Bryan Garnier - Remy Cointreau SA (RCOP.PA) RÉMY COINTREAU - SELL | EUR176 VS. EUR145 (-17%) RC earnings lifted by 14%

Report

Bryan Garnier

Loic Morvan

RÉMY COINTREAU - SELL | EUR176 VS. EUR145 (-17%) RC earnings lifted by 14%

RÉMY COINTREAU - SELL | EUR176 VS. EUR145 (-17%)
RC earnings lifted by 14%

Significant price-mix impact in H1
We lift RC 2022-24 earnings by 14%
Target price from EUR145 to EUR176

26/11/2021 4 EN

Underlying

Remy Cointreau SA

See profile

Provider

Bryan Garnier

Since 1996, Bryan, Garnier & Co has been growing with an absolute conviction that the investment banking landscape would experience a major revolution: most of the large local generalist banking groups will disappear to the benefit of a handful of global powerhouses, and an emerging group of independent, highly specialised boutique investment banks.

See profile

Analysts

Loic Morvan

Other Reports on these Companies

Bryan Garnier

RÉMY COINTREAU | NEUTRAL | EUR210 VS. EUR205 Short term upside into Q1 sales

Remy Cointreau enjoys many positive catalysts. Beyond underlying growth in the spirits markets, Remy Cointreau is well positioned through its high-end brand portfolio enabling it to outperform the premium sprits segment. We are optimistic for Q1 2022/23 sales growth as we anticipate a 20% organic revenue increase, driven by a positive effect from both volumes and value. Remy Martin (72% of group sales) should lead this growth. Furthermore, given recent weakness in the EUR, FX is set to provide be a clear tailwind for Q1 and probably for FY 2022/23. We are also quite confident in FY 2022/23 sal...

July 19, 2022 July 19, 2022 1 EN

Bryan Garnier

RÉMY COINTREAU: Confidence of the management for the current year | NEUTRAL | EUR205

RÉMY COINTREAU - NEUTRAL | EUR205 Confidence of the management for the current year 210bp EBIT margin gain in FY 2021/22 FY 2023 sales growth should be boosted by new price increase Neutral recommendation reiterated

June 2, 2022 June 2, 2022 1 EN

Bryan Garnier

RÉMY COINTREAU NEUTRAL | EUR197 FY sales in line with expectations. Strong growth in FY EBIT not quantified at this stage

º Q4 sales in line with expectations FY 21/22 EBIT set to “grow very strongly”, but management has provided no precise figures Neutral recommendation reiterated

May 2, 2022 May 2, 2022 1 EN

ONWARD: from brainGPT to ARC-BCI – fireside chat with the founders

Yesterday, we hosted an exclusive fireside chat at our Paris HQ with ONWARD's co-founders, Dr. Grégoire Courtine and Dr. Jocelyne Bloch, accompanied by institutional investors, to learn about the professional endeavours that led them to jump from researchers to entrepreneurs, with a special deep-di

April 25, 2025 April 25, 2025 1 EN

Mahaut Arnaud ... (+3)

Mahaut Arnaud
Paul de Froment
Thomas Mordelle

Avantium: joint-development progress in textiles

Yesterday, Avantium announced the successful development of a PEF-based spacer fabric in collaboration with partners Auping, Muller Textiles, Antex and Monosuisse. This breathable, cushioning 3D material marks a step forward for this partnership, ongoing since 2024, aiming to create PEF-based yarns

April 25, 2025 April 25, 2025 1 EN

Oscar Haffen Lamm

Oscar Haffen Lamm

Egetis: Article highlights Emcitate's broad efficacy in MCT8 deficiency

A recent publication in Nature Communications (Groeneweg, van Geest et al. 2025) highlights the broad therapeutic applicability of Emcitate across the heterogeneity of the MCT8 deficient target group and supporting its uniform treatment eligibility across a genetically diverse patient population. I

April 25, 2025 April 25, 2025 1 EN

Sign-up for free to access full reports immediately

Email Address*

Choose Password* ( 6 or more characters )

Due to regulatory restrictions regarding the distribution of financial research, this report is restricted to a specific region or investor type. Get access to exclusive reports by answering the questions below.

Select your country*

Get financial insights straight to your inbox

By clicking "register" you accept the Terms and Conditions & Privacy Policy

Already on ResearchPool?

Almost there...

Are you a professional investor?

Select your country

REGISTER

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

In order to access this report please create an account.

LOGIN

RÉMY COINTREAU - SELL | EUR176 VS. EUR145 (-17%) RC earnings lifted by 14%

RÉMY COINTREAU | NEUTRAL | EUR210 VS. EUR205 Short term upside into Q1 sales

RÉMY COINTREAU: Confidence of the management for the current year | NEUTRAL | EUR205

RÉMY COINTREAU NEUTRAL | EUR197 FY sales in line with expectations. Strong growth in FY EBIT not quantified at this stage

ONWARD: from brainGPT to ARC-BCI – fireside chat with the founders

Avantium: joint-development progress in textiles

Egetis: Article highlights Emcitate's broad efficacy in MCT8 deficiency

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

Sign-up for free to access full reports immediately

ResearchPool Subscriptions

Get the most out of your insights

Why subscribe?

How to subscribe

ResearchPool Subscriptions

This report is only available to subscribers

Why subscribe?

How to subscribe