The selection of Portzamparc average values for the month of July. (© Adobestock)
The consulting company has updated its monthly list of preferred values. Two evolving titles are proposed in the world of health, a technological company, a junior oil and a specialized handling equipment.
Each month, the BNP Paribas branch specializing in small and mid caps selects several stocks that it recommends for their short-term appreciation potential.
This is a potential increase in a portfolio given that the month of July starts slowly and could remain slow after the strong stock market rally in the first half. From the beginning of the year, the CAC 40 gained 18% and SBF 120 gained 17%. The CAC Mid & Small, which compares Portzamparc's selections, was somewhat less efficient: its profit is limited to 14% in the period.
In this context, the design office has chosen five titles to be purchased for the month of July.
Bet on a good first half of Ipsen
The biopharmaceutical laboratory has a good boost in its main products in oncology, neuroscience and rare diseases.
According to Portzamparc, the risk of seeing one of the main drugs ofIpsenSomatulin, to compete with generic products, should not materialize before 2020/2021 and is limited to 15% of the market.
Analysts recommend buying the stock which, according to them, has a 20% discount on its comparable products. The publication of the half-year results, on July 25th, could be a catalyst for the title.
LNA Health should confirm
(tagToTranslate) Paris Stock Exchange (t) investment (t) CAC 40 share (t) SICAV (t) invest (t) indexes currencies (t) stock quotes (t) (t) tracker (t) warrants (t) Boursorama