Danone : T2 attendu à près de 6% de lfl avec une MOP proche de 12% au S1
>Tonalité rassurante. Surperformance maintenu - Surperformance maintenue avec un OC de 71 €. Nous continuons de considérer que le redressement du groupe et des multiples de valorisation (PE 23e : 14x) passera avant tout par une redéfinition du périmètre, laquelle permettra de se redéployer le core business dans une logique de résilience. A ce stade, le discours du management reste timide sur le M&A en mettant en avant (à juste titre) que la priorité n’est pas aux acqu...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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