Report
Pierre Tegner

Danone : Sales warning ! après 80 €, faudrait-il s’entêter ? Neutre vs Achat

>Nous dégradons en Neutre. - Nous étions historiquement positifs avec une recommandation à Achat depuis mi-juin 2014. Nous dégradons notre recommandation en Neutre suite au Sales warning de ce matin. Cyniquement, c’est presqu’une chance que ce sales warning tombe quand le titre est proche de ses plus hauts historiques. Le reste du potentiel repose justement sur un rerating qui dépend de la capacité du management à convaincre sur son équation de croissance. Avec ...
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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