Danone : Un management plus clair sur le Qui, le Quoi et le Comment
>Surperformance maintenue - Surperformance maintenue. La belle réaction du titre hier (+4%) ne fait que refléter le relèvement potentiel du consensus de BPA 23 que nous estimons à près de 3% ainsi qu’un léger rerating eu égard à un discours plus claire et plus assumé de la part du management sur le repositionnement du groupe. Le titre continue donc d’afficher un PE 23e<15, soit le niveau le plus faible des hybrides (stratégiquement dispersé et empreinte opérationnelle...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.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.