Report
Gaetan Calabro ...
  • Jeremy Sallee
  • Maxence Dhoury
  • Nicolas Delmas
  • Nicolas Royot

La Matinale - 2023-01-20 - Portzamparc

GL EVENTS : Un très beau millésime – Acheter (1), obj. 24.5€ Cours: 18.6€ au 19/01/23
CS GROUP : L'acquisition dans le spatial est finalisée – Conserver (3), obj. 11.5€ Cours: 11.3€ au 19/01/23
DAMARTEX : Pas d'inflexion de tendance au T2 – Conserver (3), obj. 14.0€ Cours: 13.4€ au 19/01/23
FOCUS : De véritables fêtes de fin d'année / Confcall – Renforcer (2), obj. 55.5€ Cours: 47.0€ au 19/01/23
HRS : De l'avance sur les guidances / Contact – Acheter (1), obj. 30.6€ Cours: 24.2€ au 19/01/23
NSE : Décroche le marché Mercure de l'armée de terre – Acheter (1), obj. 17.8€ Cours: 17.8€ au 19/01/23
Underlyings
CS Group SA

CS Communication et Systemes is a contractor in the design, integration and operation of mission critical systems, and is focused on sectors such as: Defense, Space and Security (By combining information, systems interoperability and operations command, Co. leverages the deployment of mission-critical defense), Aeronautics (Co. conducts projects and develops and maintains technical information and real-time systems), Transportation (Co. offers solutions, spanning from roadside equipment to back-office systems, from integration to operation and maintenance support), and Energy and Industry (simulation, high performance computing, safety, risk management, and production data processing).

Damartex SA

The Damartex Group aims at creating and marketing clothing, personal and household goods (Home & Lifestyle) to European customers aged 55+. Co.'s brands include: Damart, Afibel, Maison du Jersey, Xandres, Sedagyl, Delaby, Coopers of Stortford, 3Pagen, Vitrine Magique, Vivadia and Jours Heureux. Co.'s channels of distribution are catalogues, websites, shops and BtoB wholesales, and its main markets are France, the UK, Belgium, Germany and Switzerland.

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.

GL Events SA

GL events is an international provider of event solutions and services. Co. operates in three segments of the event industry market: the organization of trade fairs, conventions and events(Co. organizes proprietary trade shows); the management of venues(Co.'s venues are managed under concession agreements or long-term public-private partnerships); and services for events(Co. equips and installs every type of event). Co. assists companies, institutions, and event organizers at every stage of the process from the definition of their event strategies to final implementation in the field.

Hydrogen Refueling Solutions

NSE Industries

NSE SA. NSE Industries SA, (formerly known as ECT Industries SA), is a France-based company engaged in the manufacture of electronic systems for the aviation, naval and transport industries. The Company's activities are organized around six divisions: Night Vision Systems, including night vision goggles, NVG compatible lights and cockpit modifications; Usage Monitoring Systems (UMS), such as the Brite Saver; satellite communication systems and software; On Board Equipment, including platforms for airborne applications, power converters, airborne phones and avionic control panels; Maintenance Services and management of obsolescence and negotiation services; Satellites Communication Systems and Railway Signals and Systems. The Company has eight facilities in France: Emerainville, Maillane, Taverny, Brive, Bayo, Toulon, Soyons and e-Track systems. ECT Industries SA's wholly owned subsidiaries include Bayo SAS and e-Track systems.

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
Gaetan Calabro

Jeremy Sallee

Maxence Dhoury

Nicolas Delmas

Nicolas Royot

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