Report
Arnaud Despre ...
  • Augustin Socié
  • Clément Bassat
  • Gaetan Calabro
  • Jeremy Sallee
  • Mohamed Kaabouni
  • Nicolas Royot
  • Yann de Peyrelongue

La Matinale - 2022-05-06

LA VALEUR DU JOUR :
RUBIS : Les volumes progressent, la marge résiste – Acheter (1), obj. 40.4€ Cours: 25.9€ au 05/05/22
AKWEL : Un bon T1 freiné par la livre turque / Contact – Acheter (1), obj. 26.1€ Cours: 18.1€ au 05/05/22
ATEME : Un début d'année en fanfare – Acheter (1), obj. 19.3€ Cours: 12.9€ au 05/05/22
DELTA PLUS GROUP : Tutoies les 100M€ de CA trimestriel / Contact – Renforcer (2), obj. 92.0€ Cours: 88.8€ au 05/05/22
LNA SANTE : Bon T1 en ligne, guidance confirmée – Acheter (1), obj. 55.5€ Cours: 35.0€ au 05/05/22
MAAT PHARMA : Toujours en ligne avec les guidances de l'IPO – Acheter (1), obj. 16.0€ Cours: 12.4€ au 05/05/22
METABOLIC EXPLORER : T1 inférieur mais scénario toujours valide / Contact – Acheter (1), obj. 10.5€ Cours: 5.63€ au 05/05/22
REALITES : AK avec une prime de 34% / Contact – Acheter (1), obj. 49.5€ Cours: 33.7€ au 05/05/22
THERADIAG : Biosynex s'empare comme prévu du Conseil d'Administration – Acheter (1), obj. 2.40€ Cours: 1.88€ au 05/05/22
ET AUSSI : GENOMIC VISION, KUMULUS VAPE, CNP ASSURANCES…
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.

Delta Plus Group SA

Delta Plus Group designs, standardizes, manufactures and markets personal protective equipment (E.P.I.) in Europe and in the rest of the world. Co.'s main activity sectors include BTP (Building and Public Works), activities in oil & gas and the heavy industry, offering products that meet the needs of different trades and activities such as wind power, logistics, the agri-food sector, the medical sector and the craft sector. Its portfolio consists of about 1,500 products, corresponding to more than 8,000 references. Co. divides its E.P.I. products into five main categories: Head Protection, Hand Protection, Body Protection, Feet Protection, and Anti-Fall Products.

LNA Sante SA

LNA Sante SA Formerly known as Le Noble Age. LNA Sante SA, formerly known as Le Noble Age SA is a France-based company that owns and operates retirement homes and complexes for elderly residents. The Company's residences provide care and assistance for elderly people with a variety of needs, from those with a high level of independence, to those who are completely dependent. LNA Sante SA is also engaged in real estate operations. The Company has residences in France and Belgium. LNA Sante SA operates through its several subsidiaries, including Le Parc de Diane Sarl, Institut Medicalise de Mar Vivo, Gerhome, Residence le Point du Jour and the home healthcare service provider ARAIR Assistance, as well as ARAIR Group's support and training services, among others.

MAAT PHARMA SA

METabolic EXplorer SA

Metabolic Explorer SA. Metabolic Explorer SA is a France-based biological chemistry company that specializes in the development of bioprocesses for the production of chemical compounds used in a range of products, such as textile fibers, paints, solvents, animal feed supplements and adhesives, among others. Metabolic Explorer SA offers chemicals, such as Glycolic acid, L-Methionine, MPG (1.2 Propanediol) and PDO (1.3 Propanediol). The Company markets its products mainly for three families of industrialists: Manufacturers of agro-resources, Existing producers of chemical compounds and Manufacturers employing chemical compounds. In addition, the Company is engaged in the research and development works and runs its own laboratory to develop micro-organisms.

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.

Rubis SCA

Rubis is a holding company based in France. Co., through its subsidiaries, is engaged in the bulk import, production or distribution process, and storage of petroleum products in Europe, the Caribbean, and Africa. Co. operates bulk liquid storage facilities for petroleum products, chemicals, fertilizers, edible oils and molasses, and foodstuffs, as well as distributes butane, propane, and petroleum products in wholesale and retail. Co.'s customers primarily include hypermarkets and supermarkets; oil companies; chemists; and traders and intermediaries of fuel, oil or gas, manures, and other liquids.

Theradiag SA

Theradiag SA is a France-based company which develops and markets biological diagnostic tools. The Company develops and offers product panels for diagnosing autoimmune diseases, allergies, and infectious diseases. TheraDiags product offering consists of tests using a range of techniques (Elisa, rapid tests, immunofluorescence, Dot, immunochemical tests, molecular biology, etc.) as well as a range of automatic devices and solutions for high-speed diagnostics based on Luminexs Multiplex technology. It has also developed a range of theranostic diagnostics commercialized under the Lisa-Tracker brand which provide monitoring of patients treated by anti-TNF monoclonal antibodies. TheraDiag is active in more than 30 countries, as an independent distributor.

Provider
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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

Clément Bassat

Gaetan Calabro

Jeremy Sallee

Mohamed Kaabouni

Nicolas Royot

Yann de Peyrelongue

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