Nestlé : Cession du US Ice Cream : la transformation du portefeuille se poursuit
>Poursuite de la transformation : plus concentré stratégiquement tout en restant diversifié opérationnellement - Achat maintenu. L’annonce hier soir de la cession de l’activité de crèmes glacées aux USA au JV Froneri (détenu par PAI et Nestlé) envoie un message très rassurant sur la poursuite de la transformation du portefeuille du groupe. La récente faiblesse du titre (-6% sur 3M vs Stoxx 50 à +4%) est une bonne opportunité pour se positionner sur un groupe défe...Nestle is a holding company which is based in Switzerland. Through its subsidiaries and allied companies, Co. is engaged in the food processing industry. Co.'s product portfolio has seven categories, Powder and Liquid Beverages, Nutritional and Health Science, Milk products and ice cream, Prepared dishes and cooking aids, PetCare, Confectionery and Water.
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.
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