Report
Arnaud Despre ...
  • Augustin Socié
  • Gaetan Calabro
  • Maxence Dhoury
  • Mohamed Kaabouni
  • Nicolas Delmas
  • Nicolas Royot
  • Nicolas Montel

La Matinale - 23-06-2023 - Portzamparc

SES IMAGOTAG : Des premiers arguments face à l’attaque de Gotham City / Contact – Acheter (1), obj. 187.5€ Cours: 166.8€ au 22/06/23
ALFEN : Feedback Conférence Portzamparc – Acheter (1), obj. 115.0€ Cours: 65.6€ au 22/06/23
BASTIDE : Feedback Conférence Portzamparc – Acheter (1), obj. 40.0€ Cours: 30.4€ au 22/06/23
BONDUELLE : Feedback Conférence Portzamparc – Conserver (3), obj. 12.0€ Cours: 11.8€ au 22/06/23
DONTNOD : Feedback Conférence Portzamparc – Acheter (1), obj. 13.4€ Cours: 8.16€ au 22/06/23
ECOSLOPS : Feedback Conférence Portzamparc – Acheter (1), obj. 9.40€ Cours: 5.02€ au 22/06/23
HRS : Feedback Conférence Portzamparc – Acheter (1), obj. 26.8€ Cours: 21.5€ au 22/06/23
ID LOGISTICS : Feedback Conférence Portzamparc – Acheter (1), obj. 410.0€ Cours: 259.0€ au 22/06/23
INFOTEL : Feedback Conférence Portzamparc – Acheter (1), obj. 65.2€ Cours: 55.0€ au 22/06/23
MAUNA KEA TECHNOLOGIES : Feedback Conférence Portzamparc – Acheter (1), obj. 0.88€ Cours: 0.64€ au 22/06/23
MAUREL & PROM : Feedback Conférence Portzamparc – Acheter (1), obj. 5.25€ Cours: 3.80€ au 22/06/23
OKWIND : Feedback Conférence Portzamparc – Acheter (1), obj. 30.0€ Cours: 26.9€ au 22/06/23
THERMADOR GROUPE : Feedback Conférence Portzamparc – Renforcer (2), obj. 103.0€ Cours: 85.9€ au 22/06/23
WAVESTONE : Feedback Conférence Portzamparc – Acheter (1), obj. 54.2€ Cours: 48.2€ au 22/06/23
WINFARM : Feedback Conférence Portzamparc – Acheter (1), obj. 26.0€ Cours: 17.0€ au 22/06/23
COLLECTE / DECOLLECTE : On y est
Underlyings
Alfen NV

Alfen NV (Alfen) is a company based in the Netherlands, engaged in the design, development and production of electric grid equipment. The Company is active in three business lines: Smart Grids, which supplies standardized electricity grid connection systems, secondary transformer substations, local power grids, devices for grid automation, as well as software and back-end systems for remote management and grid control; Energy Storage, responsible for development and installation of modular energy storage systems under the brand TheBattery, which are used by utilities, grid operators, energy traders and industrial companies, among others, and Electric Vehicle (EV) Charging, which supplies EV charge points in a variety of capacities and functionalities for use at home, work and in public areas. In addition, Alfen offers service, management and maintenance activities, including remote support and monitoring, as well as an in-house technological know-how center.

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.

Bonduelle SCA

Bonduelle is active in the market of processed vegetables both within and outside the European Union. Co.'s business is made up of three activities: canned, frozen and fresh vegetables (prepared and fresh-cut). It distributes its products mostly through retail channels (large supermarkets and stores) and food service sectors (restaurants, inter-company canteens). Some of Co.'s brands are Bonduelle, Cassegrain, Frudesa and Artic Gardens. Co. is organized into two geographic regions and four business segments: Bonduelle Europe Long Life (BELL), Bonduelle Fresh Europe (FRESH), Bonduelle Americas (BAM), and Bonduelle Development (BDV).

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.

Ecoslops SA

Ecoslops SA. Ecoslops SA is a France-based company principally engaged in the converting pertroleum residues from shipping (slops and sludge) in new marine fuels recycled. The Company offers seaports, residues collectors, ship-owners and bunker suppliers with a technology to recycle oily waste of ships. Ecoslops SA is active in promoting the development of the P2R unit by its incorporation in a more global plant: Oil Waste Processing Plant (OW2P). The OW2P technology combines a refining petroleum process (P2R) with appropriate clean water. The Company recycles the waste in order to be used in electricity production and steam production among others. The Company's fuel production is located in the port of Sines, Portugal.

GROUPE OKWIND

Hydrogen Refueling Solutions

ID Logistics Group

ID Logistics is an international contract logistics group that designs and implements one-stop services tailored to the specific requirements of each client. The services Co. offers combine customized architectures to allow clients to optimize their supply chain.

Infotel SA

Infotel is a group of consulting companies and a global software vendor. The Group has developed a complete service offering and a range of software for enterprise servers. Co. provides consultancy, analysis, IT system audits, third-party application maintenance and software testing solutions. Co. designs and implements, as service contracts or service desk, management projects by implementing advanced methods and technologies, from mobile technology to databases. Co. has developed software to assist customers in areas such as DB2® (security, performance and management), data management and archiving, web-enables or quality applications and relational database performance.

Mauna Kea Technologies SA Class O

Mauna Kea Technologies is a global medical device company based in France. Co. is focused on innovations in the field of endomicroscopy (microscopic imaging during endoscopy procedures). Co. is predominately active in the advent of optical biopsy. Co. researches, develops and markets innovative tools to visualize and detect cellular abnormalities during endoscopic procedures. Co.'s flagship product, Cellvizio®, a probe-based Confocal Laser Endomicroscopy (pCLE) system, provides physicians and researchers high-resolution cellular views of tissue inside the body. Co. has marketing authorizations in Thailand, United Kingdom, U.S., Brazil, Chile, South Korea, Poland, Russia and Saudi Arabia.

SES-imagotag SA

Ses Imagotag SA Formerly known as Ses-Imagotag SA. Ses Imagotag SA is a France-based company, which designs and markets electronic shelf labeling systems for food and non-food retail industries. The Company's solutions include store electronic systems (SES), electronic labels, software, radio and mounting systems. The Company's solutions are designed for every type of retail environment, including hypermarkets, supermarkets, electronics stores, garden centers, pharmacies and service stations. The Company's products are distributed in approximately 50 countries worldwide. Ses Imagotag SA's main clients include Intermarche, E. Leclerc, Monoprix, Groupe Casino, Carrefour and Auchan. The Company has a global presence, through its own subsidiaries and representations, in Italy, Spain, the United Kingdom, Scandinavia, Canada, Mexico and Singapore, as well as more than 60 international partners. It operates through imagotag GmbH, a manufacturer of electronic components.

Thermador Groupe

Wavestone

SoluCom is a management and IT consulting company. Co.'s consulting services are divided into six main areas of expertise: Strategy and management (supporting company in its customer development strategy); IT Transformation (bringing the IT systems in line with corporate strategy and business requirements); IT Governance (improving both economic and operational performance); Telecoms and innovation (providing value through new communication services); IT Architecture (offering a service-oriented approach); Security and risk management (managing risks and keeping IT compliant with regulations).

Provider
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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

Gaetan Calabro

Maxence Dhoury

Mohamed Kaabouni

Nicolas Delmas

Nicolas Royot

Nicolas Montel

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