Bryan Garnier - SOMFY (DAMA.PA) Building solutions: Somfy as a top pick in Q3. Saint-Gobain upgraded to Buy.

Report

Bryan Garnier

Eric Lemarie

Building solutions: Somfy as a top pick in Q3. Saint-Gobain upgraded to Buy.

Building solutions
Somfy as a top pick in Q3. Saint-Gobain upgraded to Buy.

A sector view: supply-chain & inflation to remain key issues
How are companies expected to perform in this context
Our selection of top picks : Somfy

01/10/2021 5 EN

Underlying

SOMFY

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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.

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Analysts

Eric Lemarie

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Bryan Garnier

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Building solutions: Somfy as a top pick in Q3. Saint-Gobain upgraded to Buy.

SOMFY: Better 1H22 margin than expected, attractive valuation despite weakening demand | BUY | EUR155

SOMFY BUY | EUR155 Lower than expected Q2 sales: the storm is coming earlier and stronger than expected

TECHNOLOGY Excessive relative derating for Schneider and Somfy

ONWARD: from brainGPT to ARC-BCI – fireside chat with the founders

Avantium: joint-development progress in textiles

Egetis: Article highlights Emcitate's broad efficacy in MCT8 deficiency

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