A positive set of 1Q results, slightly better than our forecast allows us to raise our estimates that remain overall consistent with the guidance. We lift our target price to €37 (from €35 previously), on the back of more positive assumptions on NTA and we reiterate our positive view on the stock. A positive message on the portfolio outlook combined with appetite for assets with structural growth and stable cash flows in uncertain times appears to provide further support. BUY reiterated.
Ahold Delhaize: Strong 1Q25 in the US, additional details on FY25 guidance. Arcadis: Mixed start to FY25, US not to blame. PostNL: Highlights of 1Q25 analyst meeting. Sif Group: Preview - EBITDA capacity of new factory is key. Vonovia: Good results, positive message about valuations, new CEO. Wolters Kluwer: 1Q25 trading update – good start to the year
Danone: 2025 Danone Shareholders’ Meeting: approval of all resolutions Press Release – Paris, April 24, 2025, at 5:35 PM CEST 2025 Danone Shareholders’ Meeting: approval of all resolutions Danone’s Shareholders’ Meeting was held today, chaired by Gilles Schnepp, Chairman of the Board of Directors. 72.66% of Danone’s total outstanding share capital was present or represented in this Shareholders’ Meeting. Danone’s shareholders approved all the resolutions put to the vote, including the statutory and consolidated financial statements for the 2024 fiscal year, the renewal of the existing f...
DANONE : Assemblée Générale 2025 de Danone : approbation de toutes les résolutions Communiqué de presse – Paris, le 24 avril 2025 à 17h35 Assemblée Générale 2025 de Danone : approbation de toutes les résolutions L’Assemblée Générale des actionnaires de Danone s’est réunie à Paris ce jour, sous la présidence de Gilles Schnepp, Président du Conseil d’Administration. 72,66% du capital social de Danone était présent ou représenté à cette Assemblée Générale. L’Assemblée Générale a approuvé l'ensemble des résolutions soumises au vote notamment les comptes sociaux et les comptes consolidés de ...
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