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

La Matinale - 17-05-2023

LA VALEUR DU JOUR :
ACTIA GROUP : Un bon début d’exercice / Contact – Conserver (3), obj. 4.70€ Cours: 4.62€ au 16/05/23
ALFEN : Marge d’EBITDA affectée par les sur-stocks de bornes – Acheter (1), obj. 140.0€ Cours: 77.1€ au 16/05/23
BIOSENIC : Récupère les droits de JTA-004 auprès de la région Wallonne – Acheter (1), obj. 0.52€ Cours: 0.13€ au 16/05/23
BROADPEAK : Une décroissance attendue / Contact – Acheter (1), obj. 9.00€ Cours: 4.89€ au 16/05/23
BW IDEOL : Part à la conquête de la péninsule ibérique – Acheter (1), obj. 40.0kr Cours: 10.2kr au 16/05/23
GROUPE BERKEM : Résultats 2022 inférieurs aux attentes – Acheter (1), obj. 8.00€ Cours: 4.44€ au 16/05/23
INVENTIVA : Le cashburn croît en lien avec l’avancée de NATiV3 – Acheter (1), obj. 23.5€ Cours: 2.30€ au 16/05/23
AUTOMOBILE : Immatriculation de voitures neuves en Europe (Avril +17,2%)
ET AUSSI : LDLC, ADOMOS, OREGE…
Underlyings
Actia Group

Actia Group designs, manufactures, and markets electronic equipment intended for the vehicle and telecommunication markets. Co.'s operations can be divided into two categories. The Automotive division provides equipment and software used during electronic diagnostics for manufacturers, repairs and maintenance equipment for garages, and equipment for technical inspection; on-board electronic products for commercial, industrial and special vehicles; and sub-contracting services and services that ensure the durability of Co.'s systems. The Telecommunication division provides products for earth stations; equipment and systems for TV and radio programs broadcasting; and telecommunication systems.

Alfen NV

Alfen NV (Alfen) is a company based in the Netherlands, engaged in the design, development and production of electric grid equipment. The Company is active in three business lines: Smart Grids, which supplies standardized electricity grid connection systems, secondary transformer substations, local power grids, devices for grid automation, as well as software and back-end systems for remote management and grid control; Energy Storage, responsible for development and installation of modular energy storage systems under the brand TheBattery, which are used by utilities, grid operators, energy traders and industrial companies, among others, and Electric Vehicle (EV) Charging, which supplies EV charge points in a variety of capacities and functionalities for use at home, work and in public areas. In addition, Alfen offers service, management and maintenance activities, including remote support and monitoring, as well as an in-house technological know-how center.

Bone Therapeutics SA

Bone Therapeutics is a biotechnology company with an advanced clinical pipeline of cell products for orthopaedic conditions and bone diseases (two Phase II/III and three Phase I/II clinical studies). These areas are characterized by high unmet medical needs due to the lack of efficacious and safe, non-invasive, treatments. Co. has two products in clinical trials, its allogeneic bone cell therapy product, ALLOB®, and its autologous bone cell therapy product, PREOB®. Co. is also conducting preclinical research on next generation products, such as combined cell-matrix products for large bone defects and maxillofacial.

BW IDEOL AS

GROUPE BERKEM SA

Inventiva SA

Inventiva is a clinical stage biotechnology research company delivering therapies in the areas of oncology, fibrosis and rare diseases. The most advanced clinical programs (IVA337 for systemic sclerosis in Non-Alcoholic Steato-Hepatitis and IVA336 for Maroteaux-Lamy syndrome-MPS VI) have demonstrated efficacy in relevant in vivo and in vitro models as well as safety in phase I and phase II clinical trials. Using its in-house drug discovery platform, which covers target validation, screening, chemistry, ADME and pharmacology, Co. is developing an internal oncology and fibrosis discovery pipeline with approaches centered on transcription factors, epigenetics targets and nuclear receptors.

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

Mohamed Kaabouni

Nicolas Montel

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