Report
Augustin Socié ...
  • Jeremy Sallee
  • Maxence Dhoury
  • Mohamed Kaabouni
  • Nicolas Delmas

La Matinale - 01-06-2023

LA VALEUR DU JOUR :
WAVESTONE : Redressement plus rapide du taux d’activité / Contact – Acheter (1), obj. 53.7€ Cours: 44.6€ au 31/05/23
GENFIT : Etoffe son pipeline dans l’ACLF – Acheter (1), obj. 7.90€ Cours: 3.77€ au 31/05/23
ID LOGISTICS : Acquisition de Spedimex finalisée – Acheter (1), obj. 410.0€ Cours: 250.0€ au 31/05/23
LACROIX : Reprise de la production chez Lacroix Electronics – Acheter (1), obj. 47.1€ Cours: 32.5€ au 31/05/23
MAUNA KEA TECHNOLOGIES : Met en place une ligne de financement – Acheter (1), obj. 0.90€ Cours: 0.68€ au 31/05/23
QUADIENT : T1 sans grande surprise – Acheter (1), obj. 29.0€ Cours: 17.2€ au 31/05/23
COLLECTE / DECOLLECTE : La série continue
Underlyings
1933 Industries

Friday Night is a development stage company engaged in the business of acquiring and exploring mineral properties with a view to developing mineable deposits of precious and base metals.

Genfit SA

Genfit is a biopharmaceutical company engaged in the discovery and development of drugs and biomarkers in therapeutic areas of high unmet need due to the lack of effective treatments or diagnostic tools and/or due to the increasing number of patients worldwide. Co. concentrates its research and development efforts to participate in the commercialization of treatment solutions and diagnostic tools to fight certain metabolic, inflammatory, autoimmune or fibrotic diseases affecting especially the liver (such as non-alcoholic steatohepatitis or "NASH").

ID Logistics Group

ID Logistics is an international contract logistics group that designs and implements one-stop services tailored to the specific requirements of each client. The services Co. offers combine customized architectures to allow clients to optimize their supply chain.

Lacroix Group SA

Lacroix is an industrial company organized around three branches. In the Signaling branch, Co. designs, manufactures and sells road and urban signaling. Co. also provides appraisal services, fitting and work site signaling. In the Telemetry branch, Co. sells technical facility network remote control and management products for drinking water and waste water disposal networks, heating and ventilation air control facilities, and industrial sites. In the Electronics branch, Co. provides electronic sub-contracting services (electronic board design and industrialization, component purchasing and procurement, board and finished product assembly, tests and qualifications and after-sales service).

Mauna Kea Technologies SA Class O

Mauna Kea Technologies is a global medical device company based in France. Co. is focused on innovations in the field of endomicroscopy (microscopic imaging during endoscopy procedures). Co. is predominately active in the advent of optical biopsy. Co. researches, develops and markets innovative tools to visualize and detect cellular abnormalities during endoscopic procedures. Co.'s flagship product, Cellvizio®, a probe-based Confocal Laser Endomicroscopy (pCLE) system, provides physicians and researchers high-resolution cellular views of tissue inside the body. Co. has marketing authorizations in Thailand, United Kingdom, U.S., Brazil, Chile, South Korea, Poland, Russia and Saudi Arabia.

Quadient SA

Neopost supplies mailroom equipment, offering products for franking, folding & inserting, addressing, address cleansing, tracking, tracing letters, parcels & the supply chain. Co. also offers various services, including consulting, maintenance, financial services & online service. Co.'s activities can be summed up to 2 segments: Mailroom Solutions & Communication & Shipping Solutions, divided into 9 operations: Automated mail opening, Management of incoming mail & traceability of important mail, Address printers, Automated insertion equipment, Intelligent franking, Financing solutions, Data quality, Customer Communication Management and Shipping Solutions, mainly in Europe & North America.

Wavestone

SoluCom is a management and IT consulting company. Co.'s consulting services are divided into six main areas of expertise: Strategy and management (supporting company in its customer development strategy); IT Transformation (bringing the IT systems in line with corporate strategy and business requirements); IT Governance (improving both economic and operational performance); Telecoms and innovation (providing value through new communication services); IT Architecture (offering a service-oriented approach); Security and risk management (managing risks and keeping IT compliant with regulations).

Provider
Portzamparc Sponsored
Portzamparc Sponsored

​Portzamparc is a subsidary of BNP Paribas which adapted the mission to contribute to responsible and sustainable growth of private clients, management companies and SMEs . They offer personalized support adapted to the objectives in particular for Small and Medium-Sized Enterprises.

Analysts
Augustin Socié

Jeremy Sallee

Maxence Dhoury

Mohamed Kaabouni

Nicolas Delmas

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