Unilever may be a target for activist such as Nelson Peltz, reports FT - Part 2
Now analysts at Exane BNP Paribas are jumping on the 'Unilever is a target for an activist' theme.
Betaville's moles tell me the broker has just published a note suggesting the company split its developed markets business from its emerging markets business as this could generate 97pc of upside for the stock.
Yes, you read that correctly - 97pc!
I imagine such an idea might go down like a cold bag of sick at Unilever's HQ but for Exane lobbing out this note could be a decent way of generating a few commissions...