100% French Stocks – Monday, August 11, 2025
CAC 40 PREOPEN: 7,768 points (+0.24%)
Key Actions of the Day
- Acheter-Louer.fr (ALALO): Its subsidiary Sol Treasury Corp acquires 1,565 Solana at €147, for a total amount of €229,998, financed by a €2M non-dilutive bond issue.
- Icade (ICAD): Sells its stake in a portfolio of 23 real estate assets in Italy to BNPP REIM for €173M, representing 15% of its health sector exposure.
- Nyxoah (NYX): The US FDA approves the Genio system for treating moderate to severe obstructive sleep apnea.
- Poxel (POXEL): Opens receivership proceedings with a 6-month observation period. Trading resumes August 11.
- Vinci (DG): Definitive agreement with ACS on the acquisition of Cobra IS; price supplement set at €380M, withdrawal from the renewable energy joint venture.
- Accor (AC): BlackRock increases its stake above 5% of the capital, to 5.12%.
- Crédit Agricole (ACA): The CEO of Banco BPM says he is open to a merger with the group.
Corporate Earnings Expected Today
- HEXAOM (HEXA): Release of Q2 2025 – business update.
Analyst Recommendations (French stocks only)
Recommendation Changes
Upward
Safran (SAF) → Upgraded from Underperform to Hold, target €315.10.
Technip Energies (TE) → Maintain Buy, target raised to €50.
Neutral
Danone (BN) → Maintain Underperform, target adjusted to €62.
Eutelsat (ETL) → Maintain Market Perform, target raised to €5.40.
L’Oréal (OR) → Maintain Hold, target raised to €371.
Schneider Electric (SU) → Downgraded to Underperform, target reduced to €247.50.
Downward
Schneider Electric (SU) → From Hold to Underperform, target reduced to €247.50.
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Have a great session everyone!
Sylvain Mouilhaud – Stock Coach
