Report
Fatma Agnès Hamdani

Glanbia : Perspectives rassurantes pour GPN et NS. Les fondamentaux se renforcent et la valorisation reste abordable

>GPN : amélioration de la guidance de marge grâce à un meilleur mix attendu - La croissance organique des 9 mois de GPN de 2.7% reflète un retrait de 1.8% en zone Amériques, compensé par une solide progression à l’international de 12.3%. Le recul de ventes de Slimfast (-34% vs -31% au S1) continue de peser sur l’activité au T3 dans un marché de l’amincissement US compliqué et concurrentiel. Les produits ON continuent de progresser de 12.5% soutenue par les hausses de ...
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

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