Danone : Réaction de marché difficile à comprendre, mais qui ne laisse pas indifférent
>Une réaction de marché qui ne laisse pas indifférent - Le 1er regard que nous avons eu sur la publication du T3 était positif tout en étant réaliste sur le fait que 1.4% de croissance organique reste un chiffre plus que modeste. Suite au conf call, nous restons encouragés par les signes d’amélioration qui se poursuivent au T3 sur EDP (Europe, USA, Brésil) et notamment sur l’ancien périmètre de WhiteWave. Si ces éléments sont importants pour nous c’est aussi parce que...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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