Danone : Renouvellement complet du board : une 1ère étape avec l’arrivée de Valérie Chapoulaud-Floquet
>Surperformance maintenu - La faiblesse du titre a porté le PE 2022e à moins de 15x, le multiple de VE/EBITDA 2022e<10x et le dividend yield à 3.8%. Certains opposeront que les multiples restent un support relativement fragile dès lors que l’attentisme prévaut sur les objectifs financiers qui découleront de la stratégie du nouveau CEO et qui seront présentés au mieux en février et au plus tard lors du CMD du 6 mars. Nous pensons que cette faiblesse du titre est e...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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