Report
Arnaud Despre ...
  • Gaetan Calabro
  • Jeremy Sallee

La Matinale - 2022-07-20 - Portzamparc

PIERRE & VACANCES : Confirme son net redressement / Contact – Acheter (1), obj. 2.30€ Cours: 5.12€ au 19/07/22
ALCHIMIE : CA en ligne et EBITDA positif dès le S1 / Contact – Conserver (3), obj. 3.20€ Cours: 3.85€ au 19/07/22
REALITES : Production perturbée, objectifs confirmés – Acheter (1), obj. 49.5€ Cours: 35.4€ au 19/07/22
VIRBAC : Organique en ligne au T2, guidance réitérée / Confcall – Renforcer (2) vs Acheter (1), obj. 419.2€ Cours: 377.0€ au 19/07/22
Underlyings
Alchimie

Pierre & Vacances SA

Pierre & Vacances is engaged in the market of local tourism by operating apartments and homes, or beds, located primarily in France (in mountain, seaside and countryside resorts, cities and the French West Indies), as well as in the Netherlands, Germany, Belgium, Italy and Spain. Co. develops its activities through two lines of business: the Property Development business (building and marketing of the residences and villages in France, Italy and Spain) and the Tourism business (operating and marketing of holidays in residences and villages under the Pierre & Vacances, Maeva, Adagio, Residences MGM, Hotels Latitudes, Center Parcs Europe and Sunparks brands).

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.

Virbac SA

Virbac is an independent veterinary pharmaceutical laboratory. Co. develops and provides veterinarians and farmers with medicines and vaccines that improve the health of food producing animals. Co. markets a range of products designed for pets and livestock. It offers seven types of products for companion animals (Parasiticides, Immunology, Antibiotics/dermatology, Specialties, Equine, Specialized pet food and Other products), and four types of products for food producing animals (Bovine parasiticides, Bovine products (excluding parasiticides), Pig/poultry antibiotics and Other products). Co. markets its products in the ethical (veterinarian) and OTC markets.

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

Gaetan Calabro

Jeremy Sallee

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