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.
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Cedric Rossi ... (+2)
- Cedric Rossi
- Clement Genelot
NIKE: Q1 margin beat and confirmed FY24 outlook reassure investors
The modest sales miss was not enough to dampen the positive investor mood following a sound margin performance in Q1, as well as reiteration of the FY24 revenue and GM outlook which should pause the downward trajectory in CSS expectations witnessed over recent past months. NKE stock peers should al
Clement Genelot
- Clement Genelot
NYC legislation remains the thorn in JET's side
In the endless US judiciary story concerning minimum wages and fee caps in New York City, the latest developments point towards an effective implementation of a minimum wage in coming months (USD230-420m EBITDA headwind as of FY 2024), while the removal of fee caps seems more likely from Q2 2024 (U
Alex Cogut
- Alex Cogut
Coverage update
Given team and strategy changes, Alex Cogut is now assuming coverage of Achilles Therapeutics, Adaptimmune Therapeutics, Autolus, Calliditas, Cellectis, Galapagos, GenSight, Hansa Biopharma, Heidelberg Pharma, Immunocore, Innate Pharma, Sesorion and ValerioWe drop coverage of Celyad Oncology BioNte
OSE
OSE IMMUNOTHERAPEUTICS SA
CLLS CELLECTIS ADS
ADAP ADAPTIMMUNE THERAPEUTICS ADS
TNG TRANSGENE SA
IPH INNATE PHARMA SA CLASS A
CYAD CELYAD ONCOLOGY
HNSA HANSA BIOPHARMA AB
SIGHT GENSIGHT BIOLOGICS SA
5142 ACHILLES CORP.
POXEL POXEL SA
BCART BIOCARTIS GROUP NV
CRSP CRISPR THERAPEUTICS AG
GNMSY GENMAB A/S
BNTX BIONTECH SE
CALTX CALLIDITAS THERAPEUTICS AB
IMCR IMMUNOCORE HOLDINGS ADS
IMTX IMMATICS
GLG GALAPAGOS
CLLS CELLECTIS ADS
ADAP ADAPTIMMUNE THERAPEUTICS ADS
TNG TRANSGENE SA
IPH INNATE PHARMA SA CLASS A
CYAD CELYAD ONCOLOGY
HNSA HANSA BIOPHARMA AB
SIGHT GENSIGHT BIOLOGICS SA
5142 ACHILLES CORP.
POXEL POXEL SA
BCART BIOCARTIS GROUP NV
CRSP CRISPR THERAPEUTICS AG
GNMSY GENMAB A/S
BNTX BIONTECH SE
CALTX CALLIDITAS THERAPEUTICS AB
IMCR IMMUNOCORE HOLDINGS ADS
IMTX IMMATICS
GLG GALAPAGOS
Paul de Froment ... (+2)
- Paul de Froment
- Thomas Mordelle
Ready to expand
Carbios has reported an H1 2023 operating loss of EUR13.3m, vs -EUR11.5m in H1 2022. R&D and General & Administrative expenses accelerated as the company continues to structure itself to be ready for industrial and commercial developments. Carbios' investment case remains unchanged since it
Paul de Froment ... (+2)
- Paul de Froment
- Thomas Mordelle
Ideal waste-to-value model
Yesterday Waga reported H1 2023 revenues of EUR13.7m, doubling YoY, with biomethane revenues in line with expectations (+5% vs BGe at EUR10m). Revenue growth should continue to accelerate sharply in 2023 with new commissionings expected on both sides of the Atlantic and embedded growth in already c
Gregory Ramirez
- Gregory Ramirez
Thibault Morel
- Thibault Morel
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