Small and mid cap: Portzamparc unveils its High Five for back to school – 07-09-2022 at 11:35

Small and mid cap: Portzamparc unveils its High Five for back to school – 07-09-2022 at 11:35

Small and mid cap: Portzamparc unveils its High Five for back to school – 07-09-2022 at 11:35

(Photo credits: Adobe Stock -)

(Photo credits: Adobe Stock -)

A new month begins and with it the update of the Portzamparc High Five, this selection of 5 promising average values ​​in the eyes of the analysis office. The month of August did not keep its promises in terms of performance even if the High Five limited the damages, dropping 3% when the CAC Mid & Small index fell by 5.4%. a benchmark that falls by 17.6% when Portzmparc’s selection advances by 11.3%. In August it was Reworld Media that weighed on the overall performance, down by 9.4%, while SSII recorded the best increase (+ 4%).

The month of September is therefore an opportunity for arbitration: Equasens and Alten replace Hexaom and SII (who will only have made a brief appearance) while Esker, Reworld Media and Roche Bobois remain in place. Detailed review.

Read also: Small and medium cap: no vacation for the Portzamparc High Five

Little monthly reminder for investors unfamiliar with this selection – it’s equally weighted and reviewed every month. Stocks are chosen using a dual approach: excellent fundamentals and short-term market potential. The free float must be greater than 10 million euros. Detailed review of this summer High Five.

Alten: buy with a target price of 143.90 euros

For Maxence Dhoury, the analyst covering the stock, there is an opportunity to be seized “on a premium stock”: the balance is healthy and the innovation advisory group shows no signs of slowing down to date. Above all, “cars and planes have just resumed pre-Covid activity and still have room for improvement”. Sure, we can expect more significant cost inflation in the second half of the year, but it will be partially offset by rising prices and is already priced by the market, while the valuation is moderate for the group, showing “one the best. profitability of the sector “.

Next appointment: half-yearly results on 22 September.

Equasens: buy with a target price of 104 euros

Accustomed to the High Five, the former pharmacist is back. Gaétan Calabro appreciates the profitable growth model of the software publisher for pharmacists and points out a good net result in the first half. He also appreciates the group’s strengths in the face of uncertainties, in particular high visibility, a resilient business model and a financial structure designed to make acquisitions. Surely the evaluation is challenging but the decline in the title is “to be exploited”.

Next appointment: half-yearly results on 22 September.

Esker: Buy with a target price of 191 euros

Analyst Nicolas Royot insists and points out: Esker is a GARP value, understanding growth at a reasonable price, a growth value but at a reasonable price. The publisher of document dematerialization solutions is moving towards record results as its price has been divided by three from the highest …

Next event: First half results on September 14th

Reworld Media: buy with a target price of 10.30 euros

Despite the poor performance of the last month, Reworld Media is still in the High Five: the first half is considered resilient and the promising acquisition of Unify is not yet fully integrated into the share prices

Next event: 1st half results on September 21st

Roche Bobois: buy with a target price of 40 euros

Like Reworld Media, the world leader in high-end furniture maintains its place in the High Five with a price target kept at 40 euros.

Next event: First half results on September 29th

Laurent Grassin (redaction@boursorama.fr)

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