Report
Augustin Socié ...
  • Clément Bassat
  • Gaetan Calabro
  • Jeremy Sallee
  • Maxence Dhoury
  • Mohamed Kaabouni
  • Nicolas Montel
  • Nicolas Royot

La Matinale - 20/04/2023

LA VALEUR DU JOUR :



ABIVAX : Le cash burn croît en lien avec le lancement d’ABTECT – Acheter (1), obj. 15.5€ Cours: 13.2€ au 19/04/23

AMOEBA : L’amibe au service de l’environnement – Initiation de couverture – Acheter (1) , obj. 0.72€ Cours: 0.63€ au 19/04/23

CERINNOV : REX au RDV, désendettement en prime / Contact – Acheter (1), obj. 3.20€ Cours: 2.22€ au 19/04/23

DBV TECHNOLOGIES : Les 1-3 ans sur le chemin réglementaire de l’AMM aux US – Acheter (1), obj. 7.50€ Cours: 2.99€ au 19/04/23

HRS : Nouvelle commande de Plug Power – Acheter (1), obj. 28.8€ Cours: 17.1€ au 19/04/23

LARGO : Une publication encourageante / Contact – Conserver (3), obj. 3.60€ Cours: 1.45€ au 19/04/23

MAUREL & PROM : Production sans surprise mais effet prix négatif – Acheter (1), obj. 5.25€ Cours: 3.70€ au 19/04/23

VERIMATRIX : Un bon démarrage / Contact – Conserver (3), obj. 0.80€ Cours: 0.70€ au 19/04/23

VETOQUINOL : T1 boosté par du surstockage / Contact – Acheter (1) vs Renforcer (2), obj. 108.8€ Cours: 86.1€ au 19/04/23

VOLTALIA : Suspension du permis de Canudos – Conserver (3), obj. 18.4€ Cours: 13.0€ au 19/04/23

COLLECTE / DECOLLECTE : Une parenthèse bien refermée


ET AUSSI : COVIVIO, HITECHPROS, TELEPERFORMANCE…
Underlyings
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.

Amoeba SA

Amoeba SA. Amoeba SA is a France-based company that develops, manufactures and markets biological products. The Company specializes in disruptive biological solutions for the treatment of Legionella, amoeba and biofilm in water. The Company's offering includes products and services, such as: Cleantech biological solution, a patented technological disruptive product with no impact on the environment; amoebic analyses of waters of wet cooling towers (TAR), hot sanitary waters, industrial waters and waters of swimming pools; as well as Legionella tests of industrial waste water, among others. The Company is engaged in various technical, commercial, industrial and investment partnerships.

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.

DBV Technologies SA

DBV Technologies is a clinical-stage specialty biopharmaceutical company focused on immunotherapy. Co.'s therapeutic approach is based on epicutaneous immunotherapy (EPIT), its proprietary method of delivering biologically active compounds to immune systems through intact skin using a platform called Viaskin. Viaskin is an electrostatic patch that offers a self-administered, non-invasive immunotherapy to patients. Once applied on intact skin, Viaskin forms a condensation chamber that hydrates the skin and solubilizes the antigen, allowing it to penetrate the epidermis, where it's captured by Langerhans cells. Co.'s patients include infants and children suffering from severe food allergies.

Hydrogen Refueling Solutions

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.

Vetoquinol SA

V?toquinol is a global player in the animal health sector, serving both the livestock (cattle and pigs) and pet (dogs and cats) markets. Co. designs, develops, and sells veterinary drugs and non-medicinal products in Europe, the Americas and the Asia Pacific region, as an independent entity. Co. is also active in the therapeutic fields of anti-infectives, pain-inflammation and cardiology-nephrology treatment. As of Dec 31 2013, Co.'s product portfolio included brands such as Aurizon®, Epiphen®, Ipakitine®, Marbocyl®, Propalin®, Tolf?dine®, Tolfine®, Clavaseptin®, and Vetprofen®. Co.'s brands are V?toquinol, Tomlyn, and Evsco in the U.S.A. and Equistro for the horse range.

Voltalia

Voltalia. Voltalia SA is a France-based holding company engaged in the renewable utilities sector. It designs, develops and operates electric power stations in numerous countries, such as France, French Guyana, Brazil, Greece and Morocco. The Company generates electricity using a variety of renewable energy sources. These include wind, water, biomass and solar power. In addition, Voltalia SA specializes in carbon credit trading activities. The Company operates several subsidiaries, including Anelia and Bio-Bar in France, Voltalia Guyane, SIG Kourou, SIG Mana and SIG Cacao in French Guyana, Voltalia Energia do Brasil in Brazil, Thegero in Greece and Alterrya Maroc in Morocco, among others. The Company is owned by Voltalia Investissement SA.

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
Augustin Socié

Clément Bassat

Gaetan Calabro

Jeremy Sallee

Maxence Dhoury

Mohamed Kaabouni

Nicolas Montel

Nicolas Royot

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