Pernod Ricard : T3 nettement en dessous des attentes. Guidance FY 23 en ligne avec les attentes avec un fort rattrapage au T4
>Réaction légèrement négative attendue. Surperformance maintenue - Surperformance maintenue avec un OC de 217 €. Le titre a très bien performé en YTD affichant une surperformance de 15% vs Diageo ; ce qui a permis à Pernod Ricard de totalement rattraper sa décote de 2022 dans un contexte de robustesse du marché aux USA et de confinement en Chine. Avec un PE FY 24e (juin 2024) de 21x, le titre reste - avec son alter ego Diageo (Surperformance) – le pure player le plus ...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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