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Stock impact report

Danone At A Dangerous Valuation; I'd Rotate And Buy Nestle [Seeking Alpha]

DANONE S/ADR (DANOY) 
Company Research Source: Seeking Alpha
DANOY's strategic shift boosted KPIs and margins, but premium pricing and sector risks limit upside potential at current levels. Despite strong 1H25 results and a solid economic moat, DANOY's yield and P/E lag behind better-valued, higher-yielding peers. Maintain a 'hold' rating with a €60/share buy target; I have rotated out of Danone in favor of Nestlé for better risk/reward. Looking for more investing ideas like this one? Get them exclusively at iREIT®+HOYA Capital. Learn More » nantonov/iStock Editorial via Getty Images Danone ( OTCQX:DANOY )(GPDNY) has been a company I've looked at and invested in for some years at this point. The company has been improving faster than I expected, despite many of the risks here, and other analysts have More on my IG service The company discussed in this article is only one potential investment in the sector. Members of iREIT+ HOYA Capital get access to investment ideas with upsides that I view as significantly higher/better than th Show less Read more
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