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Cedric Rossi
  • Cedric Rossi

Luxury & Fashion: NIKE: significant supply chain issues take a toll on...

Luxury & Fashion NIKE: significant supply chain issues take a toll on Q1 and FY22 sales trends Supply chain headwinds have already dented Q1 sales trends… The situation deteriorated further over the summer… … causing a huge cut to FY22 revenue outlook ADS: brace for a possible upward revision of that supply chain headwind Contingency measures can only partly mitigate these industry-wide challenges

Victor Floc’h
  • Victor Floc’h
ALSEN SENSORION SA (Health Care)

SENSORION (CORPORATE, TP EUR6) | SENS-401’s Phase II well on track to ...

SENSORION (CORPORATE, TP EUR6) | SENS-401’s Phase II well on track to report results around year-end

Olga Smolentseva
  • Olga Smolentseva

BIONTECH (BUY, TP USD451) | Comirnaty boosters approved in-line with F...

BIONTECH (BUY, TP USD451) | Comirnaty boosters approved in-line with FDA’s Adcomm recommendations

Loic Morvan
  • Loic Morvan
RBO Roche Bobois In... (Personal & Household Goods)

ROCHE BOBOIS (BUY, TP EUR29) | Initial 2021 guidance will be met and e...

ROCHE BOBOIS (BUY, TP EUR29) | Initial 2021 guidance will be met and even exceeded

RBO ROCHE BOBOIS INTERNATIONAL SAS (Personal & Household Goods)
Jean-Jacques Le Fur
  • Jean-Jacques Le Fur

LYSOGENE (CORPORATE, TP EUR11) | Closer and closer to phase III result...

LYSOGENE (CORPORATE, TP EUR11) | Closer and closer to phase III results for LYS-SAF302

Victor Floc’h
  • Victor Floc’h
GNRO GENEURO (Health Care)

GENEURO (BUY, TP EUR6) | New research collaboration signed in long-hau...

GENEURO (BUY, TP EUR6) | New research collaboration signed in long-haul COVID

Gregory Ramirez
  • Gregory Ramirez
ATE GROUPE ALTEN (Technology)

ALTEN: Not just a recovery, but the beginning of a new cycle | BUY | E...

ALTEN - BUY | EUR175 VS. EUR132 (+29%) Not just a recovery, but the beginning of a new cycle We reiterate our Buy rating and raise our TP to EUR175 from EUR132 The margin may rise to 10-11% with more efficiency and offshoring The end-2022 engineering headcount target will be exceeded All industries offer rosy prospects

Victor Floc’h
  • Victor Floc’h
COX NICOX S.A. (Health Care)

NICOX (BUY, TP EUR17.5) | Signal of efficacy from NCX4251 is promising...

NICOX (BUY, TP EUR17.5) | Signal of efficacy from NCX4251 is promising but calls for FDA’s feedback,

Olga Smolentseva
  • Olga Smolentseva
OSE Ose Pharma Inte... (Health Care)

OSE IMMUNO BUY | EUR17 Shaping up the pipeline of novel therapies in...

OSE IMMUNO BUY | EUR17 Shaping up the pipeline of novel therapies in oncologic and autoimmune indications Financial visibility until Q3 2022 On track to execute on the strategy ESMO presentation provides additional angle for Tedopi

Cedric Rossi
  • Cedric Rossi

MISTER SPEX BUY | EUR31 Focus on H2 sales growth to drive an accelerat...

MISTER SPEX BUY | EUR31 Focus on H2 sales growth to drive an acceleration from 2022 onwards Q2 international sales trends explained On track to reach FY21 sales guidance Reasons for the more prudent margin outlook over FY21 Near-term but equity story is fully intact

Eric Lemarie
  • Eric Lemarie
LR LEGRAND (Industrial Goods & Services)
07FAB LEGRAND SA

LEGRAND NEUTRAL | EUR94 VS. EUR92 Ready for leverage from solid lon...

LEGRAND NEUTRAL | EUR94 VS. EUR92 Ready for leverage from solid long term drivers (capital market day feedback) Top line organic growth is about to accelerate… … on the back of a good positioning, innovation & favorable megatrends Neutral maintained on the back of unchanged mid-term guidance.

LR LEGRAND (Industrial Goods & Services)
07FAB LEGRAND SA
Olga Smolentseva
  • Olga Smolentseva
IPH Innate Pharma S... (Health Care)

Update INNATE PHARMA BUY – TP EUR12 vs. 6.4 Monalizumab smiles again

Update INNATE PHARMA BUY – TP EUR12 vs. 6.4 Monalizumab smiles again Innate Pharma’s equity story received a significant boost of confidence on the back of ESMO 2021, with the presentation of its ANKET platform, but most remarkably – monalizumab’s success in combination with AstraZeneca’s anti-PD-L1, durvalumab (Imfinzi), as a maintenance therapy for stage III NSCLC. Recall, Monalizumab is being developed in collaboration with AZ and the amendment of the expected milestone payment left inv...

IPH INNATE PHARMA SA (Health Care)
Gregory Ramirez
  • Gregory Ramirez
ATE GROUPE ALTEN (Technology)

ALTEN BUY | UNDER REVIEW Our H1 2021 operating margin forecast beat...

ALTEN BUY | UNDER REVIEW Our H1 2021 operating margin forecast beaten by far We reiterate our Buy rating and put our target price under review Operating profit 8% above our forecast Free cash flow is not a concern as its reflects a sharp revenue recovery Management upbeat on the outlook

Loic Morvan
  • Loic Morvan

ROBERTET BUY | EUR1120 VS. EUR1060 Very encouraging H1 results

ROBERTET BUY | EUR1120 VS. EUR1060 Very encouraging H1 results Strong recovery in Q2 and during summer We lift our earnings by 11% TP leaving a 15% upside

Eric Lemarie
  • Eric Lemarie

CABASSE GROUP (BUY, TP EUR11) | A closer step toward luxury with a fou...

CABASSE GROUP (BUY, TP EUR11) | A closer step toward luxury with a fourth new PEARL product:

Eric Lemarie
  • Eric Lemarie
LR LEGRAND (Industrial Goods & Services)

LEGRAND (NEUTRAL, TP EUR92) | Ahead of the capital market day

LEGRAND (NEUTRAL, TP EUR92) | Ahead of the capital market day

Thomas Coudry
  • Thomas Coudry
ILD ILIAD S.A. (Telecommunications)

ILIAD (Tender to the offer, TP EUR182) | Acquisition of UPC Poland

ILIAD (Tender to the offer, TP EUR182) | Acquisition of UPC Poland

Victor Floc’h
  • Victor Floc’h
GNRO GENEURO (Health Care)

GENEURO (BUY, TP EUR6) | First patient completed the ProTEct-MS study ...

GENEURO (BUY, TP EUR6) | First patient completed the ProTEct-MS study and entered the extension part

Bruno de La Rochebrochard
  • Bruno de La Rochebrochard
ORP ORPEA S.A. (Health Care)

ORPEA: Positive momentum confirmed (contact) | BUY | EUR132(+26%)

ORPEA - BUY | EUR132(+26%) Positive momentum confirmed (contact) Substantial margin improvement Recovery in occupancy rates encouraging thanks to vaccination FY guidance which could have been revised upwards

Cedric Rossi
  • Cedric Rossi

MISTER SPEX: H1 results highlighted Mister Spex’s appealing MT growth ...

MISTER SPEX - BUY | EUR31(+29%) H1 results highlighted Mister Spex’s appealing MT growth story H1 sales a touch above our own expectations Mister Spex largely outperformed its legacy peers in Q2 H1 results: strong GM gains reinvested in opex investments FY21 outlook reiterated

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