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Company Analysis / Equity
- AVANTIUM - BUY | EUR10 New offtake agreement paves the way for PEF commercialisation by Bryan Garnier
- GENMAB | SELL | DKK2000 Darza trajectory and arbitration in consensus, epco, and hex now on the agenda by Bryan Garnier
- LVMH - BUY | EUR910 Still buoyant LVMH performance in Q1 by Bryan Garnier
- LYSOGENE: Lysogene continues to extend its pipeline | | EUR11 by Bryan Garnier
- Itaú BBA on Grupo GPS: Solid Execution on Track, New M&A Announced by Itau
- Itaú BBA on Petrobras: A New Board by Itau
- AVANTIUM: Successful EUR45m raise will considerably accelerate Avantium’s development | BUY | EUR10 by Bryan Garnier
- Itaú BBA on Embraer: Soft 1Q22 Deliveries, as Expected by Itau
- L'ORÉAL: An encouraging Q1 performance, especially for L’Oréal Luxe | Conviction BUY | EUR451 by Bryan Garnier
- CABASSE GROUP: FY22e on the road to growth | BUY | EUR11 by Bryan Garnier
- CARREFOUR: Q1 broadly in line, confidence reiterated for FY 2022 | BUY Top Picks | EUR22 by Bryan Garnier
- EUROFINS SCIENTIFIC: Q1 IMS: Trends that remain largely positive | BUY | EUR125 by Bryan Garnier
- CARLSBERG: Quantification of the impact of the Russian invasion of Ukraine | BUY | DKK1200 by Bryan Garnier
- SAP - BUY | EUR134 Q1 2022 results: negative impact from Russia will be minimal by Bryan Garnier
- KERING - BUY | EUR850 Q1 performance slightly above expectations, with a poor Gucci and a strong Saint Laurent by Bryan Garnier
- VIVENDI: Start of the year confirms new Vivendi’s robust growth | | EUR12.3 by Bryan Garnier
- ROCHE: Q1 sales figures 3% ahead of expectations – Pharma a bit weaker | BUY Top Picks | CHF424 vs. CHF396 by Bryan Garnier
- ESSILORLUXOTTICA - BUY Top Picks | EUR195 Resilient top-line and earnings growth profile, still our favourite choice by Bryan Garnier
- ESSILORLUXOTTICA - BUY Top Picks | EUR195 Strong Q1 sales growth boosted by EMEA and Latin America by Bryan Garnier
- AB INBEV: Divesting its stake in the Russian JV with Anadolu Efes | BUY TOP PICKS | EUR65 by Bryan Garnier
- SWORD GROUP - BUY | EUR62 vs. EUR60 Excellent Q1 2022, which augurs well for the rest of the year by Bryan Garnier
- BICO GROUP: Cause of sudden resignation of BICO’s CFO too early to call | BUY | SEK254 by Bryan Garnier
- INTERPARFUMS BUY | EUR74 Impressive start to the year by Bryan Garnier
- DASSAULT SYSTÈMES NEUTRAL | EUR49 A solid Q1 2022, especially for operating margin by Bryan Garnier
- SCHNEIDER ELECTRIC BUY | EUR165 Schneider Sales 1Q22 by Bryan Garnier