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July 28, 2025 - Third Party

100% French Stocks – Monday, July 28, 2025

PREOPEN CAC 40: 7,938 points (+1.19%)

Key stocks of the day

Theraclion (ALTHE): Strong growth in half-year activity with a 30% increase in recurring sales, completion of the pivotal FDA clinical trial as planned, and accelerated commercial expansion through two new Sonovein centers.

Forvia (FRVIA): Net loss of €269M in H1 due to an impairment related to the Symbio JV. The group nonetheless confirms its annual targets despite Stellantis' hydrogen project shutdown.

LVMH (MC): Advanced talks over the sale of Marc Jacobs (possible valuation of $1bn). Several bidders, including Authentic and WHP Global.

Robertet (CBE): Half-year revenue up 7.7% to €446.3M, above FactSet consensus (€436M). 9.2% organic growth thanks to flavors and raw materials divisions.

Vallourec (VK): Sale of Serimax to Aldébaran Capital for an enterprise value of €79M.

MaaT Pharma (MAAT): Major €37.5M EIB financing secured for its hemato-oncology programs.

Advicenne (ADVIC): Marketing authorization and reimbursement of Sibnayal in Saudi Arabia.

Carla Bruni-Sarkozy joins the board of Compagnie Chargeurs Invest.

Airbus (AIR): Successful launch of the four CO3D satellites, a key milestone in the earth observation constellation.

Corporate results expected today

  • EssilorLuxottica (EL) – 18:00
  • Rexel (RXL) – 17:45
  • Vicat (VCT)
  • Forvia (FRVIA)
  • Ekinops (EKI)
  • Lumibird (LBIRD)
  • Wavestone (WAVE)
  • Nacon (NACON)

Analyst recommendations (French companies only)

Recommendation changes

Upgrades

Carrefour (CA) → Buy confirmed by AlphaValue/Baader Europe, target raised from €16.70 to €16.80.
BNP Paribas (BNP) → Target raised by Morgan Stanley from €94 to €96.
Alstom (ALO) → Target raised from €18 to €19, recommendation maintained by Morgan Stanley.
Sopra Steria (SOP) → Target raised to €230 by BNP Paribas Exane (outperform).
Vallourec (VK) → Target raised from €18.50 to €18.80 by Morgan Stanley.
TotalEnergies (TTE) → AlphaValue/Baader Europe raises target to €65 (accumulate).

Neutral

ArcelorMittal (MT) → JP Morgan maintains neutral recommendation, target lowered to €29.
Rémy Cointreau (RCO) → BNP Paribas Exane remains neutral, target raised to €54.
Goldman Sachs on Carrefour → Neutral, target €15 → €16.
Icade (ICAD) → Jefferies remains at hold, target lowered to €21.

Downgrades

Rémy Cointreau (RCO) → Barclays moves from marketweight to underweight, target €45.
Rémy Cointreau (RCO) → Deutsche Bank maintains sell, target lowered to €41.

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Have a great session, everyone!
Sylvain Mouilhaud: stock coach.

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