Should Diageo Forget MH and Aim for Remy?

Dear Client: In recent months there has been speculation that Diageo may possibly acquire Moet Hennessy, Stock Spirits, Jose Cuervo and even Beam Global, to name a few, but analysts Jamie Isenwater and Jonathan Fell at Deutsche Bank say Remy Cointreau is who they should target. WHY REMY MAKES SENSE. "Sale of its Champagne assets make Remy an attractive asset in a consolidating industry," they wrote. For one, Remy has a big presence in China where Diageo's "lack of exposure