Danone : BPA à +7.6% au S1 (vs cs à +1.8%). Croissance organique et MOP meilleurs qu’attendu et maitrise des frais financiers
>Surperformance maintenue. Réaction positive attendue - Surperformance maintenue avec un OC de 64 €. Les résultats du S1 devraient être bien accueillis. Le BPA du S1 a dépassé les attentes de 6% et la performance opérationnelle qui est meilleure que prévu est solide malgré le repli du volume/mix au T2. Les investisseurs pourraient y voir une performance opérationnelle qui s’améliore graduellement et offre une base saine pour poursuivre le repositionnement (opérationne...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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