Report
Jeremy Sallee ...
  • Maxence Dhoury
  • Mohamed Kaabouni
  • Nicolas Royot
  • Yann de Peyrelongue

La Matinale - 2022-03-29

LA VALEUR DU JOUR :
ACTIA GROUP : Des cessions au profit du désendettement / Contact – Renforcer (2) vs Conserver (3), obj. 4.10€ Cours: 3.44€ au 28/03/22..
BALYO : Résultats en ligne, le groupe entame son chemin vers le break-enven / Contact – Conserver (3), obj. 1.46€ Cours: 1.06€ au 28/03/22
CARMAT : Reprise de la production et calendrier confirmé – Acheter (1), obj. 27.1€ Cours: 9.60€ au 28/03/22
KALRAY : 10M€ d'OC pour combler le besoin / Confcall – Acheter (1), obj. 48.7€ Cours: 32.8€ au 28/03/22
MAAT PHARMA : Inclusion du premier patient dans ARES (phase III) / Contact– Acheter (1), obj. 16.0€ Cours: 12.9€ au 28/03/22
VALBIOTIS : Résultats prometteurs de l'étude de biodisponibilité de TOTUM-070 – Acheter (1), obj. 14.7€ Cours: 6.74€ au 28/03/22
VOLTALIA : Nouveau gros projet solaire au Brésil – Conserver (3), obj. 18.0€ Cours: 18.3€ au 28/03/22
ET AUSSI : PLASTIC OMNIUM, CNIM, GROUPE BERKEM…
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.

Balyo SA

Balyo SA is a France-based company that designs robotic navigation solutions which are installed into forklifts and allow them to automatically transport pallets. The Company's apparatus is equipped with the guidance technology called Geoguidage. The Geoguidage system is installed in a module which is attached to the forklift, and allows the vehicle to calculate its position and memorize the layout of the warehouse. Its equipment allows detection of pallets, containers and dollies; stacking pallets; read barcode; towing loads; interactions with conveyors and doors, etc; scalable setting and automatic modes, among others. The Company's products are used in logistics and in industry.

Carmat SA

Carmat is focused on the research and development of an innovative product in the medical sector, developing an orthotopic and biocompatible artificial heart which is completely implantable, as well as its electrical power supply system and remote diagnosis system. Co. is developing a long-term therapeutic solution for patients who suffer from advanced bi-ventricular heart failure and who are not eligible for cardiac transplantation and who have exhausted all drug possibilties. Co. is still in the phase of research and development and thus do not generate any revenues.

MAAT PHARMA SA

Valbiotis SA

Valbiotis SA Formerly known as Valbiotis SAS. Valbiotis SA is a France-based company engaged in the biotechnology industry. The Company specializes in developing nutrition solutions designed to prevent cardiometabolic diseases and provide nutritional support for patients. It seeks to develop solutions designed to prevent type 2 diabetes, NASH, (non-alcoholic steatohepatitis) and obesity and to offer nutritional support. The Company prevents disease by developing products that reduce the risk factors of irreversible chronic diseases. It provides patient support through new-generation medical nutrition solutions containing patented substances with clinically proven effects. Its products are plant-based and undergo strict scientific and clinical tests in collaboration with academic research centers.

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.

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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
Jeremy Sallee

Maxence Dhoury

Mohamed Kaabouni

Nicolas Royot

Yann de Peyrelongue

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