Report
Arnaud Despre ...
  • Gaetan Calabro
  • Jeremy Sallee
  • Maxence Dhoury
  • Mohamed Kaabouni
  • Nicolas Montel
  • Yann de Peyrelongue

La Matinale - 2022-05-12

LA VALEUR DU JOUR :
JACQUET METALS : Encore une excellente publication / Réunion – Acheter (1), obj. 34.0€ Cours: 20.5€ au 11/05/22
AFYREN : Nouveau contrat en nutrition animale – Acheter (1), obj. 11.7€ Cours: 7.38€ au 11/05/22
BALYO : Renouvellement du partenariat avec Kion – Conserver (3), obj. 1.46€ Cours: 0.92€ au 11/05/22
BENETEAU : Surstock à fin T1, confirmation de la guidance / Contact – Acheter (1), obj. 17.5€ Cours: 13.0€ au 11/05/22
CHARGEURS : T1 Record ! / Contact – Acheter (1), obj. 33.3€ Cours: 16.4€ au 11/05/22
GENFIT : La trésorerie, un atout majeur – Acheter (1), obj. 8.70€ Cours: 3.17€ au 11/05/22
MAUREL & PROM : Refinancement de la dette du groupe – Renforcer (2), obj. 4.60€ Cours: 4.29€ au 11/05/22
QUADIENT : Saisir la balle au bond / Initiation de couverture – Acheter (1), obj. 34.0€ Cours: 17.5€ au 11/05/22
COLLECTE / DECOLLECTE : Une collecte symbolique
ET AUSSI : TIVOLY, ALTAMIR, THERACLION…
Underlyings
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.

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.

Chargeurs SA

Chargeurs SA is a France-based company, which provides customizable specialty material solutions. The Company and its subsidiaries operate in four sectors: Protective Films, Fashion Technologies, Museum Solutions and Luxury Materials. Protective Films designs, produces and markets technical solutions to protect the quality of steel, aluminum, plastic or other surfaces during the transformation process, as well as film application machines. Fashion Technologies produces and markets linings for clothing. Museum Solutions includes the industrial divisions Senfa, specialized in the functionalization of technical textiles, and Chargeurs Creative Collection, specialized in the provision of services to cultural institutions. Luxury Materials manufactures and markets combed wool ribbons. The Company is active globally.

Genfit SA

Genfit is a biopharmaceutical company engaged in the discovery and development of drugs and biomarkers in therapeutic areas of high unmet need due to the lack of effective treatments or diagnostic tools and/or due to the increasing number of patients worldwide. Co. concentrates its research and development efforts to participate in the commercialization of treatment solutions and diagnostic tools to fight certain metabolic, inflammatory, autoimmune or fibrotic diseases affecting especially the liver (such as non-alcoholic steatohepatitis or "NASH").

Jacquet Metals SA

Jacquet Metal Services is a European distributor of specialty steels, also active in China and the U.S.A. Co.'s main activity consists of purchasing, storing, and delivering different families of products. Co. is active in four markets for the distribution of special steels through four brands: JACQUET (distribution of stainless steel thick "Quarto" plates); Stappert (distribution of long stainless steel products); Abraservice (distribution of wear-resistant "Quarto" plates); IMS group (distribution of engineering steels). Co.'s main consumer sectors are the following industries: chemical; agro foods; treatment and storage of gases; water treatment; environment and cleanup; and energy.

Quadient SA

Neopost supplies mailroom equipment, offering products for franking, folding & inserting, addressing, address cleansing, tracking, tracing letters, parcels & the supply chain. Co. also offers various services, including consulting, maintenance, financial services & online service. Co.'s activities can be summed up to 2 segments: Mailroom Solutions & Communication & Shipping Solutions, divided into 9 operations: Automated mail opening, Management of incoming mail & traceability of important mail, Address printers, Automated insertion equipment, Intelligent franking, Financing solutions, Data quality, Customer Communication Management and Shipping Solutions, mainly in Europe & North America.

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

Maxence Dhoury

Mohamed Kaabouni

Nicolas Montel

Yann de Peyrelongue

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