100% French Stocks – June 5, 2025
PREOPEN CAC 40: 7,797 points (-0.09%)
Key stocks today
STMicroelectronics (STM): Rumors of a split between France and Italy → high volatility despite an official denial.
L’Oréal (OR): In advanced talks to acquire the British brand Medik8 for €1 billion, according to the Financial Times.
TotalEnergies (TTE): Double news — in court over greenwashing allegations + wins a key contract with Selenia at Stellantis’s expense.
Veolia (VIE): Wins operation of a wastewater treatment plant in Jamestown.
Worldline (WLN): Buys back €320 million of its 2026-due OCEANE bonds.
Publicis (PUB): Issues €1.25 billion in bonds at 2.875% (2029) and 3.3375% (2033).
Lagardère (MMB): Issues €500 million in 2030 bonds at 4.75%.
Vallourec (VK): Gains certification for its Delphy vertical hydrogen storage solution.
Solutions 30 (S30): Strategic partnership with Spirii for electric charging stations in Italy.
Baywater/Bastide (BLC): Wins major contract in London to supply oxygen.
Clariane (CLAR): Renews its revolving credit line for 6 months.
Hydrogène De France (HDF): Signs a strategic agreement in Vietnam for energy decarbonization.
Companies reporting results today
No major publication scheduled today.
Recommendation changes
Upward
Rémy Cointreau (RCO) → Jefferies reiterates buy, target raised from €65 to €70
Engie (ENGI) → Barclays upgrades to overweight, target of €22 (vs €19)
Neutral
Cegedim (CGM) → Oddo BHF maintains neutral, target lowered to €11
Danone (BN) → Bernstein keeps “market performance,” target raised to €83
L’Oréal (OR) → Bernstein reaffirms neutral rating, target raised to €430
EssilorLuxottica (EL) → Citigroup keeps buy but lowers target to €296
Rémy Cointreau (RCO) → Bernstein stays at outperform, but lowers target to €66
Downward
Airbus (AIR) → Citi moves to neutral, target cut from €209 to €183
Your opinion? Which stocks will you watch today?
Share in the comments and let’s discuss!
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Have a great session everyone!
Sylvain Mouilhaud: Stock coach.