Report
Arnaud Despre ...
  • Augustin Socié
  • Jeremy Sallee
  • Mohamed Kaabouni
  • Nicolas Royot

La Matinale - 2022-02-25

LA VALEUR DU JOUR :
CLASQUIN : De record en record / Contact – Acheter (1), obj. 80.0€ Cours: 61.0€ au 24/02/22
ADUX : Une belle fin d'année – Acheter (1), obj. 3.10€ Cours: 2.08€ au 24/02/22
AURES TECHNO : Frôle la barre des 100M€ de CA – Acheter (1), obj. 31.7€ Cours: 23.0€ au 24/02/22
BENETEAU : Les marques US ont levé l'ancre – Acheter (1), obj. 19.0€ Cours: 13.4€ au 24/02/22
GTT : Commande pour 2 méthaniers – Acheter (1), obj. 95.1€ Cours: 80.6€ au 24/02/22
PRODWAYS : Annonce d'un nouveau DG – Acheter (1), obj. 3.45€ Cours: 2.36€ au 24/02/22
SEB : Stocks sécurisés – Acheter (1), obj. 184.0€ Cours: 132.2€ au 24/02/22
VALNEVA : Premier retour du CHMP pour VLA-2001 – Suspendue Cours: 14.1€ au 24/02/22
ET AUSSI : MRM, LDLC, NR21…
Underlyings
AdUX SA

Adux SA, formerly Hi-Media SA, is a France-based multimedia company engaged in Internet publishing, online advertising and electronic payments. The Company operates through two business divisions: Publishers division and Advertisers Solutions. Publishers division specializes in the publishing of Websites, including Fotolog.com, Jeuxvideo.com, Blogorama.fr, Actustar.com, MagicRPM.com, GameOnly.com and Mujeractual.com. Advertisers division provides advertising sales and direct marketing services under the Hi-Media Network brand, and also offers electronic payment services under the brand names Allopass (micropayment platform), Hipay (electronic wallet) and Mobile Trend (mobile marketing and SMS center). It offers its services in France, Germany, Spain, Portugal, China and the United States, among others. The Company has subsidiaries as Admoove, a French location-based mobile advertising company, among others.

AURES Technologies

Aures Technologies. Aures Technologies SA is a France-based company that specializes in the provision of computerized and electronic point-of-sale equipment. The Company distributes a range of products, including barcode readers, cash drawers, printers, screens and keyboards to stores, supermarkets, restaurants and hotels. In addition, Aures Technologies SA supplies industrial system manufacturers and original equipment manufacturers in the access control and multimedia kiosk markets with such products, as card and barcode readers, multi-station printers, book-size personal computers, cash dispensers, key pads and card printers. The Company also offers integration and technical services. Aures Technologies SA operates through three subsidiaries: Aures Technologies Limited, Aures USA Inc and Aures Technologies GmbH. It also acquired 100% of J2 Systems Technology Limited on January 2, 2013.

Beneteau SA

Beneteau designs, manufactures and sells yachts and powerboats through an international network of dealers. Co. also designs, manufactures and sells mobile homes. Its operations can be divided into two segments: The Boats segment and the Leisure Homes segment. The Boats segment groups together the activities for manufacturing and marketing boats with a customer base made up of dealers; The Leisure Homes segment groups together the activities for manufacturing and marketing mobile homes with a customer base made up of campsites and wholesalers, and the the activities for manufacturing and marketing wood-frame houses. Some of Co.'s brands are Beneteau, Jeanneau, CNB, IRM and O'Hara.

Clasquin SA

Clasquin Group designs and supervises the entire overseas transport & logistics chain. Co. has two operating segments: air and sea freight forwarding and related services ("overseas freight") and IT service contractor ("IT services"). The air freight forwarding and related services ("overseas freight") segment comprises of three business lines: air freight forwarding and related services, sea freight forwarding and related services, other services not included in air and sea freight (including related services) are grouped into the "others" business line.

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.

Prodways Group SA

Prodways Group SA. Prodways Group SA is a France-based company engaged in the industrial machinery sector. The Company focuses its activities on the industrial three-dimensional (3D) printing market and more specifically on ''rapid manufacturing'' 3D printing for industrial series production. The Company designs, manufactures and sells products for various industries, including automotive, dental, molding, medical, jewelry and luxury, aerospace and defense, architectural and design, consumer products and academic and research. It offers its customers multi-technology, multi-application industrial solutions, 3D printing systems and a wide range of composite, hybrid and powder products. In addition, it also develops its own manufacturing for the podiatry (orthopaedic soles) and dentistry (orthodontic pieces and dental trays) markets that is sold directly to healthcare professionals. It operates through Avenao Industrie and Interson-Protac.

SEB SA

SEB is engaged in the design, manufacture and marketing of cookware and small household appliances such as pressure cookers, irons, coffeemakers, deep fryers, toasters, kitchen utensils, breadmakers, mixers, blenders, bathroom scales, vacuum cleaners, fans, heaters, air conditioners and food processors. Co.'s products fall into eight categories: Home comfort, Home care, Food preparation, Linen care, Personal care business, Cookware, Electrical cooking and Beverage preparation. Co.'s brands are All-Clad, Krups, Lagostina, Moulinex, Rowenta, Tefal, Calor/Seb, T-fal/Mirro/WearEver/AirBake/Regal, Arno/ Panex//Rochedo/Penedo/Clock/Samurai/Imusa/Umco, Supor, AsiaVina and Maharaja Whiteline.

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.

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

Augustin Socié

Jeremy Sallee

Mohamed Kaabouni

Nicolas Royot

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