Danone : Alerte sur le T2 et les surcoûts. BPA estimé à -15% pour le S1. Moyen terme hypothéqué par le « plan d’adaptation » qui sera annoncé fin 2020.
>Le momentum favorable depuis le T1 aura été de courte durée - Alléger maintenu avec un OC abaissé à 57 € (vs 60 €). Au cours de l’AG de vendredi, la CFO et le CEO de Danone ont donné des indications sur le T2 qualifié d’« exceptionnellement faible » mais aussi sur le coût de la croissance du S1. Les éléments fournis dans le communiqué qui a suivi (Waters à -30% au T2 et surcoûts opérationnels de 100 M€ au S1) nous permettent d’estimer que le BPA dilué courant du S1 d...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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