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

La Matinale - 17-02-2022

CHARGEURS : Fin d'année record ! / Contact – Acheter (1), obj. 33.0€ Cours: 23.6€ au 16/02/22
CBO TERRITORIA : Foncière en ligne, recul plus marqué de la Promotion – Acheter (1), obj. 4.70€ Cours: 3.69€ au 16/02/22
ENERTIME : La conquête de l'Ouest – Acheter (1), obj. 3.40€ Cours: 2.52€ au 16/02/22
GTT : 4 commandes de méthaniers – Acheter (1), obj. 88.7€ Cours: 83.0€ au 16/02/22
HRS : Hopium commande une station – Acheter (1), obj. 37.4€ Cours: 23.9€ au 16/02/22
PRODWAYS : Dépasse sa guidance annuelle / Contact – Acheter (1), obj. 3.45€ Cours: 2.84€ au 16/02/22
VALBIOTIS : Feu vert pour le lancement de INSIGHT et INSIGHT 2 (phase II/III) – Acheter (1), obj. 14.7€ Cours: 6.32€ au 16/02/22
SANTE ANIMALE : Exercice 2021 supérieur aux attentes chez Zoetis, anticipation solide pour 2022
TECHNOLOGIE : Perspectives du marché de la SVOD en Amérique du Nord
AUTOMOBILE : Immatriculation de voitures neuves en Europe (Janvier -6%)
COLLECTE / DECOLLECTE : Une accalmie de courte durée
Underlyings
CBo Territoria SA

Cbo Territoria SA. CBo Territoria SA is a France-based company primarily engaged in real estate, construction and development, as well as business and residential property management. As of December 31, 2011, the Company owned land situated on the La Reunion Island, including in Sainte Marie, Saint Paul, Saint Leu and Saint Pierre. It provides experience, construction and development services for residential purpose through CBo Habitat and for professionals through CBo Entreprise, as well as real estate management services through CBo Gestion Immobiliere. As of December 31, 2011, the Company was 19.45%-owned by Jaccar Holdings. CBo Territoria SA operates various subsidiaries, including CBo Property, SCI Le Neptune, SCI Les Boreales, SCCV Eco Parc Portail and SNC Cap Horizon, among others.

Chargeurs SA

Chargeurs SA is a France-based company, which provides customizable specialty material solutions. The Company and its subsidiaries operate in four sectors: Protective Films, Fashion Technologies, Museum Solutions and Luxury Materials. Protective Films designs, produces and markets technical solutions to protect the quality of steel, aluminum, plastic or other surfaces during the transformation process, as well as film application machines. Fashion Technologies produces and markets linings for clothing. Museum Solutions includes the industrial divisions Senfa, specialized in the functionalization of technical textiles, and Chargeurs Creative Collection, specialized in the provision of services to cultural institutions. Luxury Materials manufactures and markets combed wool ribbons. The Company is active globally.

Enertime SA

Enertime SAS. Enertime SAS is a France-based company primarily engaged in the provision of the solutions on renewable energy. The Company is an engineering and consulting firm that focuses on renewable energy strategies, engineering work for investors as owners engineer for bio-energy project such as Biosmass and Biogas, promotion and development of solar energy and bio-energy. Enertime designs, builds and runs its own Organic Rankine Cycle modules or ORCs, for power generation without CO2. The Company's main project concerns photovoltaic solar power plants on hazardous lands, boilers or biomass power plants using difficult-to-burn biomass (straw, poultry litter, spent wash, etc.), non-conventional thermodynamic cycles (negative cold production). Moreover, the Company designs turbines specially adapted to clients needs and project specifications..

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.

Hydrogen Refueling Solutions

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.

Valbiotis SA

Valbiotis SA Formerly known as Valbiotis SAS. Valbiotis SA is a France-based company engaged in the biotechnology industry. The Company specializes in developing nutrition solutions designed to prevent cardiometabolic diseases and provide nutritional support for patients. It seeks to develop solutions designed to prevent type 2 diabetes, NASH, (non-alcoholic steatohepatitis) and obesity and to offer nutritional support. The Company prevents disease by developing products that reduce the risk factors of irreversible chronic diseases. It provides patient support through new-generation medical nutrition solutions containing patented substances with clinically proven effects. Its products are plant-based and undergo strict scientific and clinical tests in collaboration with academic research centers.

Vetoquinol SA

V?toquinol is a global player in the animal health sector, serving both the livestock (cattle and pigs) and pet (dogs and cats) markets. Co. designs, develops, and sells veterinary drugs and non-medicinal products in Europe, the Americas and the Asia Pacific region, as an independent entity. Co. is also active in the therapeutic fields of anti-infectives, pain-inflammation and cardiology-nephrology treatment. As of Dec 31 2013, Co.'s product portfolio included brands such as Aurizon®, Epiphen®, Ipakitine®, Marbocyl®, Propalin®, Tolf?dine®, Tolfine®, Clavaseptin®, and Vetprofen®. Co.'s brands are V?toquinol, Tomlyn, and Evsco in the U.S.A. and Equistro for the horse range.

Virbac SA

Virbac is an independent veterinary pharmaceutical laboratory. Co. develops and provides veterinarians and farmers with medicines and vaccines that improve the health of food producing animals. Co. markets a range of products designed for pets and livestock. It offers seven types of products for companion animals (Parasiticides, Immunology, Antibiotics/dermatology, Specialties, Equine, Specialized pet food and Other products), and four types of products for food producing animals (Bovine parasiticides, Bovine products (excluding parasiticides), Pig/poultry antibiotics and Other products). Co. markets its products in the ethical (veterinarian) and OTC markets.

Provider
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​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

Jeremy Sallee

Maxence Dhoury

Mohamed Kaabouni

Nicolas Royot

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