Bryan Garnier

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.

Jean-Jacques Le Fur
  • Jean-Jacques Le Fur
NOVN NOVARTIS AG (Health Care)

NOVARTIS (BUY, TP CHF115) | Towards the end of canakinumab in oncology...

NOVARTIS (BUY, TP CHF115) | Towards the end of canakinumab in oncology?

Nikolaas Faes
  • Nikolaas Faes

ALTERNATIVE PROTEINS: Beyond Meat shares tumble on revenue decline

ALTERNATIVE PROTEINS Beyond Meat shares tumble on revenue decline Worrisome Q3 revenue trend There is always something to blame And more disappointment to come! What is really going on? Competition.

Cedric Rossi
  • Cedric Rossi

BG Chart Supply Chain issues: port congestions illustrated

BG Chart Supply Chain issues: port congestions illustrated

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
NOVN NOVARTIS AG (Health Care)

NOVARTIS (BUY, TP CHF115) | Towards the end of canakinumab in oncology...

NOVARTIS (BUY, TP CHF115) | Towards the end of canakinumab in oncology?

Nikolaas Faes
  • Nikolaas Faes

ALTERNATIVE PROTEINS: Beyond Meat shares tumble on revenue decline

ALTERNATIVE PROTEINS Beyond Meat shares tumble on revenue decline Worrisome Q3 revenue trend There is always something to blame And more disappointment to come! What is really going on? Competition.

Cedric Rossi
  • Cedric Rossi

BG Chart Supply Chain issues: port congestions illustrated

BG Chart Supply Chain issues: port congestions illustrated

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
NOVN NOVARTIS AG (Health Care)

NOVARTIS (BUY, TP CHF115) | Towards the end of canakinumab in oncology...

NOVARTIS (BUY, TP CHF115) | Towards the end of canakinumab in oncology?

Nikolaas Faes
  • Nikolaas Faes

ALTERNATIVE PROTEINS: Beyond Meat shares tumble on revenue decline

ALTERNATIVE PROTEINS Beyond Meat shares tumble on revenue decline Worrisome Q3 revenue trend There is always something to blame And more disappointment to come! What is really going on? Competition.

Cedric Rossi
  • Cedric Rossi

BG Chart Supply Chain issues: port congestions illustrated

BG Chart Supply Chain issues: port congestions illustrated

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
NOVN NOVARTIS AG (Health Care)

NOVARTIS (BUY, TP CHF115) | Towards the end of canakinumab in oncology...

NOVARTIS (BUY, TP CHF115) | Towards the end of canakinumab in oncology?

Nikolaas Faes
  • Nikolaas Faes

ALTERNATIVE PROTEINS: Beyond Meat shares tumble on revenue decline

ALTERNATIVE PROTEINS Beyond Meat shares tumble on revenue decline Worrisome Q3 revenue trend There is always something to blame And more disappointment to come! What is really going on? Competition.

Cedric Rossi
  • Cedric Rossi

BG Chart Supply Chain issues: port congestions illustrated

BG Chart Supply Chain issues: port congestions illustrated

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

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