100% French Stocks – Friday, December 12, 2025
CAC 40 PREOPEN: 8,114 points (+0.36%)
Key Actions of the Day
- Eiffage (FGR): Will replace Edenred in the CAC 40 on December 22.
- Lisi (FII) & Nanobiotix (NANO): Join the SBF 120, replacing Mersen and Planisware.
- BNP Paribas (BNP): In exclusive talks to sell BMCI in Morocco to Holmarcom.
- Sopra Steria (SOP): Rajesh Krishnamurthy appointed CEO.
- Eutelsat (ETL): Completed financial restructuring.
- JCDecaux (DEC): Could sell part of its stake in APG|SGA.
- Wendel (MF): Aims to redistribute €1.6 billion to its shareholders by 2030.
- Spie (SPIE): Acquisition of Artemys.
- Quadient (QDT): Billing platform approved by the tax authorities.
- Emeis (ex-Orpea): Sells its retirement home business in Switzerland for €270M.
- EPC Groupe: Sells a stake in its Moroccan activities to Berjoune Holding.
- Voltalia (VLTSA): Wins a 68 MW solar project in Italy.
- Gérard Perrier Industrie (PERR): Finalizes the acquisition of Somalec.
- SergeFerrari (SEFER): Signs a new syndicated loan.
- Xilam (XIL): Partners with UGC to adapt Bernard Werber's Les Fourmis into a TV series.
- Charwood Energy (ALCWE): Secures financing for its first syngas plant.
- AB Science (AB): New promising clinical data for masitinib in ALS.
- Boostheat (ALBOO): Draws OCEANE, stock price plunges.
- Figeac Aéro (FGA): Despite meeting half-yearly results, drops -7.23% after publication. The IR director remains confident: “That's the stock market game.”
Company results expected today
- Groupe LDLC (ALLDL)
- Hunyvers (ALHUN)
- Maurel & Prom (MAU): Announces offshore acquisition in Angola (Blocks 14 & 14K).
- Figeac Aéro (FGA): Half-year report already published.
Analyst Recommendations
Recommendation Changes
Upgrades
Accor (AC) → Buy maintained by Jefferies, target raised from €53 to €58.
Engie (ENGI) → JP Morgan remains overweight, target raised from €23 to €24.50.
Neutral
Aéroports De Paris (ADP) → AlphaValue/Baader Europe maintains "accumulate," target lowered from €139 to €137.
Pernod Ricard (RI) → Citi maintains buy, target adjusted from €114 to €110.
Sanofi (SAN) → Zacks remains neutral, target reduced from $52 to $51.
TotalEnergies (TTE) → Goldman Sachs remains neutral, target raised from €53 to €56.
Downgrades
No significant downgrades for French stocks today.
Have a good trading session everyone!
Sylvain Mouilhaud: equity coach.
