CAC 40 PREOPEN: 8018 points (+0.11%)
Key Stocks of the Day
EssilorLuxottica (EL): Announced a collaboration with the Chips-IT Foundation to develop connected glasses.
Sanofi (SAN): Two treatments (Qfitlia and Cablivi) receive approval in China for rare hematological diseases.
Aéroports de Paris (ADP): Announces a massive investment plan of €8.4 billion between 2027 and 2034.
Valneva (VLA): Positive phase II results for its chikungunya vaccine in children.
Icade (ICAD): Finalizes the sale of its Italian healthcare portfolio to BNP Paribas REIM for €173 million.
Exosens: Historic contract won with Theon for 100,000 Mikron binoculars, valued at €500 million.
Argan (ARG): Acquires 100,000 m² of warehouses occupied by Ferrero and Puma.
Nexity (NXI): Partners with GSE to enter the data center market.
Forsee Power (FORSE): Its battery system will be used by Mexican integrator MegaFlux for heavy vehicles.
Roctool (ALROC): Receives a €6 million order in the defense sector.
Genfit (GNFT): Promising antitumor activity for GNS561 in combination therapy.
Predilife (ALPRE): Raises €0.8 million via OCEANE 2030, funding secured until May 2026.
Figeac Aéro (FGA): Despite solid half-year results, the stock dropped by -7.23% yesterday. The group remains confident in its Pilot 28 plan.
Company Results Expected Today
- Groupe LDLC
- Innelec
- Miliboo
Analyst Recommendations (French companies only)
**Recommendation Changes**
Upgrades
EssilorLuxottica (EL) → Citi maintains Buy, target raised to €339 (vs €296).
Engie (ENGI) → Jefferies remains at Buy, target raised to €25.70 (vs €22).
Pernod Ricard (RI) → Barclays upgrades to Overweight, target raised to €102 (vs €92).
Neutral
LVMH (MC) → Barclays remains at Market Weight, target raised to €580 (vs €560).
Solvay (SOLB) → Citi maintains Neutral, target lowered to €26 (vs €27).
Downgrades
No French company affected by a downgrade today.
Sylvain Mouilhaud – Equity Coach.
