Danone : Le T3 devrait rester de qualité mais sera modeste : LfL attendu à 3.5%
>Surperformance maintenue - Surperformance maintenue avec un OC inchangé à 71 €. Nous continuons de penser que le rerating du titre devrait se poursuivre à mesure que le groupe avance sur son agenda de recentrage qui permettra d’installer le groupe sur une trajectoire de croissance rentable et soutenable. Notre OC implique un PE 25e de 18x ; ce qui implique de conserver au moins le niveau de PE atteint pour l’exercice en cours. Le niveau de croissance organique r...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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