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Company Analysis / Equity
- TRANSGENE (CORPORATE, TP EUR3.2) | BT-001 goes to the Far West: by Bryan Garnier
- POXEL: Poxel to accelerate in rare disease | CORPORATE | EUR14.8 (+129%) by Bryan Garnier
- OSE IMMUNO: Positive 2021 outlook with anticipated advancements of the lead clinical programmes | CORPORATE | EUR17 (+33%) by Bryan Garnier
- KERING: As expected, Gucci should catch up in Q1 | BUY | EUR650 VS. EUR640 (+8%) by Bryan Garnier
- Smart Fit Discloses November 2021 Operational KPIs by Itau
- Nippon Prologis Placement by Aequitas Research
- OSE IMMUNO (CORPORATE, TP EUR17) | Anticipating 6-months data to decide the future of CoVepiT in 1Q22 by Bryan Garnier
- PIXIUM VISION (CORPORATE, TP EUR3,4) | A new patient implanted in the PRIMAvera study by Bryan Garnier
- TELECOM ITALIA (NEUTRAL, TP EUR0.4) | Vivendi changes position on network, reshuffling the cards by Bryan Garnier
- AB INBEV - BUY | EUR65 (+25%) Investor day feedback: a future of more cheers? by Bryan Garnier
- Itaú BBA on Infracommerce: Black Friday Operations Meet Guidance by Itau
- TELECOM ITALIA (NEUTRAL, TP EUR0.4) | Removal of Gubitosi highlights Vivendi’s influence: by Bryan Garnier
- NOVARTIS: Uninspiring future for the next 4 years | NEUTRAL vs. BUY | CHF85 VS. CHF115 (+14%) by Bryan Garnier
- Net Protections Holdings IPO by Aequitas Research
- SANOFI: Vaccines division outlook remains bright | BUY | EUR112 by Bryan Garnier
- Net Protections Holdings IPO by Aequitas Research
- EUROFINS SCIENTIFIC (NEUTRAL, TP EUR125) | New test to detect SARS-Cov-2 variant B.1.1529: by Bryan Garnier
- SOFTWARE AG: The case for private equity as the exit | BUY | EUR52 (+31%) by Bryan Garnier
- Net Protections Holdings IPO by Aequitas Research
- ADYEN (BUY, TP EUR2,900) | eBay acquires 1.25% of Adyen by exercising the first tranche of its warrants by Bryan Garnier
- INNATE PHARMA (BUY, TP EUR12) | ESMO-IO abstract release suggests to wait for presentation by Bryan Garnier
- MISTER SPEX (BUY, TP EUR30) | Mister Spex reaches its minimum target of store openings for 2021 by Bryan Garnier
- Alphamin Resources - Roaring back by Edison Investment Research
- S&U - H122 ahead of expectation and outlook good by Edison Investment Research
- Read mINDITEX - BUY | EUR33(+14%) Mind the gap as Inditex leverages its strong competitive edgeore > by Bryan Garnier
- GALAPAGOS (SELL, TP EUR71) | Pipeline refocus and cost reductions by Bryan Garnier
- BAYER: More optimism on Crop – Neutral vs Sell and TP increased to EUR56 | NEUTRAL vs. SELL | EUR56 VS. EUR51 (-2%) by Bryan Garnier
- Simplex Holdings Pre-IPO by Aequitas Research
- RÉMY COINTREAU - SELL | EUR176 VS. EUR145 (-17%) RC earnings lifted by 14% by Bryan Garnier
- SAINT GOBAIN (BUY, TP EUR80) | Further acquisition in construction chemical: by Bryan Garnier
- ABIVAX (BUY Top Picks, TP EUR52) | Further details on FDA end of Phase II meeting post management meeting: by Bryan Garnier
- INDITEX (BUY, TP EUR33) | Profound management’s reshuffle at the helm of Inditex by Bryan Garnier
- ABIVAX (BUY Top Picks, TP EUR52) | FDA end of phase II meeting paves way for final design unveil soon by Bryan Garnier
- THE SWATCH GROUP: H2 sales trend should accelerate vs H1 | BUY | CHF360(+32%) by Bryan Garnier
- ORPEA (BUY, TP EUR132) | Strengthening the management team by Bryan Garnier
- Itaú BBA on Embraer: Eve Keeps Adding eVTOL Orders; Potential Value of USD 1.4/ERJ by Itau
- SCHNEIDER ELECTRIC: A new animal after all | BUY | EUR170 VS. EUR150 (+9%) by Bryan Garnier
- UCB - BUY TOP PICKS | EUR133(+35%) Meeting with management - Great confidence in Bimzelx potential by Bryan Garnier
- GENSIGHT BIOLOGICS (BUY, TP EUR13) | Lumevoq compassionate use KOL event takeaways by Bryan Garnier
- HERMÈS INTL.: Strong performance on medium term is very likely | NEUTRAL | EUR1170 VS. EUR1090 (-26%) by Bryan Garnier
- HUMANIGEN (NEUTRAL, TP USD17) | Lancet publication and regulatory update for lenzilumab by Bryan Garnier
- Itaú BBA on Gerdau: Resilient Outlook in Brazil & U.S. Going Into 2022 by Itau
- CARBIOS - CORPORATE | EUR60(+61%) European funding to support the industrial deployment of the enzymatic PET recycling by Bryan Garnier
- HELLOFRESH: CMD feedback: 2022 to be a one-off year to capitalize on 2025 | BUY | EUR100 VS. EUR105 (+28%) by Bryan Garnier
- Recruit Holdings Placement by Aequitas Research
- SCHNEIDER ELECTRIC (BUY, TP EUR150) | 2022 CMD (first stance) : attractive mid-term targets by Bryan Garnier
- MCPHY ENERGY: MoU with Enel Green Power for a potential 4 MW project | CORPORATE | EUR25(+13%) by Bryan Garnier
- Quadrise Fuels International - Trials in three sectors progressing by Edison Investment Research
- GENSIGHT BIOLOGICS (BUY, TP EUR13) | 2 year Reflect data reinforce durability claim Lumevoq by Bryan Garnier
- ITM POWER: Average H1 results – contracted volumes continue to increase but value is slightly down | BUY | GBP600(+50%) by Bryan Garnier