Report
Arnaud Autier ...
  • Pierre Tegner

Pernod Ricard : Nouvelle nomination à la direction de l’Amérique du Nord pour Pernod Ricard

>Surperformance maintenue avec un OC inchangé à 198 € - Nous maintenons notre opinion Surperformance sur le titre Pernod Ricard avec un OC inchangé à 198 €. Nous apprécions la qualité des fondamentaux du groupe, leader du marché porteur des spiritueux. La sanction de marché sur les spiritueux s’étant prolongée avec les warnings successifs de Rémy Cointreau et Diageo, le derating du titre l’a entraîné à des niveaux de valorisation historiquement bas (17x de PE NTM). No...
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
Arnaud Autier

Pierre Tegner

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