reports
Poujoulat: 1 director
A director at Poujoulat bought 1,854 shares at 9.806EUR and the significance rating of the trade was 52/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showi...
- Denis Scherrer (IDMidCaps)
Poujoulat - 2023/24 financial year will be even more difficult than fo...
Fall in H1 results, as expected, due to lower chimney flue sales, hit by strong destocking by distributorsScenario of further decline in chimney flue sales in Q3 before stabilisation in Q4 confirmedSignificant downward revision of the outlook for wood energy in H2 as a result of the fall in pellet prices and destocking.We will have to wait until H2 2024/25 for a return to growthOur EBIT forecasts for the next 3 years have been revised downwards by an average of 22%We are switching to Reduce in v...
- Denis Scherrer (IDMidCaps)
Poujoulat - Underestimated destocking effect, sales warning
Sluggish Q2 sales growth (+1%), due to lower chimney flue sales, which were hit by a strong destocking effect among distributorsVery good H1 in wood-energy (+50%) due to anticipated purchases, H2 should be stable given that the price effect will be negativeConsolidated sales for 2023/24 now expected to decline by 2% to 3%, compared with the initial target of 5% to 7%.As a result of lower volumes, we now expect earnings to contract by around 30%, compared with near-stability previously. The decli...
- Denis Scherrer (IDMidCaps)
Poujoulat - Further solid growth prospects
Very strong growth in results for 2022/23, following an already excellent financial year 2021/22Profitability nevertheless slightly below our expectations due to inflation in H2After 2 exceptional financial years and a slowdown in the construction sector, growth is set to slow downDemand remains buoyant in renovation, export and wood-energy markets, thanks to an increase in the installed base and regulatory requirementsConfirmation of 5-7% growth in sales in 2023/24 and stabilisation of earnings...
- Augustin Socié
- Gaetan Calabro
- Maxence Dhoury
- Nicolas Royot
La Matinale - 29-06-2023 - Portzamparc
SES IMAGOTAG : Attestation des CAC & indication d’un CA S1 record – Acheter (1), obj. 187.5€ Cours: 87.3€ au 28/06/23 HAFFNER ENERGY : Perte opérationnelle importante / Réunion – Conserver (3), obj. 1.70€ Cours: 2.08€ au 28/06/23 POUJOULAT : Forte croissance des agrégats – Renforcer (2), obj. 31.2€ Cours: 26.7€ au 28/06/23 VIRBAC : Victime d’une cyberattaque / Contact – Renforcer (2), obj. 320.0€ Cours: 267.5€ au 28/06/23 COLLECTE / DECOLLECTE : Limite la casse
- Arnaud Despre
- Augustin Socié
- Clément Bassat
- Gaetan Calabro
- Jeremy Sallee
- Maxence Dhoury
- Mohamed Kaabouni
- Nicolas Delmas
- Nicolas Royot
La Matinale - 22-06-2023
LA VALEUR DU JOUR : ACTIA GROUP : Feedback Conférence Portzamparc – Conserver (3), obj. 4.70€ Cours: 4.67€ au 21/06/23 AFYREN : Feedback Conférence Portzamparc – Acheter (1), obj. 9.40€ Cours: 5.70€ au 21/06/23 AMOEBA : Feedback Conférence Portzamparc – Acheter (1), obj. 0.72€ Cours: 0.58€ au 21/06/23 BENETEAU : Feedback Conférence Portzamparc – Acheter (1), obj. 23.0€ Cours: 15.3€ au 21/06/23 EXAIL TECHNOLOGIES : Feedback Conférence Portzamparc – Acheter (1), obj. 26.5€ Cours: 20.2€ au 21/...
ALHRG HERIGE
EXE EXEL INDUSTRIES SA
BEN BENETEAU SA
ALPJT POUJOULAT
METEX METABOLIC EXPLORER SA
MTU MANITOU BF SA
LNA LNA SANTE SA
GOE GROUPE GORGE SA
NANO NANOBIOTIX SA
ATI ACTIA GROUP
MCPHY MCPHY ENERGY SA
MITRA N.V. MITHRA PHARMACEUTICALS S.A.
AMEBA AMOEBA SA
SPIE SPIE SA
PWG PRODWAYS GROUP SA
TXG 10X GENOMICS INC CLASS A
ALLGO LARGO
ALAFY AFYREN
WAGA WAGA ENERGY SA
LHYFE LHYFE S.A.
- Nicolas Royot
- Arnaud Despre
- Augustin Socié
- Gaetan Calabro
- Jeremy Sallee
- Maxence Dhoury
- Nicolas Royot
- Nicolas Royot
- Arnaud Despre
- Augustin Socié
- Gaetan Calabro
- Jeremy Sallee
- Nicolas Royot
- Nicolas Royot
- Arnaud Despre
- Clément Bassat
- Mohamed Kaabouni
- Nicolas Montel
- Nicolas Royot
La Matinale - 2023-01-13 - Portzamparc
POUJOULAT : Des résultats deux fois meilleurs que prévu – Renforcer (2), obj. 31.2€ Cours: 27.8€ au 12/01/23 ECOMIAM : Poursuite de la reprise de la croissance à surface de vente constante – Acheter (1), obj. 10.6€ Cours: 4.94€ au 12/01/23 MITHRA : Lancement de Myring aux USA sous le nom Haloettte – Acheter (1), obj. 15.0€ Cours: 3.31€ au 12/01/23 QUANTUM GENOMICS : Arrêt de suivi Cours: 0.17€ au 12/01/23 THERMADOR GROUPE : Belle surprise dans certaines filiales / Contact – Renforcer (2), obj...
- Arnaud Despre
- Augustin Socié
- Nicolas Montel
- Nicolas Royot
- Nicolas Royot
- Jeremy Sallee
- Nicolas Delmas
- Nicolas Royot
La Matinale - 2022-11-08
LA VALEUR DU JOUR : LACROIX : Excellent T3 et relèvement de la guidance de CA / Contact – Acheter (1), obj. 47.6€ Cours: 24.0€ au 07/11/22 AUREA : Ralentissement (attendu) au T3 – Conserver (3), obj. 7.40€ Cours: 7.22€ au 07/11/22 DELTA PLUS GROUP : Dynamique de croissance bien orientée – Acheter (1), obj. 81.0€ Cours: 63.2€ au 07/11/22 POUJOULAT : Toujours solide / Contact – Renforcer (2), obj. 26.2€ Cours: 24.0€ au 07/11/22 ET AUSSI : ALTAREA, UBISOFT, MEDINCELL…
- Nicolas Royot
- Maxence Dhoury
- Nicolas Royot
- Nicolas Royot
Poujoulat - Renforcer , Opinion inchangée - Obj. 101.90€
Le levier opérationnel se confirme, entre réorganisation de l’activité Conduits de cheminée & cheminées industrielles et atteinte de la taille critique en Bois-Energie. Le groupe va poursuivre sa croissance (organique et externe) tout en souhaitant maintenir le niveau de rentabilité.
- Arnaud Despre
- Augustin Socié
- Clément Bassat
- Gaetan Calabro
- Jeremy Sallee
- Maxence Dhoury
- Mohamed Kaabouni
- Nicolas Royot
- Yann de Peyrelongue
LIN LINEDATA SERVICES SA
IDL ID LOGISTICS GROUP
HCO HIGHCO SA
ALCOR BIOCORP PRODUCTION SA
ALPJT POUJOULAT
GBT GUERBET SA
GLO GL EVENTS SA
ALDAR DAMARTEX SA
CDA COMPAGNIE DES ALPES SA
AURS AURES TECHNOLOGIES
ALSPW SPINEWAY SAS
INSD VERIMATRIX SA
BALYO BALYO SA
RBO ROCHE BOBOIS INTERNATIONAL SAS
S30 SOLUTIONS 30 SE
ALHRS HYDROGEN REFUELING SOLUTIONS
ALONC.PA ONCODESIGN
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.