Report
Arnaud Autier ...
  • Pierre Tegner

Rémy Cointreau : Guidance maintenue pour FY 23/24 et signaux rassurants

>Surperformance maintenue avec un OC inchangé à 129 € - Surperformance maintenue avec un OC de 129 €. Le CA du T3 continue de refléter un momentum très défavorable tiré par le destockage aux Etats-Unis et en Chine, ce qui devrait soutenir la fébrilité des investisseurs dont beaucoup ont capitulé au regard de la forte sous-performance en YTD (-23%). Cette publication apporte néanmoins quelques éléments positifs si on les met en perspective avec le niveau de valorisatio...
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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