Report
Arnaud Despre ...
  • Augustin Socié
  • Gaetan Calabro
  • Nicolas Royot

La Matinale - 2022-03-25

CEGEDIM : Rate sa guidance de ROC / Contact – Conserver (3) vs Acheter (1), obj. 28.0€ Cours: 27.6€ au 24/03/22
AFYREN : Tient le cap avec une bonne maîtrise financière / Contact – Acheter (1), obj. 11.7€ Cours: 7.91€ au 24/03/22
ATEME : Bonne surprise sur l'EBITDA / Confcall – Acheter (1), obj. 18.9€ Cours: 10.8€ au 24/03/22
CERINNOV : Rappelle la nature efficiente de ses fours – Acheter (1), obj. 2.00€ Cours: 1.28€ au 24/03/22
ESKER : Les S2 se suivent et se ressemblent – Renforcer (2), obj. 282.0€ Cours: 195.2€ au 24/03/22
REALITES : Ma petite entreprise… – Acheter (1), obj. 51.0€ Cours: 34.7€ au 24/03/22
Underlyings
Ateme SA

Ateme SA. Ateme SA is a France-based company, which is a global solution provider in advanced video compression for the broadcast and telecom industries. It develops hardware and software solutions in video and signal processing. ATEME encoding solutions are deployed widely in broadcast contribution links over satellite or fiber networks, in video distribution to the home, and in multi-screen delivery of live channels and VOD, also known as Over-The-Top video. The company addresses compression applications ranging from Ultra High Definition TV and 3D to Web and mobile streaming. The Company offers a range of products divided into such group as Contribution Encoders, Broadcast Encoders, Transcoders, Integrated receiver decoders, Multiplexers and Network Management System.

Cegedim SA

Cegedim is a technology and services company. Co. supplies services, IT tools, specialized software, information flow and database management services to healthcare industries, pharmaceutical companies, healthcare professionals and insurance companies. Co.'s operations can be divided into three sectors: CRM and Strategic Data (optimizing marketing and sales strategies, namely through tools and databases for managing sales forces, returns on investment, market or prescriber studies); Healthcare Professionals (software publishing with availability of promotional information) and Insurance and Services (software publishing and management of healthcare reimbursement flows).

Cerinnov Group SA

Cerinnov Group SA is a France-based company, which operates in the field of machinery for ceramic industry. The Company offers various types of machines, which are used in various stages of production of ceramics. Cerinnov Group SA's portfolio of machines includes laser machines, shaping and glazing machines, decration machines, customized machines, consumables and after sales - second hand equipment. The Company is present in worldwide, with subsidiaries in France, United Kingdom, Germany and United States.

Esker SA

ESKER and its subsidiaries are engaged in the design and production of software applications. Co. operates corporate resource access software such as applications and databases for workstations. Co. has three major product groups: Host Access, DeliveryWare and Fax Server. Host Access products allows users to access applications and databases stored on different servers from their own workstations. DeliveryWare responds to the need of companies for automatic management document delivery. Fax Server allows the user to send a fax directly from their workstation.

Realites SCA

Realites SA, formerly known as Realites SCA is a France-based company principally engaged in the land subdivision in the sector of real estate development and operations. The Company supports businesses, elected officials, investors and individuals in their development projects construction and investment. Realites SA offers many real estate listings for sale programs, such as individual houses, apartments, services buildings like senior residences, offices and shops, among others. The Company offers real estates for housing, like primary and secondary residences, as well as a rental property investment or to build wealth. The Company provides its services in number of cities in France, such as Rennes, Nantes and Saint-Nazaire, among others.

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

Gaetan Calabro

Nicolas Royot

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