Report
Arnaud Despre ...
  • Gaetan Calabro
  • Maxence Dhoury
  • Yann de Peyrelongue

La Matinale - 2022-05-13

LA VALEUR DU JOUR :
SII : De record en record / Contact – Acheter (1), obj. 52.9€ Cours: 44.6€ au 12/05/22
AAA : Ligne d'1M€ d'OC – Conserver (3), obj. 11.3€ Cours: 12.0€ au 12/05/22
BASTIDE : T3 solide, perspectives confirmées / Contact – Acheter (1), obj. 51.7€ Cours: 37.5€ au 12/05/22
PHARMAGEST : Un bon démarrage conforme à notre scénario – Acheter (1), obj. 104.0€ Cours: 75.2€ au 12/05/22
REALITES : Souhaite lever 5M€ d'obligations vertes – Acheter (1), obj. 49.5€ Cours: 37.3€ au 12/05/22
SPIE : Amélioration en courant continu – Entrée dans notre liste Convictions – Acheter (1), obj. 28.5€ Cours: 21.6€ au 12/05/22
ET AUSSI : UNITI, EUTELSAT, CAFOM…
Underlyings
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.

Pharmagest Interactive SA

Pharmagest Interactive SA is a France-based company that develops and integrates management software packages for drugstores. The Company is engaged in the computerization of pharmaceutical dispensaries. Its flagship product is Integrated Portal Management Software, which provides pharmacists with permanent and immediate access to a range of online services and is used for the distribution of information and promotions for pharmaceutical suppliers and for pharmaceutical laboratories. In addition, the Company is engaged in the provision of maintenance services, technologies to manage medication compliance, as well as e-business solutions. It operates through Noviatek, Sailendra, Multimeds, British Caremeds and Axigate, among others.

Realites SCA

Realites SA, formerly known as Realites SCA is a France-based company principally engaged in the land subdivision in the sector of real estate development and operations. The Company supports businesses, elected officials, investors and individuals in their development projects construction and investment. Realites SA offers many real estate listings for sale programs, such as individual houses, apartments, services buildings like senior residences, offices and shops, among others. The Company offers real estates for housing, like primary and secondary residences, as well as a rental property investment or to build wealth. The Company provides its services in number of cities in France, such as Rennes, Nantes and Saint-Nazaire, among others.

Societe Pour L'Informatique Industrielle

Societe Pour l Informatique Industrielle SA is a France-based company principally engaged in the provision of consultancy services to enterprises in the industrial, financial and service sectors on the implementation of technically complex projects, including technical and industrial systems, telecommunications and networks, e-banking, information systems, systems administration and new information and communication technologies. The Company has two principal activities: the external research and development in data processing and telecommunications, and integration of systems in technical data processing and networks. It offers a range of services, including consulting and studies, development engineering and tests, as well as deployment and maintenance. The Company has such subsidiaries as Rucker Aerospace GmbH, Rucker France and its Dutch subsidiary Silver Aerospace BV, and I+D group in Colombia, among others.

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.

Verneuil Participations

Verneuil Finance SA Formerly known as Verneuil Participations. Verneuil Finance SA, formerly known as Verneuil Participations SA, is a France-based investment company. The Company acquires shares in companies operating in a number of sectors, including the wood, real estate hotel promotion food processing and the leisure sectors. The Group operates its businesses through Societe Francaise de Casinos and Financier Duc. Through Societe Francaise de Casinos the Company offers a number of services, such as slot machines, games, shows & entertainment and restaurant and private reservation services, among others. The Company reports the leisure sector as its main activity.

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

Maxence Dhoury

Yann de Peyrelongue

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