Rémy Cointreau : BPA 23/24 +5% > au consensus et un peu plus de visibilité sur la trajectoire de reprise
>Surperformance maintenu avec un OC inchangé à 125 € - Nous maintenons notre opinion Surperformance sur le titre Rémy Cointreau avec un OC inchangé à 125 €. Le niveau de valorisation de 23x de PE NTM offre un point d’entrée inédit sur un titre aux fondamentaux de qualité. Le niveau d’incertitudes sur la trajectoire de reprise en Chine et aux USA est intégré et la publication des résultats FY 23/24 apporte un peu plus de précisions sur l’exercice en cours. En outre, ce...Remy Cointreau is an operator in the global wines and spirits market. Co. produces, markets and distributes Cognac, Liquors and Spirits and other non-group brand alcoholic beverages. Co.'s primary cognac brand is Remy Martin, produced from Petite Champagne and Grande Champagne eaux-de-vie. Co.'s principal liquor and spirits include the following brands: Cointreau, Passoa, Metaxa, St Remy, and Mount Gay. Co. also operates a distribution network that handles products from partners and third-party companies. Major non-group products distributed by Co. include Scotch Whiskies (Edrington brand), Champagne (Piper-Heidsieck and Charles Heidsieck brands) and Vodka.
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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