Report
Arnaud Despre ...
  • Clément Bassat
  • Gaetan Calabro
  • Mohamed Kaabouni
  • Nicolas Montel
  • Nicolas Royot

La Matinale - 2022-10-26

LA VALEUR DU JOUR :
ORPEA : Lourde restructuration financière envisagée – Vendre (5) vs Conserver (3) Cours: 14.7€ au 25/10/22
BIOCORP : Accord de commercialisation pour Mallya au Japon avec Novo Nordisk – Acheter (1), obj. 41.2€ Cours: 16.4€ au 25/10/22.....
CARMAT : Après DEKRA, l'ANSM valide les corrections d'Aeson® – Acheter (1), obj. 29.0€ Cours: 13.3€ au 25/10/22
FOUNTAINE PAJOT : Fin de saison toujours perturbée – Acheter (1), obj. 149.5€ Cours: 94.7€ au 25/10/22
GENFIT : Dévoile NIS2+ au travers de 3 posters de l'AASLD – Acheter (1), obj. 7.90€ Cours: 4.03€ au 25/10/22
LINEDATA : Projet d’OPRA à 50€/action / Contact – Acheter (1), obj. 48.7€ Cours: 34.4€ au 25/10/22
MCPHY : Contrat de maintenance pour CEOG – Acheter (1), obj. 11.8€ Cours: 11.9€ au 25/10/22
SECHE ENVIRONNEMENT : T3 en ligne, 2022 en haut de guidance / Contact – Acheter (1), obj. 95.7€ Cours: 91.0€ au 25/10/22
SECTEUR METAUX : Reprise de la production mondiale d'acier
ET AUSSI : CNP ASSURANCES, EUROPLASMA, KERLINK…
Underlyings
Biocorp Production SA

Biocorp Production SA is a France-based company, which is specialised in the development and manufacturing of medical and drug delivery devices.

Carmat SA

Carmat is focused on the research and development of an innovative product in the medical sector, developing an orthotopic and biocompatible artificial heart which is completely implantable, as well as its electrical power supply system and remote diagnosis system. Co. is developing a long-term therapeutic solution for patients who suffer from advanced bi-ventricular heart failure and who are not eligible for cardiac transplantation and who have exhausted all drug possibilties. Co. is still in the phase of research and development and thus do not generate any revenues.

FOUNTAINE PAJOT - TRAWLER CATAMARAN

Fountaine Pajot S.A. Fountaine Pajot SA manufactures cruising catamarans.

Genfit SA

Genfit is a biopharmaceutical company engaged in the discovery and development of drugs and biomarkers in therapeutic areas of high unmet need due to the lack of effective treatments or diagnostic tools and/or due to the increasing number of patients worldwide. Co. concentrates its research and development efforts to participate in the commercialization of treatment solutions and diagnostic tools to fight certain metabolic, inflammatory, autoimmune or fibrotic diseases affecting especially the liver (such as non-alcoholic steatohepatitis or "NASH").

Linedata Services SA

Linedata Services. Linedata Services SA is a France-based company that provides software and service solutions in the area of investment, employee savings, insurance and savings, leasing and credit, and Software as a Service. Linedata Services offers solutions in six complementary areas: Implementation Services, Hosting and SAAS, Training Services, Client Support, Professional Services and Buy Side Managed Services. The Company offers asset management solutions that cover various aspects of the investment process. Its leasing and credit finance solutions cover consumer credit, car finance, professional finance and syndicated loans, and offer contract management, including automated administrative procedures. The Company's insurance and savings solutions cover employee savings, retirement savings and life insurance. The Company operates through several subsidiaries, including Linedata Technologies Tunisie SA, LD Services Inc and Fimasys Espana SL, among others.

Orpea SA

ORPEA is a dependency, physical and psychiatric care group based in France. Co. operates long-term and short-term care facilities, including medical care facilities, medical and social care facilities and residential facilities for the elderly. Co. provides short, medium and long-term global physical and mental dependency care. Co. also operates residential facilities for disabled people of any age, hotels, and hotel-related, as well as leisure accommodation facilities. Co. operates in France and abroad (Belgium, Italy, Spain and Switzerland) in three business segments: Long-term care facilities (nursing homes); Post-acute and Rehabilitation care facilities; and Psychiatric care facilities.

Seche Environnement SA

Seche Environnement offers environmental management solutions for industrial clients or local authorities. Co. operates waste treatment and recovery facilities and develops tools to produce energy from waste. Co. also collects and sorts all types of waste, whether household or industrial, hazardous or non-hazardous. For local authorities, Co. manages household waste and other environmental concerns. Co. is engaged in thermal treatment, storage, methanization of household waste and production of alternative fuels. For industrial clients, Co. has developed products and services for handling industrial waste from waste production sites to elimination facilities.

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

Clément Bassat

Gaetan Calabro

Mohamed Kaabouni

Nicolas Montel

Nicolas Royot

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