Report
Arnaud Despre ...
  • Augustin Socié
  • Gaetan Calabro
  • Maxence Dhoury
  • Mohamed Kaabouni
  • Nicolas Montel
  • Nicolas Royot

La Matinale - 2023-02-17

LA VALEUR DU JOUR :
GTT : Résultats solides, vers un doublement du CA d'ici 2025 – Acheter (1), obj. 130.0€ Cours: 105.9€ au 16/02/23
BW IDEOL : Bonne maitrise du cash – Acheter (1), obj. 49.9kr Cours: 7.46kr au 16/02/23
DONTNOD : AK pour financer le prochain cycle – Acheter (1), obj. 14.3€ Cours: 10.6€ au 16/02/23
GROUPE BERKEM : Acquisition US en Nutraceutique – Acheter (1), obj. 8.00€ Cours: 6.00€ au 16/02/23
IPSOS : Feedback réunion investisseurs – Renforcer (2) vs Acheter (1), obj. 64.5€ Cours: 58.3€ au 16/02/23
JACQUET METALS : Renforcement d'IMS en Europe centrale et de l'Est – Acheter (1), obj. 26.0€ Cours: 18.5€ au 16/02/23
SEB : M&A Café Pro – Acheter (1), obj. 127.0€ Cours: 100.3€ au 16/02/23
VALNEVA : Pfizer exclut une part significative des patients recrutés dans VALOR – Acheter (1), obj. 10.7€ Cours: 6.36€ au 16/02/23
ET AUSSI : IT LINK, EUROPCAR MOBILITY, MARIE BRIZARD…
Underlyings
BW IDEOL AS

Don't Nod Entertainment SA

Dont Nod Entertainment SA. Dont Nod Entertainment SARL is a France-based video game developer. The Company develops video games for consoles and personal computers (PC) based on original concepts and technologies. The Company specializes in narrative games in a number of genres, including adventure, action and role play. Its games are natively multi-screens (consoles, PCs, Smartphone, tablets, Mac and TV). Its game portfolio includes Remember me, which includes digitized personal and intimate memories; Life is Strange, which narrates the story of Max, a photography student who suddenly discovers an internal power to go back in time, and Vampyr, which depicts London in the early 20th century after it has been ravaged by the Spanish Flu.

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.

GROUPE BERKEM SA

IPSOS

Ipsos is an independent survey-based research group based in France. Co. focuses exclusively on the production, interpretation, and distribution of information gathered from individuals about their views, desires, attitudes, and behaviors. It uses two principal methods of survey-based research: Quantitative research and Qualitative research. Co. organizes its business around six areas of specialization: Advertising Research; Marketing Research; Media Research; Opinion and Social Research; and Customer Relationship/Management Research. In addition, it divides its operations into five geographical areas: Europe, North America, Latin America, Asia-Pacific, and Middle East.

Jacquet Metals SA

Jacquet Metal Services is a European distributor of specialty steels, also active in China and the U.S.A. Co.'s main activity consists of purchasing, storing, and delivering different families of products. Co. is active in four markets for the distribution of special steels through four brands: JACQUET (distribution of stainless steel thick "Quarto" plates); Stappert (distribution of long stainless steel products); Abraservice (distribution of wear-resistant "Quarto" plates); IMS group (distribution of engineering steels). Co.'s main consumer sectors are the following industries: chemical; agro foods; treatment and storage of gases; water treatment; environment and cleanup; and energy.

SEB SA

SEB is engaged in the design, manufacture and marketing of cookware and small household appliances such as pressure cookers, irons, coffeemakers, deep fryers, toasters, kitchen utensils, breadmakers, mixers, blenders, bathroom scales, vacuum cleaners, fans, heaters, air conditioners and food processors. Co.'s products fall into eight categories: Home comfort, Home care, Food preparation, Linen care, Personal care business, Cookware, Electrical cooking and Beverage preparation. Co.'s brands are All-Clad, Krups, Lagostina, Moulinex, Rowenta, Tefal, Calor/Seb, T-fal/Mirro/WearEver/AirBake/Regal, Arno/ Panex//Rochedo/Penedo/Clock/Samurai/Imusa/Umco, Supor, AsiaVina and Maharaja Whiteline.

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.

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

Gaetan Calabro

Maxence Dhoury

Mohamed Kaabouni

Nicolas Montel

Nicolas Royot

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