Rémy Cointreau : CA T2 24/25e attendu à -11.3% en lfl : pas d’amélioration en vue
>Surperformance maintenu et OC abaissé à 90 € vs 95 € - Nous maintenons notre opinion Surperformance sur le titre . Pour jouer la reprise du marché des spiritueux, qu’elle vienne des US ou de la Chine, il est probable que les investisseurs privilégient des titres comme Diageo ou Rémy Cointreau, étant les plus exposés à ces deux marchés vs Campari et Pernod Ricard. Néanmoins, le timing de cette reprise reste à déterminer ce qui, à court terme, devrait continuer de pese...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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