PREOPEN CAC 40: 7,837 pts (+0.32%)
Key Actions of the Day
- TotalEnergies (TTE): Wins a tender for an offshore wind farm in France.
- Thales (HO): Signs two strategic contracts with Indigo (India).
- Axa (CS): Moody’s upgrades credit rating to Aa2, stable outlook.
- Sanofi (SAN): Positive Phase IIa data with brivekimig (hidradenitis suppurativa).
- Vinci (DG): Highway and airport traffic saw a sharp increase in August.
- Valeo (FR): Issued a €500M green bond over 6.5 years.
- Derichebourg (DBG): Inaugurates a new recycling platform.
- Figeac Aero (FGA): €4M contract with Safran Electrical & Power.
- Assystem (ASY): H1 results: Net income slightly down, revenue +8.3%, stable margin.
- HRS (ALHRS): New order for an HRS14 mobile station for Glasgow.
- Riber (RIB): Order for a Compact 21 DZ research system by Academia Sinica (Taiwan).
- MaaT Pharma (MAAT): Cash extended until end of February 2026 thanks to Clinigen and EIB.
- Sensorion (ALSEN): H1 publication, progress on its gene therapy portfolio and SENS-401 molecule.
- HiPay (HIPAY): Revenue up (+3.7%), processed payments +5.7% to €4.6bn.
- Innate Pharma (IPH): H1 results, strategic refocus on the most promising clinical assets.
- Audacia (ALAUD): Strengthening liquidity contract (+€20k cash).
Company Results Expected Today
- Bolloré SE – Q2 2025 results
- Aubay – Q2 2025 results (estimate)
- Clasquin – Q2 2025 results (estimate)
- Sidetrade – Q2 2025 results
- LNA Santé – Q2 2025 results
- Sensorion – Q2 2025 results
- Innate Pharma – Q2 2025 results (07:00)
- CBO Territoria – Q2 2025 results (estimate)
- Reworld Media – Q2 2025 results (estimate)
- Solutions 30 SE – Q2 2025 results (18:00)
Analyst Recommendations (France Only)
Upward
ArcelorMittal (MT) → Price target raised from €30 to €32.20 (Morgan Stanley).
Getlink (GET) → Buy rating confirmed, target raised from €33.30 to €34.80 (Insight IR).
Neutral
L'Oréal (OR) → Hold, target raised from €355 to €377 (HSBC).
Arkema (AKE) → Overweight confirmed but target reduced from €94 to €90 (Morgan Stanley).
Eutelsat (ETL) → Changes from Buy to Accumulate, target lowered from €4.15 to €3.73 (AlphaValue/Baader Europe).
Downward
Solvay (SOLB) → From Market Weight to Underweight, target lowered from €30 to €25 (Morgan Stanley).
Pluxee (PLX) → Target reduced from €26 to €21 (Barclays, market weight maintained).
Have a good trading session everyone!
Sylvain Mouilhaud: Stock Coach
