Report
Arnaud Despre ...
  • Gaetan Calabro
  • Nicolas Royot

La Matinale - 19-04-2022 - Portzamparc

VIRBAC : T1 en forte croissance, fourchette de guidance élargie – Acheter (1) vs Renforcer (2), obj. 410.5€ Cours: 347.5€ au 14/04/22
GTT : Nouvelle commande de GNL carburant – Conserver (3), obj. 98.1€ Cours: 116.6€ au 14/04/22
ITESOFT : Résultats sans surprise – Conserver (3), obj. 4.00€ Cours: 4.08€ au 14/04/22
KAUFMAN & BROAD : Peu de turbulences / Contact – Acheter (1), obj. 47.0€ Cours: 28.0€ au 14/04/22
THERMADOR GROUPE : L'euphorie se poursuit / Contact – Renforcer (2), obj. 104.0€ Cours: 90.8€ au 14/04/22
Underlyings
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.

Itesoft SA

Itesoft SA. Itesoft SA is a France-based company that develops software solutions for digitizing, automatically processing, and managing paper and digital documents. The Company concentrates on two main business areas: Financial Process Automation, and Intelligent Capture and Process Automation solutions. For Financial Process Automation, the Company's solutions help the Purchase-to-Pay process by automatically capturing invoices, paper and e-invoices, validating data with the enterprise resource planning (ERP) and providing a web-based workflow application to manage and control the process leading to posting and paying supplier invoices. Another type of solution focuses on automating sales orders in the Systems Applications and Products (SAP) environment. For Intelligent Capture and Process Automation, the Company provides solutions for processing in-coming document flows to automate and image-enable any document-centric business process, regardless of industry or department.

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.

Thermador Groupe

Virbac SA

Virbac is an independent veterinary pharmaceutical laboratory. Co. develops and provides veterinarians and farmers with medicines and vaccines that improve the health of food producing animals. Co. markets a range of products designed for pets and livestock. It offers seven types of products for companion animals (Parasiticides, Immunology, Antibiotics/dermatology, Specialties, Equine, Specialized pet food and Other products), and four types of products for food producing animals (Bovine parasiticides, Bovine products (excluding parasiticides), Pig/poultry antibiotics and Other products). Co. markets its products in the ethical (veterinarian) and OTC markets.

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

Gaetan Calabro

Nicolas Royot

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