Report
Arnaud Despre ...
  • Mohamed Kaabouni
  • Nicolas Royot
  • Nicolas Montel

La Matinale - 2023-03-03 - Portzamparc

MANITOU : En ligne, effet cash mieux que prévu, marge S1 sous pression – Conserver (3), obj. 27.0€ Cours: 26.7€ au 02/03/23
BONDUELLE : Guidance de CA désormais dans le bas de la fourchette – Acheter (1), obj. 23.0€ Cours: 13.3€ au 02/03/23
CGG : En ligne avec les dernières guidances – Conserver (3), obj. 0.80€ Cours: 0.87€ au 02/03/23
DBV TECHNOLOGIES : On track et user friendly – Acheter (1), obj. 5.50€ Cours: 2.81€ au 02/03/23
GTT : Contrat majeur en smart shipping – Acheter (1), obj. 129.0€ Cours: 101.2€ au 02/03/23
WAGA ENERGY : Un projet d’injection de biogaz hybride à Clermont-Ferrand – Renforcer (2), obj. 35.7€ Cours: 26.9€ au 02/03/23
Underlyings
Bonduelle SCA

Bonduelle is active in the market of processed vegetables both within and outside the European Union. Co.'s business is made up of three activities: canned, frozen and fresh vegetables (prepared and fresh-cut). It distributes its products mostly through retail channels (large supermarkets and stores) and food service sectors (restaurants, inter-company canteens). Some of Co.'s brands are Bonduelle, Cassegrain, Frudesa and Artic Gardens. Co. is organized into two geographic regions and four business segments: Bonduelle Europe Long Life (BELL), Bonduelle Fresh Europe (FRESH), Bonduelle Americas (BAM), and Bonduelle Development (BDV).

CGG
CGG

CGG is a global participant in the geophysical seismic industry. Co. manufactures geophysical equipment and provides marine, land, and airborne data acquisition services. Co. also provides geosciences services, including data imaging, seismic data characterization, geosciences and petroleum engineering consulting services, and collecting, developing and licensing geological data. Co.'s clients are in oil and gas exploration and production industies. Co. divides its activities into four segments: Equipment, Contractual Data Acquisition, Geology, Geophysics and Reservoir (GGR), and Non-Operated Resources, including eight business lines, six Corporate functions, and four Group Departments.

DBV Technologies SA

DBV Technologies is a clinical-stage specialty biopharmaceutical company focused on immunotherapy. Co.'s therapeutic approach is based on epicutaneous immunotherapy (EPIT), its proprietary method of delivering biologically active compounds to immune systems through intact skin using a platform called Viaskin. Viaskin is an electrostatic patch that offers a self-administered, non-invasive immunotherapy to patients. Once applied on intact skin, Viaskin forms a condensation chamber that hydrates the skin and solubilizes the antigen, allowing it to penetrate the epidermis, where it's captured by Langerhans cells. Co.'s patients include infants and children suffering from severe food allergies.

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.

Manitou BF SA

Manitou BF is active on the global market for material handling. Co. divides its activities into three divisions: Rough Terrain Handling (RTH) where Co. assembles and distributes rough terrain handling equipment such as masted forklift trucks and fixed and rotating telescopic forklift trucks; Industrial Material Handling (IMH) where Co. designs and distributes semi-industrial masted forklift trucks; industrial forklift trucks; truck-mounted forklifts; and Compact Equipment (CE) where Co. designs, assembles and distributes skid steer loaders, telescopic forklift trucks, articulated loaders and mini excavators. Co.'s brands include Manitou®, Gehl®, Mustang®, Loc®, Edge®.

WAGA ENERGY SA

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

Mohamed Kaabouni

Nicolas Royot

Nicolas Montel

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