CAC 40 PREOPEN: 7726 points (+0.17%)
Key Stocks of the Day
EssilorLuxottica (EL): Considering increasing its stake in Nikon, according to Bloomberg.
Stellantis (STLA): Penalized by $190.6M in fines for non-compliance with U.S. consumption standards. Abandonment of Level 3 autonomous driving program.
Dassault Aviation (AM): France claims leadership of the SCAF program over Germany and Spain.
Elis (ELIS): €350M bond issue over 6 years, with a 3.375% coupon.
Stef (STF): Acquires a Swiss transporter; strategic international reinforcement.
Réalités (ALREA): Renewal of observation period under RJ for 6 months. Next update in October.
Eutelsat (ETL): Selects Enensys for its DVB-NIP satellite platform.
Advicenne (ADVIC): Confirms ADV7103 filing in the USA for Q4 2025.
AgroGénération (ALAGR): Board recommends tendering to simplified takeover bid at €0.033.
Metavisio (ALTHO): Signs a $12M credit line with China's Jinhan Province.
LightOn: Strategic reorganization and strengthened governance.
Advantech-Aures (AURS): Will present its new POS & KIOSK solutions at the NRF Retail Big Show Europe 2025.
DMS Group (ALDMS): Finalizes its €6.87M capital increase with InnoLux, BPI, and NextStage AM.
Corporate Results Expected Today
- Eiffage SA (FGR) – Q2 2025 results (at 5:40pm)
- TotalEnergies EP Gabon (EC) – Q2 2025 results
Analyst Recommendations
Recommendation Changes
Upgrades
No notable positive updates for French companies today
Neutral
Biomérieux (BIM) → JP Morgan initiates coverage at Neutral, target price €120.50.
Société Générale (GLE) → Goldman Sachs remains Neutral, target raised to €62.75.
Sodexo (SW) → Jefferies remains at Hold, target lowered to €47.
Downgrades
Veolia Environnement (VIE) → Morgan Stanley downgrades to Market Weight, target lowered from €36 to €32.
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Have a great trading day everyone!
Sylvain Mouilhaud: Stocks coach.
