Danone : BPA à +7% au S1 avec un T2 à +7.7% - Relèvement de la guidance
>Un S1 rassurant qui devrait être bien accueilli - Surperformance maintenue avec un OC de 71 €. A LT nous continuons de penser que le titre conserve un potentiel de rerating important via un recentrage qui marquerait une rupture avec le statut de valeur hybride du groupe dont la dispersion stratégique explique en grande partie le manque d’agilité et de résilience de la performance opérationnelle. Au-delà des grandes manœuvres potentielles, ceci passe par un recentrage...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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