Report
Pierre Tegner

Danone : General Mills cède Yoplait à Lactalis et Sodiaal aux USA et au Canada

>Surperformance maintenue et OC relevé à 71 € - Surperformance maintenue avec un OC relevé à 71 € (DCF). Le titre s’est nettement distingué depuis 3 mois par rapport aux grandes valeurs du Food HPC européen et certains investisseurs restent comme nous vigilants sur les opportunités de M&A que le groupe pourrait saisir après 2 ans de recentrage et de redressement de la discipline opérationnelle. Si le potentiel peut sembler limité sur le très court terme, nous continuo...
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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