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.

Thomas Coudry

Telecom Top Pick Q2: investments to reaccelerate as pandemic fades out

Telecom Top Pick Q2: investments to reaccelerate as pandemic fades out A look back at Q1 2021 What we see for Q2 2021 No top pick in Q2

Olga Smolentseva

BIONTECH (BUY, TP USD135) | Safety concerns over adenoviral vaccines give boost to mRNA players

BIONTECH (BUY, TP USD135) | Safety concerns over adenoviral vaccines give boost to mRNA players

Gregory Ramirez

MATERIALISE: Option to acquire Link3D to push 3D printing to mass manufacturing | BUY | USD43(+27%)

MATERIALISE - BUY | USD43(+27%) Option to acquire Link3D to push 3D printing to mass manufacturing We reiterate our Buy rating and our target price of USD43 Link3D offers an additive manufacturing execution system Link3D would accelerate Materialise product roadmap, including SaaS Materialise has enough cash to finance the potential deal

Gregory Ramirez

SAP: Off to a good start in 2021 | BUY | EUR133(+19%)

SAP - BUY | EUR133(+19%) Off to a good start in 2021 We reiterate our Buy rating with a target price of EUR133 Outperformance in Q1 stemmed from licence sales and operating costs FY21 revenue guidance is slightly raised, but not operating profit Core business refocus is confirmed with a JV on Financial Services

Thomas Coudry

Telecom Top Pick Q2: investments to reaccelerate as pandemic fades out

Telecom Top Pick Q2: investments to reaccelerate as pandemic fades out A look back at Q1 2021 What we see for Q2 2021 No top pick in Q2

Thomas Coudry

VIVENDI: Football rights: new kick off | BUY | EUR27 VS. EUR26

VIVENDI - BUY | EUR27 VS. EUR26 (+5%) Football rights: new kick off Following the failure of Mediapro, the door is wide open for Canal+ Getting a return on additional spend will be challenging… … but value lies elsewhere Removed from top pick list, Buy confirmed.

Olga Smolentseva

4D PHARMA (CORPORATE, TP 407p) | Presentations at SITC support MRx0518 development:

4D PHARMA (CORPORATE, TP 407p) | Presentations at SITC support MRx0518 development:

Eric Lemarie

TARKETT: Everything has a value | BUY vs. NEUTRAL | EUR13 vs. EUR8 (+35%)

TARKETT - BUY vs. NEUTRAL | EUR13 vs. EUR8 (+35%) Everything has a value 2020 woes well translated in the share price Liquidity looks like a manageable issue The momentum looks better Not a value trap anymore

Eric Le Berrigaud

ASTRAZENECA - BUY - Top Picks | 8780p(+1%) ADAURA: outstanding results, paving the way for new SoC in adjuvant NSCLC

Top-line data even greater then thought Modelling consequences

Nikolaas Faes

FLOWR: Feedback from virtual meeting | BUY | CAD1.2(+97%)

FLOWR - BUY | CAD1.2(+97%) Feedback from virtual meeting From recreational in Canada to medical cannabis in Europe High THC products is what recreational consumer want Nearing cash flow break-even The latest capital raising should be the last one

Thomas Coudry

Telecom Top Pick Q2: investments to reaccelerate as pandemic fades out

Telecom Top Pick Q2: investments to reaccelerate as pandemic fades out A look back at Q1 2021 What we see for Q2 2021 No top pick in Q2

Olga Smolentseva

BIONTECH (BUY, TP USD135) | Safety concerns over adenoviral vaccines give boost to mRNA players

BIONTECH (BUY, TP USD135) | Safety concerns over adenoviral vaccines give boost to mRNA players

Gregory Ramirez

MATERIALISE: Option to acquire Link3D to push 3D printing to mass manufacturing | BUY | USD43(+27%)

MATERIALISE - BUY | USD43(+27%) Option to acquire Link3D to push 3D printing to mass manufacturing We reiterate our Buy rating and our target price of USD43 Link3D offers an additive manufacturing execution system Link3D would accelerate Materialise product roadmap, including SaaS Materialise has enough cash to finance the potential deal

Gregory Ramirez

SAP: Off to a good start in 2021 | BUY | EUR133(+19%)

SAP - BUY | EUR133(+19%) Off to a good start in 2021 We reiterate our Buy rating with a target price of EUR133 Outperformance in Q1 stemmed from licence sales and operating costs FY21 revenue guidance is slightly raised, but not operating profit Core business refocus is confirmed with a JV on Financial Services

Thomas Coudry

Telecom Top Pick Q2: investments to reaccelerate as pandemic fades out

Telecom Top Pick Q2: investments to reaccelerate as pandemic fades out A look back at Q1 2021 What we see for Q2 2021 No top pick in Q2

EDF (NEUTRAL, FV Under Review) | Dividend for 2019 dropped, the guidance for 2020 will follow soon

Healthcare: Top Picks Q2 2020: Three large cap pharma out of four names for the next quarter

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