Report
Pierre Tegner

Pernod Ricard : EMEA/LATAM : pas de signes de faiblesse, niveau de stocks sain

>Surperformance maintenue : le core holding le plus accessible - Surperformance maintenue avec un OC de 217 €. Malgré le recent rebond du titre, Pernod Ricard reste le core holding le moins cher en PE (20x 2023) de notre univers Food Spirits HPC. Et c’est même encore le cas si on intègre les core holdings cotés aux USA. La conférence donnée hier sur la zone EMEA/LATAM conforte l’idée que pour le moment les tendances restent solides alors qu’il est crédible de se dema...
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
Pierre Tegner

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