Click here to access Alpha Value’ studies:  

Kepler Cheuvreux

• 28 September 2022 – Estimates and TP cut, Buy maintained
• 15 September 2022 – On all fronts
• 9 September  2022 – Feedback from analyst day
• 12 May 2022 – Strong growth in Q1 driven by price increases… and volumes
• 22 February 2022 – Strong arguments for 2022
• 9 December 2021 – Finalises small but high quality acquisitions
• 19 November 2021 – Compelling story unfolds
• 11 November 2021 – Q3 reaction positive performance overall
• 17 September 2021 – H1 follow up. Conference feedback
• 9 September 2021 – Record results at CPF drives strong H1 performance
• 26 May 2021 – Charging ahead

Exane – BNP Paribas

• 19 July 2022 – Adjusting forecasts and valuation
• 13 May 2022 – Q1 2022 sales above forecasts
• 17 February 2022 – Strong finish to 2021
• 10 November 2021 – Strong Q3 2021 sale release
• 9 September 2021 – Strong H1 delivery 
• 26 May 2021 – Updating forecasts and valuation
• 4 May 2021 – Solid start of the year
• 4 February 2021 – Leading the Charge

Portzamparc’ studies

• 12 September 2022 – Le pricing power avant tout
• 25 July 2022 – Dévoile une nouvelle présentation de ses 5 nouveaux métiers
• 12 May 2022 – T1 record
• 18 February 2022 – Tous les voyants sont au vert
• 2 February 2022 – Le moment de charger ?
• 10 November 2021 – Exceptional Q3 & 2021 guidance > consensus
• 10 September 2021 – 2022 on the firing line
• 4 May 2021 – Excellent start
• 19 February 2021 – Ready to step up