Danone : Au-delà des effets de momentum, il faudra voir dans les résultats les signaux de recentrage stratégique et opérationnel
>Surperformance maintenue : nous continuons de croire en un rerating - Surperformance maintenu (OC : 64 €). A la veille des résultats qui seront publiés demain, nous continuons de croire en un rerating. Le redressement récent du titre a porté le PE 23e à un niveau proche de 15x. Le titre reste pour autant le moins cher des hybrides (éparpillement stratégique et empreinte opérationnelle déséquilibrée) alors que nous pensons qu’un recentrage (opérationnel et stratégique...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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