Aurel BGC now recommends to "buy" for Carrefour, and no longer "hold", and always sets a price target to 36 euros.
The consulting firm said that "speculation could revive the approach of the general meeting of June 21, " saying that 66% of positive votes required for adoption of the proposed demerger will be difficult to obtain.
"In the event that the project would not be adopted, we believe that the strong potential shortfall in the tandem-Arnault Blue Capital Group shareholders first, push them to seek at all costs is another way of upgrading the track, including through asset sales, "added the analysts who report a risk of falling under very limited.
They also indicate that "an approach based solely on the group's recent operating performance does not really justify buying an opinion. "
The consulting firm said that "speculation could revive the approach of the general meeting of June 21, " saying that 66% of positive votes required for adoption of the proposed demerger will be difficult to obtain.
"In the event that the project would not be adopted, we believe that the strong potential shortfall in the tandem-Arnault Blue Capital Group shareholders first, push them to seek at all costs is another way of upgrading the track, including through asset sales, "added the analysts who report a risk of falling under very limited.
They also indicate that "an approach based solely on the group's recent operating performance does not really justify buying an opinion. "
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