Report
Fatma Agnès Hamdani

Pernod Ricard : Investors’ Seminar Day 1: start of an upturn in whisky in China but no clear guidance for Asia in 2018-19

>Investors seminar in China – Shenzhen, 6 and 7 June 2018 - As expected the seminar kicked off with a recap on the situation in Asia. China confirmed its strong momentum in the cognac segment with, as anticipated, the return of growth to the whisky business. The group did not, however, provide any guidance on Asia for 2018-19 where the comparison base will be less favourable in India. In the other countries, some local complexities are acting as a drag on growth§...
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
Fatma Agnès Hamdani

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