Pernod Ricard : Un exercice un peu meilleur que prévu en lfl (CA et ROC). Mais un effet devises négatif qui pénalise la croissance du BPA (+11% vs +15%e)
>Réaction négative attendue - Surperformance maintenue avec un OC de 217 €. Avec un PER < 20x sur l’exercice qui débute (clôt en juin 2024), le titre reste le plus accessible des pure players du Food Spirits HPC tant en Europe qu’aux Etats-Unis. Les résultats sur l’exercice clos à fin juin 2023 sont un peu meilleurs que prévu en organique (CA à +10% et ROC à +11%). Mais le BPA dilué courant ressort 4% inférieur attentes en raison d’un effet devises qui est négati...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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