Danone : Départ du DG des produits laitiers et d’origine végétale International : un timing inconfortable
>Trop de batailles ? Alléger maintenu - Alléger maintenu avec un OC de 57 €.Le downside semble limité à très CT au regard du PE 21e de 14x et de performance du titre en YTD (-23%) face à des pairs du Food HPC européen qui sont quasiment à l’équilibre. La visibilité est néanmoins fortement dégradée sur le S2 mais aussi et surtout sur 2021. Le risque de mauvaise surprise reste donc élevé et cette annonce du départ du DG de la division EDP International en est une autre....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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