100% French Stocks – October 3, 2025
PREOPEN CAC 40: 8,083 points (+0.27%)
Solid upward trend! The CAC 40, coming off a +1.13% close yesterday (after +0.90% on Wednesday), logs 5 consecutive rising sessions and surpasses 8,000 points for the first time since March 26.
Today, European PMIs will be closely watched. No US jobs report due to the shutdown: possible volatility.
Key Stocks of the Day
Legrand (LR): Acquires Avtron Power Solutions (US) for $1.125bn, strategic strengthening in critical power.
L'Oréal (OR): Contacted again by the Armani family for a potential minority buyout of the Italian group.
Saint-Gobain (SGO): Sells its Tumelero brand in Brazil.
Carmila (CARM): Issues €300m in green bonds due 2033.
Séché Environnement (SCHP): Issues €300m in perpetual subordinated notes at 5.875%, with ESG criteria.
Selectirente (SELER): Acquires €11m worth of retail properties in Paris.
Hoffmann Green Cement (ALHGR): Optimizes the carbon footprint of its H-UKR 0% clinker cement.
Elior (ELIOR): Acquires Pailhasson, the oldest chocolate factory in France (established 1729), to enrich its culinary expertise.
Orège (OREGE): H1 2025 revenue down -22%, losses widened to -€7.72m, impact of debt and currency effects.
Companies Reporting Results Today
No major publications expected today.
Analyst Recommendations (French companies only)
Upgrades
Legrand (LR) → Oxcap Analytics maintains "overweight," target raised from €142.90 → €155.50
Opmobility (OPMO) → Oddo BHF maintains "outperform," target raised from €15 → €17
Kering (KER) → Jefferies stays at "hold," target raised from €195 → €260
Neutral
Arkema (AKE) → Citi maintains "buy," target lowered from €83 → €80
Downgrades
No notable downgrades on French stocks today.
Have a great session, everyone!
Sylvain Mouilhaud – Equity Coach