CAC 40 PREOPEN: 8265 points (+0.35%)
Key Stocks of the Day
- Euronext (ENX): Trading volumes up in December 2025.
- Worldline (WLN): 2025 targets confirmed at the AGM.
- GTT (GTT): New order for two LNG carriers from Samsung Heavy Industries.
- Scor (SCR): SGRI relocated to France.
- Air France-KLM (AF): €650M bond issue (EMTN program).
- Edenred (EDEN): Successful placement of €500M in bonds.
- Verallia (VRLA): End of the antitrust investigation in Italy.
- La Française de l'Énergie (FDE): Secured access to 18 mined gas sites.
- Valbiotis (ALVAL): Exclusive agreement in the Middle East.
- Cellectis (ALCLS): 2026 targets and clinical progress (CAR-T).
- GenSight Biologics (SIGHT): Secured cash until the end of 2026, ongoing trials.
Results Calendar
No major publications today.
Analyst Recommendations: French Stocks
Recommendation Changes
Upgrades
- BNP Paribas (BNP) → JP Morgan upgrades to Overweight, target €102.
- Airbus (AIR) → UBS reiterates Buy, target €240.
- Thales (HO) → UBS reiterates Buy, target €380.
- Amundi (AMUN) → Jefferies remains at Buy, target €80.
- Rexel (RXL) → UBS remains Neutral, target raised to €35.
Neutral
- Dassault Aviation (AM) → UBS remains Neutral, target €330.
- Sodexo (SW) → Recommendations unchanged, targets €45-51.
- EssilorLuxottica (EL) → Oddo & UBS confirm, targets €306-347.
- Rémy Cointreau (RCO) → Goldman Sachs stays Neutral, target €50.
- Ipsen (IPN) → Jefferies maintains, target €117.
Downgrades
- OVH Groupe (OVH) → Goldman Sachs stays Sell, target raised to €5.
- Stellantis (STLA) → Barclays remains at Market Weight, target €10.
Have a great session everyone!
Sylvain Mouilhaud – Stock Coach
