Luxottica: Investor Day Feedback: today’s investments are tomorrow’s robust sales and profit growth
BUY, Fair Value EUR65 (+27%)
Jeronimo Martins: FY 2015 (first take): JM is very impressive but also very expensive…
NEUTRAL, Fair Value EUR13,5 (+1%)
bioMérieux: Weak 2016 EBIT guidance provides buying opportunity
BUY, Fair Value EUR121 (+3%)
Campari: The wind in its sails
BUY vs. SELL, Fair Value EUR8,4 vs. EUR7,1 (+12%)
Luxottica: FY15 adj. op income 1.5% short of our expectations but a reassuring FY16-18 outlook!
BUY, Fair Value EUR65 (+21%)
Afternoon call: LDR Holding
LDR HOLDING - BUY, Fair Value USD41 (+98%)
bioMérieux: FilmArray torch cleared by the FDA with the respiratory panel
(BUY, Fair Value EUR121 (+4%)
Bayer: Disappointing
(NEUTRAL, Fair Value Under Review)