Diageo : Marché US toujours sous pression au S2 23/24e
>Surperformance maintenue avec un OC ajusté à 3 100 p vs 3 400 p - Nous révisons nos estimations en amont de la publication des résultats FY 23/24e le 30 juillet prochain intégrant une détérioration du marché US au S2 23/24e, et une dépréciation des devises émergentes qui pèsent sur le ROC. Nous attendons désormais une baisse des BPA de -17% vs -10% auparavant et -15% pour le css. Nous ajustons notre OC à 3 100 vs 3 400p auparavant suer la base de ces révisions de BPA...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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