Danone : Une fin d’année positive mais il faudra attendre le CMD pour la guidance
>L’absence de guidance devrait limiter l’accueil favorable - Surperformance maintenue. Au-delà du potentiel d’amélioration de la discipline opérationnelle, nous continuons d’identifier un potentiel important de rerating sur un groupe qui doit recentrer chacune de ses divisions sur son core business. A plus long terme, une redéfinition du périmètre stratégique serait l’aboutissement d’un recentrage qui pourrait le PER au-delà de 20x vs près de 15x.La forte dynamiq...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.