Argan SA : A good candidate to be one of our sector Top Picks
>Confident and optimistic on delivering quality growth - Last week we hosted Jean-Claude Le Lan (chairman and founder), Aymar de Germay (new general secretary), Francis Albertinelli (CFO) and Stephane Saatdjian (head of IR) for their road show in Paris following the first-half results release.Our takeaway from our discussions is that Argan is confident of maintaining quality growth despite a more challenging macroeconomic environment:The company still expect...Argan SA designs, builds, develops, owns, leases, and manages logistical bases and warehouses in France. Co. is also involved in land development and management, delivering turnkey projects to its customers. Co divides its activities among two categories of clients: Shipper and Logisticians. It serves shippers, manufacturers or distributors. In addition, Co. serves logisticians, operating the logistics of shippers, including Alloga, Arvato, Daher, Dartess , FM Logistic, Geodis, Kuehne & Nagel, Movianto, Neovia logistics, and XPO Logistic. Co.'s portfolio amounts to more than 1,600,000 mA2, made up of 50 logistics platforms and 9 couriers, making a total of 59 buildings.
Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.
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