Report
Arnaud Despre ...
  • Augustin Socié
  • Maxence Dhoury
  • Mohamed Kaabouni
  • Nicolas Royot
  • Yann de Peyrelongue

La Matinale - 2022-03-11

LA VALEUR DU JOUR :
SPIE : Bonne surprise sur la génération de cash – Acheter (1), obj. 29.5€ Cours: 19.4€ au 10/03/22
BASSAC : Belle croissance embarquée – Acheter (1), obj. 85.0€ vs 79€ préc. Cours: 62.8€ au 10/03/22
GTT : Elogen sélectionné pour fournir un électrolyseur de 1 MW – Conserver (3), obj. 98.1€ Cours: 90.3€ au 10/03/22
NEOEN : 93MWc remportés lors d’un appel d’offres en France – Conserver (3), obj. 32.6€ Cours: 36.8€ au 10/03/22
PHERECYDES PHARMA : Partenariat de recherche avec Bioaster – Acheter (1), obj. 11.1€ Cours: 5.20€ au 10/03/22
RUBIS : Résultats 2021 en ligne – Acheter (1), obj. 40.4€ Cours: 26.4€ au 10/03/22
SQLI : Résultats 2021 en ligne, des munitions constituées pour du M&A – Acheter (1), obj. 31.2€ Cours: 27.4€ au 10/03/22
VERIMATRIX : En route pour le SaaS – Acheter (1) vs Conserver (3), obj. 1.90€ Cours: 0.97€ au 10/03/22
ET AUSSI : I2S, FNAC DARTY, INEA…
Underlyings
Bassac SA

Bassac, formerly known as Les Nouveaux Constructeurs SA, is a France-based real estate development company that specializes in mid-range housing projects. The Company focuses on the development of new housing in France, Germany and Spain. The Company is present in France in cities, such as Paris, Lyon, Marseille, Cannes, Nice, Montpellier and Toulouse. In Germany, the Company's operations are located in Munich and Bayreuth metropolitan areas. In Spain, the Company provides housing development services in Madrid and Barcelona. The Company's residential real estate projects include VILLEFRANCHE SUR SAONE - 69400, DRANCY - 93700, CHAMPIGNY-SUR-MARNE - 94500, MARSEILLE - 13012, PRADES LE LEZ - 34730, CHATENAY MALABRY - 92290 and MONTPELLIER - 34090.

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.

Neoen S.A.

Neoen SA Formerly known as Neoen Sas. Neoen SAS is a France-based company specialized in the renewable energy sector. The Company operates, finances and develops a number of power plants from a variety of energy sources, including Solar, wind and Biomass. Its portfolio of power plants includes providencia, ombrineo, degrussa, cestas, ygos, luxey, geloux, seixal, cabrela, coruche, hornsdale I, bussy-lettree, raucourt II, villacerf, bais et trans, reclainville, chapelle vallon and la montagne. Apart from France, the Company is present in many other countries such as Portugal, Australia, Australia, Jordan, Zambia, Mozambique, Argentina, Jamaica, Mexico, Egypt and El Salvador, among others.

Pherecydes Pharma

Rubis SCA

Rubis is a holding company based in France. Co., through its subsidiaries, is engaged in the bulk import, production or distribution process, and storage of petroleum products in Europe, the Caribbean, and Africa. Co. operates bulk liquid storage facilities for petroleum products, chemicals, fertilizers, edible oils and molasses, and foodstuffs, as well as distributes butane, propane, and petroleum products in wholesale and retail. Co.'s customers primarily include hypermarkets and supermarkets; oil companies; chemists; and traders and intermediaries of fuel, oil or gas, manures, and other liquids.

SPIE SA

Spie is a provider of electrical engineering and IT services and an infrastructure and building contractor. Co. helps to design, finance, manage and implement an array of projects ranging from high-speed TGV and conventional rail lines to metros and light rail systems. In addition, Co. offers telecom and information network services. Through the Commercial Segment, Co. is engaged in construction and renovation projects. Co. also offers wired building services as well as multi-disciplinary industrial maintenance and facilities management solutions.

SQLI SA

SQLI SA is a France-based company that specializes in the design and creation of Information Technology (IT) systems. The Company specializes in implementing information systems based on new technologies. It operates in Business Information Systems sector, Digital Enterprise sector, E-commerce division, Communication and Organisation and management divisions. SQLI SA works with its clients from the consulting stage, through the design and installation processes, to the training and monitoring phase. The Company operates a network of offices in France, Benelux, Switzerland, Morocco and Canada, among others. It operates through brands: Wax Interactive and SQLI Enterprise. The Company has such subsidiaries as LSF Interactive, digital agency of marketing and communication, InventCommerce Ltd, a London-based Internet service provider and Star Republic, among others.

Verimatrix SA

Inside Secure designs, develops and sells software, silicon IP, tools and know-how to be integrated into mobile and connected devices to protect its customers' transactions, content, applications, and communications. Co. is serving markets such as: network security; IoT security; content & application protection; and mobile payment & banking. Co.'s technology protects solutions for a broad range of customers including: service providers; digital content distributors; security system integrators; device vendors; and semiconductor manufacturers.

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

Maxence Dhoury

Mohamed Kaabouni

Nicolas Royot

Yann de Peyrelongue

Other Reports on these Companies
Other Reports from Portzamparc Sponsored

ResearchPool Subscriptions

Get the most out of your insights

Get in touch