Report
Arnaud Despre ...
  • Gaetan Calabro
  • Jeremy Sallee
  • Nicolas Royot

La Matinale - 2023-02-22 - Portzamparc

ACTIA GROUP : Une bonne fin d'année / Contact – Renforcer (2), obj. 5.00€ Cours: 4.15€ au 21/02/23
GTT : Commande de deux nouveaux méthaniers – Acheter (1), obj. 129.0€ Cours: 102.1€ au 21/02/23
KORIAN : 2022 solide vu le contexte, bonne génération de cash – Acheter (1), obj. 18.5€ Cours: 9.54€ au 21/02/23
THERMADOR GROUPE : Bas de compte en ligne, BFR un peu moins / Contact – Renforcer (2), obj. 105.0€ Cours: 95.2€ au 21/02/23
VOLTALIA : Nouveau Corporate PPA avec Leroy Merlin – Conserver (3), obj. 18.4€ Cours: 17.5€ au 21/02/23
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.

Gaztransport & Technigaz SA

Gaztransport & Technigaz is an engineering company specialized in membrane containment systems for liquefied gas transport and storage. Co. designs and markets technologies which combine operational efficiency and safety to equip liquefied natural gas (LNG) carriers, LNG floating platforms and multi-gas transport vessels. Co. also provides solutions for onshore storage tanks and the use of LNG as a fuel for vessels propulsion as well as a wide range of services in engineering, consultancy, training, maintenance assistance and technical studies at each stage of the liquefied gas chain.

Korian SA

Korian is an actor on the temporary and permanent dependency care market in France, Germany and Italy. Co. offers and develops services related to dependency through its retirement homes (116 as of Dec 31 2009), follow-up care and rehabilitation facilities (35 as of Dec 31 2009) and psychiatric clinics (11 as of Dec 31 2009). Co.'s operations can be divided into four geographical segments: Medical and Social activity in France (retirement homes); Sanitary activity in France (follow-up care, rehabilitation, psychiatry and home medical care); Italy; and Germany.

Thermador Groupe

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
Arnaud Despre

Gaetan Calabro

Jeremy Sallee

Nicolas Royot

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