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

La Matinale - 2022-04-29 - Portzamparc

CLASQUIN : Très bonne performance mais nuages à l'horizon / Contact – Renforcer (2) vs Acheter (1), obj. 75.0€ Cours: 68.8€ au 28/04/22
2CRSI : Croissance à deux chiffres, comme attendue – Acheter (1), obj. 6.90€ Cours: 4.77€ au 28/04/22
CEGEDIM : T1 en ligne, guidance de ROC temporairement suspendue – Conserver (3), obj. 28.0€ Cours: 24.8€ au 28/04/22
CERINNOV : REX break even dès le S2 2021 – Acheter (1), obj. 2.00€ Cours: 1.38€ au 28/04/22
FOCUS : Un peu plus de CA, EBIT en ligne / Confcall – Renforcer (2), obj. 44.3€ Cours: 40.1€ au 28/04/22
GROUPE GUILLIN : Meilleur qu'attendu, les stocks pèsent sur la dette nette – Conserver (3), obj. 25.9€ Cours: 21.2€ au 28/04/22
HRS : Le pipeline continue de s'étoffer – Acheter (1), obj. 35.5€ Cours: 21.1€ au 28/04/22
INNATE PHARMA : Milestone de 50M$ pour le lancement de PACIFIC-9 – Acheter (1), obj. 7.30€ Cours: 2.54€ au 28/04/22
PHERECYDES PHARMA : Premier traitement compassionnel à l'international – Acheter (1), obj. 11.5€ Cours: 4.99€ au 28/04/22
QUANTUM GENOMICS : La perspective d'un deal global USA/UE s'amenuise – Acheter (1), obj. 10.0€ Cours: 2.14€ au 28/04/22
ROCHE BOBOIS : Sans surprise, c'est très bon ! – Renforcer (2), obj. 40.0€ Cours: 35.0€ au 28/04/22
SES IMAGOTAG : Très bon T1 en ligne, guidance maintenue / Confcall – Renforcer (2), obj. 98.0€ Cours: 86.2€ au 28/04/22
SPIE : Très bon T1 et ambition d'accélérations d'ici 2025 – Acheter (1), obj. 27.0€ Cours: 21.9€ au 28/04/22
VALBIOTIS : Démarrage de l'étude du mécanisme d'action de TOTUM-63 – Acheter (1), obj. 14.7€ Cours: 6.78€ au 28/04/22
VERIMATRIX : Un T1 contrasté / Contact – Acheter (1), obj. 1.80€ Cours: 0.99€ au 28/04/22
WAVESTONE : Bon T4, guidances en ligne / Confcall – Renforcer (2), obj. 53.5€ Cours: 48.9€ au 28/04/22
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.

Cegedim SA

Cegedim is a technology and services company. Co. supplies services, IT tools, specialized software, information flow and database management services to healthcare industries, pharmaceutical companies, healthcare professionals and insurance companies. Co.'s operations can be divided into three sectors: CRM and Strategic Data (optimizing marketing and sales strategies, namely through tools and databases for managing sales forces, returns on investment, market or prescriber studies); Healthcare Professionals (software publishing with availability of promotional information) and Insurance and Services (software publishing and management of healthcare reimbursement flows).

Cerinnov Group SA

Cerinnov Group SA is a France-based company, which operates in the field of machinery for ceramic industry. The Company offers various types of machines, which are used in various stages of production of ceramics. Cerinnov Group SA's portfolio of machines includes laser machines, shaping and glazing machines, decration machines, customized machines, consumables and after sales - second hand equipment. The Company is present in worldwide, with subsidiaries in France, United Kingdom, Germany and United States.

Clasquin SA

Clasquin Group designs and supervises the entire overseas transport & logistics chain. Co. has two operating segments: air and sea freight forwarding and related services ("overseas freight") and IT service contractor ("IT services"). The air freight forwarding and related services ("overseas freight") segment comprises of three business lines: air freight forwarding and related services, sea freight forwarding and related services, other services not included in air and sea freight (including related services) are grouped into the "others" business line.

Focus Home Interactive SA

Focus Home Interactive SA is France-based company principally engaged in the video games industry. The Company publishes interactive video games. The Company produces the catalogue, Focus, which publishes and distributes original titles, such as Blood Bowl, the strategy games Wargames, Sherlock Holmes, TrackMania, Runaway, Cities XL, Cycling Manager and Farming Simulator, among others. The Company has also games under development, such as The Technomancer, Act of Aggression, Vampyr, Call of Cthulhu, as well as several games based on Games Workshop Warhammer and Warhammer licenses: Blood Bowl 2, Space Hulk, Mordheim, and Battlefleet Gothic. The Company operates in France and overseas.

Groupe Guillin SA

Groupe Guillin. Groupe Guillin SA is a France-based company that specializes in the development, manufacture and marketing of plastic packaging products for use in various sectors of the food industry. It offers a range of products, including trays, plates, as well as sheets for thermoforming and various solutions for catering and meal distribution. Groupe Guillin SA comprises of seventeen subsidiaries including, Alphaform, which manufactures plastic plates, bowls, boxes and trays for use in the transportation and distribution; Dynaplast, producing rigid plastic sheets and plastic packaging for fruits and vegetables, Guillin Emballages, engaged in the design and manufacture of thermoformed plastic packaging, Socamel Technologies, focused on the institutional catering market, producing multi-service trolleys and plastic trays and Rescaset Concept, also active on the catering market and offering china trays, plates and dishes, among others.

Hydrogen Refueling Solutions

Innate Pharma SA Class A

Innate Pharma S.A. is a biopharmaceutical Company developing immunotherapy drugs for cancer and inflammatory diseases. Co. specializes in the development of new monoclonal antibodies targeting receptors and pathways controlling the activation of innate immunity cells. Also, Co. has three product-candidates resulting from its research platform are being tested in clinical trials; two of these by Co.'s partners, Bristol-Myers Squibb and Novo Nordisk A/S. Co. focuses on immunopharmacology and antibody technology. Co. has a panel of molecular and cellular assays and in vivo models for assessing the pharmacodynamics, the pharmacotoxicology and efficacy of drug candidates.

Pherecydes Pharma

Quantum Genomics

Quantum Gernomics is a biotechnology firm specializing in the development of innovative drugs to combat cardiovascular diseases. Run by professionals in creating and managing technological start-ups and drug development, as well as researchers and inventors, Co. has established contractual relations with institutions of academic excellence in France (Inserm, CollA

Roche Bobois International SAS

Roche Bobois SA, formerly Furn Invest SAS, is a France-based company operating in the furniture design and distribution businesses. It offers a broad range of made-to-order customizable designs, manufactured in small European workshops. The full furniture collection, divided in Living Room, Dining Room, Desks, Bedroom, Outdoor Furniture, and Other Products includes sofas, armchairs, cocktail tables, dining chairs, sideboards, beds, wardrobes, storage and accessories including lighting, cushions and rugs. The Company service offering includes Delivery, Financing, Warranty, Wedding Registry, Maintenance Guide, Catalogues, Interior Design and Online 3D (tridimensional) Planner. The Company operates through retail or franchising stores and owns more than 250 showrooms across the world. It is active in Europe, America, Africa, Asia and Middle East.

SES-imagotag SA

Ses Imagotag SA Formerly known as Ses-Imagotag SA. Ses Imagotag SA is a France-based company, which designs and markets electronic shelf labeling systems for food and non-food retail industries. The Company's solutions include store electronic systems (SES), electronic labels, software, radio and mounting systems. The Company's solutions are designed for every type of retail environment, including hypermarkets, supermarkets, electronics stores, garden centers, pharmacies and service stations. The Company's products are distributed in approximately 50 countries worldwide. Ses Imagotag SA's main clients include Intermarche, E. Leclerc, Monoprix, Groupe Casino, Carrefour and Auchan. The Company has a global presence, through its own subsidiaries and representations, in Italy, Spain, the United Kingdom, Scandinavia, Canada, Mexico and Singapore, as well as more than 60 international partners. It operates through imagotag GmbH, a manufacturer of electronic components.

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.

Valbiotis SA

Valbiotis SA Formerly known as Valbiotis SAS. Valbiotis SA is a France-based company engaged in the biotechnology industry. The Company specializes in developing nutrition solutions designed to prevent cardiometabolic diseases and provide nutritional support for patients. It seeks to develop solutions designed to prevent type 2 diabetes, NASH, (non-alcoholic steatohepatitis) and obesity and to offer nutritional support. The Company prevents disease by developing products that reduce the risk factors of irreversible chronic diseases. It provides patient support through new-generation medical nutrition solutions containing patented substances with clinically proven effects. Its products are plant-based and undergo strict scientific and clinical tests in collaboration with academic research centers.

Verimatrix SA

Inside Secure designs, develops and sells software, silicon IP, tools and know-how to be integrated into mobile and connected devices to protect its customers' transactions, content, applications, and communications. Co. is serving markets such as: network security; IoT security; content & application protection; and mobile payment & banking. Co.'s technology protects solutions for a broad range of customers including: service providers; digital content distributors; security system integrators; device vendors; and semiconductor manufacturers.

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
Arnaud Despre

Gaetan Calabro

Maxence Dhoury

Mohamed Kaabouni

Nicolas Royot

Yann de Peyrelongue

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