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Brookfield Corp (CA11271J1075)
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| Datum / Uhrzeit | Titel | Bewertung |
| 11.06.26 15:15:27 | Brookfield Corporation (BN) Renews Normal Course Issuer Bid to Repurchase 10% of Public Float | |
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Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen! Brookfield Corporation (NYSE:BN) is one of the best Canadian stocks to invest in according to billionaires. On May 25, Brookfield Corporation received approval from the Toronto Stock Exchange to renew its normal course issuer bid, authorizing the purchase of up to 191,034,672 Class A Limited Voting Shares. This initiative represented 10% of the public float and was to run from May 27 to May 26. Transactions were to occur on the TSX, NYSE, or alternative trading systems at prevailing market prices. During the previous bid period, which began in May 2025, the company purchased a total of 15,130,344 Class A Shares on a post-split basis at a weighted average price of $41.51 per share. Brookfield Corporation (NYSE:BN) is renewing the program to maintain flexibility in its capital allocation strategy, noting that all acquired shares will either be cancelled or used to support long-term incentive plans.Intuit (INTU) Launches AI-Native QuickBooks Workforce Platform To facilitate these repurchases, Brookfield expects to implement an automatic share purchase plan around the week of June 15. This plan will allow for share acquisitions during periods when the company would otherwise be restricted from trading, such as internal black-out periods. At other times, repurchases will be conducted at management's discretion in compliance with all applicable regulations. Brookfield Corporation (NYSE:BN) is a multi-asset manager investing across real estate, credit, renewable power, infrastructure, venture capital, and private equity. While we acknowledge the potential of BN as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on thebest short-term AI stock. READ NEXT: 33 Stocks That Should Double in 3 Years and Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy. Disclosure: None. Follow Insider Monkey on Google News. View Comments |
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| 10.06.26 05:00:00 | Nestlé Finds Its Sweet Spot. How the New CEO Is Turning the Food Giant Around. | |
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Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen! Philipp Navratil aims to restart growth in the 160-year-old food giant by focusing on core brands like KitKat, Fancy Feast, and Nespresso. Continue Reading |
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| 09.06.26 14:35:00 | Der oft unterschätzteste Teil von Berkshire Hathaway hat nichts mit seinem Cash-Reservoir zu tun | |
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Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen! Berkshire Hathaway (NYSE: BRKA) (NYSE: BRKB) ist eine erstaunlich vielfältige Industriekonzerne. Aufgrund seiner großen Versicherungsbetriebe wird es jedoch als Finanzunternehmen eingestuft. Dies ist ein wichtiger Aspekt, den man berücksichtigen sollte, wenn man sich das fast 400 Milliarden Dollar an Cash auf dem Konzerns Konten ansieht. Es handelt sich um eine wichtige Sicherheitsventile und bietet Feuerkraft für Investitionen, wenn der richtige Zeitpunkt gekommen ist. Aber Cash ist nicht das, worauf dieses Unternehmen aufgebaut ist; es ist die Float. |
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| 30.05.26 20:50:00 | Brookfield vereint seine Versicherungsgesellschaft mit der Muttergesellschaft. Was bedeutet das für Anleger? | |
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Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen! Brookfield Corporation (NYSE: BN) kann eine komplexe Einheit sein. Sie hat mehrere öffentlich notierte Tochtergesellschaften, viele davon haben zwei separate US-Listungen. Diese Komplexität lastet auf der Bewertung ihrer verschiedenen Einheiten ab. Der Kursabschlag führt dazu, dass Brookfield einige Änderungen vornehmen wird. Es hat kürzlich die Unternehmensvereinfachung genehmigt, um sich mit seiner Versicherungsgesellschaft zu kombinieren, Brookfield Wealth Solutions (NYSE: BNT). Hier ist ein Blick darauf, was das für Anleger bedeutet. ... |
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| 28.04.26 19:44:29 | Bill Ackman's Pershing Square USA Fund IPOs Today. What Stocks Will It Hold? | |
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Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen! Legendary investor Bill Ackman is taking a new closed-end fund public today at an initial public offering price of $50 a share. The fund is called Pershing Square USA, and Ackman, the CEO of hedge fund Pershing Square Holdings, initially hoped to raise between $5 billion and $10 billion for it through the offering. The ticker for the new fund will be PSUS. At the moment, it looks like the IPO will attract about $5 billion. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Ackman is also taking his asset management firm public. That firm, Pershing Square Inc., will manage the PSUS fund as well as Pershing Square Holdings, which trades in the United Kingdom, and Howard Hughes Holdings (NYSE: HHH). The management firm will trade under the ticker PS. To attract more investors to the PSUS IPO, Ackman is offering one free share of Pershing Square Inc. for every five PSUS shares purchased today. It's not yet clear exactly what PSUS will invest in. According to the prospectus the company filed with the Securities and Exchange, the Pershing Square USA fund will invest in "large minority stakes in high-quality, predominantly North American-listed, large-capitalization growth companies at attractive valuations during periods in which we believe they have underperformed their potential and/or when we believe they are undervalued." That's very similar to what Pershing Square Holdings invests in now. It holds large stakes in Google parent company Alphabet(NASDAQ: GOOGL), Fannie Mae(OTC: FNMA), Freddie Mac(OTC: FMCC), Brookfield(NYSE: BN), Uber Technologies(NYSE: UBER), Amazon(NASDAQ: AMZN), and Meta Platforms(NASDAQ: META) , among other companies. Alphabet is the top holding in all Pershing Square-related funds. The new fund may also make small investments in alternative assets, such as private credit and interest rates. Going public avoids investor redemptions Taking a fund public is a way to avoid redemptions by investors. Instead of demanding their money back at the net asset value, as open-end fund investors are entitled to do, investors in PSUS will have to sell their shares at the market price to exit the investment, as with any other stock.Image source: Getty Images. It's thought that Ackman is attempting to build a holding company similar to Berkshire Hathaway(NYSE: BRKB) by listing it publicly and, of course, focusing on companies that are underperforming their potential or are undervalued, exactly the kind of long-term value investing that made former Berkshire CEO Warren Buffett rich and famous. Story Continues "Our long-term goal for Pershing Square Inc. is to build one of the most valuable companies in the world by generating one of the best long-term performance records of any investor ever," Ackman wrote in a letter to investors. Attaining Buffett's stature in the investment community won't be easy for Ackman, however. Earlier in his career, he was known as an activist short-seller. That included an ugly, five-year battle against supplement maker Herbalife, which Ackman accused of being a pyramid scheme. In the end, that short position resulted in huge losses for Pershing Square. Ackman has since exited the short-selling business and says he's now focused on long-term growth and value creation in his portfolios. Ackman is also trying to attract retail investors to the IPO. He reduced the minimum purchase order from $5,000 to $250 and is partnering with retail brokerages to tap their user bases. We'll find out this week how well that strategy worked. As with all IPOs, it's wise to see what the share price does in the days and weeks following the offering before diving in. About half of all IPOs pop on the first day, only to trade lower in the days that follow. Should you buy stock in Alphabet right now? Before you buy stock in Alphabet, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Alphabet wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $492,752! Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,327,935! Now, it’s worth noting Stock Advisor’s total average return is 991% — a market-crushing outperformance compared to 201% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. See the 10 stocks » *Stock Advisor returns as of April 28, 2026. Matthew Benjamin has positions in Alphabet and Berkshire Hathaway. The Motley Fool has positions in and recommends Alphabet, Amazon, Berkshire Hathaway, Brookfield Corporation, Howard Hughes, Meta Platforms, and Uber Technologies. The Motley Fool has a disclosure policy. Bill Ackman's Pershing Square USA Fund IPOs Today. What Stocks Will It Hold? was originally published by The Motley Fool View Comments |
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| 03.04.26 15:07:41 | Ist jetzt vielleicht eine Neubewertung von Danone (ENXTPA:BN) nach dem Kursrückgang dieses Jahr angebracht? | |
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Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen! Okay, here’s a 600-word summary of the text, followed by a German translation: Summary (600 words max) This article from Simply Wall St analyzes Danone’s stock valuation, offering multiple perspectives to determine if the current share price of €69.24 represents fair value. The core argument is that Danone appears undervalued based on several valuation methods. Short-Term Performance & Context: Danone’s recent performance is mixed. Over the last 7 days, it rose 2.1%, but the 30-day return was a decline of 1.0%, and the year-to-date return is a significant drop of 8.9%. This volatility is driven by investor scrutiny of Danone's position within the European consumer staples sector and ongoing strategic adjustments – portfolio and brand changes – that could impact its long-term outlook. The article highlights that this attention is focused on risk assessment and resilience. DCF Analysis – The Primary Undervaluation Argument: The most compelling argument for undervaluation comes from a Discounted Cash Flow (DCF) analysis. Simply Wall St’s model forecasts free cash flow of €3.55 billion by 2030, based on analyst projections. Discounting these future cash flows back to the present, the model arrives at an intrinsic value of €131.08 per share – significantly higher than the current market price. Based on this analysis, Danone is estimated to be 47.2% undervalued. The model relies on analyst inputs for nearer years and extrapolates from there for longer-term forecasts. P/E Ratio Analysis – Supporting Undervaluation: A Price-to-Earnings (P/E) ratio analysis also supports the undervaluation. Danone currently trades at a P/E ratio of 24.39x, which is considerably higher than the average for the Food industry (15.65x) and even the peer group of similar companies (11.77x). Simply Wall St’s “Fair Ratio” estimate for Danone is 26.26x, suggesting the shares are slightly undervalued compared to this. The Importance of Narrative & Community: The article emphasizes that simple comparisons like P/E ratios can be misleading. Simply Wall St's “Community” page introduces the concept of narratives. Investors can contribute their own forecasts, considering factors such as yogurt category momentum, emerging market expansion, or concerns about legacy dairy reliance. These narratives, dynamically updated with new information and earnings, are then used to calculate a fair value. This approach recognizes that different investors will have different perspectives and risk tolerances. Conclusion & Call to Action: Ultimately, the article concludes that Danone appears undervalued based on both DCF and P/E analysis. It encourages readers to track the stock’s performance in their watchlist and to explore 248 more undervalued stocks. The article stresses the importance of considering multiple viewpoints and continually updating one’s assessment based on new information. Finally, it notes that Simply Wall St doesn’t have a position in any stocks discussed and that the analysis is based on historical data and analyst forecasts. German Translation (approx. 600 words) Zusammenfassung (max. 600 Wörter) Dieser Artikel von Simply Wall St analysiert die Bewertung der Danone-Aktie und bietet mehrere Perspektiven, um festzustellen, ob der aktuelle Aktienkurs von 69,24 € einen fairen Wert darstellt. Das zugrunde liegende Argument ist, dass Danone aufgrund verschiedener Bewertungsmethoden unterbewertet ist. Kurzfristige Performance & Kontext: Die jüngste Performance von Danone ist gemischt. In den letzten 7 Tagen stieg sie um 2,1 %, aber der 30-Tage-Umsatz betrug einen Rückgang von 1,0 %, und der Jahresgewinn bis heute beträgt einen deutlichen Rückgang von 8,9 %. Diese Volatilität wird durch die Aufmerksamkeit der Investoren gegenüber Danones Position im europäischen Konsumgütersektor und die laufenden strategischen Anpassungen – Portfolio- und Markenänderungen – angetrieben, die ihre langfristige Perspektive beeinflussen könnten. Der Artikel hebt hervor, dass diese Aufmerksamkeit auf Risikobewertung und Widerstandsfähigkeit abzielt. DCF-Analyse – Das Hauptargument für Unterbewertung: Das überzeugendste Argument für eine Unterbewertung kommt aus einer Discounted Cash Flow (DCF)-Analyse. Simply Wall St’s Modell prognostiziert einen freien Cashflow von 3,55 Milliarden € im Jahr 2030, basierend auf Analystenprognosen. Die Diskontierung dieser zukünftigen Cashflows auf den heutigen Tag ergibt einen intrinsischen Wert von 131,08 € pro Aktie – deutlich höher als der aktuelle Marktpreis. Basierend auf dieser Analyse wird Danone auf geschätzt 47,2 % unterbewertet. Das Modell stützt sich auf Analysteneingaben für näher gelegene Jahre und extrapoliert von dort aus für längere Zeiträume. P/E-Ratio-Analyse – Ergänzung der Unterbewertung: Eine Price-to-Earnings (P/E)-Ratio-Analyse unterstützt ebenfalls die Unterbewertung. Danone handelt derzeit mit einem P/E-Verhältnis von 24,39x, was deutlich höher ist als der Durchschnitt für die Lebensmittelindustrie (15,65x) und sogar für die Gruppe von ähnlichen Unternehmen (11,77x). Simply Wall St’s „Fair Ratio“-Schätzung für Danone beträgt 26,26x, was darauf hindeutet, dass die Aktien im Vergleich dazu leicht unterbewertet sind. Die Bedeutung der Erzählung & Community: Der Artikel betont, dass einfache Vergleiche wie P/E-Verhältnisse irreführend sein können. Simply Wall St’s „Community“-Seite führt das Konzept der Erzählungen ein. Investoren können ihre eigenen Prognosen erstellen und dabei Faktoren wie den Schwung der Joghurtkategorie, die Expansion in Schwellenmärkten oder Bedenken hinsichtlich der Abhängigkeit von Milchprodukten berücksichtigen. Diese Erzählungen, die dynamisch mit neuen Informationen und Erträgen aktualisiert werden, werden dann verwendet, um einen fairen Wert zu berechnen. Dieser Ansatz erkennt an, dass unterschiedliche Investoren unterschiedliche Perspektiven und Risikobereitschaften haben. Fazit & Handlungsaufforderung: Letztendlich kommt der Artikel zu dem Schluss, dass Danone aufgrund von DCF- und P/E-Analysen unterbewertet ist. Er ermutigt die Leser, die Aktienperformance in ihrer Watchlist zu verfolgen und 248 weitere unterbewertete Aktien zu erkunden. Der Artikel betont die Bedeutung, mehrere Perspektiven zu berücksichtigen und seine Einschätzung kontinuierlich auf der Grundlage neuer Informationen zu aktualisieren. Schließlich weist er darauf hin, dass Simply Wall St keine Position in den diskutierten Aktien hat und dass die Analyse auf historischen Daten und Analystenprognosen basiert. |
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| 01.04.26 16:04:00 | Danone lädt zur Hauptversammlung am 23. April 2026 ein. | |
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Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen! Pressemitteilung – Paris, 1. April 2026, 18:00 MEZ Einladung zur Gemeinsamen Hauptversammlung am 23. April 2026 Danone informiert seine Aktionäre, dass die Gemeinsame Hauptversammlung am Donnerstag, den 23. April 2026, um 14:30 Uhr (Pariszeit) im Maison de la Mutualité – 24 rue Saint-Victor, 75005 Paris, Frankreich, stattfinden wird. Der vorläufige Einladungstext und der Einladungstext wurden am 25. Februar bzw. 1. April 2026 in der französischen Bulletin des Annonces Légales Obligatoires (BALO) veröffentlicht. Gemäß den geltenden Rechts- und Regulierungsbestimmungen steht die gesamte für die Hauptversammlung relevante Information und Dokumentation den Aktionären zur Verfügung und kann auf der Danone-Website (www.danone.com), im Bereich “Investoren / Aktionäre / Hauptversammlungen / 2026”, eingesehen werden. Dazu gehört insbesondere das Meeting-Broschüre mit den Entwurfsbeschlüssen, dem Bericht des Verwaltungsrats zu diesen Beschlüssen sowie Informationen zu den Formalitäten zur Teilnahme und zum Abstimmungsvorfall bei der Hauptversammlung sowie dem Geschäftsbericht des Missionsausschusses. Die Hauptversammlung wird in voller Länge, live und aufgezeichnet, auf Französisch und Englisch auf der Danone-Website übertragen. Über Danone (www.danone.com) Danone ist ein führendes globales Lebensmittel- und Getränkeunternehmen, das in drei gesundheitsorientierten, schnell wachsenden und trendorientierten Kategorien tätig ist: Milch- und Pflanzenprodukte, Wasser und Spezialnahrung. Mit einer langjährigen Mission, Gesundheit durch Nahrung zu vermitteln, möchte Danone gesündere und nachhaltigere Ernährungsgewohnheiten inspirieren und sich dazu verpflichten, messbare Ernährung-, Sozial-, Gesellschafts- und Umweltziele zu erreichen. Danone hat ihre „Renew“-Strategie definiert, um Wachstum, Wettbewerbsfähigkeit und langfristige Wertschöpfung wiederherzustellen. Mit rund 90.000 Mitarbeitern und Produkten in über 120 Märkten erzielte Danone 2025 einen Umsatz von 27,3 Milliarden Euro. Das Portfolio von Danone umfasst führende internationale Marken (wie Actimel, Activia, Alpro, Aptamil, Danette, und evian), sowie starke regionale Marken (einschließlich AQUA, Blédina, Bonafont, Cow & Gate, Mizone, Oikos und Silk). Danone ist an der Euronext Paris notiert und ist über ein ADR-Programm (American Depositary Receipt) auch an der OTCQX-Plattform vertreten. Danone ist ein Bestandsteil führender Nachhaltigkeitsindizes, darunter die von Moody’s, Sustainalytics, MSCI ESG Indexes, FTSE4Good Index Series, Bloomberg Gender Equality Index und Access to Nutrition Index. Danone hat 2025 die B CorpTM-Zertifizierung auf globaler Ebene erhalten. |
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| 25.03.26 17:49:00 | Danone successfully issues a triple-tranche bond totaling €1.6 billion equivalent | |
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Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen! DANONE Press release – Paris, March 25, 2026, at 6:45 PM CET Danone successfully issues a triple-tranche bond totaling €1.6 billion equivalent Danone announces that it has today launched a triple-tranche bond offering with a total equivalent amount of €1.6 billion, comprising: a €700 million tranche of 4-year notes, carrying a 3.3790 % coupon; a €500 million tranche of 8-year notes, carrying a 3.7850 % coupon; a £350 million tranche of 6.5-year notes, carrying a 5.3250 % coupon. In line with the company’s active liquidity management, this issue enables Danone to enhance its funding flexibility while extending the maturity of its debt. The settlement is expected to take place on April 1st, 2026, and the bonds will be listed on Euronext Paris. The bond issue was widely subscribed by a diversified investor base, confirming the high confidence in Danone’s business model and credit profile. Danone is rated BBB+, stable outlook, by Standard & Poor’s and Baa1, stable outlook, by Moody’s. The prospectus containing the terms and conditions of the notes will be available on Danone’s website at the following address: Debt & Rating | Danone Group About Danone (www.danone.com) Danone is a leading global food and beverage company operating in three health-focused, fast-growing and on-trend Categories: Essential Dairy & Plant-Based products, Waters and Specialized Nutrition. With a long-standing mission of bringing health through food to as many people as possible, Danone aims to inspire healthier and more sustainable eating and drinking practices while committing to achieve measurable nutritional, social, societal and environmental impact. Danone has defined its Renew strategy to restore growth, competitiveness, and value creation for the long-term. With c.90,000 employees, and products sold in over 120 markets, Danone generated €27.3 billion in sales in 2025. Danone’s portfolio includes leading international brands (Actimel, Activia, Alpro, Aptamil, Danette, Danio, Danonino, evian, Nutricia, Nutrilon, Volvic, among others) as well as strong local and regional brands (including AQUA, Blédina, Bonafont, Cow & Gate, Mizone, Oikos and Silk). Listed on Euronext Paris and present on the OTCQX platform via an ADR (American Depositary Receipt) program, Danone is a component stock of leading sustainability indexes including the ones managed by Moody’s and Sustainalytics, as well as MSCI ESG Indexes, FTSE4Good Index Series, Bloomberg Gender Equality Index, and Access to Nutrition Index. Danone achieved B CorpTM certification at global level in 2025. Story Continues o o O o o FORWARD-LOOKING STATEMENTS This press release contains certain forward-looking statements concerning Danone that are subject to risks and uncertainties. Generally, you can identify these forward-looking statements by forward-looking words, such as “estimate”, “expect”, “anticipate”, “project”, “plan”, “intend”, “objective”, “believe”, “forecast”, “guidance”, “foresee”, “likely”, “may”, “should”, “goal”, “target”, “might”, “will”, “could”, “predict”, “continue”, “convinced” and “confident,” the negative or plural of these words and other comparable terminology or by using future dates. Forward-looking statements in this press release include but are not limited to predictions of future activities, operations, direction, performance and results of Danone. These forward-looking statements are subject to numerous risks and uncertainties, which could cause actual results to differ materially from those anticipated in these forward-looking statements. For a detailed description of risks and uncertainties, please refer to the “Risk Factor” section of Danone’s Universal Registration Document (the current version of which is available at www.danone.com). Subject to regulatory requirements, Danone does not undertake to publicly update or revise any of these forward-looking statements. This document does not constitute an offer to sell or a solicitation of an offer to buy Danone securities Attachment prdanone250326 View Comments |
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| 25.03.26 00:16:01 | Assessing Danone (ENXTPA:BN) Valuation After Recent Share Price Weakness And Acquisition Activity | |
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Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen! Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Recent performance snapshot for Danone (ENXTPA:BN) Danone (ENXTPA:BN) has drawn investor attention after a weak share price patch, with the stock showing negative returns over the past week, month and past 3 months despite positive recent revenue and net income growth. See our latest analysis for Danone. That recent weak patch comes after a softer year-to-date share price return of a 10.15% decline. Longer term total shareholder returns over three and five years of 32.75% and 37.25% suggest momentum has cooled rather than collapsed. If Danone has you thinking about where else defensive growth and income ideas might be hiding, this could be a good moment to scan for 95 top founder-led companies So with Danone’s short term share price weakness set against its recent revenue and net income growth, and a hint of discount to some analyst targets, are you looking at a genuine value opportunity or a market already pricing in future growth? Most Popular Narrative: 14.3% Undervalued Danone’s fair value in the most widely followed narrative sits at €79.68 versus a last close of €68.32, so the story focuses on a meaningful valuation gap. Strategic investments and recent acquisitions (Kate Farms, The Akkermansia Company) strengthen Danone's leadership in plant-based, gut health, and medical nutrition, reinforcing differentiation and supporting both premiumization (higher revenue per unit sold) and improved long-term margin potential. Read the complete narrative. Want to see what kind of revenue runway and margin lift would justify that value gap and a premium earnings multiple, and how long that setup is expected to hold? Result: Fair Value of €79.68 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, you still need to keep an eye on Danone’s reliance on core dairy and water, as well as on how smoothly recent acquisitions are integrated. Find out about the key risks to this Danone narrative. Next Steps With the story so finely balanced between concerns and optimism, this is the moment to look through the numbers yourself and stress test the assumptions. To weigh those mixed signals side by side, start with the 3 key rewards and 2 important warning signs Looking for more investment ideas? If you stop with just one company, you might miss opportunities that fit your style even better. Use the screener to widen your net and compare options side by side. Target resilient cash generators by scanning companies with strong finances through the solid balance sheet and fundamentals stocks screener (382 results). Hunt for quality at a discount by checking out the 246 high quality undervalued stocks before the rest of the market pays attention. Build steadier income potential by reviewing companies in the 484 dividend fortresses while yields and payouts still look appealing. Story Continues This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include BN.PA. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com View Comments |
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| 24.03.26 20:15:00 | Danone and Arcor strengthen their strategic alliance to unlock new dairy opportunities in Argentina | |
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Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen! DANONE Press release – Paris, March 24, 2026, 9:15pm CET Danone and Arcor strengthen their strategic alliance to unlock new dairy opportunities in Argentina Danone and Arcor today announce a new chapter in their strategic alliance in Argentina, creating a joint venture focused on the local dairy market. The new partnership will combine: Danone’s dairy business in Argentina (Danone Argentina SA), with thirty years presence in Argentina, deeply rooted in families’ daily lives; Mastellone Hermanos SA, a company with deep heritage in Argentina’s dairy market, spanning almost a century; Logistica La Serenísima, their common logistics subsidiary. Building on the pair’s over two-decade long partnership, this alliance will create an integrated business, leveraging the strengths and scale of both companies to deliver greater and faster innovation, enhanced operational excellence and increased commercial reach across the category, for the benefit of all Argentinian consumers. The joint venture will also open new growth opportunities in the dairy market through its eleven production plants located in the region, where, among other products, milk, dulce de leche, cheeses, butters, creams, yogurts, and desserts are produced. As a consequence of this transaction, Danone will hold equal control of the joint venture with Arcor, and post-closing, it will be reflected within ‘equity-accounted companies’ in Danone’s financial statements based on the 50% shareholding. Antoine de Saint-Affrique, CEO of Danone said: “With this operation, we are delighted to take our long-term partnership with the Arcor group to the next level. This underlines our commitment to the Argentinian market and Latin America. Combining our assets will create a powerful growth platform with more opportunities for innovation, operational efficiency and greater reach. It’s all about bringing healthy, quality dairy brands to more consumers in Argentina now and in the future”. Alfredo Pagani, President of Arcor commented: “The creation of this dairy joint venture with Danone represents a decisive step toward enhancing the commercial, operational, and management capabilities of both companies. This alliance will accelerate growth through an integrated strategy focused on the development of high value‑added products. For Arcor, this is a strategic project that reaffirms our commitment to the country and strengthens our value proposition in the consumer food products market.” The transaction remains subject to customary closing conditions, including regulatory approval. About Danone (www.danone.com) Danone is a leading global food and beverage company operating in three health-focused, fast-growing and on-trend Categories: Essential Dairy & Plant-Based products, Waters and Specialized Nutrition. With a long-standing mission of bringing health through food to as many people as possible, Danone aims to inspire healthier and more sustainable eating and drinking practices while committing to achieve measurable nutritional, social, societal and environmental impact. Danone has defined its Renew strategy to restore growth, competitiveness, and value creation for the long-term. With c.90,000 employees, and products sold in over 120 markets, Danone generated €27.3 billion in sales in 2025. Danone’s portfolio includes leading international brands (Actimel, Activia, Alpro, Aptamil, Danette, Danio, Danonino, evian, Nutricia, Nutrilon, Volvic, among others) as well as strong local and regional brands (including AQUA, Blédina, Bonafont, Cow & Gate, Mizone, Oikos and Silk). Listed on Euronext Paris and present on the OTCQX platform via an ADR (American Depositary Receipt) program, Danone is a component stock of leading sustainability indexes including the ones managed by Moody’s and Sustainalytics, as well as MSCI ESG Indexes, FTSE4Good Index Series, Bloomberg Gender Equality Index, and Access to Nutrition Index. Danone achieved B CorpTM certification at global level in 2025. Story Continues About Arcor Arcor Group is a leading multinational with three business divisions: consumer food products, packaging, and agribusiness. It is the leading food company in Argentina, the leading exporter of confectionery in Argentina, Chile, and Peru, and a leader in Latin America in cookies, alfajores, and cereals through Bagley Latin America, a joint venture with Danone Group. Furthermore, it is the company with the largest corn milling capacity in the region and the largest producer of corrugated cardboard, industrial bags and kraft paper in Argentina, with a presence in Chile and Peru. With 49 manufacturing plants, more than 20,000 employees and a commercial presence in more than 100 countries, it achieved net sales of $3.4 billion in 2025. The company drives its growth through a model based on long-term partnerships with companies such as Danone; Grupo Bimbo in Mexico; Grupo Webcor in Angola; Laboratorios Bagó; and Ingredion Incorporated, strengthening its presence across the region and in international markets. o o O o o FORWARD-LOOKING STATEMENTS This press release contains certain forward-looking statements concerning Danone that are subject to risks and uncertainties. Generally, you can identify these forward-looking statements by forward-looking words, such as “estimate”, “expect”, “anticipate”, “project”, “plan”, “intend”, “objective”, “believe”, “forecast”, “guidance”, “foresee”, “likely”, “may”, “should”, “goal”, “target”, “might”, “will”, “could”, “predict”, “continue”, “convinced” and “confident,” the negative or plural of these words and other comparable terminology or by using future dates. Forward-looking statements in this press release include but are not limited to predictions of future activities, operations, direction, performance and results of Danone. These forward-looking statements are subject to numerous risks and uncertainties, which could cause actual results to differ materially from those anticipated in these forward-looking statements. For a detailed description of risks and uncertainties, please refer to the “Risk Factor” section of Danone’s Universal Registration Document (the current version of which is available at www.danone.com). Subject to regulatory requirements, Danone does not undertake to publicly update or revise any of these forward-looking statements. This document does not constitute an offer to sell or a solicitation of an offer to buy Danone securities Attachment danonepr240326 View Comments |
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