📊 100% French Stocks – June 17, 2025

CAC 40: 7,690 points in pre-opening (-0.61%)

Key stocks of the day

Kering (KER): Major announcement with the appointment of Luca de Meo (formerly Renault) as CEO. A strategic move to revive growth for the luxury group.

Carrefour (CA): The retailer is considering selling its Italian operations. Lidl, Conad, and Esselunga are in the running, according to Lebensmittel Zeitung.

Afyren (ALAFY): Official launch of continuous production at its Afyren Neoxy plant. Hundreds of tons already produced, currently being qualified before delivery as per customer contracts.

GTT (GTT): New order from HD KSOE to design cryogenic tanks for a 180,000 m³ LNG carrier for Purus. Delivery expected in Q4 2027. The stock has gained nearly 30% since January.

BNP Paribas (BNP): Completion of its 2025 share buyback program.

Safran (SAF): Strategic partnership with Trillium to expand their electro-optical offering.

Covivio (COV): Acquires 100% of the CB21 tower in La Défense.

Aéroports de Paris (ADP): May traffic above pre-Covid levels, a positive sign for the sector.

Mercialys (MERY): Replaces Casino with Grand Frais and Leclerc in its shopping center in Brest.

Ekinops (EKI): Upgrades GCN's submarine infrastructure.

Vente-unique.com (ALVU): Sales up sharply to €132.1M (+12.6%), driven by the marketplace and the Habitat brand. Net half-year profit slightly up to €4.9M.

Lexibook (ALLEX): Another solid year: dynamic online sales, successful Disney licenses, record equity at €24M, improving gearing.

Corporate results expected today

MedinCell (MEDCL): Q4 2025 results publication.

Analyst recommendations (France only)

Changes in recommendations

Upgrades
TotalEnergies (TTE) → Bernstein moves from market perform to outperform, target adjusted from €69 to €67.
Fnac Darty (FNAC) → BNP Paribas Exane maintains outperform, target raised from €36 to €38.

Neutral
No neutral changes for French companies today.

Downgrades
No downgrades noted for French companies today.

Your opinion? Which stocks will you be watching today?
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Have a great session everyone!
Sylvain Mouilhaud: Stock Coach.