Big Call Screening: Beiersdorf, AXA, Procter & Gamble, Amphenol

Beiersdorf is considered one of the beneficiaries of the emerging revival in consumer demand. With its strong core brand portfolio around Nivea, Eucerin, and Aquafor, it is very well positioned in both the consumer and high-margin dermatology segments. Thanks to the new anti-aging series Hyaluron-Filler Epigenetic Serum, which has been proven to reduce the signs of skin aging, it is also very well set in this growth segment. As consumer demand in China continues to brighten, Beiersdorf is likely on the verge of a trend reversal there, which is why...