Press release – Paris, March 25, 2026, at 6:45 PM CET Danone successfully issues a triple-tranche bond totaling €1.6 billion equivalent Danone announces that it has today launched a triple-tranche bond offering with a total equivalent amount of €1.6 billion, comprising: a €700 million tranche of 4-year notes, carrying a 3.3790 % coupon; a €500 million tranche of 8-year notes, carrying a 3.7850 % coupon; a £350 million tranche of 6.5-year notes, carrying a 5.3250 % coupon. In line with the company’s active ...

Press release – Paris, March 24, 2026, 9:15pm CET Danone and Arcor strengthen their strategic alliance to unlock new dairy opportunities in Argentina Danone and Arcor today announce a new chapter in their strategic alliance in Argentina, creating a joint venture focused on the local dairy market. The new partnership will combine: Danone’s dairy business in Argentina (Danone Argentina SA), with thirty years presence in Argentina, deeply rooted in families’ daily lives;Mastellone Hermanos SA, a company with d ...

In this video, Motley Fool contributor Jason Hall breaks down how Brookfield Corporation (BN +3.12%) may be one of the best-position businesses on earth to profit from the trillions of dollars being deployed across artificial intelligence. Also discussed are its subsidiaries Brookfield Asset Management (BAM +1.03%), Brookfield Infrastructure (BIPC 4.68%)(BIP 2.50%) and Brookfield Renewable (BEPC 0.39%)(BEP 0.65%).*Stock prices used were from the Morning of March 13, 2026. The video was published on March 23 ...

Since my article (check it here ) on Brookfield Infrastructure ( BIP ), BIP stock has delivered a total return of nearly 20%. In the same period, the S&P 500 ( SPY ) fell 2%. Also, thisEquity Research Analyst with a broad career in the financial market, covered both Brazilian and global stocks. As a value investor, my analysis is primarily fundamental, focusing on identifying undervalued stocks with growth potential. Feel free to reach out for collaborations or to connect!Analyst’s Disclosure: I/we have a b ...

Core Viewpoint - Danone has entered into a definitive agreement to acquire Huel, enhancing its portfolio in the functional nutrition sector and expanding into the rapidly growing Complete Nutrition market [1][2]. Group 1: Acquisition Details - The acquisition aligns with Danone's Renew Danone strategy, aiming to strengthen its presence in functional nutrition [2]. - Huel offers a complementary range of products, including ready-to-drink and powder formats, supported by strong digital direct-to-consumer sales [2][3]. - The transaction is subject to customary closing conditions, including regulatory approvals [3]. Group 2: Strategic Benefits - Combining Huel's innovative products with Danone's scale and global reach is expected to accelerate growth and international expansion [3][4]. - Huel's mission to provide convenient and sustainable nutrition aligns with Danone's goal of promoting health through food [3][4]. Group 3: Company Profiles - Huel is recognized as a global leader in complete, nutritionally balanced meals, offering a variety of products designed for modern lifestyles [6]. - Danone operates in three health-focused categories and generated €27.3 billion in sales in 2025, with a commitment to sustainable practices and health-focused products [7][8].

Group 1 - The growth of Brookfield's assets under management (AUM) is expected to support sustained revenue and fee-related earnings for the firm despite market concerns regarding private credit and AI's impact on the software industry [1] - The equity market serves as a significant mechanism for wealth creation or destruction over the long term, influenced by daily price fluctuations [1] - Pacifica Yield aims to create long-term wealth by focusing on undervalued high-growth companies, high-dividend stocks, REITs, and green energy firms [1]

Press Release – Paris, March 17, 2026, at 5:45 pm CET 2024 and 2025 key indicators restated by new geographical zones As announced on August 26, 2025, Danone has been operating, since January 1, 2026, through three new geographical zones: EMEA (Europe, Middle East and Africa), the Americas and APAC (Asia Pacific). As a result, Danone is adapting its reporting structure and will present, from 2026 onward, its key performance indicators (sales, like‑for‑like sales growth, recurring operating income and recurr ...

Core Insights - Brookfield, Blackstone, and KKR are leading alternative asset managers with significant assets under management, exceeding $1 trillion for Brookfield and Blackstone, and $744 billion for KKR [1] - The private credit sector is facing challenges due to high-profile bankruptcies, leading to concerns about potential defaults and impacting the share prices of major firms [2][5] - The private credit market has seen substantial growth, currently at approximately $2 trillion in assets under management, with expectations to double by 2030 [4] Company-Specific Insights - Blackstone has experienced a decline in its stock price, down about 43.5% from its 52-week high, while Brookfield is down about 22% [2] - Despite concerns in the private credit market, Blackstone has maintained a strong track record with a 10% net annual return over 20 years, managing $520 billion in corporate and real estate credit assets, a 15% increase from the previous year [6] - Blackstone's private credit fund faced significant withdrawals, with $3.7 billion pulled out in the first quarter, indicating investor concerns [5] Industry Insights - The private credit sector has seen default rates rise to a record 9.2%, up from 8.1% in 2024, reflecting the riskier nature of these loans compared to traditional bank lending [3] - The growth of private credit is attributed to banks reducing lending due to regulatory pressures, allowing non-bank financial companies to fill the gap [3] - The private credit market is projected to grow to over $4 trillion in assets under management by 2030, indicating strong future demand despite current challenges [4]

Core Insights - Brookfield Renewable Corp (NYSE: BEPC) and Clean Harbors (NYSE: CLH) are both categorized under the "clean economy" label, yet they operate fundamentally different business models tailored for distinct investor profiles [1] Company Comparison - Brookfield Renewable Corp focuses on renewable energy generation, primarily through hydroelectric, wind, and solar power, appealing to investors interested in sustainable energy solutions [1] - Clean Harbors, on the other hand, specializes in environmental services, including waste management and industrial cleaning, targeting investors looking for stable cash flows and essential services [1] Investor Profiles - Investors in Brookfield Renewable Corp are likely to prioritize growth and sustainability, reflecting a long-term commitment to renewable energy [1] - In contrast, investors in Clean Harbors may seek more immediate returns and stability, given the company's focus on essential environmental services that are less susceptible to market volatility [1]

Investment Opportunity - Bill Ackman is planning to make Pershing Square shares publicly traded through a dual IPO of the hedge fund and a new closed-end fund, allowing investors to gain a small stake in the hedge fund management company [1] Ackman's Investment Strategy - Ackman's strategy focuses on buying and holding a concentrated portfolio of undervalued companies for extended periods, with recent filings indicating that approximately 48% of his managed stock portfolio is invested in three main companies [2] Company Analysis 1. Brookfield Corp. (17.5%) - Brookfield Corp. has a growing annuities and insurance business, Brookfield Wealth Solutions, with $120 billion in invested assets expected to grow to $600 billion over time, bolstered by the recent acquisition of Just Group [5] - The company anticipates a 25% increase in total distributable earnings this year, aligning with management's annualized target, and shares are currently trading at 18 times last year's distributable earnings, indicating a potential bargain [8] 2. Uber (15.9%) - Uber's stock is perceived as undervalued due to concerns over self-driving cars and robotaxi services, which Ackman believes are exaggerated [9] - The company has shown strong growth in its core ridesharing and delivery business, with a 22% year-over-year increase in trips and a 35% year-over-year growth in EBITDA, while shares trade at less than 23 times analysts' earnings estimates for the year [12][13] 3. Alphabet (14.8%) - Alphabet has benefited significantly from advancements in artificial intelligence, with its Google search business seeing increased engagement through AI Overviews, which monetize at the same rate as traditional search queries [14][15] - The Google Cloud platform has experienced a 48% year-over-year revenue growth, driven by strong demand for AI-related services, although heavy capital expenditures are expected to impact free cash flow [18][19]