Report
Arnaud Despre ...
  • Augustin Socié
  • Maxence Dhoury
  • Nicolas Montel
  • Nicolas Royot

La Matinale - 14-04-2023

LA VALEUR DU JOUR :
EKINOPS : Suit son plan / Contact – Acheter (1), obj. 10.7€ Cours: 8.89€ au 13/04/23
FLEURY MICHON : Porté par les hausses de prix – Conserver (3), obj. 22.0€ Cours: 17.6€ au 13/04/23
GTT : Rejet de l’appel de GTT / Contact – Acheter (1), obj. 129.0€ Cours: 97.5€ au 13/04/23
KALRAY : La complémentarité Kalray/Arcapix mise en avant au NAB – Acheter (1), obj. 34.0€ Cours: 17.6€ au 13/04/23
KAUFMAN & BROAD : Premières contributions d’Austerlitz – Acheter (1), obj. 35.0€ Cours: 27.1€ au 13/04/23
Underlyings
Ekinops SA

Ekinops SA is a France-based company engaged in the provision of optical transport solutions for service providers and private networks. The Company develops optical aggregation and transportation sub-systems for metropolitan and long-distance networks. Its products include switching, routing and multi-protocol solutions; optical amplifiers, optical filters, as well as optical protection units, among others. Its system can be configured through a software download to manage the aggregation of multiprotocol services through integration of systems and functionalities, allowing systems to be used through a single protocol. Ekinops operates a network of business offices in Americas, Europe, the Middle East and Africa.

Fleury Michon SA

Fleury Michon is engaged on the food market. Present on three self-service markets (charcuterie, fresh prepared meals and prepared seafood) in supermarkets, Co. specializes in pork hams and poultry cuts, prepared meals, surimi and ready-to-eat charcuterie. Co.'s operations can be divided into three segments: French Supermarkets (Fresh self-service products sold in the prepared meals and charcuterie sections of supermarkets under Co.'s name or private labels); International (Fresh self-service products under development in Canada, Spain, Italy, Switzerland and Slovenia); and Other activities (Eat-out and catering).

Gaztransport & Technigaz SA

Gaztransport & Technigaz is an engineering company specialized in membrane containment systems for liquefied gas transport and storage. Co. designs and markets technologies which combine operational efficiency and safety to equip liquefied natural gas (LNG) carriers, LNG floating platforms and multi-gas transport vessels. Co. also provides solutions for onshore storage tanks and the use of LNG as a fuel for vessels propulsion as well as a wide range of services in engineering, consultancy, training, maintenance assistance and technical studies at each stage of the liquefied gas chain.

Kaufman & Broad SA

Kaufman & Broad SA is a France-based property developer and builder. The Company is principally engaged in the development of single family homes and apartments, commercial real estate activity, as well as the provision of residence services for business tourists and students. The Company is involved in all stages of implementation of a development program, land research to commercialization of housing through project design, the filing of a building permit and after-sales service. The Company has operations in numerous cities in France, such as Bayonne, Bordeaux, Grenoble, Lille, Lyon, Marseille, Montpellier, Nantes, Nice, Paris, Rouen, Strasbourg, Toulon and Toulouse, among others. Furthermore, the Company provides construction of logistics platforms and warehouses. It is also operational through a number of subsidiaries, including Kaufman & Broad Pyrenees-Atlantiques, Kaufman & Broad Homes SAS, SM2I and Residences Bernard Teillaud SARL, among others.

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

Augustin Socié

Maxence Dhoury

Nicolas Montel

Nicolas Royot

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