Report
Arnaud Despre ...
  • Gaetan Calabro
  • Jeremy Sallee
  • Maxence Dhoury
  • Nicolas Montel
  • Nicolas Royot

La Matinale - 2023-02-01 - Portzamparc

2CRSI : Nouvelle offre commune avec CGG – Acheter (1), obj. 4.30€ Cours: 2.91€ au 31/01/23
ALCHIMIE : Des perspectives 2023 difficiles – Conserver (3), obj. 2.40€ Cours: 2.82€ au 31/01/23
BASSAC : Ralentissement confirmé mais maîtrisé – Acheter (1), obj. 75.0€ Cours: 50.8€ au 31/01/23
BONDUELLE : Le frais US toujours en recul – Acheter (1), obj. 23.0€ Cours: 12.3€ au 31/01/23
CGG : Signature d'un accord avec 2CRSI – Conserver (3), obj. 0.80€ Cours: 0.77€ au 31/01/23
ECOSLOPS : Solide publication – Acheter (1), obj. 11.0€ Cours: 8.12€ au 31/01/23
GROUPE BERKEM : Fin d'année particulièrement dynamique / Contact – Acheter (1), obj. 8.00€ Cours: 5.60€ au 31/01/23
HOFFMANN GREEN : Accord de distribution H-IONA avec Herige – Renforcer (2), obj. 17.0€ Cours: 10.3€ au 31/01/23
HRS : Un contrat avec Plug Power qui en appelle d’autres / Contact – Acheter (1), obj. 30.6€ Cours: 27.8€ au 31/01/23
SECTEUR METAUX : Une production d'acier chinoise à nouveau en baisse
Underlyings
Alchimie

Bassac SA

Bassac, formerly known as Les Nouveaux Constructeurs SA, is a France-based real estate development company that specializes in mid-range housing projects. The Company focuses on the development of new housing in France, Germany and Spain. The Company is present in France in cities, such as Paris, Lyon, Marseille, Cannes, Nice, Montpellier and Toulouse. In Germany, the Company's operations are located in Munich and Bayreuth metropolitan areas. In Spain, the Company provides housing development services in Madrid and Barcelona. The Company's residential real estate projects include VILLEFRANCHE SUR SAONE - 69400, DRANCY - 93700, CHAMPIGNY-SUR-MARNE - 94500, MARSEILLE - 13012, PRADES LE LEZ - 34730, CHATENAY MALABRY - 92290 and MONTPELLIER - 34090.

Bonduelle SCA

Bonduelle is active in the market of processed vegetables both within and outside the European Union. Co.'s business is made up of three activities: canned, frozen and fresh vegetables (prepared and fresh-cut). It distributes its products mostly through retail channels (large supermarkets and stores) and food service sectors (restaurants, inter-company canteens). Some of Co.'s brands are Bonduelle, Cassegrain, Frudesa and Artic Gardens. Co. is organized into two geographic regions and four business segments: Bonduelle Europe Long Life (BELL), Bonduelle Fresh Europe (FRESH), Bonduelle Americas (BAM), and Bonduelle Development (BDV).

CGG
CGG

CGG is a global participant in the geophysical seismic industry. Co. manufactures geophysical equipment and provides marine, land, and airborne data acquisition services. Co. also provides geosciences services, including data imaging, seismic data characterization, geosciences and petroleum engineering consulting services, and collecting, developing and licensing geological data. Co.'s clients are in oil and gas exploration and production industies. Co. divides its activities into four segments: Equipment, Contractual Data Acquisition, Geology, Geophysics and Reservoir (GGR), and Non-Operated Resources, including eight business lines, six Corporate functions, and four Group Departments.

Ecoslops SA

Ecoslops SA. Ecoslops SA is a France-based company principally engaged in the converting pertroleum residues from shipping (slops and sludge) in new marine fuels recycled. The Company offers seaports, residues collectors, ship-owners and bunker suppliers with a technology to recycle oily waste of ships. Ecoslops SA is active in promoting the development of the P2R unit by its incorporation in a more global plant: Oil Waste Processing Plant (OW2P). The OW2P technology combines a refining petroleum process (P2R) with appropriate clean water. The Company recycles the waste in order to be used in electricity production and steam production among others. The Company's fuel production is located in the port of Sines, Portugal.

GROUPE BERKEM SA

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.

Hydrogen Refueling Solutions

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

Jeremy Sallee

Maxence Dhoury

Nicolas Montel

Nicolas Royot

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