Bryan Garnier - Financials Fintech: We stick to our Conviction Buy recommendations on AXA, Coface and Munich Re

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Bryan Garnier

Olivier Pauchaut

Financials & Fintech: We stick to our Conviction Buy recommendations on AXA, Coface and Munich Re

Financials & Fintech
We stick to our Conviction Buy recommendations on AXA, Coface and Munich Re

Looking back at Q1 2021: a degree of planet alignment
Q2 2021 outlook: no major surprises, but prospect of improving underlying combined ratios
No Q2 Top Pick, but we reiterate our Conviction Buy ratings on AXA, Coface and Munich Re

09/04/2021 5 EN

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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.

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Olivier Pauchaut

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Financials & Fintech: We stick to our Conviction Buy recommendations on AXA, Coface and Munich Re

Initiation of coverage: The 'Clever' way to tackle MDS

Jeronimo Martins: Q2 to reinforce recovery momentum and rerating case

Waga Energy: CAD25m debt refinancing

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