Pernod Ricard : Cession du vin au S2 25 et potentielle cession en Inde : quelles implications ?
>Neutre maintenue, OC inchangé à 145 € - Après 20 ans d’attente, Pernod Ricard se sépare de son portefeuille de vin comme il l’a annoncé le 17 juillet dernier. Cette décision devrait permettre de renforcer son profil de pure-player. Mais la pertinence de cette cession est surtout dépendante de l’utilisation du cash-in à 1.6 Md€, sans compter les 0.5 Md€ potentiels du fait de la vente à venir du whisky Imperial en Inde. Ce montant est suffisamment élevé pour alimenter ...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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