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

La Matinale - 11-05-2023

LA VALEUR DU JOUR :
BENETEAU : Maintient le rythme au T1 / Contact – Acheter (1), obj. 23.0€ Cours: 15.2€ au 10/05/23
2CRSI : Contrat R&D avec Thales Alenia Space – Acheter (1), obj. 3.60€ .......................Cours: 1.50€ au 10/05/23
BASTIDE : CA T3 en ligne, guidance confirmée / Confcall – Acheter (1), obj. 40.0€ ..................Cours: 28.1€ au 10/05/23
CLARANOVA : Croissance toujours erratique chez PlanetArt / Contact – Acheter (1), obj. 5.18€ ..........Cours: 2.39€ au 10/05/23
DELTA PLUS GROUP : Début d’année dynamique – Acheter (1) vs Renforcer (2), obj. 85.0€ ............Cours: 66.0€ au 10/05/23
JACQUET METALS : Les prix résistent ! – Acheter (1), obj. 24.5€ ........................Cours: 18.4€ au 10/05/23
KALRAY : Dolomites en partie financé par France 2030 – Acheter (1), obj. 33.8€ ...................Cours: 17.8€ au 10/05/23
MITHRA : Fin du recrutement de l’étude pédiatrique d’Estelle® chez les adolescentes – Conserver (3)......Cours: 2.48€ au 10/05/23
NRJ GROUP : T1 stable, bonne performance des audiences / Confcall – Acheter (1), obj. 10.3€ ..........Cours: 7.06€ au 10/05/23
PHARMING GROUP : Ruconest recule avec certains déremboursements temporaires – Acheter (1), obj. 2.00€ .Cours: 1.18€ au 10/05/23
WINFARM : Dynamique favorable dans l’Agrofourniture / Contact – Acheter (1), obj. 26.0€ Cours: 19.9€ au 10/05/23
COLLECTE / DECOLLECTE : Poursuite des retraits
ET AUSSI : AURES TECHNOLOGIES, BIOPHYTIS, MYHOTELMATCH…
Underlyings
2CRSI SA

2Crsi SA. 2Crsi SA is a France-based company, which serves as a manufacturer of server solutions and other data storage device wholesaler. Its portfolio of solutions includes Data Centers, which provides customers with smarter storage; Independent Software Vendors (ISV), which enables users to create solutions that optimize customers' data experience; Industries, which provides information technology (IT) equipment for a number of industries, including the aerospace, petroleum, oil & gas and healthcare sectors, among others. Additionally, 2Crsi manufactures a range of products, which includes servers, storage solutions, converged platform, appliances and micro clusters. Its customers include OVH, Free, Dassault Group, CGG Veritas, and many independent software vendors, data centers, distributors, and other businesses, among others.

Bastide Le Confort Medical SA

Bastide le Confort Medical is a holding company. Through its subsidiaries, Co. is engaged in the home health care industry. Co. retails and rents medical equipment and provides medical services. Products include breathing apparatus, orthopedic shoes, walking aids and wheelchairs, home appliances and furniture adapted to the needs of the lesser able, with the recent addition of equipment related to perfusion and nutrition. Co. operates through a number of outlets concentrated mainly in the South of France, offering advice and information to customers along with the provision and maintenance of medical equipment.

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.

Claranova SE

Avanquest Software and its subsidiaries are engaged in manufacturing and distributing of communication software. Co. markets its communication software through Original Equipment Manufacturer (OEM) agreements signed with international modem, computer and cellular phone vendors. Co. also sells its communication software "in shops" through a network of Resellers and, currently, on its Web sites. In addition to the software, Co. provides customers with the software medium (floppy disks or CD-ROM), and an electronics User Guide and online help, included with the product. Co.'s Customer Service department can also provide clients with technical assistance for its products.

Delta Plus Group SA

Delta Plus Group designs, standardizes, manufactures and markets personal protective equipment (E.P.I.) in Europe and in the rest of the world. Co.'s main activity sectors include BTP (Building and Public Works), activities in oil & gas and the heavy industry, offering products that meet the needs of different trades and activities such as wind power, logistics, the agri-food sector, the medical sector and the craft sector. Its portfolio consists of about 1,500 products, corresponding to more than 8,000 references. Co. divides its E.P.I. products into five main categories: Head Protection, Hand Protection, Body Protection, Feet Protection, and Anti-Fall Products.

Jacquet Metals SA

Jacquet Metal Services is a European distributor of specialty steels, also active in China and the U.S.A. Co.'s main activity consists of purchasing, storing, and delivering different families of products. Co. is active in four markets for the distribution of special steels through four brands: JACQUET (distribution of stainless steel thick "Quarto" plates); Stappert (distribution of long stainless steel products); Abraservice (distribution of wear-resistant "Quarto" plates); IMS group (distribution of engineering steels). Co.'s main consumer sectors are the following industries: chemical; agro foods; treatment and storage of gases; water treatment; environment and cleanup; and energy.

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.

NRJ Group SA

NRJ Group is engaged in the multimedia industry, particularly in France's private radio market. Co. also operates in 22 other countries, as of Dec. 31, 2012. Co. works as a publisher, producer, and brodcaster, while marketing its own media space. Co. also develops new media such as television, internet and mobile telephony. Co.'s core business consists of creating and developing media, whether it be radio stations, television or the Internet. Co.'s operations can be divided into six segments: Musical Media and Events; Television; International Activities; Shows and Other Productions; Broadcasting and Other Activities. Co.'s brands are NRJ, NOSTALGIE, CHERIE FM, RIRE and CHANSONS.

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Analysts
Arnaud Despre

Clément Bassat

Gaetan Calabro

Jeremy Sallee

Maxence Dhoury

Mohamed Kaabouni

Nicolas Delmas

Nicolas Montel

Nicolas Royot

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