Report
Arnaud Despre ...
  • Maxence Dhoury
  • Nicolas Royot
  • Yann de Peyrelongue

La Matinale - 2022-03-02 - Portzamparc

VILMORIN : Guidance de marge abaissée – Acheter (1), obj. 75.0€ Cours: 46.6€ au 01/03/22
ALBIOMA : Résultats 21 en haut de fourchette, guidance 22 en ligne – Renforcer (2), obj. 41.0€ Cours: 38.7€ au 01/03/22
DELTA PLUS GROUP : Petite acquisition de l'autre coté du globe / Contact – Renforcer (2), obj. 95.0€ Cours: 80.2€ au 01/03/22
REALITES : En avance sur le plan – Acheter (1), obj. 42.0€ Cours: 33.8€ au 01/03/22
SQLI : Entrée en High Five – Acheter (1) vs Conserver (3), obj. 32.5€ Cours: 28.2€ au 01/03/22
Underlyings
Albioma

Albioma is an independent energy producer that develops projects in the thermal biomass, solar power, and anaerobic digestion sectors. Co. provides industrial partners with expertise in energy production via hybrid combustion of biomass. In addition, Co. produces biogas by biological decomposition of organic matter in a confined oxygen-free medium, which it either converts into electricity and heat or purifies and then injects into the gas transmission network. It operates facilities on Reunion Island, Mayotte, Guadeloupe, Martinique, and French Guyana, mainland France and Southern Europe. Co. divides its operation into three segments: Thermal Biomass, Solar Power, and Anaerobic Digestion.

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.

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.

SQLI SA

SQLI SA is a France-based company that specializes in the design and creation of Information Technology (IT) systems. The Company specializes in implementing information systems based on new technologies. It operates in Business Information Systems sector, Digital Enterprise sector, E-commerce division, Communication and Organisation and management divisions. SQLI SA works with its clients from the consulting stage, through the design and installation processes, to the training and monitoring phase. The Company operates a network of offices in France, Benelux, Switzerland, Morocco and Canada, among others. It operates through brands: Wax Interactive and SQLI Enterprise. The Company has such subsidiaries as LSF Interactive, digital agency of marketing and communication, InventCommerce Ltd, a London-based Internet service provider and Star Republic, among others.

Vilmorin & Cie SA

Vilmorin & Cie SA is engaged in the production, marketing and sale of vegetable and crop seeds for agricultural production and market gardeners. The Vegetable seeds division is involved in the production and sale of vegetable seeds under the brand names, such as Hazera-Nickerson, Vilmorin SA, HM.Clause and Mikado Kyowa Seed, among others, intended for the professional food market, including market gardeners, processors, and specialists in canning, specialists in deep-freezing and freeze-drying. The Field Seeds division is focused on field seeds, including corn, straw cereals, grape and sunflower seeds for European and American clients. The Garden Products division is structured around two companies, Vilmorin Jardin and Suttons. In March 15, 2013, it acquired the Bisco Bio Sciences of India. In October 2013, it announced that it has recently taken over Shamrock. In November 2013, it acquired Eureka Seeds Inc. In March 2014, it acquired Seed Asia based in Bangkok.

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

Maxence Dhoury

Nicolas Royot

Yann de Peyrelongue

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