PREOPEN CAC 40: 7,965 points (+0.03%)
Key Actions of the Day
Euronext (ENX): Issues a €600M, 3-year bond at 2.625%.
Capgemini (CAP): Partners with SAP, Mistral AI, and Bleu to offer sovereign cloud solutions.
Stellantis (STLA): Expands access to Tesla Superchargers for the group’s electric vehicles.
Vinci (DG): Highway traffic increased by +1.9% in October.
Sodexo (SW): Thierry Delaporte appointed CEO, also to oversee North America.
JCDecaux (DEC): Completes the world’s largest public restroom network in Paris.
Opmobility (OPM): YFPO (joint venture with Yanfeng) is expanding in China.
Interparfums (ITP): Lowers its 2025 forecasts and anticipates a transitional year in 2026.
Solutions30 (S30): Wins a rail signaling contract in Belgium.
Viridien (VIR): Separates CEO and chairman roles – Hennin Berg takes the helm.
STIF: Renews €20M in orders with Tesla for 2026.
Lhyfe (LHYFE): Multi-year contract for over 200 tons of hydrogen.
Genoway (ALGEN): Strong growth of its subsidiary in China.
Tonner Drones (ALTD): Issues OBSA for €2.5M.
ACTIA Group (ATI): Q3 revenue up +17.5% to €134.1M, driven by innovation.
Grolleau (GROL): Q3 2025 revenue up +10%.
Expected Company Results Today
- Soitec (SOI)
- Elior (ELIOR)
- Grolleau (GROL)
- Actia Group (ATI)
Analyst Recommendations (France only)
Upgrades & Downgrades
Upgraded
KBC Groupe (KBC) → Outperform maintained, target raised from €128 to €130.
Neutral
Aperam (APAM) → Market weight maintained, target lowered from €32.30 to €31.50.
Aramis Group (ARAMIS) → Market weight maintained, target lowered from €9 to €7.
Worldline (WLN) → Market weight maintained, target lowered from €2.60 to €1.70.
Have a good session, everyone!
Sylvain Mouilhaud – Stock Coach.
