Report
Augustin Socié ...
  • Clément Bassat
  • Gaetan Calabro
  • Jeremy Sallee
  • Nicolas Royot

La Matinale - 2022-09-27

LA VALEUR DU JOUR :
AUREA : Des résultats régénérés – Initiation de couverture – Renforcer (2), obj. 8.00€ Cours: 7.40€ au 26/09/22
BW IDEOL : Annonce un projet pilote à Taïwan – Acheter (1), obj. 49.9kr Cours: 11.4kr au 26/09/22
ONCODESIGN : Deal avec Servier pour LRRK2 (Maladie de Parkinson) – Acheter (1), obj. 16.2€ Cours: 14.2€ au 26/09/22
PRECIA MOLEN : Une provision qui pèse lourdement sur la marge – Acheter (1), obj. 36.5€ Cours: 30.0€ au 26/09/22
QUADIENT : Redressement de la croissance au T2 – Acheter (1), obj. 36.0€ Cours: 13.8€ au 26/09/22
SES IMAGOTAG : Sélectionné par Fnac Darty pour digitaliser >200 magasins en Europe – Renforcer (2), obj. 104.0€ Cours: 88.5€ au 26/09/22
VOLTALIA : Une centrale solaire de 30MW pour Leroy Merlin – Alléger (4), obj. 19.7€ Cours: 18.3€ au 26/09/22
ET AUSSI : UGROS COSMETIC, THERACLION, GLOBAL BIOENERGIES…
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.

BW IDEOL AS

Precia SA

Precia and its subsidiaries are engaged in the manufacture and sale of a range of standard and electronic weighing equipment. Products include laboratory scales, standard scales, industrial weighing equipment, weighbridges for trucks, specific application software for scales and industrial computers, weighing and dosing equipment for bulk goods, and scales for use in retail environments with price display and label printing capabilities. In addition to its production models, Co. provides customized devices for a variety of industrial needs. Co. has a service team of technicians to install and commission all of its products.

Quadient SA

Neopost supplies mailroom equipment, offering products for franking, folding & inserting, addressing, address cleansing, tracking, tracing letters, parcels & the supply chain. Co. also offers various services, including consulting, maintenance, financial services & online service. Co.'s activities can be summed up to 2 segments: Mailroom Solutions & Communication & Shipping Solutions, divided into 9 operations: Automated mail opening, Management of incoming mail & traceability of important mail, Address printers, Automated insertion equipment, Intelligent franking, Financing solutions, Data quality, Customer Communication Management and Shipping Solutions, mainly in Europe & North America.

SES-imagotag SA

Ses Imagotag SA Formerly known as Ses-Imagotag SA. Ses Imagotag SA is a France-based company, which designs and markets electronic shelf labeling systems for food and non-food retail industries. The Company's solutions include store electronic systems (SES), electronic labels, software, radio and mounting systems. The Company's solutions are designed for every type of retail environment, including hypermarkets, supermarkets, electronics stores, garden centers, pharmacies and service stations. The Company's products are distributed in approximately 50 countries worldwide. Ses Imagotag SA's main clients include Intermarche, E. Leclerc, Monoprix, Groupe Casino, Carrefour and Auchan. The Company has a global presence, through its own subsidiaries and representations, in Italy, Spain, the United Kingdom, Scandinavia, Canada, Mexico and Singapore, as well as more than 60 international partners. It operates through imagotag GmbH, a manufacturer of electronic components.

Voltalia

Voltalia. Voltalia SA is a France-based holding company engaged in the renewable utilities sector. It designs, develops and operates electric power stations in numerous countries, such as France, French Guyana, Brazil, Greece and Morocco. The Company generates electricity using a variety of renewable energy sources. These include wind, water, biomass and solar power. In addition, Voltalia SA specializes in carbon credit trading activities. The Company operates several subsidiaries, including Anelia and Bio-Bar in France, Voltalia Guyane, SIG Kourou, SIG Mana and SIG Cacao in French Guyana, Voltalia Energia do Brasil in Brazil, Thegero in Greece and Alterrya Maroc in Morocco, among others. The Company is owned by Voltalia Investissement SA.

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

Clément Bassat

Gaetan Calabro

Jeremy Sallee

Nicolas Royot

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