Pernod Ricard : Un T1 qui devrait être meilleur que prévu. Un PE 12mfwd qui reste le moins cher des core holding du Food Spirits HPC
>Surperformance maintenue - Surperformance maintenue avec un OC de 217 €. La surperformance du titre sur 3 M (+2% vs panel de 36 valeurs de Food Spirits HPC en Europe et aux USA à -5%) a désormais permis de passer en surperformance en YTD. Nous avons bien conscience que le point de mire des multiples de PE de 2009 dans un contexte de cassure de la consommation (et de hausse des taux) est un facteur de risque qui prend de l’ampleur chez les investisseurs. Ainsi, le PE ...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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