Pernod Ricard S.A.

Pernod Ricard produces and distributes wines and spirits. Co. produces aniseed products, vodka, whisky, cognac, rum, gin, liqueurs, champagnes and wines. Co.'s activity is organized around families of products built around brands. Its brands portfolio includes: ABSOLUT vodka, Ricard pastis, Ballantine's, Chivas Regal and The Glenlivet Scotch whiskies, Jameson Irish whiskey, Martell cognac, Havana Club rum, Beefeater gin, Kahlua and Malibu liqueurs, Mumm and Perrier-Jouet champagnes as well as Jacob's Creek and Brancott Estate wines. Co. is structured into four segments constituted by the following geographic regions: France, Europe (excluding France), Americas, Asia/Rest of the World.
  • TickerRI
  • ISINFR0000120693
  • ExchangeEuronext Paris
  • SectorBeverages
  • CountryFrance

Analysts

1 director bought

A director at Pernod-Ricard bought 2,000 shares at 163.697EUR and the significance rating of the trade was 84/100. 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 boar...

Virginie Roumage

PERNOD RICARD: Asia to continue to drive growth | NEUTRAL | EUR169(+6%)

PERNOD RICARD - NEUTRAL | EUR169(+6%) Asia to continue to drive growth Outlook very favourable for Asia India: to grow low double digit in the mid term China: Martell to continue to grow high single digit in volume

Ahmed Ben Salem ...
  • Benoit Valleaux
  • Bruno Cavalier
  • Emira Sagaama
  • Florent Laroche-Joubert
  • François Maury
  • Georges Dieng
  • Jean Sassus
  • Matthias Desmarais
  • Olfa Taamallah
  • Olivier Lebrun
  • Stephane Houri
  • Steven Gould
  • Veysel Taze
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 03/18/2019

...

Ahmed Ben Salem ...
  • Benoit Valleaux
  • Bruno Cavalier
  • Emira Sagaama
  • Florent Laroche-Joubert
  • François Maury
  • Georges Dieng
  • Jean Sassus
  • Matthias Desmarais
  • Olfa Taamallah
  • Olivier Lebrun
  • Stephane Houri
  • Steven Gould
  • Veysel Taze
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 18/03/2019

...

Alexandre Iatrides ...
  • Alfred Glaser
  • Antoine Boivin-Champeaux
  • Benoit Valleaux
  • Bruno Cavalier
  • Charles Lepetitpas
  • Delphine Brault
  • Emmanuel Matot
  • Fehmi Ben Naamane
  • François Maury
  • Georges Dieng
  • Jean Sassus
  • Jerôme Bodin
  • Matthias Desmarais
  • Michael Foundoukidis
  • Nicolas David
  • Olfa Taamallah
  • Olivier Lebrun
  • Roland Pfaender
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 02/15/2019

...

Alexandre Iatrides ...
  • Alfred Glaser
  • Antoine Boivin-Champeaux
  • Benoit Valleaux
  • Bruno Cavalier
  • Charles Lepetitpas
  • Delphine Brault
  • Emmanuel Matot
  • Fehmi Ben Naamane
  • François Maury
  • Georges Dieng
  • Jean Sassus
  • Jerôme Bodin
  • Matthias Desmarais
  • Michael Foundoukidis
  • Nicolas David
  • Olfa Taamallah
  • Olivier Lebrun
  • Roland Pfaender
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 15/02/2019

Et si le Royaume-Uni et l’Union européenne ne parvenaient pas à s’entendre pour organiser le Brexit en douceur... Telle est l’hypothèse de travail de cette étude. Au Royaume-Uni, le pays perdant d’un coup tous les avantages commerciaux existants, il s’en suivrait une chute brutale du commerce, une désorganisation des chaînes de production, un stress financier majeur, bref une sévère récession. Le choc pèserait aussi, mais à un degré moindre, sur le reste de l’Europe. On examine ici le...

1 director bought

A director at Pernod-Ricard bought 2,000 shares at 163.697EUR and the significance rating of the trade was 84/100. 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 boar...

Ahmed Ben Salem ...
  • Alain William
  • Benoit Valleaux
  • Charles Lepetitpas
  • Emmanuel Matot
  • Fatma Agnès Hamdani
  • Fehmi Ben Naamane
  • François Maury
  • Geoffroy Michalet
  • Georges Dieng
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Martial Descoutures
  • Matthias Desmarais
  • Nicolas David
  • Olivier Lebrun
  • Pierre Tegner
  • Pierre Corby
  • Roland Pfaender
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 02/08/2019

In the face of macroeconomic turbulence, office and retail real estate investment companies are “safe haven” stocks due to the durability of their dividends and their capacity to create value via their project pipelines. We particularly appreciate stocks which have adapted/clarified their strategies to fit new trends in the market. As such, we confirm our Buy recommendations on Gecina, Klépierre and Carmila and have upgraded Icade and Unibail-Rodamco-Westfield to Buy. Cf. report publi...

Ahmed Ben Salem ...
  • Alain William
  • Benoit Valleaux
  • Charles Lepetitpas
  • Emmanuel Matot
  • Fatma Agnès Hamdani
  • Fehmi Ben Naamane
  • François Maury
  • Geoffroy Michalet
  • Georges Dieng
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Martial Descoutures
  • Matthias Desmarais
  • Nicolas David
  • Olivier Lebrun
  • Pierre Tegner
  • Pierre Corby
  • Roland Pfaender
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 08/02/2019

Face à quelques turbulences macroéconomiques, les foncières de bureaux et de commerce constituent des valeurs de refuge par la pérennité de leurs dividendes et leur capacité à créer de la valeur à travers leur pipeline. Nous privilégions plus particulièrement les valeurs qui ont anticipé / clarifié leur stratégie face aux nouvelles tendances de marché. Ainsi, nous confirmons notre opinion Achat sur Gecina, Klépierre et Carmila et passons à l’Achat sur Icade et Unibail-Rodamco-Westfiel...

Alexandre Iatrides ...
  • Alfred Glaser
  • Delphine Brault
  • Fatma Agnès Hamdani
  • Fehmi Ben Naamane
  • Jean Sassus
  • Matthias Desmarais
  • Olivier Lebrun
  • Rémi Adam
  • Samantha Jeary
  • Steven Gould
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 12/13/2018

...

Alexandre Iatrides ...
  • Alfred Glaser
  • Delphine Brault
  • Fatma Agnès Hamdani
  • Fehmi Ben Naamane
  • Jean Sassus
  • Matthias Desmarais
  • Olivier Lebrun
  • Rémi Adam
  • Samantha Jeary
  • Steven Gould
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 13/12/2018

...

Olivier Lebrun

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 10/04/2018

...

ING
Hendrik Wiersma ...
  • Jeroen van den Broek
  • Job Veenendaal
  • Nadège Tillier
  • Suvi Platerink Kosonen

Coffee, Croissants & Credit/Nestle, Unilever, Pernod, Deutsche Bank

Nestlé (NESNVX) reported sales that beat estimates this morning. Revenue for the group came in at CHF22,183m (consensus: CHF22.1bn) Organic growth was 3.4% against consensus of 2.8% and FY18 growth of 3.0%. Real internal growth (RIG), i.e. volumes, were up 2.2% (cons.: 1.7%), while pricing added 1.2% on the back of increases in Brazil and the US. Guidance for the year ahead was confirmed with a continued improvement in organic sales growth. The underlying trading operating margin is expected to grow towards the 2020 target of 17.5-18.5% (FY18: 17.0%). We view today's announcement as neutral fo...

MarketLine Department

Castle Brands Inc. - Strategy, SWOT and Corporate Finance Report

Castle Brands Inc. - Strategy, SWOT and Corporate Finance Report Summary Castle Brands Inc. - 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. Key Highlights Castle Brands Inc. (Castle Brands) develops and markets alcoholic beverages. The company’s product portfolio comprises whisky, rum, vodka, tequila, wine, ginger beer, ready-to-drink cocktails and liqueur. It also sells cert...

Dave Nicoski ...
  • Ross LaDuke

Int'l Macro Vision: Global Ex-U.S. Equity Strategy

In our January 31 International Compass we presented a case for an incrementally improving overall global outlook, with the caveat that market bottoms tend to be a process that develops over many weeks. Since the end of January, not a lot has changed to alter our views. We remain constructive overall and continue to believe that global equities (MSCI ACWI) are going through a bottoming process. Opportunities exist but Sector leadership is mixed. In our February International Strategy, we explore various themes which lead to our overall constructive outlook, along with areas of the market wher...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

Market internals sending mixed signals • Mixed market internals; Expect continued volatility and consolidation. Though support levels on the MSCI ACWI and S&P 500 have held - namely the 200-day moving averages and the lows from 2/9/18 - various market internals have begun to show neutral or negative signals... see below and page 2. • Europe at support; Hong Kong and Norway outperforming. The STOXX Europe 600 Index has managed to stay just at or above the important 365 support level that we have highlighted in previous reports. With Hong Kong and Norway continuing to outperform, we reiterate ...

ResearchPool Subscriptions

Get the most out of your insights

Get in touch