Report
Arnaud Despre ...
  • Jeremy Sallee
  • Nicolas Montel
  • Nicolas Royot

La Matinale - 19-04-2023 - Portzamparc

PIERRE & VACANCES : Relève sa guidance après un T2 dynamique / Contact – Acheter (1), obj. 2.10€ Cours: 1.75€ au 18/04/23
ESKER : Relève déjà sa guidance de croissance organique / Contact – Acheter (1), obj. 185.0€ Cours: 128.1€ au 18/04/23
GTT : 25e commande, la première avec un nouveau chantier chinois – Acheter (1), obj. 129.0€ Cours: 92.2€ au 18/04/23
LHYFE : Début de la construction du 3e site – Acheter (1), obj. 10.0€ Cours: 6.99€ au 18/04/23
TRIGANO : Nouvelle opération dans la distribution – Acheter (1), obj. 158.0€ Cours: 122.3€ au 18/04/23
AUTOMOBILE : Immatriculation de voitures neuves en Europe (mars +28,8%)
SECTEUR METAUX : Reprise modérée de la demande d’acier
Underlyings
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.

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.

LHYFE S.A.

Pierre & Vacances SA

Pierre & Vacances is engaged in the market of local tourism by operating apartments and homes, or beds, located primarily in France (in mountain, seaside and countryside resorts, cities and the French West Indies), as well as in the Netherlands, Germany, Belgium, Italy and Spain. Co. develops its activities through two lines of business: the Property Development business (building and marketing of the residences and villages in France, Italy and Spain) and the Tourism business (operating and marketing of holidays in residences and villages under the Pierre & Vacances, Maeva, Adagio, Residences MGM, Hotels Latitudes, Center Parcs Europe and Sunparks brands).

Trigano SA

Trigano designs, manufactures and sells leisure vehicles and leisure equipment. Co.'s operations can be divided into two segments: Leisure vehicles and Leisure equipment. The Leisure Vehicles segment produces motor caravans, caravans, mobile homes and accessories and provides services to its customers (leasing and financing of leisure vehicles). The Leisure Equipment segment produces trailers, camping equipment, and garden equipment. Co. operates in France, U.K., Italy, Germany, Belgium, Spain, Netherlands, Norway and Other countries.

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

Jeremy Sallee

Nicolas Montel

Nicolas Royot

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