Report
Arnaud Autier ...
  • Pierre Tegner

Rémy Cointreau : Les rachats d’actions d’ORPAR (holding du groupe) se multiplient

>Surperformance maintenue et OC inchangé à 125 € - Nous maintenons notre opinion à Surperformance sur Rémy Cointreau et conservons notre OC à 125 €. Le groupe renouera vraisemblablement avec la croissance au cours de l’année 2024, soutenant le rerating du titre dont les niveaux de valorisation sont faibles en relatif à l’historique. Le PE NTM de 25x sur lequel traite le titre est 24% inférieur à sa moyenne 10 ans de 33x et la prime de valorisation du groupe vs les sta...
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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