Report
Jeremy Sallee ...
  • Maxence Dhoury
  • Nicolas Delmas
  • Nicolas Royot

La Matinale - 09-03-2023

LA VALEUR DU JOUR :
WAVESTONE : Léger profit warning / Contact – Conserver (3) vs Acheter (1), obj. 52.0€ Cours: 50.5€ au 08/03/23
AUREA : Acquisition dans le recycle de l'Aluminium – Conserver (3), obj. 7.40€ Cours: 6.74€ au 08/03/23
CHARGEURS : Résultats en ligne / Contact – Acheter (1), obj. 23.0€ Cours: 14.0€ au 08/03/23
GL EVENTS : Belle performance opérationnelle – Acheter (1), obj. 25.0€ Cours: 21.7€ au 08/03/23
COLLECTE / DECOLLECTE : Une hirondelle
ET AUSSI : ACTICOR BIOTECH, LDLC, VISIOMED GROUP…
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.

Chargeurs SA

Chargeurs SA is a France-based company, which provides customizable specialty material solutions. The Company and its subsidiaries operate in four sectors: Protective Films, Fashion Technologies, Museum Solutions and Luxury Materials. Protective Films designs, produces and markets technical solutions to protect the quality of steel, aluminum, plastic or other surfaces during the transformation process, as well as film application machines. Fashion Technologies produces and markets linings for clothing. Museum Solutions includes the industrial divisions Senfa, specialized in the functionalization of technical textiles, and Chargeurs Creative Collection, specialized in the provision of services to cultural institutions. Luxury Materials manufactures and markets combed wool ribbons. The Company is active globally.

GL Events SA

GL events is an international provider of event solutions and services. Co. operates in three segments of the event industry market: the organization of trade fairs, conventions and events(Co. organizes proprietary trade shows); the management of venues(Co.'s venues are managed under concession agreements or long-term public-private partnerships); and services for events(Co. equips and installs every type of event). Co. assists companies, institutions, and event organizers at every stage of the process from the definition of their event strategies to final implementation in the field.

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
Jeremy Sallee

Maxence Dhoury

Nicolas Delmas

Nicolas Royot

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