Report
Augustin Socié ...
  • Maxence Dhoury
  • Mohamed Kaabouni
  • Nicolas Montel
  • Yann de Peyrelongue

La Matinale - 2022-07-28 - Portzamparc

ERAMET : Parfaitement en ligne avec nos attentes, relèvement de guidance – Acheter (1), obj. 210.0€ Cours: 96.6€ au 27/07/22
ALTEN : Le S1 devrait aider à tenir la marge annuelle / Confcall – Renforcer (2), obj. 137.2€ Cours: 121.2€ au 27/07/22
CS GROUP : Sopra Steria sort du bois – Conserver (3), obj. 11.5€ Cours: 6.40€ au 27/07/22
DELTA PLUS GROUP : Profitons du trou d'air boursier / Contact – Acheter (1) vs Renforcer (2), obj. 83.0€ Cours: 70.0€ au 27/07/22
GROUPE GORGE SA : Bonne dynamique commerciale d'ECA / Contact – Acheter (1), obj. 25.0€ Cours: 17.9€ au 27/07/22
INFOTEL : Ne ralentit pas au T2, les logiciels frémissent – Conserver (3), obj. 55.2€ Cours: 50.8€ au 27/07/22
TELEPERFORMANCE : Légère avance sur la croissance organique – Arrêt du suivi Cours: 331.1€ au 27/07/22
VALBIOTIS : Fin du recrutement pour REVERSE-IT – Acheter (1), obj. 16.1€ Cours: 6.12€ au 27/07/22
WAVESTONE : La demande est toujours là / Contact – Renforcer (2), obj. 56.1€ Cours: 49.6€ au 27/07/22
COLLECTE / DECOLLECTE : Pas un frein en juillet
Underlyings
Alten SA

Alten is a holding company. Through its subsidiaries, Co. operates in three areas: Engineering and Technology Consulting (ETC), Telecoms Networks and Multimedia, and Information Systems (NTIS). Through the Engineering and Technology Consulting (ETC) segment, Co. studies and designs technology products for technical divisions in industry and telecoms. The Telecoms Networks and Multimedia segment focuses on Product design, Architecture, deployment, and operation of networks. Lastly, the IT systems segment comprises Applications and software development, and Infrastructure and Telecoms (Applications, systems and networks Corporate telecommunications).

CS Group SA

CS Communication et Systemes is a contractor in the design, integration and operation of mission critical systems, and is focused on sectors such as: Defense, Space and Security (By combining information, systems interoperability and operations command, Co. leverages the deployment of mission-critical defense), Aeronautics (Co. conducts projects and develops and maintains technical information and real-time systems), Transportation (Co. offers solutions, spanning from roadside equipment to back-office systems, from integration to operation and maintenance support), and Energy and Industry (simulation, high performance computing, safety, risk management, and production data processing).

Delta Plus Group SA

Delta Plus Group designs, standardizes, manufactures and markets personal protective equipment (E.P.I.) in Europe and in the rest of the world. Co.'s main activity sectors include BTP (Building and Public Works), activities in oil & gas and the heavy industry, offering products that meet the needs of different trades and activities such as wind power, logistics, the agri-food sector, the medical sector and the craft sector. Its portfolio consists of about 1,500 products, corresponding to more than 8,000 references. Co. divides its E.P.I. products into five main categories: Head Protection, Hand Protection, Body Protection, Feet Protection, and Anti-Fall Products.

Eramet SA

Eramet is a mining and metallurgical group, which specializes in the extraction, production and marketing of non-ferrous metals, their chemical derivatives, alloys and superalloys, and parts. Co.'s operations are divided into three divisions: Nickel division which focuses on nickel and its derivative applications; Manganese division which focuses on manganese alloys, manganese chemical derivatives and provides recovery and recycling services of metals contained in oil-industry catalysts, electric batteries and acid solutions; and Alloys division which produces and sells special high-performance steels, superalloys and pre-machined parts based on these materials or aluminium and titanium.

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).

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.

Teleperformance SE

Teleperformance is engaged in outsourced customer experience management. Co. delivers integrated solutions to corporations and administrative bodies worldwide to manage all aspects of the customer-relations cycle on their behalf. Co.'s activities include four core business areas: customer care (these are services provided as part of customer service management); technical support; debt collection; and business information and marketing actions. As of Dec. 31, 2013, Co. had approximately 110,000 computerized workstations across 46 countries. Co.'s client includes industries like Telecoms, Internet, Financial services, Technology/media, Insurance, Government sector and Utilities.

Valbiotis SA

Valbiotis SA Formerly known as Valbiotis SAS. Valbiotis SA is a France-based company engaged in the biotechnology industry. The Company specializes in developing nutrition solutions designed to prevent cardiometabolic diseases and provide nutritional support for patients. It seeks to develop solutions designed to prevent type 2 diabetes, NASH, (non-alcoholic steatohepatitis) and obesity and to offer nutritional support. The Company prevents disease by developing products that reduce the risk factors of irreversible chronic diseases. It provides patient support through new-generation medical nutrition solutions containing patented substances with clinically proven effects. Its products are plant-based and undergo strict scientific and clinical tests in collaboration with academic research centers.

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
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
Augustin Socié

Maxence Dhoury

Mohamed Kaabouni

Nicolas Montel

Yann de Peyrelongue

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