Danone Seen Best-Placed to Benefit from China's Improved Birth Rate -- Market Talk

Dow Jones

02/18

0955 GMT - Danone has a strong Chinese infant formula business and is the best-placed company to benefit from an improvement in birth rates in the country, Barclays analysts say in a note. The Chinese birth rate rose 6% in 2024 after years of declines, making the outlook for the Chinese infant milk formula "the best we have seen for a decade", they say. This prospect was confirmed by Danone at an analysts' meeting, when the company said that the uptick in births would feed into stage 1-3 formula growth over the next few years, they add. They note that the company already started to see signs of stabilization in the category. "Overall we think these positive developments in the Chinese IMF market go some way to removing one of the key and long-standing bear points on Danone," they add. Shares are flat at 68.07 euros. (michael.susin@wsj.com)

(END) Dow Jones Newswires

February 18, 2025 04:55 ET (09:55 GMT)

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The Chinese birth rate rose 6% in 2024 after years of declines, making the outlook for the Chinese infant milk formula \"the best we have seen for a decade\", they say. This prospect was confirmed by Danone at an analysts' meeting, when the company said that the uptick in births would feed into stage 1-3 formula growth over the next few years, they add. They note that the company already started to see signs of stabilization in the category. \"Overall we think these positive developments in the Chinese IMF market go some way to removing one of the key and long-standing bear points on Danone,\" they add. Shares are flat at 68.07 euros. (michael.susin@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 18, 2025 04:55 ET (09:55 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Danone Seen Best-Placed to Benefit from China's Improved Birth Rate -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDanone Seen Best-Placed to Benefit from China's Improved Birth Rate -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-02-18 17:55</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0955 GMT - Danone has a strong Chinese infant formula business and is the best-placed company to benefit from an improvement in birth rates in the country, Barclays analysts say in a note. The Chinese birth rate rose 6% in 2024 after years of declines, making the outlook for the Chinese infant milk formula \"the best we have seen for a decade\", they say. This prospect was confirmed by Danone at an analysts' meeting, when the company said that the uptick in births would feed into stage 1-3 formula growth over the next few years, they add. They note that the company already started to see signs of stabilization in the category. \"Overall we think these positive developments in the Chinese IMF market go some way to removing one of the key and long-standing bear points on Danone,\" they add. Shares are flat at 68.07 euros. (michael.susin@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 18, 2025 04:55 ET (09:55 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4212","symbol_name":"包装食品与肉类","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2512311137","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2512311137","pubTimestamp":1739872500,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0955 GMT - Danone has a strong Chinese infant formula business and is the best-placed company to benefit from an improvement in birth rates in the country, Barclays analysts say in a note. The Chinese birth rate rose 6% in 2024 after years of declines, making the outlook for the Chinese infant milk formula \"the best we have seen for a decade\", they say. This prospect was confirmed by Danone at an analysts' meeting, when the company said that the uptick in births would feed into stage 1-3 formula growth over the next few years, they add. They note that the company already started to see signs of stabilization in the category. \"Overall we think these positive developments in the Chinese IMF market go some way to removing one of the key and long-standing bear points on Danone,\" they add. Shares are flat at 68.07 euros. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4212":"包装食品与肉类","DANOY":"达能"},"translate_title":"达能认为最有能力从中国出生率的提高中受益——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"DANOY":0.9},"content_text":"0955 GMT - Danone has a strong Chinese infant formula business and is the best-placed company to benefit from an improvement in birth rates in the country, Barclays analysts say in a note. The Chinese birth rate rose 6% in 2024 after years of declines, making the outlook for the Chinese infant milk formula \"the best we have seen for a decade\", they say. This prospect was confirmed by Danone at an analysts' meeting, when the company said that the uptick in births would feed into stage 1-3 formula growth over the next few years, they add. They note that the company already started to see signs of stabilization in the category. \"Overall we think these positive developments in the Chinese IMF market go some way to removing one of the key and long-standing bear points on Danone,\" they add. Shares are flat at 68.07 euros. (michael.susin@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  February 18, 2025 04:55 ET (09:55 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}