1 deck published between 2012-11-07 and 2012-11-07 — 16 pages, 16 analysed slides total.
Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.
Danone is a world-class health-focused food company trading at trough multiples and a 1.5x P/E discount to Nestle; rerating to historic levels implies ~€78 vs €48, +62% upside by 2014.