Oddo BHF - PUIG BRANDS (PUIG) PUIG : Un S1 qui semble conforme aux attentes au global mais qui crée une grosse déception sur le maquillage

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Oddo BHF

Christophe-Raphaël Ganet ...

Pierre Tegner

PUIG : Un S1 qui semble conforme aux attentes au global mais qui crée une grosse déception sur le maquillage

>Surperformance maintenue après un début chaotique - Surperformance maintenue avec un OC ajusté à 26.1 €. Malgré une 1ère publication chaotique, laquelle a été largement sanctionnée (-14% vendredi), PUIG conserve son potentiel de croissance mais aussi de rerating suite à un PE 25e désormais proche de 20x. La croissance organique de 8.2% au S1 va dans ce sens malgré la déception indéniable du maquillage qui aurait pu être en partie évitée par une meilleure communicati...

09/09/2024 1 FR

Underlying

PUIG BRANDS

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ES0105777017 United States

Provider

Oddo BHF

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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Analysts

Christophe-Raphaël Ganet

Pierre Tegner

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PUIG : Un S1 qui semble conforme aux attentes au global mais qui crée une grosse déception sur le maquillage

PUIG : H1 results that seem in line with expectations overall but which create a major disappointment in make-up

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 09/09/2024

AccorInvest : Focus Emission

AccorInvest : Issuance Focus

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 18/09/2024

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