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Pernod-Ricard: 1 director

A director at Pernod-Ricard bought 4,000 shares at 96.171EUR and the significance rating of the trade was 59/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly ...

Olfa Taamallah ... (+2)
  • Olfa Taamallah
  • Yan Derocles
Olfa Taamallah ... (+2)
  • Olfa Taamallah
  • Yan Derocles
Arnaud Autier ... (+2)
  • Arnaud Autier
  • Pierre Tegner

ODDO : Tariff risk in the US: what implications for the spirits sector...

The US represents 28% of the global spirits market in value, with the vast majority of products imported. The tariffs announced by Trump therefore particularly affect this industry. We estimate at -6% the impact on EBIT the one-off effect of trade tariffs, to which we must add -1% related to the depreciation of the dollar. Due to the probable impact on the US economy, we have pushed back the timing of the recovery of the spirits market our EPS estimates (EPS cut by 3% on average in 2025 and 2026...

Arnaud Autier ... (+2)
  • Arnaud Autier
  • Pierre Tegner

ODDO : Risque tarifaire aux USA : quelles implications pour le secteur...

Les USA représentent 28% du marché mondial des spiritueux en valeur avec une vaste majorité de produits importés. Les tarifs douaniers, annoncés par Trump, concernent donc particulièrement cette industrie. Nous estimons à 6% l’impact sur l’EBIT de l’effet one-off des droits de douane auquel il faut ajouter 1% lié à la baisse du dollar. En raison de l’impact probable sur l’économie américaine, nous décalons le timing de reprise du marché des spiritueux dans nos estimations (BPA abaissés de 3% en ...

Arnaud Autier ... (+2)
  • Arnaud Autier
  • Pierre Tegner
Arnaud Autier ... (+2)
  • Arnaud Autier
  • Pierre Tegner
Arancha Pineiro
  • Arancha Pineiro

PERNOD RICARD: VENTAS 3T’25 (ANÁLISIS BANCO SABADELL)

Ventas 3T'25 vs 3T'24: Ventas: 2.278 M euros (-2,9% vs +0,5% BS(e) y -2,9% consenso). Ventas 9meses'25 vs 9meses'24: Ventas: 8.454 M euros (-5,4% vs -4,5% BS(e) y -5,4% consenso).

Research Department
  • Research Department

INFORME DIARIO 17 ABRIL + RDOS. ESPAÑA Y EUROPA 1T’25. PREVIEWS (ANÁLI...

COMPAÑÍAS QUE APARECEN EN EL INFORME: EUROPA: PERNOD RICARD. Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los resultados destacados en positivo y negativo y previews de Rdos. 1T’25 que se publicarán en España y Europa en los próximos días. Las bolsas frenan el rebote pendientes de EE.UU. Los progresos en las negociaciones entre EE.UU. y Europa quedaron enturbiados por las exigencias que Trump impondrá a NVIDIA para po...

Chaima Ferrandon ... (+3)
  • Chaima Ferrandon
  • Christian Arnold
  • Sven Edelfelt
AKRBF AKER BP ASA
LHN HOLCIM AG
FP TOTAL SE
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PUB PUBLICIS GROUPE SA
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SGO COMPAGNIE DE SAINT-GOBAIN SA
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IPN IPSEN SA
EQNR EQUINOR ASA
ETL EUTELSAT COMMUNICATIONS SA
BT.A BT GROUP PLC
SESGL SES SA FDR (CLASS A)
DG VINCI SA
PROX PROXIMUS SA DE DROIT PUBLIC
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KPN ROYAL KPN NV
ORA ORANGE SA
VCT VICAT-CIMENTS VICAT SA
TKA TELEKOM AUSTRIA AG
GTT GAZTRANSPORT & TECHNIGAZ SA
FGR EIFFAGE SA
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
SBMO SBM OFFSHORE NV
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SRT3 SARTORIUS AG PREF
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HEI HEIDELBERGCEMENT AG
DTE DEUTSCHE TELEKOM AG
P2F PETROFAC LIMITED
IMPN IMPLENIA AG
REP REPSOL SA
CRG CRH PLC
TUB TUBACEX S.A.
SOC SUBSEA 7 S.A.
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
DIM SARTORIUS STEDIM BIOTECH SA
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
WBD WEBUILD S.P.A.
INX IMCD N.V.
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
TRE TECNICAS REUNIDAS SA
RIO RIO TINTO PLC
TEC TECHNIPFMC PLC
SNG SOCIETATEA NATIONALA DE GAZE NATURALE ROMGAZ SA
SNP PETROM S.A.
ASML ASML HOLDING NV
BP. BP P.L.C.
MOL MOL HUNGARIAN OIL & GAS PLC CLASS A
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
SIK SIKA AG
FDJ LA FRANCAISE DES JEUX SA
VK VALLOUREC SA
TE TECHNIP ENERGIES NV
FUR FUGRO NV
SHEL SHELL PLC
SPM SAIPEM S.P.A.
TEN TENARIS S.A.
VIRI VIRIDIEN
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