Report
Pierre Tegner

Danone : Danone reprend son autonomie en Chine et récupère la marque Dumex

>Diversification de l’empreinte opérationnelle - Opinion Surperformance maintenue. Nous pensons qu’au-delà de l’amélioration de l’exécution opérationnelle, le principal facteur de rerating du titre reste le recentrage stratégique sur le cœur de métier combiné à la diversification opérationnelle. L’annonce, vendredi soir, de la sortie du JV dans les produits laitiers frais avec Mengniu, de la cession à ce dernier de la participation de Danone dans Yashili et du rachat ...
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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