Report
Fatma Agnès Hamdani

Savencia SA : Vers de bons résultats S1. Vigilance maintenue pour le S2

>Un T2 attendu plus dynamique que le T1 - A l’occasion d’un contact société, nous comprenons que le redémarrage du circuit Food Service (RHD) s’est amplifié sur tous les marchés au T2 et que l’activité retail est restée dynamique malgré un effet de base exigeant, avec toutefois un tassement en fin de période. Les marchés européens profitent des allègements des mesures sanitaires au T2. Les Etats-Unis reprennent aussi bien en retail qu’en Food service. C’est plus compl...
Underlying
Savencia SA

Savencia is a transformer of milk centered on cheese, dairy specialties, and on dairy ingredients. Co.'s operations are divided into two segments: the Cheese Products segment and the Other Dairy Products segment. In the Cheese Products segment, Co. manufactures and distributes cheeses and cheese specialties. In the Other Dairy Products segment, Co. manufactures and distributes modern butters and long-life creams both for final consumers and professional users, manufactures technical butters and specialized dairy proteins for industrial markets, and manufactures aseptically packaged 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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