Danone : Croissance organique de 6.6% au T2 et MOP en moins forte baisse que prévu. Franck Riboud quittera le Conseil en avril 2022
>Réaction positive attendue - A LT, notre recommandation positive est fondée sur un recentrage stratégique qui nous semble inévitable. Et à court terme, nous estimons que le statu quo offre un momentum à 18 mois qui est encourageant. L’annonce du départ de Franck Riboud en avril 2022 devrait réduire le scepticisme de certains investisseurs vis-à-vis d’un recentrage stratégique via une sortie du Waters. La moindre baisse de la MOP au S1 conforte l’idée que 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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