Report
Arnaud Despre ...
  • Maxence Dhoury
  • Mohamed Kaabouni
  • Nicolas Royot

La Matinale - 07-06-2023

LA VALEUR DU JOUR :
SII : Rentabilité record – Acheter (1), obj. 64.1€ Cours: 51.0€ au 06/06/23
CLARANOVA : Projet de cession des activités non stratégiques d’Avanquest – Acheter (1), obj. 5.18€ Cours: 1.86€ au 05/06/23
FOCUS : Un point d’entrée dans le cycle 2022-25 – Acheter (1) vs Renforcer (2), obj. 53.0€ Cours: 41.5€ au 05/06/23
GTT : 4 nouvelles commandes – Acheter (1), obj. 122.0€ Cours: 96.0€ au 05/06/23
KALRAY : Coolidge-2 est finalisé – Acheter (1), obj. 35.9€ Cours: 26.0€ au 06/06/23
THERANEXUS : Au tour de l’EMA de donner son feu vert pour la phase III – Acheter (1), obj. 6.90€ Cours: 1.71€ au 06/06/23
TRIGANO : Thor soutenu par les activités européennes – Acheter (1), obj. 158.0€ Cours: 132.8€ au 05/06/23
ET AUSSI : ABEO, IMMO BLOCKCHAIN, BD MULTIMEDIA…
Underlyings
Claranova SE

Avanquest Software and its subsidiaries are engaged in manufacturing and distributing of communication software. Co. markets its communication software through Original Equipment Manufacturer (OEM) agreements signed with international modem, computer and cellular phone vendors. Co. also sells its communication software "in shops" through a network of Resellers and, currently, on its Web sites. In addition to the software, Co. provides customers with the software medium (floppy disks or CD-ROM), and an electronics User Guide and online help, included with the product. Co.'s Customer Service department can also provide clients with technical assistance for its products.

Focus Home Interactive SA

Focus Home Interactive SA is France-based company principally engaged in the video games industry. The Company publishes interactive video games. The Company produces the catalogue, Focus, which publishes and distributes original titles, such as Blood Bowl, the strategy games Wargames, Sherlock Holmes, TrackMania, Runaway, Cities XL, Cycling Manager and Farming Simulator, among others. The Company has also games under development, such as The Technomancer, Act of Aggression, Vampyr, Call of Cthulhu, as well as several games based on Games Workshop Warhammer and Warhammer licenses: Blood Bowl 2, Space Hulk, Mordheim, and Battlefleet Gothic. The Company operates in France and overseas.

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.

Societe Pour L'Informatique Industrielle

Societe Pour l Informatique Industrielle SA is a France-based company principally engaged in the provision of consultancy services to enterprises in the industrial, financial and service sectors on the implementation of technically complex projects, including technical and industrial systems, telecommunications and networks, e-banking, information systems, systems administration and new information and communication technologies. The Company has two principal activities: the external research and development in data processing and telecommunications, and integration of systems in technical data processing and networks. It offers a range of services, including consulting and studies, development engineering and tests, as well as deployment and maintenance. The Company has such subsidiaries as Rucker Aerospace GmbH, Rucker France and its Dutch subsidiary Silver Aerospace BV, and I+D group in Colombia, among others.

Theranexus SA

Theranexus SA is a France-based company engaged in the healthcare industry. The Company is a biopharmaceutical entity that develops drug candidates to be used in the treatment of central nervous system (CNS) disorders, including epilepsy, narcolepsy, Parkinson's disease, Alzheimer's disease, neuropathic pain and psychiatric disorders. Its patented technology is aimed at increasing the efficacy of CNS drugs, which are approved and available on the market. The Company's technology is protected, scalable and versatile, and used to generate high value-added proprietary drug candidates for different conditions, while reducing time-to-market and market entry costs and risks in comparison with standard drug development processes. Theranexus SA operates in the domestic market.

Trigano SA

Trigano designs, manufactures and sells leisure vehicles and leisure equipment. Co.'s operations can be divided into two segments: Leisure vehicles and Leisure equipment. The Leisure Vehicles segment produces motor caravans, caravans, mobile homes and accessories and provides services to its customers (leasing and financing of leisure vehicles). The Leisure Equipment segment produces trailers, camping equipment, and garden equipment. Co. operates in France, U.K., Italy, Germany, Belgium, Spain, Netherlands, Norway and Other countries.

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

Maxence Dhoury

Mohamed Kaabouni

Nicolas Royot

Other Reports on these Companies
Other Reports from Portzamparc Sponsored

ResearchPool Subscriptions

Get the most out of your insights

Get in touch