Report
Jean-François Granjon

Verallia : La bouteille à moitié vide… ou à moitié pleine… – Nouvel OC de 34 € (vs 40 €)

>Toujours en convalescence - Comme nous le mentionnons fin juillet au terme d’un Road-Show avec le management, la faiblesse des volumes est imputable à une moindre demande (cf. les commentaires des sociétés de boissons et spiritueux…) et également à un phénomène de déstockage après l’embellie connue post-covid. L’appréciation des stocks dans la chaine est difficile à appréhender. Suite à un contact avec la société, nous comprenons que l’amélioration est progressive. L...
Underlying
Verallia SAS

Verallia SAS Formerly known as Verallia SASU. Verallia SASU is a France-based company, which operates as a producer of glass packaging solutions. The Company manufactures a number of jars and bottles for various markets, including the still and sparkling wine, spirits, food, as well as the beer and nonalcoholic sectors. Apart from France, the Company also operates in many countries in Western Europe, Eastern Europe and South America, among others.

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
Jean-François Granjon

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