Danone : A few key interpretative elements ahead of Monday’s presentation
>Reduce recommendation maintained - Reduce recommendation maintained. The adaptation plan which should be presented in greater detail on Monday argues in favour of an operational refocusing and the maintaining of a degree of strategic diversity. We think that this would be an inverse movement to that of the big winners in consumer staples, who are strategically focused and operationally diversified. Against a backdrop of continued polarisation, the de-rating in PE wil...Danone is engaged in activities in the global food and beverages industry. Co. operates in four markets: Fresh Dairy Products (Co. produces and sells yogurts, fermented dairy products and other fresh dairy products); Waters (Co. produces and sells natural waters as well as flavored and vitamin-enriched waters products); Early Life Nutrition (Co. produces baby formula, milk-and fruit-based desserts, cereals, small pots of baby food and ready-made baby food); and Medical Nutrition (Co. develops adult and pediatric clinical nutrition products to be taken orally, or through a catheter in the event of malnutrition related to illness or other causes).
Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.
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