100% French Stocks – Monday, June 23, 2025
Tensions in the Middle East: CAC 40 opens under pressure!
US strikes on Iran have reignited geopolitical tensions. The markets are digesting Washington's targeted attack on Iranian nuclear facilities. Not much panic yet, but uncertainty is rising… and traders are keeping an eye on black gold.
CAC 40: 7,518 pts (-0.77% pre-market)
Macroeconomic context:
- US strikes on Iran: impact on energy and a return to safe haven assets (USD, gold)
- The euro remains stable against the dollar despite the tensions
- Oil prices tick up slightly but without overheating
- Background: anticipation over US tariffs and upcoming Fed decisions
Key stocks of the day
Kering (KER): Official exit from the Euro Stoxx 50 today in favor of Rheinmetall
Sanofi (SAN): Sarclisa recommended in the EU for multiple myeloma treatment
Meta x EssilorLuxottica (EL): Launch of Oakley smart glasses
Teleperformance (TEP): Launch of a share buyback program
Dassault Aviation (AM): Official government support for the VORTEX space demonstrator
Ayvens (ALD): Joins the Stoxx Europe 600 today
Eurazeo (RF): Takeover of SMP Energies
Passat (PASS): Transfer to Euronext Growth confirmed
OSE Immuno (OSE): Open conflict with a group of shareholders
Carmat (ALCAR): The company is appealing for donations to avoid bankruptcy
Namr (NAMR): Listing suspended after delayed financial reporting
AB Science (AB): New positive clinical evidence for masitinib in Alzheimer's
Claranova (CLA): Sale of PlanetArt for $175M to be finalized by June 30
Stellantis (STLA): Antonio Filosa takes the helm of the group this morning
Companies' results expected today
No major results expected for French stocks today
Analyst recommendations (French stocks only)
**Recommendation changes**
Upgrades
Elis (ELIS) → Overweight maintained by JP Morgan, target raised to €26
Spie (SPIE) → Overweight maintained by JP Morgan, target raised to €48
TotalEnergies (TTE) → Outperform confirmed by Wolfe Research, target at $78
UCB (UCB) → Morgan Stanley upgrades to Overweight, target lifted to €220
Neutral
Moncler (MONC) → JP Morgan keeps Neutral, target lowered to €60
Teleperformance (TEP) → JP Morgan keeps Neutral, target lowered to €86
Worldline (WLN) → JP Morgan keeps Neutral, target lowered to €5.50
Downgrades
Dassault Systèmes (DSY) → Jefferies stays at Underperform, target lowered to €27
Your opinion? Which stocks will you watch today?
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Have a great session everyone!
Sylvain Mouilhaud: Stocks Coach.
