Report
Arnaud Despre ...
  • Augustin Socié
  • Clément Bassat
  • Jeremy Sallee
  • Mohamed Kaabouni
  • Nicolas Delmas
  • Nicolas Royot

La Matinale - 25-04-2023 - Portzamparc

FOUNTAINE PAJOT : La guidance était bien prudente ! / Contact – Acheter (1), obj. 153.0€ ..............Cours: 110.0€ au 24/04/23
CARMAT : Obtient un financement de 13,2M€ dans le cadre de France 2030 – Acheter (1), obj. 26.4€ Cours: 8.73€ au 24/04/23
ESKER : Partenariat avec Talentia / Contact – Acheter (1), obj. 185.0€ Cours: 135.7€ au 24/04/23
EXEL INDUSTRIES : Dynamique agricole favorable / Contact – Conserver (3), obj. 52.0€ Cours: 48.8€ au 24/04/23
HRS : Partenariat avec Gaia Energy / Contact – Acheter (1), obj. 28.8€ Cours: 18.0€ au 24/04/23
ID LOGISTICS : Très dynamique sur l’International / Contact – Acheter (1), obj. 400.0€ Cours: 282.0€ au 24/04/23
LINEDATA : Croissance organique de 3% au T1 / Contact – Conserver (3), obj. 51.1€ Cours: 44.6€ au 24/04/23
LUMIBIRD : CA T1 freiné par le déménagement de Villejust / Confcall – Acheter (1), obj. 19.0€ Cours: 14.5€ au 24/04/23
NANOBIOTIX : Horizon de trésorerie réduit et report de l’étude de futilité – Acheter (1), obj. 12.1€ Cours: 3.55€ au 24/04/23
PRECIA MOLEN : Résultats en net retrait comme prévu – Acheter (1), obj. 37.5€ Cours: 28.5€ au 24/04/23
PRODWAYS : Décroissance attendue / Contact – Conserver (3), obj. 2.70€ Cours: 2.26€ au 24/04/23
ROCHE BOBOIS : Commandes toujours au top / Contact – Acheter (1), obj. 53.0€ Cours: 47.0€ au 24/04/23
Underlyings
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.

Esker SA

ESKER and its subsidiaries are engaged in the design and production of software applications. Co. operates corporate resource access software such as applications and databases for workstations. Co. has three major product groups: Host Access, DeliveryWare and Fax Server. Host Access products allows users to access applications and databases stored on different servers from their own workstations. DeliveryWare responds to the need of companies for automatic management document delivery. Fax Server allows the user to send a fax directly from their workstation.

EXEL Industries SA

EXEL Industries designs and manufactures precision spraying equipment that it markets to three markets: farming, industry and consumers. Co. organizes its operations into two divisions: Plant Protection (manufactures professional, semi-professional and consumer agricultural spraying equipment for plant protection; plant health products sprayed include herbicides, insecticides, fungicides, liquid fertilizers and other products) and Material Protection (supply of material protection products in two different areas: paint and viscous industrial product application equipment; and elimination of dust and odors).

FOUNTAINE PAJOT - TRAWLER CATAMARAN

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

Hydrogen Refueling Solutions

ID Logistics Group

ID Logistics is an international contract logistics group that designs and implements one-stop services tailored to the specific requirements of each client. The services Co. offers combine customized architectures to allow clients to optimize their supply chain.

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.

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.

Nanobiotix SA

Nanobiotix SA is a France-based oncology focused nanomedicine company. It is engaged in developing nanoparticle technology. It develops new tools for cancer which utilize a physical mode of action at the cellular level of the cancer cell. This disruptive approach may reshape future treatment opportunities. The Company's NanoXray technology comprises three products having the potential to cause a paradigm shift in cancer therapy. Specifically, NanoXray products may overcome the current limitations of standard of care in local therapy. Local treatment (surgery and radiotherapy) plays a seminal role in the potential cure and gives systemic treatment a better chance to increase life expectancy. NanoXray products are developed to selectively increase the efficacy of radiotherapy in the tumor cell. Nanobiotix is a spin-off of the State University of New York (SUNY) at Buffalo.

Precia SA

Precia and its subsidiaries are engaged in the manufacture and sale of a range of standard and electronic weighing equipment. Products include laboratory scales, standard scales, industrial weighing equipment, weighbridges for trucks, specific application software for scales and industrial computers, weighing and dosing equipment for bulk goods, and scales for use in retail environments with price display and label printing capabilities. In addition to its production models, Co. provides customized devices for a variety of industrial needs. Co. has a service team of technicians to install and commission all of its products.

Prodways Group SA

Prodways Group SA. Prodways Group SA is a France-based company engaged in the industrial machinery sector. The Company focuses its activities on the industrial three-dimensional (3D) printing market and more specifically on ''rapid manufacturing'' 3D printing for industrial series production. The Company designs, manufactures and sells products for various industries, including automotive, dental, molding, medical, jewelry and luxury, aerospace and defense, architectural and design, consumer products and academic and research. It offers its customers multi-technology, multi-application industrial solutions, 3D printing systems and a wide range of composite, hybrid and powder products. In addition, it also develops its own manufacturing for the podiatry (orthopaedic soles) and dentistry (orthodontic pieces and dental trays) markets that is sold directly to healthcare professionals. It operates through Avenao Industrie and Interson-Protac.

Roche Bobois International SAS

Roche Bobois SA, formerly Furn Invest SAS, is a France-based company operating in the furniture design and distribution businesses. It offers a broad range of made-to-order customizable designs, manufactured in small European workshops. The full furniture collection, divided in Living Room, Dining Room, Desks, Bedroom, Outdoor Furniture, and Other Products includes sofas, armchairs, cocktail tables, dining chairs, sideboards, beds, wardrobes, storage and accessories including lighting, cushions and rugs. The Company service offering includes Delivery, Financing, Warranty, Wedding Registry, Maintenance Guide, Catalogues, Interior Design and Online 3D (tridimensional) Planner. The Company operates through retail or franchising stores and owns more than 250 showrooms across the world. It is active in Europe, America, Africa, Asia and Middle East.

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

Clément Bassat

Jeremy Sallee

Mohamed Kaabouni

Nicolas Delmas

Nicolas Royot

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