Report
Arnaud Despre ...
  • Clément Bassat
  • Jeremy Sallee
  • Maxence Dhoury
  • Nicolas Royot

La Matinale - 2022-11-02 - Portzamparc

COIL : Résilience des résultats – Acheter (1) , obj. 9.45€ Cours: 7.70€ au 01/11/22
MCPHY : FID pour la gigafactory – Acheter (1), obj. 12.8€ Cours: 11.6€ au 01/11/22
MITHRA : Accès à la seconde tranche des prêts convertibles pour 25M€ – Acheter (1), obj. 15.0€ Cours: 6.27€ au 01/11/22
SII : Les moteurs de la surperformance sont toujours là – Acheter (1), obj. 56.6€ Cours: 45.5€ au 01/11/22
THERMADOR GROUPE : Rentre dans le marché du TP – Renforcer (2), obj. 99.0€ Cours: 84.5€ au 01/11/22
Underlyings
COIL

United Anodisers is engaged in the continuous surface treatment of aluminium flat rolled products and acts as a specialized surface treatment provision for the principal aluminium rolling mills and their end-user customers in Europe.

McPhy Energy SA

McPhy Energy SAS is a France-based company that develops hydrogen storage and production solutions for the merchant hydrogen market and renewable energy markets. The Company sells solid-state hydrogen technology to provide a way for industrial gas renewable energy storage. Its products include the electrolyzer, a hydrogen generator that uses water as a raw material; solid hydrogen storage solutions with MCP and MGH series; and other ways that integrate electrolyzers and other solutions. It has offices in such countries as France, Italy and Germany and agents and distributors in Europe, Asia and Americas.

N.V. Mithra Pharmaceuticals S.A.

Mithra Pharmaceuticals SA is a Belgium-based company active in the pharmaceutical industry. The Company is dedicated to provide products and services for the fertility, contraception and menopause of women. It has a number of patent families regarding Estetrol (E4), a natural estrogen produced by the human foetus, which enables the investigation of fertility and contraception products. Mithra is focused on the development of two late-stage E4-based products: Estelle, a 5th generation oral contraceptive, and Donesta, a hormone therapy for Vasomotor Symptoms in menopause. Mithra develops a contraceptive vaginal ring called Myring and Zoreline, a biodegradable subcutaneous implant for hormone dependant cancer.

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.

Thermador Groupe

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Analysts
Arnaud Despre

Clément Bassat

Jeremy Sallee

Maxence Dhoury

Nicolas Royot

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