Euler Hermes: Solid, but no underlying growth
NEUTRAL, Fair Value EUR103 (+6%)
Gameloft: H1 sales guidance is in line with our scenario (with higher Q1 and lower Q2 than expected)
SELL, Fair Value EUR3.4 (-25%)
Ipsen: Strong start to the year drives FY guidance upgrade
BUY, Fair Value EUR52 vs. EUR46.5 (+9%)
DBV Technologies: Q1 2015 top-line results
BUY, Fair Value EUR58 (+24%)
Hermès Intl.: Q1 sales were up 8%, in line with expectations but still a very healthy performance
BUY, Fair Value EUR350 (+4%)
Cast: Initiation of coverage. A de facto standard in the making.
BUY Coverage initiated, Fair Value EUR4,9 (+44%)
Hugo Boss: Q1 15 Results preview: Hugo Boss should post results in line with the luxury sector average
BUY-Top Picks, Fair Value EUR130 (+16%)
Galapagos: DARWIN-2 12 week results should remove doubts on ABT-494
BUY-Top Picks, Fair Value EUR41.5 vs. EUR36.5 (+13%)
Sopra Steria Group: Q1 15 sales in line despite weakness in the UK, FY15 guidance reiterated
BUY, Fair Value EUR90 (+17%)
Voltalia: Group establishes subsidiary in Morocco
BUY, Fair Value EUR12 (+23%)