PREOPEN CAC 40: 7,728 points (+0.38%)
Key actions of the day
- Valneva (VALNEVA): H1 results down with a net loss of €20.8M (vs. +€34M a year earlier), despite revenue rising 37.8% to €97.6M. 2025 forecast confirmed with expected sales of €170–180M and positive cash flow.
- Eutelsat (ETL): Agreement to provide satellite connectivity services to Indian company Nelco.
- SMCP (SMCP): Recovers 15.5% of its capital following a court decision.
- VIEL & Cie (VIEL): H1 2025 revenue up 9.4% to €653.5M, driven by strong market volatility.
- Acheter-Louer.fr (ALALO): Launch of a crypto staking program via its SOL Treasury Corp subsidiary, estimated yield of 7% APY.
Analyst recommendations (French companies only)
Upgrades
Sanofi (SAN) → Barclays maintains Overweight but adjusts the target from €115 to €105 (technical adjustment, positive bias maintained).
Sartorius Stedim Biotech (DIM) → Jefferies maintains Buy with target reduced from €245 to €229.
Sartorius France (SART) → Jefferies initiates at Buy with a target of €210.
Neutral
Rémy Cointreau (RCO) → Morgan Stanley maintains Underweight, target raised from €43 to €43.50.
Downgrades
(No French stock subject to a rating downgrade today)
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Have a good session, everyone!
Sylvain Mouilhaud – Stock Coach
