Diageo : Diageo devrait encore surperformer le marché US, d’où notre préférence vs Pernod Ricard
Diageo (Surperformance) a surperformé le marché US (35% du CA groupe), le plus important et profitable du monde, pendant l’après COVID et devrait continuer de le faire à long terme. C’est une des raisons pour lesquelles nous continuons de le privilégier vs son homologue français Pernod Ricard (Neutre). Il sort, en effet, renforcé des 5 dernières années avec 1/ une structure de portefeuille plus favorable (tequila, RTD, bourbon, bières, spiritueux non-alcoolisés etc.), 2/ des inve...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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