Report
Arnaud Autier ...
  • Pierre Tegner

Rémy Cointreau : De nouveaux commentaires sur la stratégie de long terme aux USA et de nouveaux éléments sur la Chine

>Surperformance maintenue avec un OC inchangé à 129 € - Nous maintenons notre opinion à surperformance sur le titre Rémy Cointreau et notre OC à 129 €. Le niveau de valorisation inédit du titre offre un point d’entrée attrayant à un moment où le momentum devrait s’améliorer sur fond de reprise du marché cognac aux USA.Le top management de Rémy Cointreau organisait vendredi matin un meeting virtuel avec l’ensemble des analystes sell-side. Commentaires...
Underlying
Remy Cointreau SA

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.

Provider
Oddo BHF
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.

Analysts
Arnaud Autier

Pierre Tegner

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