Report
Arnaud Autier ...
  • Pierre Tegner

Pernod Ricard : CA T1 24/25 inférieur aux attentes : une entrée en matière peu engageante

>Opinion Neutre maintenue et OC inchangé à 140 € - Nous maintenons notre opinion Neutre sur le titre Pernod Ricard et notre OC à 140 €. Pour jouer la repriser du marché des spiritueux, il est peu probable que les investisseurs ne privilégient pas Pernod Ricard, moins exposé aux marchés clefs (US et Chine) que ses pairs du secteur. Toutefois, dans le contexte actuel, les marchés adjacents qui lui permettent généralement de compenser ne jouent pas leur rôle de chambre d...
Underlying
Pernod Ricard SA

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.

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

Other Reports on these Companies
Other Reports from Oddo BHF

ResearchPool Subscriptions

Get the most out of your insights

Get in touch