaged over 30.

We are currently at around 21, which is well below the historical average.

Kikkoman has achieved average annual earnings growth of over 15% over the past ten years. Despite the current challenges posed by inflation and supply chain issues, the company has been able to further increase its profits, although a slowdown in profit growth is becoming apparent, which is probably also triggering the current correction.

Chart "Analysis

(I am definitely not a profit wheeler, so please forgive me if this is too simplistic😅)

From a technical point of view, the share has undergone a correction in recent months and is approaching a crucial support zone. The area around the 1300 yen mark (high - September 2018) has repeatedly served as strong support in the past (March 2021, June 2022, March 2023).

I think that a reversal at this support will take place this time as well.

Exchange rate

Another positive factor is the current favorable exchange rate between the euro and the yen. The yen is historically weak against the euro, which makes purchases of Japanese equities comparatively favorable for European investors.

I hope you enjoyed this brief assessment of $2801 (+0 %) and perhaps, like me, you have become aware of a great company that has so far received less attention, at least on this platform.

Sources:

Data and graphics from

https://aktienfinder.net/aktien-profil/Kikkoman-Aktie

and exchange rate from Google

🌍 A global giant

Uinilever ($ULVR) (-0,07 %) is one of the world's largest consumer groups, present in more than 190 countries and with a portfolio of more than 400 brands. From personal care products such as Dove or Axe, to food with Knorr, Hellmann's and Ben & Jerry's, the company is integrated into the daily lives of millions of people.

In an environment of economic uncertainty, defensive consumer companies like Unilever stand out for their resilience: demand for food, cleaning and personal care remains stable even in recession cycles.

📈 Recent results

In its latest reports, Unilever showed:

• Organic growth close to 5%, driven by strength in emerging markets.
• Improved operating margins, thanks to cost optimization and price adjustments.
• Solid sales in hygiene and food products, with special prominence of its premium brands.

The portfolio rotation strategy -focusing on higher-margin categories such as beauty, health and nutrition- reinforces its capacity to generate sustained value.

💵 Dividend and stability

One of Unilever's biggest attractions is its dividend track record. The company consistently pays out around 3-4 % per year, with a sustainable payout. For the long-term investor, this means predictable cash flow and resilience even in times of volatility.

🔮 10-year view

Between now and 2035, Unilever has several growth drivers:

• Emerging markets: they account for more than 50% of its revenues and will remain key thanks to the expansion of the middle class.
• Sustainability: its commitment to recyclable packaging and carbon footprint reduction strengthens its positioning with conscious consumers.
• Premium brands: more and more consumers are looking for high-end personal care and health food products, which generates higher margins.

✅ Conclusion

Investing in Unilever is betting on a solid, defensive business with the capacity to adapt to new consumer trends. It is not a "spectacular" stock in rapid revaluation, but it is a strategic piece in any balanced portfolio: stability, dividend and global projection.

$NLM (-2,17 %)

Hello my dears,

Here is a great interview for you with Frosta boss Felix Ahlers. I personally see a good corporate philosophy here, which I find more convincing than that of the big players like

$ULVR (-0,07 %) Unilever, $NESN (-0,62 %) Nestlé etc.

"Frosta is there for everyone"

Felix Ahlers, the head of frozen food supplier Frosta, is annoyed by the lack of information in ready-made products and would like to see stricter laws.

18.08.25, 05:00

There is no canteen in the Hamburg office of frozen food supplier Frosta. Instead, all they need is a kitchen and a large freezer - stocked with ready meals from the company, which is based in Bremerhaven. Chef Felix Ahlers is also able to carry out regular quality checks during his lunch break.

In an interview with Funke Mediengruppe (in which KURIER holds a stake), he gives an insight into the company's strategy and explains why people should focus on cooking and eating again.

Dear readers, you can find the interview under the link.

https://kurier.at/wirtschaft/frosta-tiefkuehl-produkte-felix-ahlers-kochen/403074375

How would you deal with the Unilever $ULVR (-0,07 %) position? I have more or less 50 shares in my portfolio since the beginning but somehow I think that the money would be better placed elsewhere... My equity is 49.94€, which results in a performance of ~2.8% (without dividends) or ~11.5% (with dividends).

Same with Pfizer $PFE (-0,93 %) ~-9% incl. dividends, but somehow little to no recovery despite historically good equity.

Thanks for tips

$KHC (+2,33 %) - I have just come across an article from the Handelsblatt.

To be honest, I don't quite know what to make of it. It seems to me that every time things aren't going well operationally, someone from the management comes up with the same suggestion: let's split the company up and focus on 'the core brand'. At $ULVR (-0,07 %) has similar considerations with the spin-off of the ice cream division. A few years later, the new management regularly comes along and orders the company to diversify or 'broaden its base' and then things go in the other direction again and new business areas and brands are acquired (see Kelloggs and Ferrero, for example).

A capable management should actually be able to improve its own portfolio and the sales of its products. Selling off parts of the company seems a bit unimaginative to me, even if you might be able to make a little money in the short term.

Here is the link to the article:

Ketchup producer: Kraft Heinz wants to split up https://share.google/LI0N7qKkIImgox9EI