Pernod Ricard : USA : message de confiance porté par la premiumisation, le digital et les innovations
>Surperformance maintenue - Nous réitérons notre recommandation à Surperformance avec un OC de 217 €. La sous-performance récente vs Diageo peut s’expliquer à CT par les craintes sur la Chine. Mais sur le moyen/long terme c’est une opportunité de se positionner sur une valeur de qualité à 21x de PE 12mfwd, ie 4 points < à d’autres core holding du Food Beverage HPC aux fondamentaux similaires (diversification opérationnelle, pure player et leadership sur un marché val...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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