CAC 40 PREOPEN: 7,736 pts (-0.52% expected) Macroeconomic context: European stock markets are set to open in negative territory, cooled by a Sino-American agreement seen as too superficial. Geopolitical tensions are rising in the Middle East, and caution prevails ahead of U.S. employment and Producer Price Index (PPI) figures. The Stoxx 600 is heading for a 4th consecutive day of losses.
Key stocks of the day
Ordissimo (ALORD): Entered exclusive negotiations for a second IT acquisition, potential annual EBIT of €1M before synergies.
Tronics (ALTRO): Transfer of Thales sensor production to another entity finalized.
Airbus (AIR): Delivery targets maintained despite delays confirmed by the CEO.
Saft (TotalEnergies): Selected for the Gurin energy project in Japan.
Sodexo (SW): Sophie Néron-Berger named new CEO.
Lagardère (MMB): Arnault family completes sale of its last shares.
Forvia (FRVIA): Repayment of 2027 bonds to improve debt profile.
Bic (BB): Rob Versloot becomes CEO.
Hydrogen Refueling Solutions (ALHRS): Settlement of a dispute with Hype Assets.
Cibox (ALCBX): Opens electric bicycle factory in Revin.
Semco Technologies: Plans IPO on Euronext Growth Paris.
Company results expected today
- Oeneo (SBT): Results expected
- Groupe LDLC (ALLDL): Quarterly results to watch
Analyst recommendations (French companies)
Recommendation changes
Upgrades
Aéroports de Paris (ADP) → Barclays upgrades to "Overweight," price target raised to €125.
Axa (CS) → Barclays maintains "Overweight," price target raised to €44.50.
Scor (SCR) → Barclays maintains "Equal Weight," price target raised to €30.20.
Neutral Quadient (QDT) → BNP Paribas Exane maintains its recommendation, target adjusted to €16.50.
Downgrades No notable downgrades for French stocks today.
Your opinion? Which stocks will you watch today? Share in the comments and let’s discuss!
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Have a great trading session, everyone!
Sylvain Mouilhaud: Stock Market Coach.
