Report
Arnaud Despre ...
  • Jeremy Sallee
  • Maxence Dhoury

La Matinale - 2022-11-30 - Portzamparc

TRIGANO : Position cash perturbée, confiance pour 2022/23 - Contact – Acheter (1), obj. 158.0€ Cours: 111.8€ au 29/11/22
2CRSI : S1 plus difficile mais objectifs annuels confirmés / Contact – Acheter (1), obj. 4.30€ Cours: 2.44€ au 29/11/22
HERIGE : Finalise PORALU - Contact – Acheter (1), obj. 54.0€ Cours: 32.3€ au 29/11/22
LACROIX : Rend l'éclairage public d'Oslo intelligent – Acheter (1), obj. 47.6€ Cours: 27.1€ au 29/11/22
SII : S1 encore un peu mieux que prévu, avec toujours l'international en moteur – Acheter (1), obj. 57.9€ Cours: 47.5€ au 29/11/22
Underlyings
HERIGE SA

VM Materiaux is engaged in the building market with 3 complementary fields of activity. Co.'s operations can be divided into three segments: Building material trading (Co. has a trading network specialized in distribution of materials for the building and public works sector), Concrete industry (Co. produces pre-cast and ready-mix concrete) and Industrial joinery (Co. manufactures a range of PVC, aluminium or wooden external joinery (doors and windows), as well as entry closures (shutters, fences and gates)). Co. operates only in France. Among its clients, Co. has both professionals in the building industry and DIY customers.

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).

Societe Pour L'Informatique Industrielle

Societe Pour l Informatique Industrielle SA is a France-based company principally engaged in the provision of consultancy services to enterprises in the industrial, financial and service sectors on the implementation of technically complex projects, including technical and industrial systems, telecommunications and networks, e-banking, information systems, systems administration and new information and communication technologies. The Company has two principal activities: the external research and development in data processing and telecommunications, and integration of systems in technical data processing and networks. It offers a range of services, including consulting and studies, development engineering and tests, as well as deployment and maintenance. The Company has such subsidiaries as Rucker Aerospace GmbH, Rucker France and its Dutch subsidiary Silver Aerospace BV, and I+D group in Colombia, among others.

Trigano SA

Trigano designs, manufactures and sells leisure vehicles and leisure equipment. Co.'s operations can be divided into two segments: Leisure vehicles and Leisure equipment. The Leisure Vehicles segment produces motor caravans, caravans, mobile homes and accessories and provides services to its customers (leasing and financing of leisure vehicles). The Leisure Equipment segment produces trailers, camping equipment, and garden equipment. Co. operates in France, U.K., Italy, Germany, Belgium, Spain, Netherlands, Norway and Other countries.

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

Jeremy Sallee

Maxence Dhoury

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