Report
Pierre Tegner

Danone : Le S1 ne semble pas confirmer la dégradation que certains craignent

>Une tonalité qui soutient l’idée qu’il n’y a pas une autre pente après le S1 - 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. Le S1 devrait conforter l’idée que le très CT est bien moins fragile que ce que certains craignent et que le groupe devrait clore la dégringolade des résultats des 12 derniers mois. Surper...
Underlying
Danone SA

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).

Provider
Oddo BHF
Oddo BHF

​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.

Analysts
Pierre Tegner

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