Report
Jeremy Sallee ...
  • Maxence Dhoury
  • Mohamed Kaabouni
  • Nicolas Montel
  • Nicolas Royot

La Matinale - 2023-03-01 - Portzamparc

CATERING INTL SERVICES : Partenariat pour une offre clé en main – Acheter (1), obj. 12.9€ Cours: 10.4€ au 28/02/23
CS GROUP : Rachat du bloc de contrôle finalisé – Conserver (3), obj. 11.5€ Cours: 11.3€ au 28/02/23
ENTECH : Un consortium pour des micro-réseaux eau+électricité – Acheter (1), obj. 10.3€ Cours: 9.72€ au 28/02/23
GENFIT : La trésorerie reste confortable avant le jalon d'ELATIVE – Acheter (1), obj. 7.90€ Cours: 4.10€ au 28/02/23
NEOEN : Sur la bonne trajectoire – Renforcer (2), obj. 42.5€ Cours: 34.2€ au 28/02/23
PRECIA MOLEN : Prêt pour repartir sur de bonnes bases en 2023 / Contact – Acheter (1), obj. 37.5€ Cours: 31.1€ au 28/02/23
VILMORIN : Guidance de CA relevée – Acheter (1), obj. 67.5€ Cours: 48.3€ au 28/02/23
WAGA ENERGY : Le rêve américain / Contact – Renforcer (2), obj. 35.7€ Cours: 27.1€ au 28/02/23
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.

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).

ENTECH SA

Genfit SA

Genfit is a biopharmaceutical company engaged in the discovery and development of drugs and biomarkers in therapeutic areas of high unmet need due to the lack of effective treatments or diagnostic tools and/or due to the increasing number of patients worldwide. Co. concentrates its research and development efforts to participate in the commercialization of treatment solutions and diagnostic tools to fight certain metabolic, inflammatory, autoimmune or fibrotic diseases affecting especially the liver (such as non-alcoholic steatohepatitis or "NASH").

Neoen S.A.

Neoen SA Formerly known as Neoen Sas. Neoen SAS is a France-based company specialized in the renewable energy sector. The Company operates, finances and develops a number of power plants from a variety of energy sources, including Solar, wind and Biomass. Its portfolio of power plants includes providencia, ombrineo, degrussa, cestas, ygos, luxey, geloux, seixal, cabrela, coruche, hornsdale I, bussy-lettree, raucourt II, villacerf, bais et trans, reclainville, chapelle vallon and la montagne. Apart from France, the Company is present in many other countries such as Portugal, Australia, Australia, Jordan, Zambia, Mozambique, Argentina, Jamaica, Mexico, Egypt and El Salvador, among others.

Precia SA

Precia and its subsidiaries are engaged in the manufacture and sale of a range of standard and electronic weighing equipment. Products include laboratory scales, standard scales, industrial weighing equipment, weighbridges for trucks, specific application software for scales and industrial computers, weighing and dosing equipment for bulk goods, and scales for use in retail environments with price display and label printing capabilities. In addition to its production models, Co. provides customized devices for a variety of industrial needs. Co. has a service team of technicians to install and commission all of its products.

Vilmorin & Cie SA

Vilmorin & Cie SA is engaged in the production, marketing and sale of vegetable and crop seeds for agricultural production and market gardeners. The Vegetable seeds division is involved in the production and sale of vegetable seeds under the brand names, such as Hazera-Nickerson, Vilmorin SA, HM.Clause and Mikado Kyowa Seed, among others, intended for the professional food market, including market gardeners, processors, and specialists in canning, specialists in deep-freezing and freeze-drying. The Field Seeds division is focused on field seeds, including corn, straw cereals, grape and sunflower seeds for European and American clients. The Garden Products division is structured around two companies, Vilmorin Jardin and Suttons. In March 15, 2013, it acquired the Bisco Bio Sciences of India. In October 2013, it announced that it has recently taken over Shamrock. In November 2013, it acquired Eureka Seeds Inc. In March 2014, it acquired Seed Asia based in Bangkok.

WAGA ENERGY SA

Provider
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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
Jeremy Sallee

Maxence Dhoury

Mohamed Kaabouni

Nicolas Montel

Nicolas Royot

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