Danone : Bad feeling … avant un « probable warning »
Danone publie le 26.02. Un sales warning sur l’objectif 2020 de LfL est crédible et de plus en plus consensuel. Mais le marché n’a pas intégré les raisons de fond. Elles pourraient dégrader le sentiment vis-à -vis du profil de risque et entretenir une poursuite du derating dans le contexte d’hyperpolarisation des valorisations. Un warning sur la marge n’est pas intégré. Alléger et OC de 69 € au vu du risque de sous-performance. - >Décote : un soutien fragile - La décote...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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