bioMérieux: FDA clears FilmArray’s Meningitis/Encephalitis panel
BUY, Fair Value EUR107 (+14%)
Altran Technologies: The future Accenture in high-tech consulting?
BUY, Fair Value EUR13 vs. EUR12 (+26%)
EDF: Italy to remain key country
BUY, Fair Value EUR21 (+25%)
Infineon: Building a new fab in China – no impact on our estimates
BUY, Fair Value EUR14 (+35%)
Roche: Strong phase III data for ocrelizumab in PPMS and RRMS
BUY – Top Pick, Fair Value CHF327 (+29%)
Soitec: Clarifications – Soitec rallied 37% due to a misleading (although true) EETimes article
NEUTRAL, Fair Value EUR0.7 (-5%)
Bone Therapeutics: Next 6 months should be decisive
BUY, Fair Value EUR26 (+31%)
Bureau Veritas: Feed back: Ambitious but credible mid/long-term targets. Short-term still challenging
BUY, Fair Value EUR26 (+33%)
Saint Gobain: Nexity’s cautious comments on the new res market. Sale of Gallhöfer Dach in Germany.
BUY, Fair Value EUR50 (+23%)