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

La Matinale - 2022-09-14 - Portzamparc

ROCHE BOBOIS : Un S1 luxueux ! / Contact – Acheter (1), obj. 42.0€ Cours: 34.5€ au 13/09/22
CBO TERRITORIA : Finalement la Foncière accélère dès cette année – Acheter (1), obj. 4.60€ Cours: 3.60€ au 13/09/22
CLASQUIN : Un S1 record – Acheter (1), obj. 78.0€ Cours: 52.6€ au 13/09/22
FLEURY MICHON : Résultats impactés par l'inflation – Conserver (3), obj. 22.0€ Cours: 22.3€ au 13/09/22
GENFIT : GNS561 obtient le statut de médicament orphelin de la FDA – Acheter (1), obj. 9.20€ Cours: 4.24€ au 13/09/22
HERIGE : Solide S1 ! – Acheter (1), obj. 53.0€ Cours: 37.9€ au 13/09/22
HOFFMANN GREEN : Futur accord de licensing ? – Acheter (1), obj. 25.0€ Cours: 13.1€ au 13/09/22
PRECIA MOLEN : Initiation de couverture - Une pépite industrielle qui vaut son pesant d'or – Acheter (1), obj. 37.7€ Cours: 32.3€ au 13/09/22
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.

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.

Fleury Michon SA

Fleury Michon is engaged on the food market. Present on three self-service markets (charcuterie, fresh prepared meals and prepared seafood) in supermarkets, Co. specializes in pork hams and poultry cuts, prepared meals, surimi and ready-to-eat charcuterie. Co.'s operations can be divided into three segments: French Supermarkets (Fresh self-service products sold in the prepared meals and charcuterie sections of supermarkets under Co.'s name or private labels); International (Fresh self-service products under development in Canada, Spain, Italy, Switzerland and Slovenia); and Other activities (Eat-out and catering).

Genfit SA

Genfit is a biopharmaceutical company engaged in the discovery and development of drugs and biomarkers in therapeutic areas of high unmet need due to the lack of effective treatments or diagnostic tools and/or due to the increasing number of patients worldwide. Co. concentrates its research and development efforts to participate in the commercialization of treatment solutions and diagnostic tools to fight certain metabolic, inflammatory, autoimmune or fibrotic diseases affecting especially the liver (such as non-alcoholic steatohepatitis or "NASH").

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.

Hoffmann Green Cement Technologies SA

Hoffmann Green Cement Technologies SAS. Hoffmann Green Cement Technologies SAS is a France-based company, which manufactures cements. The Company mainly manufactures decarbonated cements for construction. Hoffmann Green Cement Technologies SAS is involved in the energy and ecological transition by manufacturing low carbon eco-materials.

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.

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

Jeremy Sallee

Mohamed Kaabouni

Nicolas Montel

Nicolas Royot

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