Report
Arnaud Despre ...
  • Mohamed Kaabouni
  • Nicolas Delmas
  • Nicolas Royot

La Matinale - 2023-01-25

ID LOGISTICS : Bon atterrissage, belles perspectives à l’international pour 2023 – Acheter (1), obj. 400.0€ Cours: 286.5€ au 24/01/23.....
COMPAGNIE DES ALPES : Nouveaux records dans les parcs - Contact – Acheter (1), obj. 21.0€ Cours: 14.3€ au 24/01/23
ESKER : Feedback déjeuner – Acheter (1), obj. 204.0€ Cours: 148.8€ au 24/01/23
EXEL INDUSTRIES : Bon affichage, un peu plus mitigé dans le détail – Conserver (3), obj. 52.0€ Cours: 61.0€ au 24/01/23
MAAT PHARMA : MaaT033 accélère – Acheter (1), obj. 16.2€ Cours: 8.90€ au 24/01/23
MCPHY : Bon CA mais pertes et cash burn élevés – Acheter (1), obj. 12.8€ Cours: 13.9€ au 24/01/23
Underlyings
Compagnie des Alpes SA

Compagnie des Alpes SA is a France-based holding company active in the tourism and leisure industry in two distinct areas: the operation and maintenance of ski resorts and the operation of family leisure parks and attractions. It equips, maintains and operates ski resorts in the Alps region in France, Italy and Switzerland. Its activities include lift handling, trail maintenance, grooming and snowmaking, and operation of ticket booths. Compagnie des Alpes SA is active in the leisure park industry through its subsidiary, Grevin & Cie SA, which manages leisure sites in France, the Netherlands, Germany, Belgium, Switzerland and the United Kingdom. It offers three types of activities: theme parks, nature and animal parks, and tourist attractions. It operates in France, Switzerland, Germany, Belgium, Russia and Luxembourg. In April 2014, it sold 30% stake in Groupe Looping to HIG Capital France, and announced the agreement with MacEarth and the aquisition of 2.5% stake in the company.

Esker SA

ESKER and its subsidiaries are engaged in the design and production of software applications. Co. operates corporate resource access software such as applications and databases for workstations. Co. has three major product groups: Host Access, DeliveryWare and Fax Server. Host Access products allows users to access applications and databases stored on different servers from their own workstations. DeliveryWare responds to the need of companies for automatic management document delivery. Fax Server allows the user to send a fax directly from their workstation.

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).

ID Logistics Group

ID Logistics is an international contract logistics group that designs and implements one-stop services tailored to the specific requirements of each client. The services Co. offers combine customized architectures to allow clients to optimize their supply chain.

MAAT PHARMA SA

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.

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

Mohamed Kaabouni

Nicolas Delmas

Nicolas Royot

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