Bryan Garnier - Telecom Top Pick Q2: investments to reaccelerate as pandemic fades out

Report

Bryan Garnier

Thomas Coudry

Telecom Top Pick Q2: investments to reaccelerate as pandemic fades out

Telecom
Top Pick Q2: investments to reaccelerate as pandemic fades out

A look back at Q1 2021
What we see for Q2 2021
No top pick in Q2

14/04/2021 3 EN

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

Thomas Coudry

Other Reports from Bryan Garnier

Maria Vara

Maria Vara

XVIVO: delivering a solid Q1 2024 performance

XVIVO reported Q1 2024 results with a YoY organic growth of 32% (32% adj. for currency) in net sales raising to SEK 186m. The solid performance was driven by i) thoracic business reporting a 33% YoY growth, totalling SEK 121m sales, with disposables sales rising by 39% as of larger utilization in t

5m 5m 1 EN

Cedric Rossi

Cedric Rossi

BIC: Soft Q1 followed by a gradual acceleration from Q2 onwards

Yesterday, BIC unveiled Q1 numbers that reflected management's message highlighting a soft start to the year, but showed a modest miss vs CSS expectations (sales: -1% / aEBIT: -1.5%) given the negative phasing impact in Lighters (38% of sales and 69% of aEBIT before unallocated costs). With trends

23m 23m 1 EN

Loic Morvan ... (+2)

Loic Morvan
Paul Rouviere

Kering: Even worse than expected: H1 EBIT should be down at least 40%

Mid-March, Kering warned the market that Q1 sales momentum would be very poor. As expected, Q1 sales were down -10% organically of which -18% for Gucci. FX had a -3% negative impact on sales growth, partly offset by +2% positive scope effect from Creed.However, given the sharp revenue decline in Q1

29m 29m 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

Telecom Top Pick Q2: investments to reaccelerate as pandemic fades out

XVIVO: delivering a solid Q1 2024 performance

BIC: Soft Q1 followed by a gradual acceleration from Q2 onwards

Kering: Even worse than expected: H1 EBIT should be down at least 40%

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