Report
Arnaud Despre ...
  • Nicolas Royot
  • Yann de Peyrelongue

La Matinale - 2022-01-26

LA VALEUR DU JOUR :
ID LOGISTICS : Croissance tous azimuts / Contact – Acheter (1) vs Renforcer (2), obj. 400.0€ Cours: 331.0€ au 25/01/22
EXEL INDUSTRIES : Bonne surprise sur l'industrie / Contact – Renforcer (2), obj. 84.0€ Cours: 78.4€ au 25/01/22
MCPHY : Des projets à concrétiser / Contact – Acheter (1), obj. 22.0€ Cours: 17.4€ au 25/01/22
SEB : Hausse de prix, mix produit, mix géo…. / Contact – Acheter (1), obj. 195.0€ Cours: 125.1€ au 25/01/22
IMMOBILIER : Le secteur optimiste pour 2022 !
ET AUSSI : CRCAM BRIE PICARDIE, SWORD GROUP, VOGO…
Underlyings
EXEL Industries SA

EXEL Industries designs and manufactures precision spraying equipment that it markets to three markets: farming, industry and consumers. Co. organizes its operations into two divisions: Plant Protection (manufactures professional, semi-professional and consumer agricultural spraying equipment for plant protection; plant health products sprayed include herbicides, insecticides, fungicides, liquid fertilizers and other products) and Material Protection (supply of material protection products in two different areas: paint and viscous industrial product application equipment; and elimination of dust and odors).

ID Logistics Group

ID Logistics is an international contract logistics group that designs and implements one-stop services tailored to the specific requirements of each client. The services Co. offers combine customized architectures to allow clients to optimize their supply chain.

McPhy Energy SA

McPhy Energy SAS is a France-based company that develops hydrogen storage and production solutions for the merchant hydrogen market and renewable energy markets. The Company sells solid-state hydrogen technology to provide a way for industrial gas renewable energy storage. Its products include the electrolyzer, a hydrogen generator that uses water as a raw material; solid hydrogen storage solutions with MCP and MGH series; and other ways that integrate electrolyzers and other solutions. It has offices in such countries as France, Italy and Germany and agents and distributors in Europe, Asia and Americas.

SEB SA

SEB is engaged in the design, manufacture and marketing of cookware and small household appliances such as pressure cookers, irons, coffeemakers, deep fryers, toasters, kitchen utensils, breadmakers, mixers, blenders, bathroom scales, vacuum cleaners, fans, heaters, air conditioners and food processors. Co.'s products fall into eight categories: Home comfort, Home care, Food preparation, Linen care, Personal care business, Cookware, Electrical cooking and Beverage preparation. Co.'s brands are All-Clad, Krups, Lagostina, Moulinex, Rowenta, Tefal, Calor/Seb, T-fal/Mirro/WearEver/AirBake/Regal, Arno/ Panex//Rochedo/Penedo/Clock/Samurai/Imusa/Umco, Supor, AsiaVina and Maharaja Whiteline.

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

Nicolas Royot

Yann de Peyrelongue

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