ENTITY
Danone SA

Danone SA (BN FP)

72
Analysis
Consumer StaplesFrance
Danone SA is a food processing company. The Company produces dairy products, beverages, baby food and clinical/medical nutrition products.
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01 Apr 2023 03:39

Shift To Defensives as $ACWI Makes Push for $93; Remain Overweight Europe; Opptys in China/HK, Japan

$ACWI, $ACWX, $EFA, and $EEM all reversing topside their 2-month downtrends. Despite this bullish short-term development, we still expect $93 to...

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17 Mar 2023 22:50

Global Pullback Continues; Focus on Defensives: Buys in Staples, Utilities, Precious Metals Miners

Europe/UK STOXX Europe 50/FTSE 100 with concerning breakdowns below 3800 and 7700, joining the pullback that had already started in the MSCI ACWI....

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12 Mar 2023 07:15

(Mostly) Asia-Pac Weekly Risk Arb Wrap: Invocare, Yashili, Pushpay Holdings, S.M.Entertainment

This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...

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10 Mar 2023 08:26

Yashili (1230 HK): ​China Mengniu's Scheme Triggered

Into the home stretch. Expect FY22 results by month end and the Scheme  Doc shortly thereafter. Trading tightish at a 2.6%/10.7% gross/annualised...

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03 Mar 2023 14:35

Yashili (1230 HK): Pre-Condition Satisfaction Likely Within 5 Business Days

This is a done deal and timing is the key risk. At the current price and for a late-May payment, the gross and annualised spread is 2.6% and 11.3%,...

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