Rémy Cointreau : Relèvement de la guidance de ROC pour le S1 grâce à un mix plus favorable
>Un relèvement de guidance qui devrait être bien accueilli malgré la valorisation élevée - La publication du CA T2 et le relèvement de la guidance de ROC (en lfl) pour le S1 devraient être bien accueillis même si le titre surperforme sur 1 mois (+5% vs Diageo et Pernod Ricard à +2.5%) et plus largement sur 3 mois. Dans un contexte d’hyperpolarisation des valorisations dans le Food Beverage HPC, Rémy Cointreau reste identifié comme un pure player stratégiquement c...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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