Report
Clément Bassat ...
  • Mohamed Kaabouni
  • Nicolas Delmas
  • Nicolas Royot

La Matinale - 26-05-2023 - Portzamparc

EXEL INDUSTRIES : Forte reconstitution des marges au S1 – Conserver (3), obj. 56.0€ Cours : 52.2€ au 25/05/23
GTT : Contrat de prestations pour 33 navires – Acheter (1), obj. 122.0€ Cours: 92.5€ au 25/05/23
INVENTIVA : Feu vert en Chine pour lancer NATiV3 – Acheter (1), obj. 23.5€ Cours: 2.58€ au 25/05/23
MITHRA : Le board renouvelé et réduit – Acheter (1) vs Conserver (3), obj. 4.10€ Cours: 2.42€ au 25/05/23
WAGA ENERGY : Mise en service de la première Wagabox au Canada – Acheter (1), obj. 29.3€ Cours: 22.0€ au 25/05/23
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).

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.

Inventiva SA

Inventiva is a clinical stage biotechnology research company delivering therapies in the areas of oncology, fibrosis and rare diseases. The most advanced clinical programs (IVA337 for systemic sclerosis in Non-Alcoholic Steato-Hepatitis and IVA336 for Maroteaux-Lamy syndrome-MPS VI) have demonstrated efficacy in relevant in vivo and in vitro models as well as safety in phase I and phase II clinical trials. Using its in-house drug discovery platform, which covers target validation, screening, chemistry, ADME and pharmacology, Co. is developing an internal oncology and fibrosis discovery pipeline with approaches centered on transcription factors, epigenetics targets and nuclear receptors.

N.V. Mithra Pharmaceuticals S.A.

Mithra Pharmaceuticals SA is a Belgium-based company active in the pharmaceutical industry. The Company is dedicated to provide products and services for the fertility, contraception and menopause of women. It has a number of patent families regarding Estetrol (E4), a natural estrogen produced by the human foetus, which enables the investigation of fertility and contraception products. Mithra is focused on the development of two late-stage E4-based products: Estelle, a 5th generation oral contraceptive, and Donesta, a hormone therapy for Vasomotor Symptoms in menopause. Mithra develops a contraceptive vaginal ring called Myring and Zoreline, a biodegradable subcutaneous implant for hormone dependant cancer.

WAGA ENERGY SA

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
Clément Bassat

Mohamed Kaabouni

Nicolas Delmas

Nicolas Royot

Other Reports on these Companies
Other Reports from Portzamparc Sponsored

ResearchPool Subscriptions

Get the most out of your insights

Get in touch