Report
Pierre Tegner

Danone : Bluebell : pourquoi la situation pourrait devenir malsaine ?

>Changer le pilote ne suffit pas - Au vu de la hausse de 5% du titre sur les 5 dernières séances (vs SX3P stable), les investisseurs voient d’un bon œil l’entrée au capital du fonds Bluebell et surtout la perspective du départ d’Emmanuel Faber combiné avec un changement du mode de gouvernance. Nous sommes bien conscients qu’une recommandation négative fait peu de poids à très court terme face à la spéculation. Nous sommes néanmoins très dubitatifs ; la situation est, ...
Underlying
Danone SA

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).

Provider
Oddo BHF
Oddo BHF

​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.

Analysts
Pierre Tegner

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