PREOPEN CAC 40: 7,823 points (+0.68%)
Key stocks of the day
- EssilorLuxottica (EL): The FDA approves the Essilor Stellest corrective lens, designed to slow down myopia in children. A major breakthrough in the US market.
- Alstom (ALO): European order of around €475M for rolling stock. Client identity not disclosed, but a strong signal for the order book.
- Alten (ATE): First-half results down (-30% net income), but 2025 targets confirmed. Operating margin expected between 8% and 8.1%.
- Eutelsat (ETL): BtoB/BtoG-focused strategy. The CEO highlights telecom/space convergence as a growth driver.
- Hoffmann Green Cement (ALHGR): €7.93M capital increase, supported by Vatel Capital.
- OSE Immuno (OSE): Public-private agreement signed with Inserm & Nantes University to accelerate immunotherapy innovation.
- Ecoslops (ALESA): First-half revenue down 2% due to a decline in oil prices.
- Abionyx Pharma (ABNX): Weak H1 revenue (€2.1M), net loss widened to -€2.3M, but stable cash flow.
- Biosynex (ALBIO): Still struggling with its US divestment plan, impacted by the overall environment.
Company results expected today
- EQUASENS (EQS): Q2 2025 results release
- BONDUELLE (BON): Q4 2025 results release
- DÉKUPLE (ALDKL): Q2 2025 results estimate
- GASCOGNE (ALBI): Q2 2025 results estimate
- TIPIAK (TIPI): Q2 2025 results estimate
- BALYO (BALYO): Q2 2025 results release
Analyst recommendations (France only)
**Recommendation changes**
Upgrades
LVMH (MC) → Buy maintained, price target raised to €625 (vs €600).
Idi (IDIP) → Buy confirmed by AlphaValue, target raised to €103 (vs €97.40).
Neutral
Sanofi (SAN) → Neutral maintained, price target adjusted to €92 (vs €94).
Infotel (INF) → Strong buy maintained, target lowered to €49.50 (vs €50).
Rexel (RXL) → Overweight maintained, target lowered to €30 (vs €31).
Downgrades
No major downgrades on French stocks this morning.
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Have a great trading session!
Sylvain Mouilhaud: Equity coach.
