Savencia SA : L’équation laitière est devenue plus favorable. Achat confirmé avec un OC de 73 €
>Les prix des matières laitières confirmés plus avantageux au S2 - D’un contact société récent nous retenons les éléments suivants :Globalement les prix du lait en 2018 sont restés équivalents à ceux de 2017. L’inflation du S1 (+5%) s’est amoindrie au S2, particulièrement au T4. La baisse des prix des matières grasses s’est accentuée au T4, ce qui est de bon augure pour l’évolution de la marge des Autres Produits Laitiers (crèmes) en 2019, en particulier au...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.
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.