📊 100% French Stocks – Monday, June 17, 2025

CAC 40: 7,689 pts (+0.15% in pre-opening)

Macroeconomic context: Markets are digesting a busy geopolitical news flow. The Iran-Israel escalation is rekindling tensions, pushing oil higher, but without any stock market panic. In the US, the Fed is highly anticipated on Wednesday for signals on a potential rate cut in September. In China, mixed economic data (strong retail sales, more sluggish industrial production) do not dispel concerns about real estate.

Key stocks of the day

FIGEAC AÉRO (FGA): Signed a strategic agreement with Boeing to manufacture 737 MAX parts in Morocco. Enhanced international industrial presence.

Exail Technologies (EXAIL): New major order in land defense: delivery of UmiX systems to a European army. Acceleration in defense contracts confirmed.

Cegedim (CGM): Shareholders' meeting approves transfer to Euronext Growth Paris. Goal: greater stock market visibility and attractiveness.
Altamir (LTA): Simplified takeover bid by main shareholder at €28.50.

Safe Orthopaedics (SAFOR): Announced reduction in shares' nominal value.

Unibel (UNBL): Mandatory withdrawal confirmed for June 24 at €1,180 per share.

Umalis (MLUMG): Restructuring planned before fundraising.

Okwind (ALOKW): Launch of a new self-consumption energy solution in France.

Companies' results expected today
No major French stock publications today.

Analysts' recommendations (French companies only)
**Recommendation changes**

Upgrades
Klépierre (LI) → Buy maintained by Citi, target raised to €39.60
TotalEnergies (TTE) → Target raised by Zacks to $54 despite underperform rating

Neutral
LVMH (MC) → Buy maintained by Citi, but target reduced to €657
Renault (RNO) → Outperform maintained by Exane, target adjusted to €60

Downgrades
Arkema (AKE) → Jefferies moves to Hold (vs Buy), target lowered from €80 to €65
Eutelsat (ETL) → Morgan Stanley maintains Equal-weight, but lowers target from €6.50 to €3.50

Your opinion? Which stocks will you be watching today?
Share in the comments and let’s discuss!

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Have a great session, everyone!
Sylvain Mouilhaud: Stock Coach.