Danone : E. Faber quitte ses fonctions de PDG. Ce départ ne règle pas tout mais il ouvre la voie à la réduction de la décote
>Recommandation relevée à Neutre - Nous relevons notre recommandation à Neutre. Le départ avec effet immédiat d’Emmanuel Faber en tant que Président et Directeur Général devrait réduire la décote de management et ouvrir la voie à une approche plus constructive. Notre OC est relevé de 50 € à 59 €. Bien que de nombreuses incertitudes demeurent, il nous semble désormais crédible de valoriser la création de valeur (VE/CI=ROIC/WACC) de 2022 contre 2021 auparavant. §rc...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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