Report
Fatma Agnès Hamdani

Glanbia : Confiance affichée dans les perspectives des deux divisions GPN et NS qui restent « core » pour le groupe

>Recommandation et OC maintenus - Un CMD sans grande surprise. Le management a présenté les leviers de croissance de ses deux divisions GPN et NS qui restent prioritaires pour le groupe. Les objectifs 2023-2025 globalement en ligne avec les précédents objectifs de MT, peuvent sembler prudents mais justifiés par le manque de visibilité, en particulier pour 2023 avec le risque de récession, la poursuite du conflit en Ukraine et ses conséquences sur l’inflation. Globale...
Underlying
Glanbia Plc

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.

Provider
Oddo BHF
Oddo BHF

​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.

Analysts
Fatma Agnès Hamdani

ResearchPool Subscriptions

Get the most out of your insights

Get in touch