Pernod Ricard : Objectifs de moyen terme rassurants en amont du CMD
>Opinion Surperformance réitérée - Surperformance maintenue avec un OC de 217 € qui repose sur un PE 23e cible de 25x et est validé par un DCF. L’annonce des objectifs de MT est globalement sans surprise mais elle conforte les attentes - voire offre un peu d’upside - et devrait soutenir le titre qui affiche une décote inédite de près de 10% vs Diageo (probablement en raison du différentiel d’exposition à la Chine). Sur 10 ans, ces 2 leaders globaux des spiritueux se s...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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