Bryan Garnier - CANATU (CAANTU) Canatu: leading the charge to unlock the potential of carbon nanotubes

Report

Bryan Garnier

Antoine Lebourgeois

Canatu: leading the charge to unlock the potential of carbon nanotubes

We initiate coverage of Canatu, a leading player in advanced carbon nanotubes (CNTs), with a Buy rating and a EUR15 price target. Recently listed post-combination with Lifeline SPAC 1 in September 2024, Canatu offers a compelling growth opportunity, well-positioned to capitalise on the commercialis

26/11/2024 1 EN

Underlying

CANATU

See profile

Provider

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.

See profile

Analysts

Antoine Lebourgeois

Other Reports on these Companies

Bryan Garnier

Canatu: FY24 results in line, H2-loaded FY25 outlook, limited visibility on EUV pellicles and ADAS heater ramp

On Friday, Canatu reported FY24 results for the first time as a listed company. Figures were broadly in line with our estimates, though gross margin fell short due to adverse mix effects from reactors—a transitory headwind, in our view, as reactor sales are expected to decline as a share of the mix

March 31, 2025 March 31, 2025 1 EN

Bryan Garnier

Canatu: takeaways from ASML, TSMC and DeepSeek’s latest development

Following ASML and TSMC’s results and DeepSeek’s latest model release, we examine the implications for Canatu’s pellicle revenue trajectory, with a favourable read-across for CNT-based EUV pellicle adoption. Strong ASML and TSMC results suggest ~50 EUV lithography systems delivered in 2025, of whic

January 31, 2025 January 31, 2025 1 EN

Bryan Garnier

Canatu: feedback from roadshow with CEO

Following the roadshow with Canatu's CEO, we summarise the key takeaways. We appreciate the more detailed disclosure, which provides better insight into Canatu's positioning and business model, particularly regarding its semiconductor products. The CEO's in-depth explanation of Canatu's technologic

December 20, 2024 December 20, 2024 1 EN

Luxury goods: The trend should gradually improve in 2025 after a challenging Q1

After a poor 2024 vintage, we expect a gradual recovery during 2025, which will nevertheless remain a soft year as we anticipate an average sales increase of just 4% for our luxury groups sample (+3% excluding Hermès). Q1 is set to be challenging with a 1% average sales decline (-2% excluding Hermès

46m 46m 1 EN

Cedric Rossi

Cedric Rossi

Sporting Goods: reciprocal tariffs, the last straw?

Trump's "reciprocal tariffs" plan announced on 2nd April now applies huge tariff rates to new countries like Vietnam and Indonesia, which are key in the sourcing of US footwear and apparel. Although apparel and footwear are already heavily taxed at an average of 14.6% and 12.3% respectively, compar

9h / 46m 9h / 46m 1 EN

Maria Vara

Maria Vara

US Tariffs' impact on our MedTech coverage - Initial assessment

While not caught off guard, the medtech industry is facing renewed uncertainty following President Trump’s April 2, 2025, announcement of sweeping new import tariffs under the International Emergency Economic Powers Act. Although pharmaceuticals were explicitly exempted—at least for now—medical dev

9h / 52m 9h / 52m 1 EN

Sign-up for free to access full reports immediately

Email Address*

Choose Password* ( 6 or more characters )

Due to regulatory restrictions regarding the distribution of financial research, this report is restricted to a specific region or investor type. Get access to exclusive reports by answering the questions below.

Select your country*

Get financial insights straight to your inbox

By clicking "register" you accept the Terms and Conditions & Privacy Policy

Already on ResearchPool?

Almost there...

Are you a professional investor?

Select your country

REGISTER

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

In order to access this report please create an account.

LOGIN

Canatu: leading the charge to unlock the potential of carbon nanotubes

Canatu: FY24 results in line, H2-loaded FY25 outlook, limited visibility on EUV pellicles and ADAS heater ramp

Canatu: takeaways from ASML, TSMC and DeepSeek’s latest development

Canatu: feedback from roadshow with CEO

Luxury goods: The trend should gradually improve in 2025 after a challenging Q1

Sporting Goods: reciprocal tariffs, the last straw?

US Tariffs' impact on our MedTech coverage - Initial assessment

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

Sign-up for free to access full reports immediately

ResearchPool Subscriptions

Get the most out of your insights

Why subscribe?

How to subscribe

ResearchPool Subscriptions

This report is only available to subscribers

Why subscribe?

How to subscribe