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

La Matinale - 2022-04-27 - Portzamparc

MANITOU : La guidance de MOC disparaît / Confcall – Acheter (1), obj. 28.0€ Cours: 23.5€ au 26/04/22
ALCHIMIE : La réorganisation suit son cours / Contact – Conserver (3), obj. 3.20€ Cours: 3.91€ au 26/04/22
EXEL INDUSTRIES : Retour de la décroissance organique / Contact – Conserver (3) vs Renforcer (2), obj. 72.0€ Cours: 69.4€ au 26/04/22
FOUNTAINE PAJOT : Sans surprise, accélération au S2 – Acheter (1), obj. 171.0€ Cours: 116.0€ au 26/04/22
HIGHCO : T1 conforme aux attentes – Acheter (1), obj. 7.00€ Cours: 5.60€ au 26/04/22
QUANTUM GENOMICS : AK de 15 M€ + entrée de Julphar au capital – Acheter (1), obj. 10.0€ Cours: 2.87€ au 26/04/22
SECHE ENVIRONNEMENT : Bonne surprise au T1 / Contact – Acheter (1), obj. 83.4€ Cours: 70.5€ au 26/04/22
Underlyings
Alchimie

EXEL Industries SA

EXEL Industries designs and manufactures precision spraying equipment that it markets to three markets: farming, industry and consumers. Co. organizes its operations into two divisions: Plant Protection (manufactures professional, semi-professional and consumer agricultural spraying equipment for plant protection; plant health products sprayed include herbicides, insecticides, fungicides, liquid fertilizers and other products) and Material Protection (supply of material protection products in two different areas: paint and viscous industrial product application equipment; and elimination of dust and odors).

FOUNTAINE PAJOT - TRAWLER CATAMARAN

Fountaine Pajot S.A. Fountaine Pajot SA manufactures cruising catamarans.

HighCo SA

High Co SA is a France-based marketing services group for mass-market retailers and consumer goods manufacturers. The Company offers marketing solutions, such as coupon issuing, a promotional technique that entitles the customer to a discount on a product; sampling, which consists in offering free samples to test a product; point-of sale, which ranges from shelf tags to in-store radio announcements, floor graphics and in-store field marketing; clearing, which consists of processing discount coupons and money-back offers; marketing communication agencies, which provide support for brands and retailers in their marketing campaigns, and digital services with the subsidiary, HighCo 3.0., which advises and assists clients on the integration of digital technologies for distributors and brands. The Company operates in France, Spain, United Kingdom, Poland, Russia and Turkey, among others.

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®.

Quantum Genomics

Quantum Gernomics is a biotechnology firm specializing in the development of innovative drugs to combat cardiovascular diseases. Run by professionals in creating and managing technological start-ups and drug development, as well as researchers and inventors, Co. has established contractual relations with institutions of academic excellence in France (Inserm, CollA

SECHE ENVIRONNEMENT

Seche Environnement offers environmental management solutions for industrial clients or local authorities. Co. operates waste treatment and recovery facilities and develops tools to produce energy from waste. Co. also collects and sorts all types of waste, whether household or industrial, hazardous or non-hazardous. For local authorities, Co. manages household waste and other environmental concerns. Co. is engaged in thermal treatment, storage, methanization of household waste and production of alternative fuels. For industrial clients, Co. has developed products and services for handling industrial waste from waste production sites to elimination facilities.

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

Maxence Dhoury

Mohamed Kaabouni

Nicolas Royot

Yann de Peyrelongue

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