Report
Pierre Tegner

Danone : Le nom des 3 nouveaux administrateurs qui seront proposés dans le cadre du renouvellement complet du board

>Renouvellement complet du board : un élément qui reste capital - Surperformance maintenue avec un OC de 71 €. Notre opinion positive repose avant tout sur l’idée que le changement de gouvernance combiné à une forme d’épuisement de la performance opérationnelle offrent une opportunité de redéfinition du périmètre stratégique. Elle passe par un recentrage de chaque division sur son cœur de métier puis par le choix de sortir du Waters (pour se recentrer sur le Dairy Nut...
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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