Rémy Cointreau : CA T1 24/25 à -15.6% en organique : prolongement de la tendance baissière du S2 23/24
>Surperformance maintenue avec un OC inchangé à 105 € - Nous maintenons notre opinion à Surperformance avec un OC inchangé à 105 €. Nous pensons que le consensus est encore trop optimiste pour l’exercice FY 24/25e notamment en termes de BPA (nous sommes 10% < au css à ce niveau pour rappel).Les résultats du T1 24/25e confirment la tendance baissière observée au S2 23/24. Rien d’inattendu à ce stade. Nous continuons de penser que le momentum devrait encore être dé...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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