Report
Jeremy Sallee ...
  • Maxence Dhoury
  • Nicolas Montel
  • Nicolas Royot
  • Yann de Peyrelongue

La Matinale - 2022-04-28 - Portzamparc

AAA : Progression des marges tirée par l'Europe à ce stade / Contact – Conserver (3), obj. 11.3€ Cours: 15.9€ au 27/04/22
ALBIOMA : Projet d'OPA amicale à 50€ (+0,84€ de dividende) – Renforcer (2), obj. 50.8€ Cours: 43.7€ au 27/04/22
ALTEN : Surpasse une nouvelle fois les attentes / Confcall – Renforcer (2), obj. 142.2€ Cours: 123.8€ au 27/04/22
DONTNOD : Pas de surprise en attendant la suite / Contact – Acheter (1), obj. 16.4€ Cours: 12.1€ au 27/04/22
ENERTIME : 2022 : année du décollage – Acheter (1), obj. 3.40€ ...........................Cours: 1.97€ au 27/04/22
ERAMET : Très forte croissance des ventes – Acheter (1), obj. 142.0€ Cours: 140.6€ au 27/04/22
LARGO : Accélération de la croissance / Contact– Acheter (1), obj. 14.7€ Cours: 7.44€ au 27/04/22
MANITOU : Petite acquisition dans la distribution – Acheter (1), obj. 28.0€ Cours: 20.8€ au 27/04/22
MERSEN : Bon début d'année / Confcall – Renforcer (2), obj. 34.5€ Cours: 31.4€ au 27/04/22
METHANOR : Pertes nettes exceptionnelles mais attendues – Acheter (1), obj. 5.35€ Cours: 4.19€ au 27/04/22
COLLECTE / DECOLLECTE : Une pause relative
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.

Alten SA

Alten is a holding company. Through its subsidiaries, Co. operates in three areas: Engineering and Technology Consulting (ETC), Telecoms Networks and Multimedia, and Information Systems (NTIS). Through the Engineering and Technology Consulting (ETC) segment, Co. studies and designs technology products for technical divisions in industry and telecoms. The Telecoms Networks and Multimedia segment focuses on Product design, Architecture, deployment, and operation of networks. Lastly, the IT systems segment comprises Applications and software development, and Infrastructure and Telecoms (Applications, systems and networks Corporate telecommunications).

Don't Nod Entertainment SA

Dont Nod Entertainment SA. Dont Nod Entertainment SARL is a France-based video game developer. The Company develops video games for consoles and personal computers (PC) based on original concepts and technologies. The Company specializes in narrative games in a number of genres, including adventure, action and role play. Its games are natively multi-screens (consoles, PCs, Smartphone, tablets, Mac and TV). Its game portfolio includes Remember me, which includes digitized personal and intimate memories; Life is Strange, which narrates the story of Max, a photography student who suddenly discovers an internal power to go back in time, and Vampyr, which depicts London in the early 20th century after it has been ravaged by the Spanish Flu.

Enertime SA

Enertime SAS. Enertime SAS is a France-based company primarily engaged in the provision of the solutions on renewable energy. The Company is an engineering and consulting firm that focuses on renewable energy strategies, engineering work for investors as owners engineer for bio-energy project such as Biosmass and Biogas, promotion and development of solar energy and bio-energy. Enertime designs, builds and runs its own Organic Rankine Cycle modules or ORCs, for power generation without CO2. The Company's main project concerns photovoltaic solar power plants on hazardous lands, boilers or biomass power plants using difficult-to-burn biomass (straw, poultry litter, spent wash, etc.), non-conventional thermodynamic cycles (negative cold production). Moreover, the Company designs turbines specially adapted to clients needs and project specifications..

Eramet SA

Eramet is a mining and metallurgical group, which specializes in the extraction, production and marketing of non-ferrous metals, their chemical derivatives, alloys and superalloys, and parts. Co.'s operations are divided into three divisions: Nickel division which focuses on nickel and its derivative applications; Manganese division which focuses on manganese alloys, manganese chemical derivatives and provides recovery and recycling services of metals contained in oil-industry catalysts, electric batteries and acid solutions; and Alloys division which produces and sells special high-performance steels, superalloys and pre-machined parts based on these materials or aluminium and titanium.

Manitou BF SA

Manitou BF is active on the global market for material handling. Co. divides its activities into three divisions: Rough Terrain Handling (RTH) where Co. assembles and distributes rough terrain handling equipment such as masted forklift trucks and fixed and rotating telescopic forklift trucks; Industrial Material Handling (IMH) where Co. designs and distributes semi-industrial masted forklift trucks; industrial forklift trucks; truck-mounted forklifts; and Compact Equipment (CE) where Co. designs, assembles and distributes skid steer loaders, telescopic forklift trucks, articulated loaders and mini excavators. Co.'s brands include Manitou®, Gehl®, Mustang®, Loc®, Edge®.

Mersen SA

Mersen produces materials and electrical components intended for alternative energies, chemicals and pharmaceuticals, rail transportation, electronics and process industries. Co. divides its operations into two segments: Advanced Materials and Technologies (AMT - Materials), and Electrical Components and Technologies (ECT - Electrical). In addition, Co. produces four types of products: Electrical Applications, Electrical Protection, High-Temperature Applications, and Anticorrosion Equipment. Co. also caters to the process industries, supporting their transition towards greater energy efficiency and boasts an efficient manufacturing base with plants employing the very latest technologies.

Methanor SCA

Methanor SCA is a France-based company which is involved in anaerobic digestion industry. Anaerobic digestion is a natural process of transformation of organic matter. The Company uses this fermentation to produce renewable energy, biogas, which is used for electricity generation. The Company's purpose is to limit greenhouse gas emissions and to transit from fossil fuels to renewable energies. It also funds agricultural biogas plants and enhances the production of biogas process. Methanor SCA also offers it's investors a secure return with a visibility of 15 years.

Verneuil Participations

Verneuil Finance SA Formerly known as Verneuil Participations. Verneuil Finance SA, formerly known as Verneuil Participations SA, is a France-based investment company. The Company acquires shares in companies operating in a number of sectors, including the wood, real estate hotel promotion food processing and the leisure sectors. The Group operates its businesses through Societe Francaise de Casinos and Financier Duc. Through Societe Francaise de Casinos the Company offers a number of services, such as slot machines, games, shows & entertainment and restaurant and private reservation services, among others. The Company reports the leisure sector as its main activity.

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
Jeremy Sallee

Maxence Dhoury

Nicolas Montel

Nicolas Royot

Yann de Peyrelongue

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