Diageo PLC

Diageo is a premium drinks business based in the United Kingdom. Co. is engaged in producing and distributing spirits, beer and wine. Co.'s operations include producing, distilling, brewing, bottling, packaging, distributing, developing and marketing of a range of brands. The brands that it produces and distributes include Smirnoff vodka, Johnnie Walker scotch whisky, Baileys Original Irish Cream liqueur, Captain Morgan rum, J&B scotch whisky, Tanqueray gin and Guinness stout. In addition, Co. also has the distribution rights for the Jose Cuervo tequila brands in North America and other countries.
  • TickerDGE
  • ISINGB0002374006
  • ExchangeLondon Stock Exchange
  • SectorBeverages
  • CountryUnited Kingdom

Analysts

Diageo plc

DIAGEO PLC. sees a downgrade to Neutral on account of less fundamental stars

The independent financial analyst theScreener just lowered the general evaluation of DIAGEO PLC. (GB), active in the Distillers & Vintners industry. As regards its fundamental valuation, the title now shows 0 out of 4 stars while market behaviour can be considered defensive. theScreener believes that the title remains under pressure due to the loss of a star(s) and downgrades its general evaluation to Neutral. As of the analysis date September 24, 2019, the closing price was GBp 3,259.50 and its target price was estimated at GBp 3,096.52.

Diageo plc

Expert Corporate Governance Service (ECGS)

Diageo - AGM 19 September 2019

Item 2: Approve the Remuneration Report The structure is weighted more towards rewarding long-term performance, but benefits and pension contributions exceed guidelines and accelerated vesting in the event of a change of control is possible. Moreover, actual and potential incentive pay is excessive and awarded amounts are excessive as compared to peers. Item 18: Approve the new Articles of Association Although the Company has provided information on key changes, they have not disclosed the new Articles.

MarketLine Department

Molson Coors Brewing Company - Strategy, SWOT and Corporate Finance Report

Summary Molson Coors Brewing Company - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. KeyHighlights Molson Coors Brewing Company (Molson Coors or the company) manufactures, markets and sells beer and other malt beverages through its subsidiaries. The company offers its products under a diverse portfolio of owned and partner brands, including Carling, Coors Light, Miller Lite, M...

Virginie Roumage

Diageo: A solid end to the year

Diageo: (NEUTRAL, Fair Value 2340p (-18%)) A solid end to the year Full-year organic sales growth was very solid at 5%, better than expected (consensus and our estimate: +4.3%), thanks to North America and Asia Pacific. 2017/18 EBIT before exceptional items reached GBP3,819m vs consensus: GBP3,770m. The group reiterated its mid term guidance for 1/ mid single digit organic sales growth and 2/ organic EBIT margin expansion of 175bp in the three years ending 2018/19. It also announced a new share buyback program of GBP2bn in 2018/19.

Diageo PLC: Key Facts and Statistics - H1 Dec 2016

CORPORATES ISSUER PROFILE 23 February 2017 TABLE OF CONTENTS Company Overview 1 Business Description 2 Management Strategy 4 Financial Highlights 5 Capital Structure and Debt Maturity 7 Company Management 9 Ownership Structure 10 Subsidiaries 10 Subsidiaries Rated by Moody’s 10

Diageo PLC - H1 2016: Peer Snapshot

Peer Snapshot: Diageo PLC - H1 2016 3 February 2017 (in US millions) FYE Jun-15 FYE Jun-16 LTM Dec-16 FYE Jun-14 FYE Jun-15 LTM Jun-16 FYE Apr-15 FYE Apr-16 LTM Oct-16

Diageo plc

Diageo plc

Fatma Agnès Hamdani ...
  • Olivier Lebrun

Diageo : 2018-19 results broadly in line. Guidance for 2020 more cautious than expected. New programme for cash returns to shareholders

>Solid organic growth of 6.1% vs consensus forecast of 6.2% - 2018-19 full-year sales in line with consensus forecasts at £ 12.87bn. Organic growth was +6.1% vs +6.2% for the consensus, boosted by a price effect of +3.8% and a volume mix of +2.3%. All zones reported growth, particularly Latin America and Africa which came in higher at +7% and +9%. Europe was below at +4% vs +4.4% in H1. Sales were less robust in the UK with only +4% vs +14% in H1 due to an unfavourabl...

Virginie Roumage

DIAGEO: Growth peaked in 2018/19 | NEUTRAL | 3060p vs. 2940p (-6%)

DIAGEO - NEUTRAL | 3060p vs. 2940p (-6%) Growth peaked in 2018/19 Market focused on the top line miss Progress in US spirits and scotch No change to our organic figures Neutral maintained

Fatma Agnès Hamdani ...
  • Olivier Lebrun

Diageo : Résultats 2018/19 globalement en ligne. Guidance 2020 plus prudente qu’estimé. Nouveau programme de retour de cash aux actionnaires

>Une croissance organique du CA solide à 6.1% vs consensus à 6.2% - Le CA annuel 2018/19 est ressorti en ligne avec les attentes du consensus à 12.87 Md£. La croissance organique s’est élevée à +6.1% (vs cons. +6.2%) soutenue par un mix prix de +3.8% et un effet volume de +2.3%. Toutes les zones sont en hausse, en particulier le LATAM et l’Afrique qui ressortent plus élevés qu’attendu à +7% et +9%. L’Europe est en dessous à +4% vs 4.7%e et 4.4% au S1. Les ventes sont ...

1 director bought

A director at Diageo bought 30,000 shares at 3,285p and the significance rating of the trade was 72/100. 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 showing Close periods where trading activity is restricted under listing rules. The names of board members ...

Ahmed Ben Salem ...
  • Alfred Glaser
  • Anis Zgaya
  • Antoine Boivin-Champeaux
  • Baptiste Lebacq
  • Benoit Valleaux
  • Christophe Chaput
  • Delphine Brault
  • Emira Sagaama
  • Fatma Agnès Hamdani
  • François Maury
  • Geoffroy Michalet
  • Georges Dieng
  • Jerôme Bodin
  • Laurence Hofmann
  • Louis Boujard, CFA
  • Martial Descoutures
  • Matthias Desmarais
  • Michael Foundoukidis
  • Olfa Taamallah
  • Olivier Lebrun
  • Philippe Ourpatian
  • Pierre Tegner
  • Pierre Corby
  • Rémi Adam
  • Roland Pfaender,MBA,CFA,CCRA
  • Stephane Houri
  • Sven Edelfelt
  • Sylvain Goyon, CFA
  • Virginie Rousseau
  • Yan Derocles
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 07/26/2019

The market is holding up, but its apparent resilience is resting on very shaky foundations, in our view. For the time being, the results season has not delivered any unpleasant surprises thus far, but has not invalidated the downward trend in EPS growth. The erosion of PMI continues apace In this context, dependency on monetary policy increases. Lastly, our integration indicators for US-China trade tensions underscore, in the US as in Europe, in the wake of the post-G20 truce, the ret...

Ahmed Ben Salem ...
  • Alfred Glaser
  • Anis Zgaya
  • Antoine Boivin-Champeaux
  • Baptiste Lebacq
  • Benoit Valleaux
  • Christophe Chaput
  • Delphine Brault
  • Emira Sagaama
  • Fatma Agnès Hamdani
  • François Maury
  • Geoffroy Michalet
  • Georges Dieng
  • Jerôme Bodin
  • Laurence Hofmann
  • Louis Boujard, CFA
  • Martial Descoutures
  • Matthias Desmarais
  • Michael Foundoukidis
  • Olfa Taamallah
  • Olivier Lebrun
  • Philippe Ourpatian
  • Pierre Tegner
  • Pierre Corby
  • Rémi Adam
  • Roland Pfaender,MBA,CFA,CCRA
  • Stephane Houri
  • Sven Edelfelt
  • Sylvain Goyon, CFA
  • Virginie Rousseau
  • Yan Derocles
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 26/07/2019

Le marché tient, mais cette robustesse apparente nous semble bâtie sur des fondations bien fragiles. Pour le moment, la saison des résultats n’a pas livré de mauvaises surprises, mais n’a pas permis d’invalider la tendance baissière de la croissance des BPA. L’érosion des PMI se poursuit. Dans ce contexte, la dépendance à la politique monétaire se renforce. Enfin nos indicateurs d’intégration de tension commerciale sino-américaine soulignent, de part et d’autre de l’Atlantique, dans l...

Ahmed Ben Salem ...
  • Alain William
  • Alexandre Iatrides
  • Fatma Agnès Hamdani
  • Fehmi Ben Naamane
  • Jerôme Bodin
  • Martial Descoutures
  • Olivier Lebrun
  • Pierre Tegner
  • Pierre Corby
  • Stephane Houri
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 02/01/2019

...

Ahmed Ben Salem ...
  • Alain William
  • Alexandre Iatrides
  • Fatma Agnès Hamdani
  • Fehmi Ben Naamane
  • Jerôme Bodin
  • Martial Descoutures
  • Olivier Lebrun
  • Pierre Tegner
  • Pierre Corby
  • Stephane Houri
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 01/02/2019

...

Jeremy Garnier ...
  • Laurence Hofmann
  • Nicolas Thorez
  • Olivier Lebrun

ODDO BHF Small & MIDCAP MORNING NEWS - 01/17/2019

...

DIAGEO PLC. sees a downgrade to Neutral on account of less fundamental stars

The independent financial analyst theScreener just lowered the general evaluation of DIAGEO PLC. (GB), active in the Distillers & Vintners industry. As regards its fundamental valuation, the title now shows 0 out of 4 stars while market behaviour can be considered defensive. theScreener believes that the title remains under pressure due to the loss of a star(s) and downgrades its general evaluation to Neutral. As of the analysis date September 24, 2019, the closing price was GBp 3,259.50 and its target price was estimated at GBp 3,096.52.

MarketLine Department

Molson Coors Brewing Company - Strategy, SWOT and Corporate Finance Report

Summary Molson Coors Brewing Company - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. KeyHighlights Molson Coors Brewing Company (Molson Coors or the company) manufactures, markets and sells beer and other malt beverages through its subsidiaries. The company offers its products under a diverse portfolio of owned and partner brands, including Carling, Coors Light, Miller Lite, M...

MarketLine Department

San Miguel Corp - Strategy, SWOT and Corporate Finance Report

Summary San Miguel Corp - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. KeyHighlights San Miguel Corporation (SMC) is a diversified company, involved in food and beverages, packaging, fuel and oil, power, and infrastructure businesses. The company’s product portfolio includes beer, hard liquor, processed meats, butter, margarine and cheese, ice cream and hot dogs. SMC also off...

MarketLine Department

Roust Corporation - Strategy, SWOT and Corporate Finance Report

Summary Roust Corporation - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. KeyHighlights Roust Corporation (Roust), is a privately held company that produces and sells its own spirit brands. The company offers products such as vodka, wines, whiskey, liquors, ready-to-drink beverages, beer, tequila, and rum. Roust markets its products under various brands such as Russian Standar...

MarketLine Department

Carlsberg A/S - Strategy, SWOT and Corporate Finance Report

Summary Carlsberg A/S - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. KeyHighlights Carlsberg A/S (Carlsberg or “the company”) is a beer manufacturing company. The company also produces soft drinks and other beverage products. It markets products under Carlsberg, Kronenbourg, Ringnes, 1664, Grimbergen, Baltika, Somersby, Tuborg and Lvivske brand names. The company’s major subs...

MarketLine Department

Kirin Holdings Co Ltd - Strategy, SWOT and Corporate Finance Report

Summary Kirin Holdings Co Ltd - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. KeyHighlights Kirin Holdings Company Ltd (Kirin) manufactures and markets alcoholic and non-alcoholic beverages, and pharmaceuticals and bio-chemicals. Its major products include beer, low-malt beer, non-malt beer, wine, chu-hi, shochu, whiskey, coffee, tea, fruit/vegetable beverages, carbonated beve...

Expert Corporate Governance Service (ECGS)

Diageo - AGM 19 September 2019

Item 2: Approve the Remuneration Report The structure is weighted more towards rewarding long-term performance, but benefits and pension contributions exceed guidelines and accelerated vesting in the event of a change of control is possible. Moreover, actual and potential incentive pay is excessive and awarded amounts are excessive as compared to peers. Item 18: Approve the new Articles of Association Although the Company has provided information on key changes, they have not disclosed the new Articles.

Diageo PLC – Proxinvest Corporate Governance Rating ® : B

Proxinvest Corporate Governance Rating ® helps investors integrate governance into their investment decision and identify governance risks and opportunities within their portfolio. Proxinvest Corporate Governance Rating ® Service rates European issuers through the analysis of four main themes : Ownership & Shareholder rights, Board & Committees, Audit & Process, Remuneration. Each theme is rated taking into account several comprehensive sub-categories. Our unique two-step process to achieve each rating includes a first step quantitative valuation and a second step qualitative filter...

Matthieu DRIOL

Analyse court terme - DIAGEO : Stochastiques en zone de surachat.

La tendance est incertaine. Les cours se sont repris, mais la tendance manque de puissance pour le moment. Les Stochastiques sont en zone de surachat. Les cours pourraient se replier jusqu'à 2 498,84 p.

Matthieu DRIOL

Short term view - DIAGEO : Overbought stochastics

The trend is uncertain. Prices have recovered but the trend lacks power for the time being. Stochastics are at the overbought level. prices could fall again to 2,498.84 p.

Matthieu DRIOL

Analyse court terme - DIAGEO : La tendance est haussière.

La tendance est haussière. Les cours progressent encore, mais la tendance s'affaiblit. La prochaine résistance est à 2 769,50 p. La rupture de 2 312,04 p mettrait la tendance en danger.

Matthieu DRIOL

Short term view - DIAGEO : The trend is bullish.

The trend is bullish. Prices are still making progress but the trend is slowing down. The next resistance is at 2,769.50 p. The break of 2,312.04 p would endanger the trend.

Matthieu DRIOL

Medium term view - DIAGEO : The correction is gaining traction.

The background trend is clearly bullish. The correction is gaining traction. It is too early to qualify this action as a bearish reversal. The trend would be invalidated below the support at 2,312.04 p.

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