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January 8, 2026 - Third Party

100% French Stocks – January 8, 2026

PREOPEN CAC 40: 8,221 points (-0.24%)

Key Stocks of the Day

  • LVMH (MC): Strategic reorganization at Givenchy and Christian Dior Couture. Managerial shake-up expected—watch for impacts on flagship brands.

  • L'Oréal (OR): €1.75bn bond issue over 2, 3, and 6 years. The group secures its medium-term financing.

  • Veolia (VIE): Raises €2.5bn via three bond tranches (5, 8, and 12 years), strengthening its financial structure for the years ahead.

  • Sodexo (SW): Moderate growth in Q1 fiscal. Annual margin expected to slightly decrease compared to the previous year.

  • Dassault Aviation (AM): 26 Rafale deliveries planned in 2025. Annual revenue target raised.

  • Vallourec (VK): Launches a €200m share buyback program. Strong signal sent to the markets.

  • Ubisoft (UBI): Closure of the Halifax, Canada studio. Streamlining ongoing within the group.

  • OVHcloud (OVH): Confirms annual targets after Q1 fiscal. Solid visibility for the year.

  • Voltalia (VLTSA): Expected total capacity of 3,554 MW at end-2025, with 2,913 MW in operation.

  • AB Science (AB): Promising results for AB8939 in patients with AML and unfavorable genetic profile.

  • Abivax (ABVX): Strong cash position through Q4 2027. U.S. marketing authorization application for obefazimod planned for end-2026.

Results Calendar

  • Sodexo (SW)

  • OVHcloud (OVH)

  • Gensight Biologics (SIGHT)

  • Fill Up Media

Analyst Recommendations (France only)

Recommendation Changes

Upgrades

  • BNP Paribas (BNP) → UBS raises from neutral to buy, target raised to €103 (vs €77.40).

  • CTP (CTP) → Jefferies upgrades from hold to buy, target set at €21.

  • TotalEnergies (TTE) → Jefferies upgrades from hold to buy, new target at €66 (vs €58).

  • Repsol (REP) → Jefferies upgrades to buy, revised target at €19 (vs €13).

Neutral

  • Hermès (RMS) → Oddo BHF maintains neutral recommendation, target adjusted to €2200 (vs €2264).

  • Dassault Aviation (AM) → Bernstein and Deutsche Bank remain neutral, joint target revised to €330.

  • Rexel (RXL) → Jefferies remains neutral, target slightly raised to €32 (vs €28).

  • Argan (ARG) → Jefferies maintains buy, target adjusted to €80 (vs €82).

Downgrades

  • Ipsen (IPN) → UBS downgrades to neutral, target cut to €125 (vs €150).

  • Covivio (COV) → Jefferies downgrades from buy to hold, target lowered to €58 (vs €65).

  • Carmila (CARM) → Jefferies downgrades to hold, target cut to €18.50 (vs €22).

  • Saint-Gobain (SGO) → UBS downgrades to sell, target reduced to €78 (vs €92).

  • Randstad (RAND) → Jefferies downgrades to underperform, target slashed to €26 (vs €45).

  • Solvay (SOLB) → Bernstein downgrades to market perform, target revised to €27 (vs €29).

Have a good session, everyone!
Sylvain Mouilhaud – Equity Coach

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