Report
Arnaud Despre ...
  • Gaetan Calabro
  • Jeremy Sallee
  • Nicolas Montel
  • Yann de Peyrelongue

PORTZAMPARC MIDCAP MIDDAY - 12-05-2022

AFYREN: New contract in animal nutrition - Strong Buy (1), TP: €11.7
BENETEAU: overstock at the end of Q1, Guidance confirmed / Contact - Strong Buy (1), TP: €17.5
CHARGEURS: Record Q1 ! / Contact - Strong Buy (1), TP: €33.3
MAUREL & PROM: Refinancing of the group's debt - Buy (2) TP: €4.60
QUADIENT: Seize the day / Initiating coverage - Strong Buy (1), TP: €34.0
IN / OUTFLOWS: A symbolic inflow
Underlyings
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.

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

Nicolas Montel

Yann de Peyrelongue

Other Reports on these Companies
Other Reports from Portzamparc Sponsored

ResearchPool Subscriptions

Get the most out of your insights

Get in touch