Spirits update: a sobering opportunity
06/11/26 -"Following yesterday’s market decline, investors seeking defensive stocks may find opportunities in spirits. Out of favour since 2022, the sector is showing signs of stabilisation: US destocking is ..."
Pages
61
Language
English
Published on
06/11/26
You may also be interested by these reports :
06/11/26
Following yesterday’s market decline, investors seeking defensive stocks may find opportunities in spirits. Out of favour since 2022, the sector is ...
05/11/26
Campari (ADD; Italy) has yet to convince investors. In our March 2025 Teaser, we argued that the market had bottomed out. Since then, the shares have ...
19/10/26
We have integrated the H1 2026/27 figures into our model. Our top-line forecasts stay broadly unchanged following the guidance upgrade ahead of the ...
09/10/26
We have lowered our target price to reflect the impact of the €250m hybrid bond issuance, which we treat as debt rather than equity for valuation ...