Danone : Cécile Cabanis aurait décidé de partir. Crise de gouvernance ?
>Alléger maintenu - Alléger maintenu avec un OC abaissé à 50 €. La faiblesse de la valorisation fait largement consensus avec un PE 21e de 14x et un VE/EBITDA 21e de 10x. A moyen terme, la question principale reste de savoir ce que sera 2021. Le degré de confort sur les prévisions est totalement hypothéqué par le plan d’adaptation sur lequel le management travaille depuis fin juin et qui ne sera communiqué que fin 2020, voire début 2021.Plus fondamentalement, le...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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