Report
Arnaud Despre ...
  • Clément Bassat
  • Jeremy Sallee
  • Maxence Dhoury
  • Mohamed Kaabouni
  • Nicolas Montel
  • Nicolas Royot

La Matinale - 2022-05-19 - Portzamparc

DERICHEBOURG : Acquisition de 14,7% d'Elior – Acheter (1), obj. 13.8€ Cours: 8.80€ au 18/05/22
ACTIA GROUP : Bon T1 malgré les pénuries / Contact – Renforcer (2), obj. 4.30€ Cours: 4.00€ au 18/05/22
CGG : Acquisition aux États-Unis dans les équipements – Conserver (3), obj. 0.81€ Cours: 0.96€ au 18/05/22
HOFFMANN GREEN : Contrat avec Bouygues Immobilier / Contact – Acheter (1), obj. 28.0€ Cours: 15.4€ au 18/05/22
NANOBIOTIX : Encore un trimestre de trésorerie épargné – Acheter (1), obj. 12.1€ Cours: 5.19€ au 18/05/22
NEXTSTAGE : ANR T1 – Renforcer (2), obj. 98.3€ Cours: 89.0€ au 18/05/22
OSE IMMUNO : Veloxis recrute le premier patient de la phase qui va évaluer FR104 – Acheter (1), obj. 16.1€ Cours: 6.74€ au 18/05/22
THERADIAG : Theradiag étoffe son offre de théranostic avec deux kits – Acheter (1), obj. 2.40€ Cours: 1.83€ au 18/05/22
VALNEVA : Dernière ligne droite pour le vaccin contre la covid-19 avec l'EMA – Suspendue Cours: 10.0€ au 18/05/22
WAGA ENERGY : Feedback inauguration de la Wagabox du Val'Pôle de Claye-Souilly – Renforcer (2), obj. 37.6€ Cours: 35.0€ au 18/05/22
COLLECTE / DECOLLECTE : Rechute rapide
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.

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.

Derichebourg SA

Derichebourg provides services to businesses and to local and municipal authorities. Co. covers the entire waste recycling chain, from collection through to recuperation, as well as a range of services to businesses and to local and municipal authorities. Co.'s activities can be divided into three segments: Environmental Services segment which is engaged in the processing and disposal of waste and of end-of-life products; Business Services segment which offers a range of front end services (reception, cleaning, energy, parks and gardens maintenance, temporary workers) and Airport Services segment which provides outsourced airport services like services for stopover management and airfreight.

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.

Nanobiotix SA

Nanobiotix SA is a France-based oncology focused nanomedicine company. It is engaged in developing nanoparticle technology. It develops new tools for cancer which utilize a physical mode of action at the cellular level of the cancer cell. This disruptive approach may reshape future treatment opportunities. The Company's NanoXray technology comprises three products having the potential to cause a paradigm shift in cancer therapy. Specifically, NanoXray products may overcome the current limitations of standard of care in local therapy. Local treatment (surgery and radiotherapy) plays a seminal role in the potential cure and gives systemic treatment a better chance to increase life expectancy. NanoXray products are developed to selectively increase the efficacy of radiotherapy in the tumor cell. Nanobiotix is a spin-off of the State University of New York (SUNY) at Buffalo.

Nexstage Am SAS

Nextstage Sca Formerly known as NextStage AM SAS. NextStage S.C.A. is a France-based private equity firm. The Company is engaged in the long term investments and accompaniment in Medium-sized companies, as well as other related financial services. NextStage S.C.A focuses on investments in Europe . The Company operates as a subsidiary of NextStage AM.

OSE Immunotherapeutics SA

Ose Immunotherapeutics SA, formerly Orphan Synergy Europe Pharma SA, is a France-based company principally engaged in the clinical stage biotechnological sector. The Company develops immunotherapy products against invasive or metastatic late-stage cancers. The Company offers a technology, called Memopi, which helps the immune system to eliminate malignant cells; it re-educates the body's immunological memory so that the immune system (and particularly T cytotoxic cells) attacks tumor cells by increasing the patient's specific cytotoxic T response against their cancer. The Company's main product, Texopi, is a patented combination of ten epitopes, selected and optimized from five tumor associated antigens.

Theradiag SA

Theradiag SA is a France-based company which develops and markets biological diagnostic tools. The Company develops and offers product panels for diagnosing autoimmune diseases, allergies, and infectious diseases. TheraDiags product offering consists of tests using a range of techniques (Elisa, rapid tests, immunofluorescence, Dot, immunochemical tests, molecular biology, etc.) as well as a range of automatic devices and solutions for high-speed diagnostics based on Luminexs Multiplex technology. It has also developed a range of theranostic diagnostics commercialized under the Lisa-Tracker brand which provide monitoring of patients treated by anti-TNF monoclonal antibodies. TheraDiag is active in more than 30 countries, as an independent distributor.

Valneva SE

Valneva, together with its subsidiaries, is focused on vaccine development and antibody discovery. Co. generates revenue from both its marketed product, a vaccine for the prevention of Japanese encephalitis (IXIARO®/JESPECT®), commercial partnerships around a portfolio of product candidates and licensed technology platforms (EB66® cell line, VIVA,Screen antibody discovery technology, and the IC31® adjuvant) developed by Co. Related business activities include product research and development, regulatory and clinical activities, manufacturing of commercial product and advanced clinical product candidates, as well as administrative, corporate development, and marketing and sales activities.

WAGA ENERGY SA

Provider
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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
Arnaud Despre

Clément Bassat

Jeremy Sallee

Maxence Dhoury

Mohamed Kaabouni

Nicolas Montel

Nicolas Royot

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