Report
Arnaud Despre ...
  • Clément Bassat
  • Jeremy Sallee
  • Maxence Dhoury
  • Nicolas Delmas
  • Nicolas Royot

La Matinale - 29-03-2023

LA VALEUR DU JOUR :
BIOCORP : Des charges d 'internationalisation plus lourdes – Acheter (1), obj. 36.8€ Cours: 23.1€ au 28/03/23
CLASQUIN : Prise de contrôle de TIMAR finalisée / Contact – Acheter (1), obj. 82.0€ Cours: 59.6€ au 28/03/23
HERIGE : S2 plus compliqué mais structurellement encourageant – Acheter (1), obj. 54.5€ Cours: 40.3€ au 28/03/23
HIGHCO : Des perspectives prudentes mais du rendement – Acheter (1), obj. 5.80€ Cours: 4.96€ au 28/03/23
LACROIX : Publication en ligne / Contact – Acheter (1), obj. 46.6€ Cours: 30.5€ au 28/03/23
TRIGANO : En ligne, le camping car au bout du tunnel / Contact – Acheter (1), obj. 158.0€ Cours: 111.9€ au 28/03/23
HYDROGENE : Un projet AFIR finalement peu ambitieux
ET AUSSI : FOCUS ENTERTAINMENT, GTT, HDF ENERGY…
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.

Clasquin SA

Clasquin Group designs and supervises the entire overseas transport & logistics chain. Co. has two operating segments: air and sea freight forwarding and related services ("overseas freight") and IT service contractor ("IT services"). The air freight forwarding and related services ("overseas freight") segment comprises of three business lines: air freight forwarding and related services, sea freight forwarding and related services, other services not included in air and sea freight (including related services) are grouped into the "others" business line.

HERIGE SA

VM Materiaux is engaged in the building market with 3 complementary fields of activity. Co.'s operations can be divided into three segments: Building material trading (Co. has a trading network specialized in distribution of materials for the building and public works sector), Concrete industry (Co. produces pre-cast and ready-mix concrete) and Industrial joinery (Co. manufactures a range of PVC, aluminium or wooden external joinery (doors and windows), as well as entry closures (shutters, fences and gates)). Co. operates only in France. Among its clients, Co. has both professionals in the building industry and DIY customers.

HighCo SA

High Co SA is a France-based marketing services group for mass-market retailers and consumer goods manufacturers. The Company offers marketing solutions, such as coupon issuing, a promotional technique that entitles the customer to a discount on a product; sampling, which consists in offering free samples to test a product; point-of sale, which ranges from shelf tags to in-store radio announcements, floor graphics and in-store field marketing; clearing, which consists of processing discount coupons and money-back offers; marketing communication agencies, which provide support for brands and retailers in their marketing campaigns, and digital services with the subsidiary, HighCo 3.0., which advises and assists clients on the integration of digital technologies for distributors and brands. The Company operates in France, Spain, United Kingdom, Poland, Russia and Turkey, among others.

Lacroix Group SA

Lacroix is an industrial company organized around three branches. In the Signaling branch, Co. designs, manufactures and sells road and urban signaling. Co. also provides appraisal services, fitting and work site signaling. In the Telemetry branch, Co. sells technical facility network remote control and management products for drinking water and waste water disposal networks, heating and ventilation air control facilities, and industrial sites. In the Electronics branch, Co. provides electronic sub-contracting services (electronic board design and industrialization, component purchasing and procurement, board and finished product assembly, tests and qualifications and after-sales service).

Trigano SA

Trigano designs, manufactures and sells leisure vehicles and leisure equipment. Co.'s operations can be divided into two segments: Leisure vehicles and Leisure equipment. The Leisure Vehicles segment produces motor caravans, caravans, mobile homes and accessories and provides services to its customers (leasing and financing of leisure vehicles). The Leisure Equipment segment produces trailers, camping equipment, and garden equipment. Co. operates in France, U.K., Italy, Germany, Belgium, Spain, Netherlands, Norway and Other countries.

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

Jeremy Sallee

Maxence Dhoury

Nicolas Delmas

Nicolas Royot

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