Report
Arnaud Despre ...
  • Augustin Socié
  • Gaetan Calabro
  • Jeremy Sallee
  • Mohamed Kaabouni
  • Nicolas Montel
  • Nicolas Royot
  • Yann de Peyrelongue

La Matinale - 2022-07-21

LA VALEUR DU JOUR :
MERSEN : Après un très bon T2, les perspectives revues en hausse – Acheter (1) vs Renforcer (2), obj. 37.6€ Cours: 30.9€ au 20/07/22................
CHARGEURS : Acquisition de Skira Editore / Contact – Acheter (1), obj. 29.7€ Cours: 15.8€ au 20/07/22
GTT : Une premier semestre explosif – Conserver (3), obj. 128.4€ Cours: 126.7€ au 20/07/22
INNATE PHARMA : Sanofi se positionne sur un deuxième candidat issu d'ANKET™ – Acheter (1), obj. 7.30€ Cours: 3.02€ au 20/07/22
IPSOS : Poursuit sa croissance hors des contrats covid – Acheter (1), obj. 60.8€ Cours: 46.6€ au 20/07/22
ITESOFT : Légère croissance du CA / Arrêt du suivi – Conserver (3), obj. 4.00€ Cours: 3.89€ au 20/07/22
LARGO : Maintien d'une croissance soutenue – Acheter (1), obj. 14.7€ Cours: 7.14€ au 20/07/22
MAUREL & PROM : Ventes trimestrielles en ligne – Acheter (1), obj. 5.05€ Cours: 4.31€ au 20/07/22
SEB : Le warning est là – Acheter (1), obj. 148.0€ Cours: 93.3€ au 20/07/22
VALNEVA : La CE honore symboliquement sa pré-commande de VLA2001 – Conserver (3) vs Acheter (1), obj. 11.1€ Cours: 10.5€ au 20/07/22
VETOQUINOL : T2 en croissance disparate dans le prolongement du T1 / Contact – Acheter (1), obj. 147.9€ Cours: 122.8€ au 20/07/22
VOLTALIA : Production toujours décevante, consensus trop optimiste – Alléger (4) vs Conserver (3), obj. 18.9€ Cours: 21.2€ au 20/07/22.......
ET AUSSI : INVIBES ADVERTISING, BIO UV GROUP, ARGAN…
Underlyings
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.

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.

Innate Pharma SA Class A

Innate Pharma S.A. is a biopharmaceutical Company developing immunotherapy drugs for cancer and inflammatory diseases. Co. specializes in the development of new monoclonal antibodies targeting receptors and pathways controlling the activation of innate immunity cells. Also, Co. has three product-candidates resulting from its research platform are being tested in clinical trials; two of these by Co.'s partners, Bristol-Myers Squibb and Novo Nordisk A/S. Co. focuses on immunopharmacology and antibody technology. Co. has a panel of molecular and cellular assays and in vivo models for assessing the pharmacodynamics, the pharmacotoxicology and efficacy of drug candidates.

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.

Itesoft SA

Itesoft SA. Itesoft SA is a France-based company that develops software solutions for digitizing, automatically processing, and managing paper and digital documents. The Company concentrates on two main business areas: Financial Process Automation, and Intelligent Capture and Process Automation solutions. For Financial Process Automation, the Company's solutions help the Purchase-to-Pay process by automatically capturing invoices, paper and e-invoices, validating data with the enterprise resource planning (ERP) and providing a web-based workflow application to manage and control the process leading to posting and paying supplier invoices. Another type of solution focuses on automating sales orders in the Systems Applications and Products (SAP) environment. For Intelligent Capture and Process Automation, the Company provides solutions for processing in-coming document flows to automate and image-enable any document-centric business process, regardless of industry or department.

Mersen SA

Mersen produces materials and electrical components intended for alternative energies, chemicals and pharmaceuticals, rail transportation, electronics and process industries. Co. divides its operations into two segments: Advanced Materials and Technologies (AMT - Materials), and Electrical Components and Technologies (ECT - Electrical). In addition, Co. produces four types of products: Electrical Applications, Electrical Protection, High-Temperature Applications, and Anticorrosion Equipment. Co. also caters to the process industries, supporting their transition towards greater energy efficiency and boasts an efficient manufacturing base with plants employing the very latest technologies.

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.

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.

Voltalia

Voltalia. Voltalia SA is a France-based holding company engaged in the renewable utilities sector. It designs, develops and operates electric power stations in numerous countries, such as France, French Guyana, Brazil, Greece and Morocco. The Company generates electricity using a variety of renewable energy sources. These include wind, water, biomass and solar power. In addition, Voltalia SA specializes in carbon credit trading activities. The Company operates several subsidiaries, including Anelia and Bio-Bar in France, Voltalia Guyane, SIG Kourou, SIG Mana and SIG Cacao in French Guyana, Voltalia Energia do Brasil in Brazil, Thegero in Greece and Alterrya Maroc in Morocco, among others. The Company is owned by Voltalia Investissement SA.

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Analysts
Arnaud Despre

Augustin Socié

Gaetan Calabro

Jeremy Sallee

Mohamed Kaabouni

Nicolas Montel

Nicolas Royot

Yann de Peyrelongue

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