Savencia SA : Un T2 attendu plus faible mais les fondamentaux restent solides
>Un CA T1 en croissance de 3.2% en lfl dont un effet prix de +2.5%e - La croissance organique du CA produits fromagers de +4.9% se divise en un effet mix volume de +3.8% et un effet prix de +1.1%. L’activité est boostée par le transfert de la consommation de la RHD vers la consommation à domicile. Cette croissance est particulièrement forte en Europe avec un peu d’effet de stockage selon nous. La croissance organique du CA des autres produits laitiers de +1.3% reflète...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.
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