Diageo : CMD de Diageo : pas de précision sur la trajectoire de croissance en FY 24e, mais le groupe multiplie les initiatives pour la soutenir à moyen/long terme
>Surperformance maintenue avec un OC de 3 200 p - Surperformance maintenue avec un OC inchangé à 3 200 p. Le niveau de valorisation du groupe (17x de PE NTM vs 21x sur 10 ans) présente toujours un point d’entrée attrayant sur un quality stock à un moment où le momentum est à un point bas. Nous estimons que le CMD de Diageo devrait laisser une impression mitigée. D’un côté, l’absence de précision quant à la trajectoire de croissance sur FY 24e la laisse incertaine à co...Diageo is a premium drinks business based in the United Kingdom. Co. is engaged in producing and distributing spirits, beer and wine. Co.'s operations include producing, distilling, brewing, bottling, packaging, distributing, developing and marketing of a range of brands. The brands that it produces and distributes include Smirnoff vodka, Johnnie Walker scotch whisky, Baileys Original Irish Cream liqueur, Captain Morgan rum, J&B scotch whisky, Tanqueray gin and Guinness stout. In addition, Co. also has the distribution rights for the Jose Cuervo tequila brands in North America and other countries.
Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.
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