Report
Pierre Tegner

Pernod Ricard : Le core holding le plus accessible pour un momentum qui reste porteur

>Le core holding le moins cher de notre couverture Food Spirits HPC - Surperformance maintenue avec un OC de 217 €. Avec un PE 23e proche de 20x, le titre reste le core holding (stratégiquement concentré et opérationnellement diversifié) le plus accessible de notre couverture alors que les perspectives nous permettent d’anticiper une croissance forte des résultats qui est relativement sécurisée malgré le contexte macroéconomique incertain. Tonalité très...
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

ResearchPool Subscriptions

Get the most out of your insights

Get in touch