Pernod Ricard : CA du T1 bien meilleur que prévu
>Un S1 2018/19 qui devrait être soutenu - La bonne tendance de l’Asie devrait se maintenir au T2 du fait de la date précoce du Nouvel an chinois. Compte tenu du mix-produits de la zone, la composante prix-mix de la top line devrait montrer une amélioration, ce qui est plutôt de bon augure pour l’évolution de la marge brute malgré les tensions sur les prix des matières (eau de vie, agave). Nous maintenons notre opinion Achat sur le titre.Une croissanc...Pernod Ricard produces and distributes wines and spirits. Co. produces aniseed products, vodka, whisky, cognac, rum, gin, liqueurs, champagnes and wines. Co.'s activity is organized around families of products built around brands. Its brands portfolio includes: ABSOLUT vodka, Ricard pastis, Ballantine's, Chivas Regal and The Glenlivet Scotch whiskies, Jameson Irish whiskey, Martell cognac, Havana Club rum, Beefeater gin, Kahlua and Malibu liqueurs, Mumm and Perrier-Jouet champagnes as well as Jacob's Creek and Brancott Estate wines. Co. is structured into four segments constituted by the following geographic regions: France, Europe (excluding France), Americas, Asia/Rest of the World.
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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