Danone : Potentielle cession de la participation dans Mengniu dont la valorisation est de 1.8 Md€. Cash return ou financement d’une prochaine acquisition ?
>Une annonce qui pourrait être bien accueillie - La cession potentielle de la participation de 9.8% dans Mengniu s’inscrit dans le cadre de la revue stratégique du plan Local 1st et pourrait représenter un cash in de 1.8 Md€. Dans la mesure où le top management a indiqué lors des résultats 2020 que le cash return faisait partie des options, cette annonce devrait être bien accueillie. Un tel montant représente en effet près de 5% de la market cap actuelle.La prude...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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