Bryan Garnier - Roche Holding AG (RO) ... ROCHE: Roche is one year ahead of CS estimates | BUY - TOP PICKS vs. BUY | CHF300(

Report

Bryan Garnier

Eric Le Berrigaud

ROCHE: Roche is one year ahead of CS estimates | BUY - TOP PICKS vs. BUY | CHF300(

ROCHE - BUY - TOP PICKS vs. BUY | CHF300(+17%)
Roche is one year ahead of CS estimates

Much stronger-than-expected top and bottom-line
2018 core EPS achieves the level expected for the current year
Guidance for 2019 is more engaging than anticipated
We make Roche a new Top Pick

31/01/2019 3 EN

Underlyings

Roche Holding AG

See profile

CH0012032113 Six Swiss Exchange Switzerland

Roche Holding AG ADS

See profile

US7711951043 Pink OTC Markets Switzerland

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

Eric Le Berrigaud

Other Reports on these Companies

Independent Investment Research

Monthly LMI Update Independent Investment Research

Full Article at IIR has reaffirmed its Recommended rating for PIA after undertaking a review post the appointment of a new Portfolio Manager, Harding Loevner. The full report can be found on the IIR website. On 26 July 2021, Pengana International Equities Limited (PIA) announced a fully franked dividend of 1.35 cents per share for the June quarter. This represents an 8% increase on the March quarter dividend and takes the total dividends declared for FY21 of 5.1 cents per share, fully franked. This compares to the total dividends of 5 cents per share in FY20. The Board has confirmed that, in...

August 6, 2021 August 6, 2021 10 EN

Vermilion Research

Vermilion Compass: Weekly Equity Strategy

ields Testing Support Ahead Of FOMC Meeting We continue to see signs of improving risk appetites alongside healthy market dynamics. As a result, our outlook remains constructive. A breakout to new highs in the Russell 2000 (IWM) and Russell Micro-Caps (IWC), above $234.50 and $159, would likely cause us to shift to an outright bullish stance. Small- & Micro-Caps. The Russell 2000 (IWM) and Russell Micro-Caps (IWC) are testing key resistance at $234.50 and $159, respectively. Sustained breakouts above these levels would be a very healthy sign for the broad market and we would shift to an outr...

EUR 44.25

June 15, 2021 June 15, 2021 1 EN

Vermilion Research

Vermilion Int'l Compass: Global Equity Strategy

Lower High Forming? Major global indexes are showing waning upside momentum and we believe near-term consolidation is likely. This is supported by the charts and the idea that consolidation makes sense following the massive gains off of the March lows. We also believe that the market is in a â€œwait-and-seeâ€ phase as it relates to states and countries re-opening. A resolution of this consolidation period above resistance (bullish) or below support (bearish) will tell us where the major global averages are headed next. Â· Wedge/Uptrend Breakdowns. Last week we highlighted potential ...

EUR 44.25

May 7, 2020 May 7, 2020 21 EN

Fielmann: margin potential unleashed

The strong improvement in aEBITDA margin in Q1 (+300bps to 24.2%) brought greater credibility to the reiterated margin target of 24% for 2025, considering that the CSSe was still well below that threshold prior to the Q1 publication (BGe: 23.1% / CSSe: 22.8%e). While remaining a bit more prudent th

May 2, 2025 May 2, 2025 1 EN

Cedric Rossi

Cedric Rossi

Fielmann: strong margin delivery in Q1 2025

Final FY24 results unveiled this morning are in line with last month's pre-release. FIE also provides an update on its Q1 performance: sales jumped by 13% (broadly in line with CSSe) whilst aEBITDA beat expectations by 11% following a 28% surge to EUR146m (CSSe: EUR131.5m). This impressive 370bp-im

April 30, 2025 April 30, 2025 1 EN

Mahaut Arnaud ... (+3)

Mahaut Arnaud
Paul de Froment
Thomas Mordelle

Lhyfe: EUR53m debt financing

Lhyfe yesterday announced that it has secured EUR53m debt financing for a portfolio of four green hydrogen projects. This transaction allows Lhyfe to complete the financing and refinance part of the investment already made in four units in France and Germany, with already operating and under develo

April 30, 2025 April 30, 2025 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

ROCHE: Roche is one year ahead of CS estimates | BUY - TOP PICKS vs. BUY | CHF300(

Monthly LMI Update Independent Investment Research

Vermilion Compass: Weekly Equity Strategy

Vermilion Int'l Compass: Global Equity Strategy

Fielmann: margin potential unleashed

Fielmann: strong margin delivery in Q1 2025

Lhyfe: EUR53m debt financing

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