Savencia is a transformer of milk centered on cheese, dairy specialties, and on dairy ingredients. Co.'s operations are divided into two segments: the Cheese Products segment and the Other Dairy Products segment. In the Cheese Products segment, Co. manufactures and distributes cheeses and cheese specialties. In the Other Dairy Products segment, Co. manufactures and distributes modern butters and long-life creams both for final consumers and professional users, manufactures technical butters and specialized dairy proteins for industrial markets, and manufactures aseptically packaged products.
  • TickerSAVE
  • ISINFR0000120107
  • ExchangeEuronext Paris
  • SectorFood Producers
  • CountryFrance

Analysts

Anis Zgaya ...
  • Christophe-Raphaël Ganet
  • Fatma Agnès Hamdani
  • Khaled Ben Amor
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF Small & MIDCAP MORNING NEWS - 02/10/2020

Scandic Hotels is the leading player in the Nordic hotel sector. The group boasts a broadly positive track record in terms of development and growth although its profitability continues to lag behind that of its peers. The outlook is fairly mixed and the lack of clear catalysts prompts us to take a cautious stance on the stock. We are initiating coverage with a Neutral rating and a target price of SEK 98. - Cf. equity report published today. - ...

Anis Zgaya ...
  • Christophe-Raphaël Ganet
  • Fatma Agnès Hamdani
  • Khaled Ben Amor
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF Small & MIDCAP MORNING NEWS - 10/02/2020

Scandic est le leader de l’hôtellerie nordique. Le groupe est fort d’un track record globalement positif en termes de développement et de croissance même si la profitabilité reste en léger décalage par rapport aux pairs. Les perspectives à venir plutôt mitigées et le manque de catalyseurs francs nous poussent à être prudents sur le titre. Nous initions la valeur avec une recommandation Neutre et un objectif de cours de 98 SEK. Cf. étude publiée ce jour. - ...

Fatma Agnès Hamdani

Savencia SA : Q4 penalised by a demanding comparison base in Argentina

>Q4 sales:-2.4% est. l-f-l, of which -7.9% for other dairy products - Organic growth of 2.8% for the full-year was underpinned by a price effect that we estimate at around 2%. For Q4, Savencia posted a -2.4% decline, on our estimates, reflecting a slight fall in volumes and prices of around 1%.For cheese products, organic growth was +3.2% for the full year buoyed by a volume effect of +2.3% and a price effect of +0.8%. The price effect decelerated in Q4 to +0.8% ...

Fatma Agnès Hamdani

Savencia SA : Un T4 pénalisé par une base de comparaison élevée en Argentine

>CA T4 :-2.4%e en lfl dont -7.9% pour Autres Produits Laitiers - La croissance organique annuelle de 2.8% est soutenue par un effet prix que nous estimons autours de 2%. Sur le T4, Savencia affiche une croissance négative de -2.4% selon nos calculs reflétant une légère baisse des volumes et des prix de près de 1%.Pour les Produits Fromagers, la croissance organique annuelle de 3.2% repose sur un effet volume de +2.3% et un effet prix de +0.8%. L’effet prix décélè...

Charles Lepetitpas ...
  • Fatma Agnès Hamdani
  • Florent Laroche-Joubert
  • Nicolas David
  • Nicolas Thorez

ODDO BHF Small & MIDCAP MORNING NEWS - 02/07/2020

...

Fatma Agnès Hamdani

Savencia SA : Q4 penalised by a demanding comparison base in Argentina

>Q4 sales:-2.4% est. l-f-l, of which -7.9% for other dairy products - Organic growth of 2.8% for the full-year was underpinned by a price effect that we estimate at around 2%. For Q4, Savencia posted a -2.4% decline, on our estimates, reflecting a slight fall in volumes and prices of around 1%.For cheese products, organic growth was +3.2% for the full year buoyed by a volume effect of +2.3% and a price effect of +0.8%. The price effect decelerated in Q4 to +0.8% ...

Fatma Agnès Hamdani

Savencia SA : Un T4 pénalisé par une base de comparaison élevée en Argentine

>CA T4 :-2.4%e en lfl dont -7.9% pour Autres Produits Laitiers - La croissance organique annuelle de 2.8% est soutenue par un effet prix que nous estimons autours de 2%. Sur le T4, Savencia affiche une croissance négative de -2.4% selon nos calculs reflétant une légère baisse des volumes et des prix de près de 1%.Pour les Produits Fromagers, la croissance organique annuelle de 3.2% repose sur un effet volume de +2.3% et un effet prix de +0.8%. L’effet prix décélè...

Charles Lepetitpas ...
  • Fatma Agnès Hamdani
  • Florent Laroche-Joubert
  • Nicolas David
  • Nicolas Thorez

ODDO BHF Small & MIDCAP MORNING NEWS - 02/07/2020

...

Fatma Agnès Hamdani

Savencia SA : Q4 sales in line, but a sharper-than-expected slowdown in organic growth

>2019 sales organic growth was +2.8%, below our forecasts due to a decline in other dairy products in Q4 - Savencia has reported sales growth of 3% to € 5,007m for 2019, perfectly in line with our forecasts (€ 5,006.9m). Conversely, organic growth was disappointing, coming in below our forecasts at 2.8% (vs 4.5% estimated and +4.8% for 9M). On our estimates, it was down by -2.5% in Q4 (vs +3.9% estimated est. and +4.8 for 9M) due to the decline in sales at the other ...

Charles Lepetitpas ...
  • Fatma Agnès Hamdani
  • Florent Laroche-Joubert
  • Nicolas David
  • Nicolas Thorez

ODDO BHF Small & MIDCAP MORNING NEWS - 07/02/2020

...

A director bought 1,300 shares at 80.500EUR and

A director at Savencia S.A. bought 1,300 shares at 80.500EUR and the significance rating of the trade was 60/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of...

Anis Zgaya ...
  • Christophe-Raphaël Ganet
  • Fatma Agnès Hamdani
  • Khaled Ben Amor
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF Small & MIDCAP MORNING NEWS - 02/10/2020

Scandic Hotels is the leading player in the Nordic hotel sector. The group boasts a broadly positive track record in terms of development and growth although its profitability continues to lag behind that of its peers. The outlook is fairly mixed and the lack of clear catalysts prompts us to take a cautious stance on the stock. We are initiating coverage with a Neutral rating and a target price of SEK 98. - Cf. equity report published today. - ...

Anis Zgaya ...
  • Christophe-Raphaël Ganet
  • Fatma Agnès Hamdani
  • Khaled Ben Amor
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF Small & MIDCAP MORNING NEWS - 10/02/2020

Scandic est le leader de l’hôtellerie nordique. Le groupe est fort d’un track record globalement positif en termes de développement et de croissance même si la profitabilité reste en léger décalage par rapport aux pairs. Les perspectives à venir plutôt mitigées et le manque de catalyseurs francs nous poussent à être prudents sur le titre. Nous initions la valeur avec une recommandation Neutre et un objectif de cours de 98 SEK. Cf. étude publiée ce jour. - ...

Alexandre Iatrides ...
  • Aurelien Sivignon
  • Baptiste Lebacq
  • Christophe Chaput
  • Christophe-Raphaël Ganet
  • Emmanuel Matot
  • Fatma Agnès Hamdani
  • Hela Zarrouk
  • Jean-François Granjon
  • Jeremy Garnier
  • Jerôme Bodin
  • Rémi Adam

ODDO BHF Small & MIDCAP MORNING NEWS - 10/25/2019

...

Alexandre Iatrides ...
  • Aurelien Sivignon
  • Baptiste Lebacq
  • Christophe Chaput
  • Christophe-Raphaël Ganet
  • Emmanuel Matot
  • Fatma Agnès Hamdani
  • Hela Zarrouk
  • Jean-François Granjon
  • Jeremy Garnier
  • Jerôme Bodin
  • Rémi Adam

ODDO BHF Small & MIDCAP MORNING NEWS - 25/10/2019

...

Benoit Valleaux ...
  • Charles Lepetitpas
  • Fatma Agnès Hamdani
  • Jean-François Granjon
  • Nicolas David
  • Roland Pfaender,MBA,CFA,CCRA

ODDO BHF Small & MIDCAP MORNING NEWS - 09/09/2019

...

An unfavourable environment weighs on SAVENCIA, which sees a downgrade to Neutral

The independent financial analyst theScreener just requalified the general evaluation of SAVENCIA (FR), active in the Food Products industry. As regards its fundamental valuation, the title still shows 1 out of 4 stars and its market behaviour is seen as defensive. theScreener believes that the unfavourable environment weighs on the sector and penalises the company, which sees a downgrade to its general evaluation to Neutral. As of the analysis date December 13, 2019, the closing price was EUR 59.40 and its target price was estimated at EUR 53.05.

Ford Equity International Rating and Forecast Report

Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind each recommendation and reflect the fundamental and price data as of the last trading day of the week...

MarketLine Department

Emmi AG - Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments

Summary Marketline's Emmi AG Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Emmi AG since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of the organic and inorganic growth activity undertaken by an organization to sustain its competitive advantage. Key Highlights This re...

Jehanne Leroy

Etude de l'AG du 27/04/2017

Tout d'abord, Proxinvest souhaite attirer l'attention des actionnaires sur la décision du Conseil d'administration, en date du 20 avril 2016, de dissocier les fonctions de Président du Conseil d'administra

Matthieu DRIOL

Analyse court terme - SAVENCIA : La tendance de fond est clairement orientée à la baisse.

La tendance de fond est clairement orientée à la baisse. Les prix baissent à nouveau, mais le mouvement est devenu hésitant. Le prochain support est à 62,55 €. La tendance de fond serait remise en cause en cas de franchissement de 78,00 €.

Matthieu DRIOL

Short term view - SAVENCIA : The background trend is clearly bearish.

The background trend is clearly bearish. Prices are falling again, but the movement has become hesitant. The next support is at €62.55. The background trend would be questioned should prices rise above €78.00.

Matthieu DRIOL

Short term view - SAVENCIA : Falling prices.

The background trend is clearly bearish. Prices are falling again, but the movement has become hesitant. The next support is at €64.81. The background trend would be questioned should prices rise above €78.00.

Matthieu DRIOL

Analyse court terme - SAVENCIA : Les prix baissent.

La tendance de fond est clairement orientée à la baisse. Les prix baissent à nouveau, mais le mouvement est devenu hésitant. Le prochain support est à 64,81 €. La tendance de fond serait remise en cause en cas de franchissement de 78,00 €.

Matthieu DRIOL

Medium term view - SAVENCIA : The trend is bearish.

The trend is bearish. The movement goes on. The next target is at €62.55, then €52.24. Passing €90.80 would question the continuation of the fall.

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