Report
Arnaud Despre ...
  • Gaetan Calabro
  • Jeremy Sallee
  • Mohamed Kaabouni
  • Nicolas Royot
  • Yann de Peyrelongue

La Matinale - 08-02-2022

HEXAOM : Quelques difficultés mais une excellente visibilité ! / Contact – Acheter (1), obj. 59.5€ Cours: 40.9€ au 07/02/22
AUREA : Forte croissance du CA… et des résultats – Arrêt du suivi Cours: 9.08€ au 07/02/22
BASTIDE : Bon T2 malgré l'effet de base exigeant – Acheter (1), obj. 55.0€ Cours: 39.5€ au 07/02/22
GTT : Se lance dans le transport de l'hydrogène liquide avec Shell – Acheter (1), obj. 88.7€ Cours: 80.6€ au 07/02/22
LARGO : Lance une nouvelle offre pour accompagner les assureurs affinitaires – Acheter (1), obj. 14.7€ Cours: 8.72€ au 07/02/22
MGI DIGITAL : Retour à la croissance au S2 – Acheter (1), obj. 60.0€ Cours: 31.8€ au 07/02/22
PHERECYDES PHARMA : Feu vert pour PhagoDAIR (phase I/II) – Acheter (1), obj. 11.1€ Cours: 6.85€ au 07/02/22
VIRBAC : Entre sur le marché nutrition aux États-Unis – Renforcer (2), obj. 417.5€ Cours: 341.0€ au 07/02/22
Underlyings
Aurea SA

Aurea is a holding company. Through its subsidiaries, Co. is operating in the environmental and sustainable development sector. Co. specializes in recycling used motor oils, aluminium, PVC, complex plastics, tires and in de-pollution of water. Through Eco Huile, Co. regenerates used motor oils. Through Roll Gom, Co. specializes in the treatment of used tires. Through Recycarbo, Co. reprocesses dangerous aqueous industrial waste, tainted by hydrocarbons or derivatives. Through Regeal Affimet, Co. recycles aluminium. Through Rulo, Rulo France, Broplast, BHS and Materege, Co. recycles PVC products and complex plastics.

Auris Minerals

Auris Minerals is engaged in the exploration and evaluation of mineral tenements in Western Australia. Co. is exploring for gold and base metals at the Grosvenor project in Western Australia's Bryah Basin. Priority exploration targets include the Orient copper prospect and Big Billy.

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.

Gaztransport & Technigaz SA

Gaztransport & Technigaz is an engineering company specialized in membrane containment systems for liquefied gas transport and storage. Co. designs and markets technologies which combine operational efficiency and safety to equip liquefied natural gas (LNG) carriers, LNG floating platforms and multi-gas transport vessels. Co. also provides solutions for onshore storage tanks and the use of LNG as a fuel for vessels propulsion as well as a wide range of services in engineering, consultancy, training, maintenance assistance and technical studies at each stage of the liquefied gas chain.

HEXAOM SA

Maisons France Confort sells and builds built-to-order detached family homes (with the land purchased separately by the customer). Co.'s houses are presented in a catalogue. The plans are adapted and personalized for each customer by means of CAD (Computer Assisted Design) applications. The catalogues are designed around a centralized concept, but include regional variants. As of Dec 31 2010, the retail prices, excluding the land, of Co.'s houses vary between Euro70,000 and Euro800,000 including taxes, with the average selling price being Euro116,000 including taxes for an average living area of 98 sq. m.

MGI Digital Graphic Technology

Mgi Digital Technology SA. Mgi Digital Technology SA, formerly MGI France SA, is a France-based company that specializes in the design, manufacture, marketing and distribution of digital printers and related products. The Company offers a digital direct-to-print technology that provides four-color process printing variable data, personalization, bar codes, personal identification numbers (PINs), magnetic stripes, photos and auto numbering. The Company's portfolio of products includes MeteorDP8700XL, plastic card die cutting, JET cards, JETvarnish, UVarnish, Punchcard Pro, Presscard Pro and EnvelopExpress, among others. The Company's clients belong to commercial printing, silk screeners, plastic cards printers, newspaper and book printers, graphic art professionals and government sectors. In September 2013, Mgi Digital Technology SA announced that it has acquired a 100% stake in CERADROP, a company specialized in the design and commercialization of professional ink jet printing equipment for printed electronics.

Pherecydes Pharma

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

Gaetan Calabro

Jeremy Sallee

Mohamed Kaabouni

Nicolas Royot

Yann de Peyrelongue

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