Pernod Ricard : Le consensus intègre désormais un miss sur la guidance de croissance organique pour l’exercice FY 23/24e
>Surperformance maintenue avec un OC inchangé à 198 € - Nous maintenons notre opinion Surperformance sur le titre et conservons notre OC inchangé à 198 €. Sur le long terme, nous n’avons aucune réserve quant aux fondamentaux du groupe, pure player diversifié capable de délivrer une croissance des BPA de l’ordre de +7-8% sur le long terme. La valorisation du titre, à 16x de PE NTM, est très attrayante en absolu (-23% de décote vs moyenne 10 ans) comme en relatif (-12% ...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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