Pernod Ricard : Résultats du S1 23/24 : des commentaires rassurants et un retour à la croissance prévue au S2 23/24e
>Surperformance maintenue et OC ajusté à 190 € vs 198 € - Nous maintenons notre opinion Surperformance sur le titre. La valorisation à 17x de PE NTM reste attrayante en absolu (-19% sous sa moyenne 10 ans) comme en relatif (-18% de décote vs les staples contre une moyenne 10 ans à -12%) pour un groupe aux fondamentaux de qualité et en passe de renouer avec la croissance. Les commentaires rassurants sur le long terme et le retour à la croissance prévue au S2 23/24...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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