Danone : Relèvement de l’objectif de LfL après un bon T3 proche de la stabilité en volume/mix
>Réaction positive attendue après le récent redressement du titre - Surperformance maintenue avec un OC de 64 €. Le PE 24e inférieur à 15x continue de refléter un statut de valeur hybride ainsi que l’attentisme des investisseurs vis-à-vis d’un retour à une croissance rentable et soutenable. Nous pensons que le groupe est en bonne voie sur son agenda de recentrage sur le core business, ce qui devrait soutenir un rerating pluriannuel. CA T3 en ligne avec le...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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