In. Specter
Recherche actions indépendante | Small & mid caps sous le radar | Analyses buy-side complètes en français — valorisation, management, red flags, scénarios
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 112 | Founded | a year ago | Last Issue | 13 days ago |
| Active | Language |  French | |||
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im2specter.substack.comLatest Issues
ENTECH ($ALESE) - Une Pépite de l'Energie à la Bourse de Paris ?
Analyse Buy-Side Approfondie - Stockage & Pilotage des Énergies Renouvelables
En janvier 2026, Entech a signé un contrat pour construire deux centrales de stockage de 200 MWh chacune, raccordées au réseau de transport HTB 225 kV de RTE, en...
PERMA-PIPE ($PPIH) - Q1 2026
Perma-Pipe, le backlog monte mais les marges s’effondrent et les contrôles internes restent toujours défaillant…
Le marché a-t-il eu raison de vendre les résultats ?
Analysons cela :
S'abonner maintenant
In. Specter, c’est de la recherc...
SHIFT4 PAYMENTS ($FOUR, NYSE) - Juin 2026
Analyse Buy-Side Approfondie — Juin 2026
Le marché valorise Shift4 à ~$40 comme si l’entreprise était sur le point de déposer le bilan, alors qu’elle vient de publier 32% de croissance au Q1 2026, gère plus de $200 milliards de volume de p...
Qu'est-ce Qu'on Regarde Sur Les Marchés By Specter - (WL- 06/26)
Les entreprises que je scrute, la raison du pourquoi et les catalyseurs à venir sur ces titres.
Oyez ! Oyez !
BOS BETTER ONLINE SOLUTIONS ($BOSC) - Q1 2026
Analyse des résultats du Q1 2026 de B.O.S
BOS plonge de -8% après des résultats jugés par le marché comme décevants, sauf que le backlog vient d'atteindre un record historique.
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| Subscribers | Engagement | 73 | Monthly Web Visits | ||
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Recherche actions indépendante | Small & mid caps sous le radar | Analyses buy-side complètes en français — valorisation, management, red flags, scénarios
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