French Hidden Champions

Tweet Subscribe

French Hidden Champions

A newsletter about undercovered but successful French small caps

Created 17 May 2021

Posts

108

Likes

Comments

Mentions

More ↓

Tweet Subscribe

Samse investor meeting-2021 Annual results
24 Mar 2022 • 1 0
Management slide comments 2021 building permits: rather very good figures. The RE 2020 standard imposes new isolation requirements on builders. This has the effect of increasing house prices by 10 to ...
Bolloré 2021 annual results feedback from institutional investors meeting
16 Mar 2022 • 8 0
A lot of work on the ESG ratings for the last 2 years. IER USA: the orders are there but due to the lack of components, 8 MEUR in sales were lost. Batteries: high additional costs for raw materials an...
Installux: a vertically integrated aluminum profil producer with a rock solid balance sheet and Spanish entities all set to fully contribute
17 Feb 2022 • 2 0
A producer of aluminum based products with a vertical integration The company was created in 1923 by Alfred Ollier. In 1987 the company was taken over by its employees. At the same time Christian Cant...
Pharmagest Intereactive: the french health software specialist for the health sector
20 Jan 2022 • 3 0
Pharmagest offers software solutions and related products (secure messaging, electronic tag, video surveillance…) to pharmacies, retiring homes, hospitals and now doctors. They offer a one stop shop w...
French Hidden Champions portfolio end of year recap
29 Dec 2021 • 16 4
You will find thereafter the French Hidden Champions portfolio. Updates will happen from time to time if there is something of interest to discuss. French Hidden Champions Portfolio as of the 28th of ...
Tonnellerie François Frères: transitioning towards a more acyclical business but maybe at the cost of lower margins
17 Dec 2021 • 4 2
A family business since 1910 TFF’s history begins in 1910 with Joseph François, then his son Robert took over in 1917. Jean (father of the current CEO) started working in the family company at the end...
Thermador groupe : a unique culture but fairly priced and a declining ROCE
18 Nov 2021 • 4 3
Thermador is a constellation of companies. They are a specialized distributor, which offer a large choice of accessories and equipment for fluid circulation for the construction and industry market. T...
Robertet: half year 2021 results analyst meeting and thoughts
19 Oct 2021 • 8 min read • 1 0
To sum up The Maubert family appeared very dynamic and determined to keep their independence. The later will be achieved through growth. It is quite a paradigm shift that they are doing external growt...
Bolloré half-year results 2021. Analyst meeting.
08 Oct 2021 • 6 min read • 6 7
The three pillars of the company are Bolloré Transport and Logistics, Communication and electrical storage and Systems. Indicates that Bolloré controls 29.5% of vivendi. C +: the results are good. Hav...
SFAF analyst meeting report Samse- September 10th 2021
22 Sep 2021 • 9 min read • 1 0
Here are my notes from the Samse analyst meeting. The post has three parts: - Operational update from the company - Q&A from analysts. I will let you guess the one’s I asked! - Company analysis and fe...
View More on Substack »