CAC 40 PREOPEN: 7,874 points (+0.25%)
Key Stocks of the Day
Capgemini (CAP): Issues €4bn in bonds to finance the acquisition of WNS.
Vinci (DG): Wins an €885m contract for the Rail Baltica electrification project.
GL Events (GLO): Over €130m contract for the Milano Cortina 2026 Olympics.
Planisware: Deploying two data centers in Canada to support North American growth.
Mauna Kea Technologies (MKEA): Commercial launch of Cellvizio in Australia with first orders.
Transition Evergreen (EGR): Files for judicial reorganization.
Hoffmann Green (ALHGR): Issues €6m in convertible bonds, backed by the EU (InvestEU).
EPC Groupe (EPC): Added to CAC Small, CAC Mid & Small, and CAC All-Tradable indices.
Savencia (SAVE): Considering a strategic merger with Savencia Gourmet.
DBV Technologies (DBV): Unexpected resignation of Daniel Soland from the board of directors.
Exacompta Clairefontaine (EXAC): Results down, cautious outlook for 2025.
Eurofins Cerep (ERF): Revenue down -8.29% amid a shrinking R&D market.
ABO-Groupe (ABO): Semester growth of +17.7%, but slight margin decline.
Corporate Results Expected Today
- Waga Energy (WAGA): Q2 2025 results expected.
- ACTIA Group (ATI): Q2 results published at 07:00. Half-year sales down -4.7%, but strong growth in non-mobility divisions.
Analyst Recommendations (French companies only)
*Recommendation changes*
Upgrades
Nanobiotix (NANO) → Target raised from $9 to $14 (Leerink Partners, outperform).
Kering (KER) → Target raised from €220 to €263 (Citi, rating maintained).
Neutral
Kering (KER) → Recommendation remains neutral.
Downgrades
No French companies impacted today.
Have a great session, everyone!
Sylvain Mouilhaud: Stock Coach.
