Bryan Garnier - Technology Key readouts that developed over the last quarter

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Bryan Garnier

Antoine Lebourgeois ...

Paul Charpentier
Paul de Froment
Thomas Coudry
Thomas Mordelle
Xavier Regnard
Yizhi Long

Technology Key readouts that developed over the last quarter

Tech performance more in line with the market over the last quarter, following the massive Q1 21 tech sell off
Derating in the payment sector is the most excessive/unjustified in our view
Still some positive momentum in cleantech: in charging, not in hydrogen
IT and Business services provide good opportunities in inflationary context
Stock picking - Other interesting Tech and Business Services stocks to follow over the coming quarter:
Orange, Ekinops, SAP, Schneider, Elis, Compass

07/10/2022 1 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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Analysts

Antoine Lebourgeois

Paul Charpentier

Paul de Froment

Thomas Coudry

Thomas Mordelle

Xavier Regnard

Yizhi Long

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Technology Key readouts that developed over the last quarter

Avantium: FDCA offtake agreement with PLIXXENT

BIC: slow improvement amid US macro volatility

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

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