Pernod Ricard : T1 bien plus dynamique que prévu avec un lfl à +11.2%
>Surperformance maintenue - Surperformance maintenue avec un OC de 217 €. Avec un PE 23e < 20x, le titre reste le quality stock le plus accessible de notre couverture Food/Spirits/HPC et les 2 récentes opérations permettent à ce pure player d’approfondir son empreinte opérationnelle (aux USA notamment) ; ce qui devrait améliorer le degré d’agilité à moyen/long terme. Les propos tenus par Nestlé puis par P&G hier confortent également l’idée que les catégories premium r...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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