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.

Aurelien Deside
  • Aurelien Deside

Nemetschek: excellent Q4 performance beats expectations

Yesterday, Nemetschek published its preliminary full year 2024 results, which were strongly above expectations, from its own guidance to our estimates and consensus figures. 2024 revenue (unaudited) stood at EUR996m for 17% reported growth (14% organic), 2.4% above consensus (8.2% above for Q4). Wh

Oscar Haffen Lamm
  • Oscar Haffen Lamm

Valneva: additional positive data for Ixchiq in adolescents

Valneva reported additional positive phase 3 data for its single-shot Ixchiq vaccine (CHIKV) in adolescents (aged 12-17 y.o), which showed a sustained 98.3% sero-response rate 12 months after a single vaccination in the subset of patients who were CHIKV negative at baseline, which further confirms

Mahaut Arnaud ... (+3)
  • Mahaut Arnaud
  • Paul de Froment
  • Thomas Mordelle

Lhyfe: MoU with Masdar

Last Friday, Lhyfe announced it had signed an MoU with Masdar, the leading UAE renewable project developer backed by Mubadala, ADNOC and TAQA to explore potential co-development opportunities in large-scale green hydrogen production projects in Europe. While no particular timeline has been indicate

Cedric Rossi ... (+3)
  • Cedric Rossi
  • Clement Genelot
  • Loic Morvan

On the shelves now: Consumer Weekly #54

In this Consumer Weekly newsletter, we provide a brief overview of the key factors affecting our Consumer coverage, from Luxury & Consumer goods to Retail & E-commerce and Food & Ingredients. This week, we look at how investors are reacting vis-a-vis the Fed pause in rate cuts. Happy re

Mahaut Arnaud ... (+3)
  • Mahaut Arnaud
  • Paul de Froment
  • Thomas Mordelle

Waga Energy: large project in California

Waga Energy yesterday announced a new contract in Bakersfield (California, US) on a site operated by Kern County Public Works, the local organisation in charge of waste management in the county. Planned to be operational in 2027, this site will be equipped with a Wagabox able to produce more than 1

Gregory Ramirez
  • Gregory Ramirez

LECTRA BUY | EUR45 Good resistance Chinese lockdowns; strong orde...

º Q2 results were slightly below expectations, but remained decent despite lockdowns in China New system orders hold up well thanks to automotive Company guidance for 2022 has been tightened toward its mid-point

Thibault Morel
  • Thibault Morel

HMS NETWORKS: HMS Networks 2Q22 results above expectations | CONVICTIO...

HMS NETWORKS - CONVICTION BUY | SEK500 HMS Networks 2Q22 results above expectations 2Q22 sales and new orders above expectations Positive surprise on 2Q22 profitability

Cedric Rossi
  • Cedric Rossi

HUGO BOSS: Successful execution and healthy geo mix lead to raised FY2...

HUGO BOSS - NEUTRAL | EUR68 vs. EUR64 Successful execution and healthy geo mix lead to raised FY22 guidance Strong sales and EBIT beat in Q2 driven by execution… … and low exposure to China’s lockdowns FY22 sales and EBIT guidance revised upwards and we increase our FY22-23 estimates by 7%

Clement Genelot
  • Clement Genelot

ROCHE BOBOIS: Q4 topping expectations with good H1 2022 prospects

ROCHE BOBOIS: Q4 topping expectations with good H1 2022 prospects

Victor Floc’h
  • Victor Floc’h

ONCODESIGN (CORPORATE, TP EUR15) | R&D collaboration signed with TiumB...

ONCODESIGN (CORPORATE, TP EUR15) | R&D collaboration signed with TiumBio in fibrosis

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