Report
Arnaud Despre ...
  • Augustin Socié
  • Gaetan Calabro
  • Jeremy Sallee
  • Maxence Dhoury
  • Mohamed Kaabouni
  • Nicolas Royot
  • Yann de Peyrelongue

La Matinale - 2022-03-17

HOFFMANN GREEN : H-UKR tombe dans la technique courante! – Acheter (1), obj. 28.0€ Cours: 20.8€ au 16/03/22
2CRSI : Contrat historique / Contact – Acheter (1), obj. 6.90€ Cours: 3.61€ au 16/03/22
ABIVAX : La feuille de route clinique est respectée mais le deal se fait attendre – Acheter (1), obj. 38.4€ Cours: 25.0€ au 16/03/22
BASTIDE : Acquisition canadienne en assistance respiratoire – Acheter (1), obj. 55.0€ Cours: 35.5€ au 16/03/22
ENERTIME : Un nouveau financement, potentiellement non dilutif – Acheter (1), obj. 3.40€ Cours: 2.17€ au 16/03/22
ID LOGISTICS : La MOC revient à 4% / Contact – Acheter (1), obj. 400.0€ Cours: 326.0€ au 16/03/22
INFOTEL : Rebond 2021 moins fort, ambitions pour 2026 – Conserver (3) vs Renforcer (2), obj. 56.2€ Cours: 56.3€ au 16/03/22
NEXTSTAGE : Poursuit le rebond – Renforcer (2), obj. 98.8€ Cours: 89.5€ au 16/03/22
PRODWAYS : Atteint le breakeven opérationnel / Contact – Acheter (1), obj. 3.33€ Cours: 2.43€ au 16/03/22
QUADIENT* : Partenariat stratégique avec DHL sur les consignes colis en Suède Cours: 16.2€ au 16/03/22
WAGA ENERGY : Baisse des coûts de raccordement au réseau– Renforcer (2), obj. 32.2€ Cours: 33.5€ au 16/03/22
AUTOMOBILE : Immatriculation de voitures neuves en Europe (Février -6,7%)
COLLECTE / DECOLLECTE : Le plus dur semble passé mais cela reste difficile
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.

Abivax SA

ABIVAX is a clinical stage biopharmaceutical company focusing on the discovery, development and commercialization of novel anti-viral compounds and therapeutic vaccines against severe and life threatening infectious diseases. ABIVAX utilizes RNA-protein interaction interference and cytotoxic TH1 cell amplification to generate therapies to help patients clear viruses like HIV, HBV and HPV. The Company's product pipeline comprises ABX 203, which is the therapeutic vaccine candidate obtained from the Centre for Genetic Engineering and Biotechnology, Cuba (CIGB) and is intended for patients with chronic hepatitis B disease; and ABX196, the adjuvant for therapeutic vaccines, 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.

Enertime SA

Enertime SAS. Enertime SAS is a France-based company primarily engaged in the provision of the solutions on renewable energy. The Company is an engineering and consulting firm that focuses on renewable energy strategies, engineering work for investors as owners engineer for bio-energy project such as Biosmass and Biogas, promotion and development of solar energy and bio-energy. Enertime designs, builds and runs its own Organic Rankine Cycle modules or ORCs, for power generation without CO2. The Company's main project concerns photovoltaic solar power plants on hazardous lands, boilers or biomass power plants using difficult-to-burn biomass (straw, poultry litter, spent wash, etc.), non-conventional thermodynamic cycles (negative cold production). Moreover, the Company designs turbines specially adapted to clients needs and project specifications..

Hoffmann Green Cement Technologies SA

Hoffmann Green Cement Technologies SAS. Hoffmann Green Cement Technologies SAS is a France-based company, which manufactures cements. The Company mainly manufactures decarbonated cements for construction. Hoffmann Green Cement Technologies SAS is involved in the energy and ecological transition by manufacturing low carbon eco-materials.

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.

Infotel SA

Infotel is a group of consulting companies and a global software vendor. The Group has developed a complete service offering and a range of software for enterprise servers. Co. provides consultancy, analysis, IT system audits, third-party application maintenance and software testing solutions. Co. designs and implements, as service contracts or service desk, management projects by implementing advanced methods and technologies, from mobile technology to databases. Co. has developed software to assist customers in areas such as DB2® (security, performance and management), data management and archiving, web-enables or quality applications and relational database performance.

Nexstage Am SAS

Nextstage Sca Formerly known as NextStage AM SAS. NextStage S.C.A. is a France-based private equity firm. The Company is engaged in the long term investments and accompaniment in Medium-sized companies, as well as other related financial services. NextStage S.C.A focuses on investments in Europe . The Company operates as a subsidiary of NextStage AM.

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.

WAGA ENERGY SA

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Analysts
Arnaud Despre

Augustin Socié

Gaetan Calabro

Jeremy Sallee

Maxence Dhoury

Mohamed Kaabouni

Nicolas Royot

Yann de Peyrelongue

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