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

La Matinale - 2022-09-28 - Portzamparc

TRIGANO : Entrée en liste Convictions / Contact – Acheter (1), obj. 158.0€ Cours: 78.8€ au 27/09/22
AFYREN : Situation financière maîtrisée et confirmation du planning / Contact – Acheter (1), obj. 10.5€ Cours: 6.20€ au 27/09/22
CHARGEURS : CLM signe un partenariat de fourniture de laine Nativa avec Gucci – Acheter (1), obj. 27.8€ Cours: 11.4€ au 27/09/22
OKWIND : Solar impulse ! / Initiation de couverture – Acheter (1), obj. 20.3€ Cours: 12.3€ au 27/09/22
PHARMING GROUP : Obtient le priority review de la FDA pour leniolisib – Acheter (1), obj. 1.90€ Cours: 1.067€ au 27/09/22
THERANEXUS : Les coûts sont de nouveau maîtrisés – Acheter (1), obj. 6.90€ Cours: 1.46€ au 27/09/22
VOLTALIA : Résultats S1 en ligne, tirés par les Services – Conserver (3) vs Alléger (4), obj. 19.7€ Cours: 18.2€ au 27/09/22
Underlyings
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.

Pharming Group NV

Pharming is a specialty pharmaceutical company developing products for the treatment of rare diseases and unmet medical needs. Co.'s lead product, RUCONEST® (conestat alfa) is a recombinant human C1 esterase inhibitor approved for the treatment of acute Hereditary Angioedema (‘HAE') attacks in patients in Europe, the U.S., Israel and South Korea. The product is available on a named-patient basis in other territories where it has not yet obtained marketing authorization. RUCONEST® is distributed in Argentina, Colombia, Costa Rica, the Dominican Republic, Panama, and Venezuela by Cytobioteck, in South Korea by HyupJin Corporation and in Israel by Megapharm.

Theranexus SA

Theranexus SA is a France-based company engaged in the healthcare industry. The Company is a biopharmaceutical entity that develops drug candidates to be used in the treatment of central nervous system (CNS) disorders, including epilepsy, narcolepsy, Parkinson's disease, Alzheimer's disease, neuropathic pain and psychiatric disorders. Its patented technology is aimed at increasing the efficacy of CNS drugs, which are approved and available on the market. The Company's technology is protected, scalable and versatile, and used to generate high value-added proprietary drug candidates for different conditions, while reducing time-to-market and market entry costs and risks in comparison with standard drug development processes. Theranexus SA operates in the domestic market.

Trigano SA

Trigano designs, manufactures and sells leisure vehicles and leisure equipment. Co.'s operations can be divided into two segments: Leisure vehicles and Leisure equipment. The Leisure Vehicles segment produces motor caravans, caravans, mobile homes and accessories and provides services to its customers (leasing and financing of leisure vehicles). The Leisure Equipment segment produces trailers, camping equipment, and garden equipment. Co. operates in France, U.K., Italy, Germany, Belgium, Spain, Netherlands, Norway and Other countries.

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.

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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

Augustin Socié

Gaetan Calabro

Jeremy Sallee

Mohamed Kaabouni

Nicolas Royot

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