Glanbia : Confiance affichée dans les perspectives aux delà du contexte inflationniste
>Poursuite du plan d’adaptation et de compensation pour contrer l’inflation des couts - Glanbia a organisé hier soir un diner sell-side à Londres. Des échanges avec le top management nous retenons les principaux éléments suivants : Poursuite de l’inflation du prix du lactosérum (+50%e yoy) qui reste soutenue par une forte demande. Cette inflation devrait refluer selon le groupe en 2023 mais les prix devraient rester sur des niveaux plus élevés que la période pré-...Glanbia is a performance nutrition and ingredients group, engaged in providing performance nutrition, cheese, dairy ingredients, specialty non-dairy ingredients and vitamin and mineral premixes. Co. segments include: Global Performance Nutrition, which is involved in the branded performance nutrition business; Global Ingredients, which manufactures cheddar cheese, provides dairy and non-dairy nutritional ingredients and micro-nutrient premixes; Dairy Ireland, which is engaged in the manufacture and sale of a range of consumer products and farm inputs; and Joint Ventures & Associates, which is engaged in the manufacture and sale of cheese, dairy ingredients and dairy consumer products.
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.