Since 1996, Bryan, Garnier & Co has been growing with an absolute conviction that the investment banking landscape would experience a major revolution: most of the large local generalist banking groups will disappear to the benefit of a handful of global powerhouses, and an emerging group of independent, highly specialised boutique investment banks.
BUSINESS ACCOUNT
Sign up for a business account to:
-
Access reports individually or via Subscription
-
Receive monthly invoices with payment via CSA or hard dollars
Get access to other exclusive features
-
Analyst access
-
Free Trial Subscriptions
-
Team account with shared subscriptions
-
Advanced analytics to track research consumption and performance
Jean-Jacques Le Fur
- Jean-Jacques Le Fur
Nikolaas Faes
- Nikolaas Faes
Cedric Rossi
- Cedric Rossi
Loic Morvan
- Loic Morvan
RÉMY COINTREAU - SELL | EUR145 VS. EUR135 (-18%) FY 22 guidance seems ...
RÉMY COINTREAU - SELL | EUR145 VS. EUR135 (-18%) FY 22 guidance seems too cautious Another reassuring sales release among luxury-spirits groups Official guidance of FY mid-single digit sales growth is too cautious TP from EUR135 to EUR145
Clement Genelot
- Clement Genelot
JUST EAT TAKEAWAY: CMD feedback: Left hungry for more | SELL | EUR75(+...
JUST EAT TAKEAWAY - SELL | EUR75(+10%) CMD feedback: Left hungry for more All topics addressed but we are left hungry for more On a more conservative GTV CAGR of 14% over 2021-26 vs guidance EBITDA margin to gradually recover with a breakeven in 2023 How to survive in a consolidating sector with a very low valuation? Sell reiterated with a EUR75 TP given low short-term visibility and the absence of catalysts
Jean-Jacques Le Fur
- Jean-Jacques Le Fur
Nikolaas Faes
- Nikolaas Faes
Cedric Rossi
- Cedric Rossi
Loic Morvan
- Loic Morvan
RÉMY COINTREAU - SELL | EUR145 VS. EUR135 (-18%) FY 22 guidance seems ...
RÉMY COINTREAU - SELL | EUR145 VS. EUR135 (-18%) FY 22 guidance seems too cautious Another reassuring sales release among luxury-spirits groups Official guidance of FY mid-single digit sales growth is too cautious TP from EUR135 to EUR145
Clement Genelot
- Clement Genelot
JUST EAT TAKEAWAY: CMD feedback: Left hungry for more | SELL | EUR75(+...
JUST EAT TAKEAWAY - SELL | EUR75(+10%) CMD feedback: Left hungry for more All topics addressed but we are left hungry for more On a more conservative GTV CAGR of 14% over 2021-26 vs guidance EBITDA margin to gradually recover with a breakeven in 2023 How to survive in a consolidating sector with a very low valuation? Sell reiterated with a EUR75 TP given low short-term visibility and the absence of catalysts
Jean-Jacques Le Fur
- Jean-Jacques Le Fur
Nikolaas Faes
- Nikolaas Faes
Cedric Rossi
- Cedric Rossi
Loic Morvan
- Loic Morvan
RÉMY COINTREAU - SELL | EUR145 VS. EUR135 (-18%) FY 22 guidance seems ...
RÉMY COINTREAU - SELL | EUR145 VS. EUR135 (-18%) FY 22 guidance seems too cautious Another reassuring sales release among luxury-spirits groups Official guidance of FY mid-single digit sales growth is too cautious TP from EUR135 to EUR145
Clement Genelot
- Clement Genelot
JUST EAT TAKEAWAY: CMD feedback: Left hungry for more | SELL | EUR75(+...
JUST EAT TAKEAWAY - SELL | EUR75(+10%) CMD feedback: Left hungry for more All topics addressed but we are left hungry for more On a more conservative GTV CAGR of 14% over 2021-26 vs guidance EBITDA margin to gradually recover with a breakeven in 2023 How to survive in a consolidating sector with a very low valuation? Sell reiterated with a EUR75 TP given low short-term visibility and the absence of catalysts
Jean-Jacques Le Fur
- Jean-Jacques Le Fur
Nikolaas Faes
- Nikolaas Faes
Cedric Rossi
- Cedric Rossi
Loic Morvan
- Loic Morvan
RÉMY COINTREAU - SELL | EUR145 VS. EUR135 (-18%) FY 22 guidance seems ...
RÉMY COINTREAU - SELL | EUR145 VS. EUR135 (-18%) FY 22 guidance seems too cautious Another reassuring sales release among luxury-spirits groups Official guidance of FY mid-single digit sales growth is too cautious TP from EUR135 to EUR145
Clement Genelot
- Clement Genelot
JUST EAT TAKEAWAY: CMD feedback: Left hungry for more | SELL | EUR75(+...
JUST EAT TAKEAWAY - SELL | EUR75(+10%) CMD feedback: Left hungry for more All topics addressed but we are left hungry for more On a more conservative GTV CAGR of 14% over 2021-26 vs guidance EBITDA margin to gradually recover with a breakeven in 2023 How to survive in a consolidating sector with a very low valuation? Sell reiterated with a EUR75 TP given low short-term visibility and the absence of catalysts