100% French Stocks – Monday, July 21, 2025

PREOPEN CAC 40: 7,812 points (-0.14%)

Key stocks of the day

Covivio (COV): Raises its recurring net income target for 2025, supported by rising half-year revenues.

EssilorLuxottica (EL): Acquires PUcore (South Korea), a specialist in monomers for ophthalmic lenses. Strengthens its R&D and production in Asia.

Vivendi (VIV): Brussels accuses it of taking premature control of Lagardère. Risk of a significant fine.

Carrefour (CA): Has reportedly commissioned Rothschild to study the sale of its Italian subsidiary, according to Bloomberg.

Gérard Perrier Industrie (PERR): Buys 80% of Swiss Ofatec, a key player in electrical security.

Bluelinea (ALBLU): Raises €3.07 million in capital, Apicil now holds 81.3% of shares.

Netgem (ALNTG): Accelerates with its FAST Lane platform. New key partnerships in the free TV channels sector.

Poujoulat (ALPJT): Q1 sales slightly down, but positive outlook for Q2.

Company results expected today

Covivio (COV)
Oeneo (SAON)

Analyst recommendations (French companies only)

Upgrades

Argan (ARG) → Buy confirmed by Jefferies, target price adjusted to €84 (from €86).
Danone (BN) → Barclays remains Overweight, target adjusted to €82 (from €85).
STMicroelectronics (STM) → Morgan Stanley maintains its recommendation, target raised to €26 (from €22).

Neutral

TotalEnergies (TTE) → Wolfe Research maintains Outperform, but reduces target to $76 (from $78).

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Have a great trading session everyone!
Sylvain Mouilhaud: Stocks coach.