Report
Arnaud Despre ...
  • Augustin Socié
  • Maxence Dhoury
  • Mohamed Kaabouni
  • Nicolas Delmas
  • Nicolas Royot

La Matinale - 2022-12-05

LA VALEUR DU JOUR :
BENETEAU : Plan stratégique: prévisions nettement supérieures à nos attentes – Acheter (1), obj. 17.5€ Cours: 11.0€ au 02/12/22
BROADPEAK : Feedback séminaire tech PZP – Acheter (1), obj. 9.00€ Cours: 5.88€ au 02/12/22
ENERTIME : Les planètes semblent enfin alignées – Acheter (1), obj. 2.70€ Cours: 1.45€ au 02/12/22
GTT : Procédure KFTC: du positif et du négatif / Contact – Conserver (3), obj. 131.0€ Cours: 115.0€ au 02/12/22
INFOTEL : Feedback séminaire tech PZP – Acheter (1) vs Renforcer (2), obj. 58.0€ Cours: 54.0€ au 02/12/22
MGI DIGITAL : Feedback séminaire tech PZP – Acheter (1), obj. 54.0€ Cours: 28.3€ au 02/12/22
VALNEVA : Les données à 12 mois confirment l'effet à long terme de VLA1443 – Acheter (1), obj. 8.70€ Cours: 6.74€ au 02/12/22
VERIMATRIX : Feedback séminaire tech PZP – Acheter (1), obj. 1.50€ Cours: 0.68€ au 02/12/22
ET AUSSI : OL GROUPE.
Underlyings
Beneteau SA

Beneteau designs, manufactures and sells yachts and powerboats through an international network of dealers. Co. also designs, manufactures and sells mobile homes. Its operations can be divided into two segments: The Boats segment and the Leisure Homes segment. The Boats segment groups together the activities for manufacturing and marketing boats with a customer base made up of dealers; The Leisure Homes segment groups together the activities for manufacturing and marketing mobile homes with a customer base made up of campsites and wholesalers, and the the activities for manufacturing and marketing wood-frame houses. Some of Co.'s brands are Beneteau, Jeanneau, CNB, IRM and O'Hara.

Enertime SA

Enertime SAS. Enertime SAS is a France-based company primarily engaged in the provision of the solutions on renewable energy. The Company is an engineering and consulting firm that focuses on renewable energy strategies, engineering work for investors as owners engineer for bio-energy project such as Biosmass and Biogas, promotion and development of solar energy and bio-energy. Enertime designs, builds and runs its own Organic Rankine Cycle modules or ORCs, for power generation without CO2. The Company's main project concerns photovoltaic solar power plants on hazardous lands, boilers or biomass power plants using difficult-to-burn biomass (straw, poultry litter, spent wash, etc.), non-conventional thermodynamic cycles (negative cold production). Moreover, the Company designs turbines specially adapted to clients needs and project specifications..

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.

Infotel SA

Infotel is a group of consulting companies and a global software vendor. The Group has developed a complete service offering and a range of software for enterprise servers. Co. provides consultancy, analysis, IT system audits, third-party application maintenance and software testing solutions. Co. designs and implements, as service contracts or service desk, management projects by implementing advanced methods and technologies, from mobile technology to databases. Co. has developed software to assist customers in areas such as DB2® (security, performance and management), data management and archiving, web-enables or quality applications and relational database performance.

MGI Digital Graphic Technology

Mgi Digital Technology SA. Mgi Digital Technology SA, formerly MGI France SA, is a France-based company that specializes in the design, manufacture, marketing and distribution of digital printers and related products. The Company offers a digital direct-to-print technology that provides four-color process printing variable data, personalization, bar codes, personal identification numbers (PINs), magnetic stripes, photos and auto numbering. The Company's portfolio of products includes MeteorDP8700XL, plastic card die cutting, JET cards, JETvarnish, UVarnish, Punchcard Pro, Presscard Pro and EnvelopExpress, among others. The Company's clients belong to commercial printing, silk screeners, plastic cards printers, newspaper and book printers, graphic art professionals and government sectors. In September 2013, Mgi Digital Technology SA announced that it has acquired a 100% stake in CERADROP, a company specialized in the design and commercialization of professional ink jet printing equipment for printed electronics.

Valneva SE

Valneva, together with its subsidiaries, is focused on vaccine development and antibody discovery. Co. generates revenue from both its marketed product, a vaccine for the prevention of Japanese encephalitis (IXIARO®/JESPECT®), commercial partnerships around a portfolio of product candidates and licensed technology platforms (EB66® cell line, VIVA,Screen antibody discovery technology, and the IC31® adjuvant) developed by Co. Related business activities include product research and development, regulatory and clinical activities, manufacturing of commercial product and advanced clinical product candidates, as well as administrative, corporate development, and marketing and sales activities.

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 Delmas

Nicolas Royot

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