Diageo : La cession de l’activité bière (hors Guinness) : quels impacts ?
>Surperformance maintenue avec un OC inchangé à 3 200 p - Nous maintenons notre OC à 3 200 p ainsi que notre opinion à Surperformance sur le titre Diageo. Nous restons convaincus que le niveau de valorisation actuel (17x de PE NTM) reste un point d’entrée attrayant à un moment où les risques ont bien été intégrés et que le momentum devrait s’améliorer. Un article d’Axios publié le 5 décembre évoquait une potentielle cession de l’activité bière de Diageo hors Guinness,...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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