Report
Arnaud Despre ...
  • Clément Bassat
  • Maxence Dhoury
  • Mohamed Kaabouni

La Matinale - 2022-09-29

LA VALEUR DU JOUR :
BENETEAU : Demande toujours tonique/- Contact Bénéteau & Fountaine Pajot – Acheter (1), obj. 18.2€ Cours: 9.89€ au 28/09/22
2CRSI : 1M€ de subventions supplémentaires – Acheter (1), obj. 5.30€ Cours: 2.18€ au 28/09/22
AAA : Forte croissance et marge stabilisée – Conserver (3), obj. 9.40€ Cours: 10.7€ au 28/09/22
BIOCORP : L'approvisionnement compromet la production de Mallya – Acheter (1), obj. 41.2€ Cours: 16.3€ au 28/09/22
GENFIT : Le pipeline s'étoffe et les cashburn diminue – Acheter (1), obj. 7.90€ Cours: 3.89€ au 28/09/22
HOFFMANN GREEN : 3F souhaite poursuivre ! / Contact – Renforcer (2), obj. 17.0€ Cours: 6.55€ au 28/09/22
MCPHY : Validation de la subvention de 114M€ – Acheter (1) vs Conserver (3), obj. 11.4€ Cours: 9.04€ au 28/09/22
NANOBIOTIX : Les programmes avancent et la trésorerie reste >12 mois – Acheter (1), obj. 12.1€ Cours: 3.60€ au 28/09/22
ONCODESIGN : Admission des actions OPM sur Euronext Access+ – Acheter (1), obj. 16.2€ Cours: 14.5€ au 28/09/22
VALNEVA : Lancement d'un ABB aux USA et en Europe – Acheter (1) vs Conserver (3), obj. 10.0€ Cours: 5.78€ au 28/09/22
COLLECTE / DECOLLECTE : Septembre jette un froid
ET AUSSI : GROUPE EPC, SYNERGIE…
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.

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.

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.

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.

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.

Valneva SE

Valneva, together with its subsidiaries, is focused on vaccine development and antibody discovery. Co. generates revenue from both its marketed product, a vaccine for the prevention of Japanese encephalitis (IXIARO®/JESPECT®), commercial partnerships around a portfolio of product candidates and licensed technology platforms (EB66® cell line, VIVA,Screen antibody discovery technology, and the IC31® adjuvant) developed by Co. Related business activities include product research and development, regulatory and clinical activities, manufacturing of commercial product and advanced clinical product candidates, as well as administrative, corporate development, and marketing and sales activities.

Verneuil Participations

Verneuil Finance SA Formerly known as Verneuil Participations. Verneuil Finance SA, formerly known as Verneuil Participations SA, is a France-based investment company. The Company acquires shares in companies operating in a number of sectors, including the wood, real estate hotel promotion food processing and the leisure sectors. The Group operates its businesses through Societe Francaise de Casinos and Financier Duc. Through Societe Francaise de Casinos the Company offers a number of services, such as slot machines, games, shows & entertainment and restaurant and private reservation services, among others. The Company reports the leisure sector as its main activity.

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

Clément Bassat

Maxence Dhoury

Mohamed Kaabouni

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