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

La Matinale - 2022-10-28

LA VALEUR DU JOUR :
SES IMAGOTAG : Maintient sa guidance malgré un T3 record / Confcall – Acheter (1) vs Renforcer (2), obj. 130.0€ Cours: 107.8€ au 27/10/22
CEGEDIM : Réitère sa guidance après un T3 sans surprise / Confcall – Conserver (3) vs Alléger (4), obj. 16.6€ Cours: 15.8€ au 27/10/22...
CLASQUIN : Belle stabilité dans un environnement compliqué / Contact – Acheter (1), obj. 87.0€ Cours: 55.6€ au 27/10/22
EXEL INDUSTRIES : Un atterrissage bien meilleur qu'attendu – Conserver (3), obj. 46.0€ Cours: 34.6€ au 27/10/22
GTT : Retour de la croissance, accélération imminente / Contact – Conserver (3), obj. 131.0€ Cours: 115.4€ au 27/10/22
IPSOS : Relève sa guidance – Acheter (1), obj. 68.0€ Cours: 49.1€ au 27/10/22
KORIAN : Organique en ligne au T3, guidance maintenue / Confcall – Acheter (1), obj. 18.5€ Cours: 10.5€ au 27/10/22
LHYFE : Partenariat avec Hexagon Purus – Acheter (1), obj. 10.5€ Cours: 9.32€ au 27/10/22
MANITOU : Croissance toujours présente dans les carnets – Acheter (1), obj. 27.0€ Cours: 19.9€ au 27/10/22
PHERECYDES PHARMA : Trésorerie renforcée mais limitée – Acheter (1), obj. 7.40€ Cours: 2.15€ au 27/10/22
WAVESTONE : Confiance toujours là mais marge en retrait / Confcall – Renforcer (2), obj. 52.8€ Cours: 45.7€ au 27/10/22
Underlyings
Cegedim SA

Cegedim is a technology and services company. Co. supplies services, IT tools, specialized software, information flow and database management services to healthcare industries, pharmaceutical companies, healthcare professionals and insurance companies. Co.'s operations can be divided into three sectors: CRM and Strategic Data (optimizing marketing and sales strategies, namely through tools and databases for managing sales forces, returns on investment, market or prescriber studies); Healthcare Professionals (software publishing with availability of promotional information) and Insurance and Services (software publishing and management of healthcare reimbursement flows).

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.

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).

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.

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.

Korian SA

Korian is an actor on the temporary and permanent dependency care market in France, Germany and Italy. Co. offers and develops services related to dependency through its retirement homes (116 as of Dec 31 2009), follow-up care and rehabilitation facilities (35 as of Dec 31 2009) and psychiatric clinics (11 as of Dec 31 2009). Co.'s operations can be divided into four geographical segments: Medical and Social activity in France (retirement homes); Sanitary activity in France (follow-up care, rehabilitation, psychiatry and home medical care); Italy; and Germany.

LHYFE S.A.

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®.

Pherecydes Pharma

SES-imagotag SA

Ses Imagotag SA Formerly known as Ses-Imagotag SA. Ses Imagotag SA is a France-based company, which designs and markets electronic shelf labeling systems for food and non-food retail industries. The Company's solutions include store electronic systems (SES), electronic labels, software, radio and mounting systems. The Company's solutions are designed for every type of retail environment, including hypermarkets, supermarkets, electronics stores, garden centers, pharmacies and service stations. The Company's products are distributed in approximately 50 countries worldwide. Ses Imagotag SA's main clients include Intermarche, E. Leclerc, Monoprix, Groupe Casino, Carrefour and Auchan. The Company has a global presence, through its own subsidiaries and representations, in Italy, Spain, the United Kingdom, Scandinavia, Canada, Mexico and Singapore, as well as more than 60 international partners. It operates through imagotag GmbH, a manufacturer of electronic components.

Wavestone

SoluCom is a management and IT consulting company. Co.'s consulting services are divided into six main areas of expertise: Strategy and management (supporting company in its customer development strategy); IT Transformation (bringing the IT systems in line with corporate strategy and business requirements); IT Governance (improving both economic and operational performance); Telecoms and innovation (providing value through new communication services); IT Architecture (offering a service-oriented approach); Security and risk management (managing risks and keeping IT compliant with regulations).

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 Delmas

Nicolas Royot

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