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

La Matinale - 2022-11-08

LA VALEUR DU JOUR :
LACROIX : Excellent T3 et relèvement de la guidance de CA / Contact – Acheter (1), obj. 47.6€ Cours: 24.0€ au 07/11/22
AUREA : Ralentissement (attendu) au T3 – Conserver (3), obj. 7.40€ Cours: 7.22€ au 07/11/22
DELTA PLUS GROUP : Dynamique de croissance bien orientée – Acheter (1), obj. 81.0€ Cours: 63.2€ au 07/11/22
POUJOULAT : Toujours solide / Contact – Renforcer (2), obj. 26.2€ Cours: 24.0€ au 07/11/22
ET AUSSI : ALTAREA, UBISOFT, MEDINCELL…
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.

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.

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).

POUJOULAT

Poujoulat and its subsidiaries are engaged in the manufacture of stainless steel flues and chimney tops for all heating appliances (open or enclosed fire places, stoves, boilers, room-sealed boilers) for collective or private housing and commercial purposes.

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

Nicolas Delmas

Nicolas Royot

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