Report
Arnaud Despre ...
  • Augustin Socié
  • Clément Bassat
  • Gaetan Calabro
  • Jeremy Sallee
  • Mohamed Kaabouni
  • Nicolas Royot

La Matinale - 2022-10-19 - Portzamparc

VIRBAC : CA T3 solide, guidance de CA resserrée et de marge abaissée – Acheter (1), obj. 387.2€ Cours: 272.5€ au 18/10/22
ALCHIMIE : Confirme l'atteinte d'un EBITDA positif – Conserver (3), obj. 2.80€ Cours: 2.97€ au 18/10/22
BASTIDE : MOC légèrement inférieure aux attentes, forte dégradation du BFR – Acheter (1), obj. 51.7€ Cours: 27.5€ au 18/10/22
BROADPEAK : Le hardware pèse sur la marge brute / Réunion – Acheter (1), obj. 9.30€ Cours: 4.50€ au 18/10/22
CARMAT : Confirmation scientifique avant la reprise ? – Acheter (1), obj. 29.0€ Cours: 12.2€ au 18/10/22
ESKER : T3 parfaitement en ligne / Contact – Acheter (1), obj. 189.0€ Cours: 129.2€ au 18/10/22
GROUPE GORGE SA : Présentation de sa nouvelle marque – Acheter (1), obj. 25.0€ Cours: 18.1€ au 18/10/22
HAULOTTE : Le contexte de production ne semble pas s'améliorer – Conserver (3), obj. 3.60€ Cours: 2.71€ au 18/10/22
NANOBIOTIX : Nanobiotix acte le rééchelonnement de sa dette auprès de la BEI – Acheter (1), obj. 12.1€ Cours: 4.09€ au 18/10/22
ONCODESIGN : Le fonds ERES IV lance l'OPA attendue sur Oncodesign Services – Acheter (1), obj. 15.3€ Cours: 13.8€ au 18/10/22
PIERRE & VACANCES : Poursuite de la croissance et de l'effet PMV / Contact – Acheter (1), obj. 2.30€ Cours: 0.83€ au 18/10/22
REWORLD MEDIA : Annonce la finalisation du projet d'acquisition d'Unify – Acheter (1), obj. 10.6€ Cours: 5.54€ au 18/10/22
Underlyings
Alchimie

Bastide Le Confort Medical SA

Bastide le Confort Medical is a holding company. Through its subsidiaries, Co. is engaged in the home health care industry. Co. retails and rents medical equipment and provides medical services. Products include breathing apparatus, orthopedic shoes, walking aids and wheelchairs, home appliances and furniture adapted to the needs of the lesser able, with the recent addition of equipment related to perfusion and nutrition. Co. operates through a number of outlets concentrated mainly in the South of France, offering advice and information to customers along with the provision and maintenance of medical equipment.

Carmat SA

Carmat is focused on the research and development of an innovative product in the medical sector, developing an orthotopic and biocompatible artificial heart which is completely implantable, as well as its electrical power supply system and remote diagnosis system. Co. is developing a long-term therapeutic solution for patients who suffer from advanced bi-ventricular heart failure and who are not eligible for cardiac transplantation and who have exhausted all drug possibilties. Co. is still in the phase of research and development and thus do not generate any revenues.

Esker SA

ESKER and its subsidiaries are engaged in the design and production of software applications. Co. operates corporate resource access software such as applications and databases for workstations. Co. has three major product groups: Host Access, DeliveryWare and Fax Server. Host Access products allows users to access applications and databases stored on different servers from their own workstations. DeliveryWare responds to the need of companies for automatic management document delivery. Fax Server allows the user to send a fax directly from their workstation.

Groupe Gorge SA

Groupe Gorge is a holding company engaged in three areas of operation: Smart Safety Systems (develops Smart Safety Systems designed to operate in hostile and constrained environments for civil and defense sectors); Protection in Nuclear Environments (protection solutions in nuclear environments: shielding by partition systems in nuclear power stations & protection against radiation for staff working in nuclear environments); and Industrial Project Services (industrial projects and maintenance, creating production tools and turnkey operation areas, projects and services in industrial robotics, iron works, automation, 3D printer offerings, electricity and fire fighting systems).

Haulotte Group SA

Haulotte Group manufactures and sells machines for use in building/public works and industrial markets. Co. specializes in people and material lifting equipment. It also operates in rental market for this equipment. Co.'s offering includes access equipment, telehandlers, earth moving equipments, system and utility scaffolds, event staging and seating. Its activities can be divided into three segments: the manufacture and sale of lifting equipment, the rental of lifting equipment, and services (spare parts, repairs and financing). Co. operates geographically in Europe, North America, South America and Asia/Pacific.

Nanobiotix SA

Nanobiotix SA is a France-based oncology focused nanomedicine company. It is engaged in developing nanoparticle technology. It develops new tools for cancer which utilize a physical mode of action at the cellular level of the cancer cell. This disruptive approach may reshape future treatment opportunities. The Company's NanoXray technology comprises three products having the potential to cause a paradigm shift in cancer therapy. Specifically, NanoXray products may overcome the current limitations of standard of care in local therapy. Local treatment (surgery and radiotherapy) plays a seminal role in the potential cure and gives systemic treatment a better chance to increase life expectancy. NanoXray products are developed to selectively increase the efficacy of radiotherapy in the tumor cell. Nanobiotix is a spin-off of the State University of New York (SUNY) at Buffalo.

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).

ReWorld Media SA

Reworld Media SA is a France-based company engaged in the online information services sector. It specializes in publishing Internet sites for the general public dedicated to sustainable development. In addition, it develops and sells content and animations for Web portals and implements sensitization means and tools for companies and local administrations. The Company operates two Websites: Developpementdurable.com, which is engaged in the publishing of economic, social, environmental and political news, and GchangeTout.com, dedicated to products and services exchange between individuals. It has also developed a platform reworld.com, dedicated to sustainable development.

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

Augustin Socié

Clément Bassat

Gaetan Calabro

Jeremy Sallee

Mohamed Kaabouni

Nicolas Royot

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