Portzamparc Sponsored - FOUNTAINE PAJOT - TRAWLER CATAMARAN (ALFPC) FLASH - Fountaine Pajot - Acheter - Obj. 171.0€

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Portzamparc Sponsored

Arnaud Despre

FLASH - Fountaine Pajot - Acheter - Obj. 171.0€

S1 toujours marqué par des rythmes de production en deçà de ceux observés avant Covid. La visibilité est bonne, et de nouvelles hausses de prix semblent bien acceptées par le marché. La valorisation est historiquement faible, mais le newsflow restera maigre dans les prochains mois.

27/04/2022 1 FR

Underlying

FOUNTAINE PAJOT - TRAWLER CATAMARAN

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

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FR0010485268 Euronext Paris France

Provider

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.

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Analysts

Arnaud Despre

Other Reports on these Companies

Degroof Petercam

Fountaine Pajot - Untouched visibility after a year of excellent quality

Excellent operating performance in line with our expectations, with EBIT up 30%.Net income penalized by a €13M goodwill write-down on Dufour Yachts, justified by the need for prudenceStill a strong visibility, with stable advance payments of over €117 million, enabling the Group to confidently target organic growth of at least 10% in 2023/24.Ridiculously low valuation multiples, even lower than peers despite more robust growth prospectsBUY opinion maintained, with a target price of €150.0/share

January 17, 2024 January 17, 2024 1 EN

Degroof Petercam

Fountaine Pajot - Towards another year of growth in 23/24 after a better-than-expected H2 22/23

The Group generated nearly 30% growth in H2 2022/23, almost double our fairly conservative forecastOrder book still offers good visibility, enabling management to anticipate further growth in 2023/24Results expected to be good, thanks to the volume effect and the impact of price increasesBUY opinion confirmed, especially as valuation is very low, both in absolute and relative terms

November 1, 2023 November 1, 2023 1 EN

Portzamparc Sponsored

FLASH - Fountaine Pajot - Acheter, Obj. 159.00€

Présent lors de notre conférence annuelle, le groupe a présenté ses résultats S1. Ils ressortent inférieurs à nos attentes, principalement sur un pincement complémentaire de marge brute lié au phasage hausse de prix / inflation. Mais la production est excellente, et le groupe vient d’accélérer ses rythmes Fountaine Pajot, avance chez Dufour et reçoit un très bon accueil pour sa solution hybride. Seule ombre au tableau : un ramp-up Couach plus long que prévu.

June 23, 2023 June 23, 2023 1 FR

La Matinale - 12-07-2023 - Portzamparc

EKINOPS : Un S1 de bonne facture / Contact – Acheter (1), obj. 10.6€ Cours: 7.78€ au 11/07/23 GTT : Commande de deux méthaniers – Acheter (1), obj. 122.0€ Cours: 96.8€ au 11/07/23 KALRAY : Objectif 2023 confirmé dans l’attente d’un gros S2 / Confcall – Acheter (1), obj. 38.5€ Cours: 28.9€ au 11/07/23 PLASTIVALOIRE : Progression de l’EBITDA et renforcement du bilan – Conserver (3), obj. 3.40€ Cours: 3.24€ au 11/07/23 SPINEWAY : Les récentes acquisitions sont à la hauteur – Acheter (1), obj. 2.20€ Cours: 0.41€ au 11/07/23 VOLTALIA : Nouveau Corporate PPA avec la SNCF / Contact – Acheter (1)...

July 12, 2023 July 12, 2023 1 FR

Nicolas Royot

Nicolas Royot

FLASH - Waga Energy - Strong Buy - TP: €30.0

As expected, Waga signed an important contract in the United States, which give credibility to the 2026 guidance and confirms the potential of the US market.

July 11, 2023 July 11, 2023 1 EN

Nicolas Royot

Nicolas Royot

FLASH - Waga Energy - Acheter - Obj. 30€

Comme espéré, Waga signe un contrat important aux Etats-Unis, qui crédibilise encore la guidance 2026 et confirme le potentiel du marché américain.

July 11, 2023 July 11, 2023 1 FR

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FLASH - Fountaine Pajot - Acheter - Obj. 171.0€

Fountaine Pajot - Untouched visibility after a year of excellent quality

Fountaine Pajot - Towards another year of growth in 23/24 after a better-than-expected H2 22/23

FLASH - Fountaine Pajot - Acheter, Obj. 159.00€

La Matinale - 12-07-2023 - Portzamparc

FLASH - Waga Energy - Strong Buy - TP: €30.0

FLASH - Waga Energy - Acheter - Obj. 30€

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