Report
Arnaud Despre ...
  • Clément Bassat
  • Gaetan Calabro
  • Maxence Dhoury
  • Mohamed Kaabouni
  • Nicolas Royot

La Matinale - 2022-09-16 - Portzamparc

REALITES : Non perturbé – Acheter (1), obj. 49.5€ Cours: 31.2€ au 15/09/22
ABIVAX : Priorité à la phase III – Acheter (1), obj. 19.2€ Cours: 8.82€ au 15/09/22
CATERING INTL SERVICES : Très bon S1, tiré par la croissance et les devises – Acheter (1), obj. 13.2€ Cours: 8.50€ au 15/09/22
ONCODESIGN : L'inflation et les coûts de l'OPA grèvent le résultat – Acheter (1), obj. 16.2€ Cours: 14.4€ au 15/09/22
TRIGANO : Renforce son écosystème accessoires – Acheter (1), obj. 170.0€ Cours: 85.7€ au 15/09/22
VETOQUINOL : Les marges aussi se normalisent / Confcall – Acheter (1), obj. 132.6€ Cours: 104.8€ au 15/09/22
VIRBAC : Résultats S1 meilleurs qu'anticipé, guidance confirmée – Renforcer (2), obj. 419.2€ Cours: 325.5€ au 15/09/22
WAVESTONE : Nouvelle acquisition au UK – Renforcer (2), obj. 54.3€ Cours: 47.8€ au 15/09/22
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.

Catering International Services

Catering International & Services is a catering and support services company that provides remote site catering and living accommodation services in extreme conditions. Co.'s clientelle comprises major groups in the oil, mining, construction and civil engineering sectors operating throughout the world. Through its subsidiaries, Co. offers a full range of customer needs by providing turnkey solutions. Co. divides its integrated business activities into six categories: Engineering, Building, Equipment, Facilities Management, Utilities Management, and Other Support Services.

Realites SCA

Realites SA, formerly known as Realites SCA is a France-based company principally engaged in the land subdivision in the sector of real estate development and operations. The Company supports businesses, elected officials, investors and individuals in their development projects construction and investment. Realites SA offers many real estate listings for sale programs, such as individual houses, apartments, services buildings like senior residences, offices and shops, among others. The Company offers real estates for housing, like primary and secondary residences, as well as a rental property investment or to build wealth. The Company provides its services in number of cities in France, such as Rennes, Nantes and Saint-Nazaire, 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.

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.

Virbac SA

Virbac is an independent veterinary pharmaceutical laboratory. Co. develops and provides veterinarians and farmers with medicines and vaccines that improve the health of food producing animals. Co. markets a range of products designed for pets and livestock. It offers seven types of products for companion animals (Parasiticides, Immunology, Antibiotics/dermatology, Specialties, Equine, Specialized pet food and Other products), and four types of products for food producing animals (Bovine parasiticides, Bovine products (excluding parasiticides), Pig/poultry antibiotics and Other products). Co. markets its products in the ethical (veterinarian) and OTC markets.

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

Clément Bassat

Gaetan Calabro

Maxence Dhoury

Mohamed Kaabouni

Nicolas Royot

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