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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Paul Charpentier
- Paul Charpentier
Payments & Security
Yesterday Iliad broke the suspense and announced the roll-out of its proprietary payment service named Stancer. Despite a hyped-up launch, we see very limited implications for our payments coverage from a competitive standpoint. º Solid progress across the board Opex assumptions remain unchanged We reiterate our Target Price of EUR83
Gregory Ramirez
- Gregory Ramirez
Paul Charpentier
- Paul Charpentier
NEXI Conviction BUY | EUR16 VS. EUR15 CMD confirms value creation...
Nexi held its Capital Markets Day (CMD) yesterday, laying out a strategic plan whose execution is expected to deliver a 9% organic sales CAGR and a 900bp progression in EBITDA margin by 2025e. These figures are bang in line with sell-side expectations. However, the growth and profitability path described at the CMD is far from reflected in the stock price, thus reinforcing our conviction on the stock’s potential.
Dylan Van Haaften
- Dylan Van Haaften
Gregory Ramirez
- Gregory Ramirez
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
