Danone : Food for kids ! Le confinement devrait soutenir une croissance organique meilleure que prévu. T1 et T2 attendus à +2.7% et +4.1%
>Un titre qui devrait être soutenu à très court terme par le momentum - La perspective d’une croissance organique de très bon niveau au T1 et au T2 devrait soutenir le momentum. Combiné avec un PE proche de 15x sur 2021e, le titre devrait relativement bien se comporter. Mais ce regain de croissance ne devrait être que passager. En outre, la hausse du coût de cette croissance devrait amener le management à différer les investissements stratégiques annoncés en début d’a...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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