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.

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

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

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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