Report
Arnaud Despre ...
  • Jeremy Sallee
  • Mohamed Kaabouni
  • Nicolas Royot
  • Yann de Peyrelongue

La Matinale - 2022-03-16 - Portzamparc

MERSEN : Court terme en ligne, ambitions fortes pour 2025 – Conserver (3), obj. 34.0€ Cours: 31.5€ au 15/03/22
ALCHIMIE : Point de Vue TV est désormais disponible sur la box d'Orange – Conserver (3), obj. 2.90€ Cours: 3.09€ au 15/03/22
CBO TERRITORIA : Patienter pour la Foncière – Acheter (1), obj. 4.70€ Cours: 3.65€ au 15/03/22
GTT : Commande de 3 gros méthaniers – Conserver (3), obj. 98.1€ Cours: 91.7€ au 15/03/22
HRS : Partenariat avec Burckhardt Compression – Acheter (1), obj. 37.4€ Cours: 22.9€ au 15/03/22
VALBIOTIS : 2021, une année de travail de fond – Acheter (1), obj. 14.7€ Cours: 4.99€ au 15/03/22
VOLTALIA : Cession de 33% d'un parc solaire de 320MW au Brésil – Conserver (3), obj. 19.2€ Cours: 19.9€ au 15/03/22
Underlyings
Alchimie

CBo Territoria SA

Cbo Territoria SA. CBo Territoria SA is a France-based company primarily engaged in real estate, construction and development, as well as business and residential property management. As of December 31, 2011, the Company owned land situated on the La Reunion Island, including in Sainte Marie, Saint Paul, Saint Leu and Saint Pierre. It provides experience, construction and development services for residential purpose through CBo Habitat and for professionals through CBo Entreprise, as well as real estate management services through CBo Gestion Immobiliere. As of December 31, 2011, the Company was 19.45%-owned by Jaccar Holdings. CBo Territoria SA operates various subsidiaries, including CBo Property, SCI Le Neptune, SCI Les Boreales, SCCV Eco Parc Portail and SNC Cap Horizon, among others.

Gaztransport & Technigaz SA

Gaztransport & Technigaz is an engineering company specialized in membrane containment systems for liquefied gas transport and storage. Co. designs and markets technologies which combine operational efficiency and safety to equip liquefied natural gas (LNG) carriers, LNG floating platforms and multi-gas transport vessels. Co. also provides solutions for onshore storage tanks and the use of LNG as a fuel for vessels propulsion as well as a wide range of services in engineering, consultancy, training, maintenance assistance and technical studies at each stage of the liquefied gas chain.

Hydrogen Refueling Solutions

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.

Valbiotis SA

Valbiotis SA Formerly known as Valbiotis SAS. Valbiotis SA is a France-based company engaged in the biotechnology industry. The Company specializes in developing nutrition solutions designed to prevent cardiometabolic diseases and provide nutritional support for patients. It seeks to develop solutions designed to prevent type 2 diabetes, NASH, (non-alcoholic steatohepatitis) and obesity and to offer nutritional support. The Company prevents disease by developing products that reduce the risk factors of irreversible chronic diseases. It provides patient support through new-generation medical nutrition solutions containing patented substances with clinically proven effects. Its products are plant-based and undergo strict scientific and clinical tests in collaboration with academic research centers.

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.

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

Jeremy Sallee

Mohamed Kaabouni

Nicolas Royot

Yann de Peyrelongue

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