Report
Arnaud Autier ...
  • Pierre Tegner

Diageo : Pas d’ajustement de guidance pour FY 23/24 et des commentaires rassurants

>Surperformance maintenue avec un OC inchangé à 3 200p - Nous maintenons notre opinion surperformance, ainsi que notre OC à 3 200p. La valorisation de Diageo offre un point d’entrée attrayant sur un quality stock, leader du marché des spiritueux, dont les performances opérationnelles devraient s’améliorer courant de l’année 2024. La publication des résultats du S1 23/24 marque la première publication des comptes du groupe en dollars, comme il l’avait annoncé quelques ...
Underlying
Diageo plc

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.

Provider
Oddo BHF
Oddo BHF

​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.

Analysts
Arnaud Autier

Pierre Tegner

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