REMYF News and Press, Remy Cointreau Sa Ord From 10/01/20

We highlight the most attractive opportunities this month, by reviewing notable price moves and rating changes in our research. Our top Buy is Charter, expected to deliver an annualized return of nearly 30%. Altria and British American Tobacco are also highly attractive. In Septem...

We review the Pernod Ricard investment case after FY20 results on September 2; after COVID, the P/E has shrunk 17% vs. last August. FY20 H2 (January-June 2020) results showed the full impact of lockdowns, with sales down 25% and EBIT down 46% year-on-year. However, the long-term s...

Introduction Rémy Cointreau ( REMYY ) (referred here as "RCO") has been a Buy-rated stock in our coverage universe since December 2019 - we like the structural growth in the global spirits sector, driven by both increasing premiumisation and rising emerging markets affluence (especial...

Rémy Cointreau SA (REMYF) Q4 2020 Earnings Conference Call June 4, 2020 3:00 AM ET Company Participants Marc Dubreuil – Chairman Éric Vallat – Chief Executive Officer Luca Marotta – Chief Financial Officer Conference Call Participants Trevor S...

The following slide deck was published by Rémy Cointreau SA in conjunction with their 2020 Q4 earnings Read more ...

Introduction We initiated our Buy ratings on Diageo ( DEO ) and Pernod Ricard ( OTCPK:PDRDY ) in July and August respectively, and on Rémy Cointreau ( OTCPK:REMYY ) in December: " Diageo: A Longer Historical Perspective " "Pernod Ricard: Long-Term Emerging Market Compounder" ...

The coronavirus outbreak and the effects of COVID-19 have gone deeper and wider than most people would have expected. That applies just as much to markets as anywhere. Whether it's a tech sector that is supporting our new work from home or re-rating as expensive EV/Sales multiples make less se...

"Our holding in Remy Cointreau disappointed us a bit [in 2019]. Sales of its Cognac were affected by the troubles in Hong Kong, but Remy remains – in our eyes – one of the best ways to participate in the steady enrichment of the world, particularly Asia." - Nick Train, whose ...

(We previously wrote about Diageo , Pernod Ricard a nd Rémy Cointreau as "Blue Sky Capital") Introduction We initiated our coverage on Diageo ( DEO ) with a Buy rating in July 2019 (" Diageo: A Longer Historical Perspective "). Since then shares have lost 8.4% in GBP (after ...

(We previously wrote about Pernod Ricard, Diageo and Rémy Cointreau as "Blue Sky Capital") Introduction Since our initial Buy rating ( "Pernod Ricard: Long-Term Emerging Market Compounder" ) in August 2019, Pernod Ricard ( PDRDF ) (referred here as "PR") shares have returned a...