Report
Arnaud Despre ...
  • Augustin Socié
  • Clément Bassat
  • Gaetan Calabro
  • Jeremy Sallee
  • Maxence Dhoury
  • Mohamed Kaabouni
  • Nicolas Delmas
  • Nicolas Royot

La Matinale - 22-06-2023

LA VALEUR DU JOUR :
ACTIA GROUP : Feedback Conférence Portzamparc – Conserver (3), obj. 4.70€ Cours: 4.67€ au 21/06/23
AFYREN : Feedback Conférence Portzamparc – Acheter (1), obj. 9.40€ Cours: 5.70€ au 21/06/23
AMOEBA : Feedback Conférence Portzamparc – Acheter (1), obj. 0.72€ Cours: 0.58€ au 21/06/23
BENETEAU : Feedback Conférence Portzamparc – Acheter (1), obj. 23.0€ Cours: 15.3€ au 21/06/23
EXAIL TECHNOLOGIES : Feedback Conférence Portzamparc – Acheter (1), obj. 26.5€ Cours: 20.2€ au 21/06/23
EXEL INDUSTRIES : Feedback Conférence Portzamparc – Conserver (3), obj. 56.0€ Cours: 50.2€ au 21/06/23
HERIGE : Feedback Conférence Portzamparc – Acheter (1), obj. 53.0€ Cours: 35.6€ au 21/06/23
IPSOS : Feedback Conférence Portzamparc – Acheter (1), obj. 64.2€ Cours: 51.6€ au 21/06/23
LARGO : Feedback Conférence Portzamparc – Conserver (3), obj. 3.40€ Cours: 1.18€ au 21/06/23
LHYFE : Feedback Conférence Portzamparc – Acheter (1), obj. 8.50€ Cours: 6.95€ au 21/06/23
LNA SANTE : Feedback Conférence Portzamparc – Acheter (1), obj. 40.0€ Cours: 30.1€ au 21/06/23
MANITOU : Feedback Conférence Portzamparc – Renforcer (2), obj. 25.0€ Cours: 23.5€ au 21/06/23
MCPHY : Feedback Conférence Portzamparc – Conserver (3), obj. 10.0€ Cours: 9.35€ au 21/06/23
METABOLIC EXPLORER : Feedback Conférence Portzamparc – Conserver (3), obj. 1.20€ Cours: 1.11€ au 21/06/23
MITHRA : Tirage de la 3e tranche des Prêts HB/WB pour 12,5M€ – Acheter (1), obj. 4.10€ Cours: 2.32€ au 21/06/23
NANOBIOTIX : Feedback Conférence Portzamparc – Acheter (1), obj. 6.10€ Cours: 4.71€ au 21/06/23
POUJOULAT : Feedback Conférence Portzamparc – Renforcer (2), obj. 31.2€ Cours: 26.5€ au 21/06/23
PRODWAYS : Feedback Conférence Portzamparc – Conserver (3), obj. 2.30€ Cours: 1.67€ au 21/06/23
SPIE : Feedback Conférence Portzamparc – Acheter (1), obj. 34.0€ Cours: 28.8€ au 21/06/23
WAGA ENERGY : Mise en service d’une Wagabox sur le site de Can Mata – Acheter (1), obj. 30.0€ Cours: 26.4€ au 21/06/23
ET AUSSI : IKONISYS, MYHOTELMATCH, HDF ENERGY…
Underlyings
10x Genomics Inc Class A

Actia Group

Actia Group designs, manufactures, and markets electronic equipment intended for the vehicle and telecommunication markets. Co.'s operations can be divided into two categories. The Automotive division provides equipment and software used during electronic diagnostics for manufacturers, repairs and maintenance equipment for garages, and equipment for technical inspection; on-board electronic products for commercial, industrial and special vehicles; and sub-contracting services and services that ensure the durability of Co.'s systems. The Telecommunication division provides products for earth stations; equipment and systems for TV and radio programs broadcasting; and telecommunication systems.

Amoeba SA

Amoeba SA. Amoeba SA is a France-based company that develops, manufactures and markets biological products. The Company specializes in disruptive biological solutions for the treatment of Legionella, amoeba and biofilm in water. The Company's offering includes products and services, such as: Cleantech biological solution, a patented technological disruptive product with no impact on the environment; amoebic analyses of waters of wet cooling towers (TAR), hot sanitary waters, industrial waters and waters of swimming pools; as well as Legionella tests of industrial waste water, among others. The Company is engaged in various technical, commercial, industrial and investment partnerships.

Beneteau SA

Beneteau designs, manufactures and sells yachts and powerboats through an international network of dealers. Co. also designs, manufactures and sells mobile homes. Its operations can be divided into two segments: The Boats segment and the Leisure Homes segment. The Boats segment groups together the activities for manufacturing and marketing boats with a customer base made up of dealers; The Leisure Homes segment groups together the activities for manufacturing and marketing mobile homes with a customer base made up of campsites and wholesalers, and the the activities for manufacturing and marketing wood-frame houses. Some of Co.'s brands are Beneteau, Jeanneau, CNB, IRM and O'Hara.

EXEL Industries SA

EXEL Industries designs and manufactures precision spraying equipment that it markets to three markets: farming, industry and consumers. Co. organizes its operations into two divisions: Plant Protection (manufactures professional, semi-professional and consumer agricultural spraying equipment for plant protection; plant health products sprayed include herbicides, insecticides, fungicides, liquid fertilizers and other products) and Material Protection (supply of material protection products in two different areas: paint and viscous industrial product application equipment; and elimination of dust and odors).

Groupe Gorge SA

Groupe Gorge is a holding company engaged in three areas of operation: Smart Safety Systems (develops Smart Safety Systems designed to operate in hostile and constrained environments for civil and defense sectors); Protection in Nuclear Environments (protection solutions in nuclear environments: shielding by partition systems in nuclear power stations & protection against radiation for staff working in nuclear environments); and Industrial Project Services (industrial projects and maintenance, creating production tools and turnkey operation areas, projects and services in industrial robotics, iron works, automation, 3D printer offerings, electricity and fire fighting systems).

HERIGE SA

VM Materiaux is engaged in the building market with 3 complementary fields of activity. Co.'s operations can be divided into three segments: Building material trading (Co. has a trading network specialized in distribution of materials for the building and public works sector), Concrete industry (Co. produces pre-cast and ready-mix concrete) and Industrial joinery (Co. manufactures a range of PVC, aluminium or wooden external joinery (doors and windows), as well as entry closures (shutters, fences and gates)). Co. operates only in France. Among its clients, Co. has both professionals in the building industry and DIY customers.

Ipsos SA

Ipsos is an independent survey-based research group based in France. Co. focuses exclusively on the production, interpretation, and distribution of information gathered from individuals about their views, desires, attitudes, and behaviors. It uses two principal methods of survey-based research: Quantitative research and Qualitative research. Co. organizes its business around six areas of specialization: Advertising Research; Marketing Research; Media Research; Opinion and Social Research; and Customer Relationship/Management Research. In addition, it divides its operations into five geographical areas: Europe, North America, Latin America, Asia-Pacific, and Middle East.

LHYFE S.A.

LNA Sante SA

LNA Sante SA Formerly known as Le Noble Age. LNA Sante SA, formerly known as Le Noble Age SA is a France-based company that owns and operates retirement homes and complexes for elderly residents. The Company's residences provide care and assistance for elderly people with a variety of needs, from those with a high level of independence, to those who are completely dependent. LNA Sante SA is also engaged in real estate operations. The Company has residences in France and Belgium. LNA Sante SA operates through its several subsidiaries, including Le Parc de Diane Sarl, Institut Medicalise de Mar Vivo, Gerhome, Residence le Point du Jour and the home healthcare service provider ARAIR Assistance, as well as ARAIR Group's support and training services, among others.

Manitou BF SA

Manitou BF is active on the global market for material handling. Co. divides its activities into three divisions: Rough Terrain Handling (RTH) where Co. assembles and distributes rough terrain handling equipment such as masted forklift trucks and fixed and rotating telescopic forklift trucks; Industrial Material Handling (IMH) where Co. designs and distributes semi-industrial masted forklift trucks; industrial forklift trucks; truck-mounted forklifts; and Compact Equipment (CE) where Co. designs, assembles and distributes skid steer loaders, telescopic forklift trucks, articulated loaders and mini excavators. Co.'s brands include Manitou®, Gehl®, Mustang®, Loc®, Edge®.

McPhy Energy SA

McPhy Energy SAS is a France-based company that develops hydrogen storage and production solutions for the merchant hydrogen market and renewable energy markets. The Company sells solid-state hydrogen technology to provide a way for industrial gas renewable energy storage. Its products include the electrolyzer, a hydrogen generator that uses water as a raw material; solid hydrogen storage solutions with MCP and MGH series; and other ways that integrate electrolyzers and other solutions. It has offices in such countries as France, Italy and Germany and agents and distributors in Europe, Asia and Americas.

METabolic EXplorer SA

Metabolic Explorer SA. Metabolic Explorer SA is a France-based biological chemistry company that specializes in the development of bioprocesses for the production of chemical compounds used in a range of products, such as textile fibers, paints, solvents, animal feed supplements and adhesives, among others. Metabolic Explorer SA offers chemicals, such as Glycolic acid, L-Methionine, MPG (1.2 Propanediol) and PDO (1.3 Propanediol). The Company markets its products mainly for three families of industrialists: Manufacturers of agro-resources, Existing producers of chemical compounds and Manufacturers employing chemical compounds. In addition, the Company is engaged in the research and development works and runs its own laboratory to develop micro-organisms.

N.V. Mithra Pharmaceuticals S.A.

Mithra Pharmaceuticals SA is a Belgium-based company active in the pharmaceutical industry. The Company is dedicated to provide products and services for the fertility, contraception and menopause of women. It has a number of patent families regarding Estetrol (E4), a natural estrogen produced by the human foetus, which enables the investigation of fertility and contraception products. Mithra is focused on the development of two late-stage E4-based products: Estelle, a 5th generation oral contraceptive, and Donesta, a hormone therapy for Vasomotor Symptoms in menopause. Mithra develops a contraceptive vaginal ring called Myring and Zoreline, a biodegradable subcutaneous implant for hormone dependant cancer.

Nanobiotix SA

Nanobiotix SA is a France-based oncology focused nanomedicine company. It is engaged in developing nanoparticle technology. It develops new tools for cancer which utilize a physical mode of action at the cellular level of the cancer cell. This disruptive approach may reshape future treatment opportunities. The Company's NanoXray technology comprises three products having the potential to cause a paradigm shift in cancer therapy. Specifically, NanoXray products may overcome the current limitations of standard of care in local therapy. Local treatment (surgery and radiotherapy) plays a seminal role in the potential cure and gives systemic treatment a better chance to increase life expectancy. NanoXray products are developed to selectively increase the efficacy of radiotherapy in the tumor cell. Nanobiotix is a spin-off of the State University of New York (SUNY) at Buffalo.

POUJOULAT

Poujoulat and its subsidiaries are engaged in the manufacture of stainless steel flues and chimney tops for all heating appliances (open or enclosed fire places, stoves, boilers, room-sealed boilers) for collective or private housing and commercial purposes.

Prodways Group SA

Prodways Group SA. Prodways Group SA is a France-based company engaged in the industrial machinery sector. The Company focuses its activities on the industrial three-dimensional (3D) printing market and more specifically on ''rapid manufacturing'' 3D printing for industrial series production. The Company designs, manufactures and sells products for various industries, including automotive, dental, molding, medical, jewelry and luxury, aerospace and defense, architectural and design, consumer products and academic and research. It offers its customers multi-technology, multi-application industrial solutions, 3D printing systems and a wide range of composite, hybrid and powder products. In addition, it also develops its own manufacturing for the podiatry (orthopaedic soles) and dentistry (orthodontic pieces and dental trays) markets that is sold directly to healthcare professionals. It operates through Avenao Industrie and Interson-Protac.

SPIE SA

Spie is a provider of electrical engineering and IT services and an infrastructure and building contractor. Co. helps to design, finance, manage and implement an array of projects ranging from high-speed TGV and conventional rail lines to metros and light rail systems. In addition, Co. offers telecom and information network services. Through the Commercial Segment, Co. is engaged in construction and renovation projects. Co. also offers wired building services as well as multi-disciplinary industrial maintenance and facilities management solutions.

WAGA ENERGY SA

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Analysts
Arnaud Despre

Augustin Socié

Clément Bassat

Gaetan Calabro

Jeremy Sallee

Maxence Dhoury

Mohamed Kaabouni

Nicolas Delmas

Nicolas Royot

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