There is speculation on the market that the owners of Danube Foods Group, majority owner of Imlek, have started talks on the sale of the investment fund to Danone. The CEO of Danube Foods Group confirmed close contact with Danone representatives and that the fund intends to sell its investments in Serbia. Our view: We expect this news to have a neutral trading impact on Imlek’s stock, as the alleged acquisition of a majority owner is unlikely to generate speculative trading on the market.