Added to YB: 2024-09-10
Pitch date: 2024-09-10
RCO.PA [bullish]
Rémy Cointreau SA
Author Info
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Company Info
Rémy Cointreau SA, together with its subsidiaries, engages in the production, sale, and distribution of liqueurs and spirits.
Market Cap
EUR 2.5B
Pitch Price
N/A
Price Target
N/A
Dividend
1.57%
EV/EBITDA
14.97
P/E
31.84
EV/Sales
3.41
Sector
Beverages
Category
value
Show full summary:
Buying Remy Cointreau (RCO.PA)
RCO.PA: French cognac/spirits maker (Remy Martin, Cointreau) at decade-low, 50% below 2019 despite FY24 earnings 20% above FY19. Selloff on China depression & US African-American demand pullback overdone; mgmt sees stabilization & HSD growth FY26. China dropped brandy tariffs Aug. Contrarian long.
Read full article (3 min)