Report
Arnaud Despre ...
  • Augustin Socié
  • Jeremy Sallee
  • Maxence Dhoury
  • Mohamed Kaabouni

La Matinale - 10-05-2023

LA VALEUR DU JOUR :
LACROIX : Un début d’année prometteur / Contact – Acheter (1), obj. 47.1€ Cours: 32.9€ au 09/05/23
ATEME : T1 très solide – Acheter (1), obj. 14.5€ Cours: 8.98€ au 09/05/23
GENFIT : Les premiers résultats de NTZ ouvrent la voie à une phase II – Acheter(1), obj. 7.90€ Cours: 3.81€ au 09/05/23
HERIGE : Bon début d’année, mais prudence pour le S2 – Acheter (1), obj. 53.0€ Cours: 37.7€ au 09/05/23
INNATE PHARMA : Continue de valoriser sa plateforme de R&D – Acheter (1), obj. 7.50€ Cours: 2.74€ au 09/05/23
MAAT PHARMA : Une trésorerie et un plan clinique renforcés – Acheter (1), obj. 16.0€ Cours: 8.70€ au 09/05/23
SII : T4 solide, au-dessus des attentes – Acheter (1), obj. 64.1€ Cours: 50.0€ au 09/05/23
ET AUSSI : BIOMERIEUX, FREY, AST GROUPE…
Underlyings
Ateme SA

Ateme SA. Ateme SA is a France-based company, which is a global solution provider in advanced video compression for the broadcast and telecom industries. It develops hardware and software solutions in video and signal processing. ATEME encoding solutions are deployed widely in broadcast contribution links over satellite or fiber networks, in video distribution to the home, and in multi-screen delivery of live channels and VOD, also known as Over-The-Top video. The company addresses compression applications ranging from Ultra High Definition TV and 3D to Web and mobile streaming. The Company offers a range of products divided into such group as Contribution Encoders, Broadcast Encoders, Transcoders, Integrated receiver decoders, Multiplexers and Network Management System.

Genfit SA

Genfit is a biopharmaceutical company engaged in the discovery and development of drugs and biomarkers in therapeutic areas of high unmet need due to the lack of effective treatments or diagnostic tools and/or due to the increasing number of patients worldwide. Co. concentrates its research and development efforts to participate in the commercialization of treatment solutions and diagnostic tools to fight certain metabolic, inflammatory, autoimmune or fibrotic diseases affecting especially the liver (such as non-alcoholic steatohepatitis or "NASH").

HERIGE

VM Materiaux is engaged in the building market with 3 complementary fields of activity. Co.'s operations can be divided into three segments: Building material trading (Co. has a trading network specialized in distribution of materials for the building and public works sector), Concrete industry (Co. produces pre-cast and ready-mix concrete) and Industrial joinery (Co. manufactures a range of PVC, aluminium or wooden external joinery (doors and windows), as well as entry closures (shutters, fences and gates)). Co. operates only in France. Among its clients, Co. has both professionals in the building industry and DIY customers.

Innate Pharma SA Class A

Innate Pharma S.A. is a biopharmaceutical Company developing immunotherapy drugs for cancer and inflammatory diseases. Co. specializes in the development of new monoclonal antibodies targeting receptors and pathways controlling the activation of innate immunity cells. Also, Co. has three product-candidates resulting from its research platform are being tested in clinical trials; two of these by Co.'s partners, Bristol-Myers Squibb and Novo Nordisk A/S. Co. focuses on immunopharmacology and antibody technology. Co. has a panel of molecular and cellular assays and in vivo models for assessing the pharmacodynamics, the pharmacotoxicology and efficacy of drug candidates.

Lacroix Group SA

Lacroix is an industrial company organized around three branches. In the Signaling branch, Co. designs, manufactures and sells road and urban signaling. Co. also provides appraisal services, fitting and work site signaling. In the Telemetry branch, Co. sells technical facility network remote control and management products for drinking water and waste water disposal networks, heating and ventilation air control facilities, and industrial sites. In the Electronics branch, Co. provides electronic sub-contracting services (electronic board design and industrialization, component purchasing and procurement, board and finished product assembly, tests and qualifications and after-sales service).

MAAT PHARMA SA

Societe Pour L'Informatique Industrielle

Societe Pour l Informatique Industrielle SA is a France-based company principally engaged in the provision of consultancy services to enterprises in the industrial, financial and service sectors on the implementation of technically complex projects, including technical and industrial systems, telecommunications and networks, e-banking, information systems, systems administration and new information and communication technologies. The Company has two principal activities: the external research and development in data processing and telecommunications, and integration of systems in technical data processing and networks. It offers a range of services, including consulting and studies, development engineering and tests, as well as deployment and maintenance. The Company has such subsidiaries as Rucker Aerospace GmbH, Rucker France and its Dutch subsidiary Silver Aerospace BV, and I+D group in Colombia, among others.

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

Jeremy Sallee

Maxence Dhoury

Mohamed Kaabouni

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