Report
Arnaud Despre ...
  • Jeremy Sallee
  • Nicolas Montel
  • Nicolas Royot

PORTZAMPARC MIDCAP MIDDAY - 18-03-2022

BENETEAU: Cash is king ! - Strong Buy (1), TP: €19.0
GTT: LNG fuel confirms its dynamism - Hold (3), TP: €98.1
LUMIBIRD: EBITDA > 20% already achieved / Contact - Strong Buy (1), TP: €24.7
MAUREL & PROM: EBITDA in line with our expectations - Strong Buy (1), TP: €3.0
THERMADOR GROUP: Further price increases on the horizon - Buy (2), TP: €104.0
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.

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.

Lumibird SA

Quantel and its subsidiaries are engaged in the production, development and distribution of lasers for medical applications mainly in ophthalmology and dermatology. Co. produces lasers for scientific instrumentation involved in research and development and underwater lasers. Co. also provides laser impulses for industrial applications such as laser cleaning or material processing.

Thermador Groupe

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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

Jeremy Sallee

Nicolas Montel

Nicolas Royot

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