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Danone SA (BN FP)
Watchlist
70
Analysis
Consumer Staples
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France
Danone SA is a food processing company. The Company produces dairy products, beverages, baby food and clinical/medical nutrition products.
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bearish
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Cisarua Mountain Dairy
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12 Nov 2021 08:54
Cisarua Mountain Dairy (Cimory) IPO - The Negatives - Losing Market Share, Margin Sustainability
PT Cisarua Mountain Dairy (CMD), a producer of dairy and consumer foods, aims to raise up to US$263m in its Indonesian IPO.
Sumeet Singh
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307 Views
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bullish
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Cisarua Mountain Dairy
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11 Nov 2021 13:20
Cisarua Mountain Dairy (Cimory) IPO - The Positives - Fast Growth, High Market Share
PT Cisarua Mountain Dairy (CMD), a producer of dairy and consumer foods, aims to raise up to US$263m in its Indonesian IPO.
Sumeet Singh
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327 Views
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bullish
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Thematic (Sector/Industry)
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27 Aug 2021 04:28
Global Consumer Staples: Allocations at Rock Bottom as Growth Investors Flee
Allocations in Consumer Staples stocks are at decade-long lows. Average fund weights among active Global managers stand at 7.65% following an...
Steven Holden
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411 Views
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bearish
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Crude Oil
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20 Aug 2021 23:39
Crude Oil and Copper Breakdowns Reinforce Our Concerns; Defensive Sectors Remain Attractive
Our cautious outlook is reinforced by ongoing developments. Relative strength improvement for defensives (Utilities, Staples, Real Estate, Health...
Vermilion Research
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207 Views
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bullish
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Hang Seng Index
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24 May 2021 09:58
Global Equity Strategy: Value Remains Leadership But Defensives Improving
Cyclical value Sectors continue to be our favorite areas to overweight, while defensive Sectors also continue to be worth a look (i.e., Staples,...
Vermilion Research
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193 Views
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