Report
Gaetan Calabro ...
  • Maxence Dhoury
  • Mohamed Kaabouni
  • Nicolas Montel
  • Nicolas Royot

La Matinale 20/01/2022

LA VALEUR DU JOUR :
VIRBAC : Croissance T4 moins marquée, tonalité plus prudente en 2022 / Confcall – Renforcer (2), obj. 417.5€ Cours: 392.0€ au 19/01/22
CATERING INTL SERVICES : Près de 10% de croissance organique 2021 – Acheter (1), obj. 14.1€ Cours: 12.8€ au 19/01/22
ECOMIAM : Une rentabilité qui progresse – Acheter (1), obj. 20.0€ Cours: 14.1€ au 19/01/22
ENERTIME : 8,5M€ de subventions pour des projets européens – Acheter (1), obj. 3.40€ Cours: 2.35€ au 19/01/22
HIGHCO : Activité en ligne, marge encore un peu meilleure / Contact – Acheter (1), obj. 7.30€ Cours: 5.36€ au 19/01/22
METHANOR : Investissement dans Evergaz – Acheter (1), obj. 5.35€ Cours: 4.45€ au 19/01/22
NEXTSTAGE : Nouvelle année record pour Linxea – Renforcer (2), obj. 98.3€ Cours: 93.5€ au 19/01/22
VALNEVA : VLA-2001 : nouvelles données sur la capacité neutralisante des anticorps – Suspendue Cours: 13.8€ au 19/01/22
COLLECTE / DECOLLECTE : Reprenons là où nous en étions
ET AUSSI : AXWAY, LES HOTELS BAVEREZ, AB SCIENCE…
Underlyings
Catering International Services

Catering International & Services is a catering and support services company that provides remote site catering and living accommodation services in extreme conditions. Co.'s clientelle comprises major groups in the oil, mining, construction and civil engineering sectors operating throughout the world. Through its subsidiaries, Co. offers a full range of customer needs by providing turnkey solutions. Co. divides its integrated business activities into six categories: Engineering, Building, Equipment, Facilities Management, Utilities Management, and Other Support Services.

Enertime SA

Enertime SAS. Enertime SAS is a France-based company primarily engaged in the provision of the solutions on renewable energy. The Company is an engineering and consulting firm that focuses on renewable energy strategies, engineering work for investors as owners engineer for bio-energy project such as Biosmass and Biogas, promotion and development of solar energy and bio-energy. Enertime designs, builds and runs its own Organic Rankine Cycle modules or ORCs, for power generation without CO2. The Company's main project concerns photovoltaic solar power plants on hazardous lands, boilers or biomass power plants using difficult-to-burn biomass (straw, poultry litter, spent wash, etc.), non-conventional thermodynamic cycles (negative cold production). Moreover, the Company designs turbines specially adapted to clients needs and project specifications..

HighCo SA

High Co SA is a France-based marketing services group for mass-market retailers and consumer goods manufacturers. The Company offers marketing solutions, such as coupon issuing, a promotional technique that entitles the customer to a discount on a product; sampling, which consists in offering free samples to test a product; point-of sale, which ranges from shelf tags to in-store radio announcements, floor graphics and in-store field marketing; clearing, which consists of processing discount coupons and money-back offers; marketing communication agencies, which provide support for brands and retailers in their marketing campaigns, and digital services with the subsidiary, HighCo 3.0., which advises and assists clients on the integration of digital technologies for distributors and brands. The Company operates in France, Spain, United Kingdom, Poland, Russia and Turkey, among others.

Methanor SCA

Methanor SCA is a France-based company which is involved in anaerobic digestion industry. Anaerobic digestion is a natural process of transformation of organic matter. The Company uses this fermentation to produce renewable energy, biogas, which is used for electricity generation. The Company's purpose is to limit greenhouse gas emissions and to transit from fossil fuels to renewable energies. It also funds agricultural biogas plants and enhances the production of biogas process. Methanor SCA also offers it's investors a secure return with a visibility of 15 years.

Nexstage Am SAS

Nextstage Sca Formerly known as NextStage AM SAS. NextStage S.C.A. is a France-based private equity firm. The Company is engaged in the long term investments and accompaniment in Medium-sized companies, as well as other related financial services. NextStage S.C.A focuses on investments in Europe . The Company operates as a subsidiary of NextStage AM.

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.

Virbac SA

Virbac is an independent veterinary pharmaceutical laboratory. Co. develops and provides veterinarians and farmers with medicines and vaccines that improve the health of food producing animals. Co. markets a range of products designed for pets and livestock. It offers seven types of products for companion animals (Parasiticides, Immunology, Antibiotics/dermatology, Specialties, Equine, Specialized pet food and Other products), and four types of products for food producing animals (Bovine parasiticides, Bovine products (excluding parasiticides), Pig/poultry antibiotics and Other products). Co. markets its products in the ethical (veterinarian) and OTC markets.

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

Maxence Dhoury

Mohamed Kaabouni

Nicolas Montel

Nicolas Royot

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