100% French Stocks – Monday, September 22, 2025
PREOPEN CAC 40: 7,852 points (-0.13%)
Key stocks of the day
Sanofi (SAN): The CHMP gives a positive opinion for the expansion of Dupixent's indication in the treatment of chronic spontaneous urticaria in Europe.
Safran (SAF): Launch of a share buyback tranche of up to €500M.
Genfit (GNFT): Abandonment of the VS-01 program in acute-on-chronic liver failure following an adverse event. Redeployment toward other indications.
Crossject (ALCJ): Additional funding of $11.3M from BARDA for Zepizure development, bringing the total to $43.3M.
Lhyfe (LHYFE): Obtained RFNBO certification for three new sites in France and Germany, confirming its leadership in green hydrogen.
Entech (ENTECH): Acquisition of 41 photovoltaic projects (159 MWp) from TotalEnergies. Commissioning scheduled between 2026 and 2029.
Klea Holding (ex-Visiomed): Half-year revenue up +46%, consolidated EBITDA doubled, net profit at €1.1M.
Aelis Farma (AELIS): Half-year results published, progress on candidates AEF0117 (cannabis) and AEF0217 (Down syndrome). Strong cash position at €10.8M.
Crédit Agricole (ACA): Bloomberg reports a potential acquisition study of Banco BPM, with Rothschild and Deutsche Bank mandated.
Stellantis (STLA): Cyberattack detected at a third-party supplier, impacting North American clients.
LVMH (MC): Bernard Arnault publicly criticizes the wealth taxation project led by Gabriel Zucman.
Expected corporate results today
Exail Technologies (EXA): Q2 2025 results publication
Genfit (GNFT): Q2 2025 results publication
Streamwide (ALSTW): Q2 2025 results estimate
Hydrogène de France (HDF): Q2 2025 business development
Analyst recommendations Recommendation changes
Upward
EssilorLuxottica (EL) → Goldman Sachs maintains Buy, target raised from €277 to €305.
Saint-Gobain (SGO) → Jefferies maintains Buy, target raised from €140.30 to €142.60.
Neutral
Pernod Ricard (RI) → AlphaValue/Baader Europe maintains Accumulate, target lowered from €113 to €108.
Downward
(No downward recommendation today for French stocks)
Have a good session, everyone!
Sylvain Mouilhaud: Equities coach.