100% French Stocks – Thursday, June 13, 2025

Tensions explode in the Middle East: Israel strikes Iran, oil surges, CAC 40 plummets!
Markets wake up under extreme tension after a major Israeli raid on Iran's nuclear program. Oil jumps, gold rises, futures plunge. Intense stress sequence this morning on European markets.

Indices: CAC 40 and General Trends

CAC 40: 7,643 points (-1.54%) in pre-opening

Macroeconomic Context:

The Israeli attack on strategic sites in Iran caused a shock to the markets:

Brent soars +7.5%, up to $75.57 a barrel.
High demand for gold and Swiss franc.
US futures deep in red, following a previous session driven by Oracle.
Asia retreats: Tokyo, Seoul, and Hong Kong -1%, India -0.8%.

Key Stocks of the Day

Aéroports de Paris (ADP): Price target raised to €222 by Insight Investment.
Eiffage (FGR): Target adjusted to €201 with a still positive rating.
Getlink (GET): Double analyst support, targets raised to €20 (GS) and €33.30 (Insight).
Eutelsat (ETL) & OVHcloud (OVH): Rejoin the SBF 120 on June 18.
GL Events (GLO): Confirms signing of the Stade de France contract.
LDLC (ALLDL): Falls into the red with a net loss of €10.9M.
Oeneo (SBT): Positive surprise on profitability despite a tough sector.
Phaxiam (PHXM): Liquidation confirmed, shares worthless.

Company Results Expected Today

No major results expected today.

Analyst Recommendations (French companies only)

Upgraded

ADP (ADP) → Target raised to €222.
Eiffage (FGR) → Target revised to €201.
Getlink (GET) → Target raised to €20 (GS) and €33.30 (Insight).
Vinci (DG) → Target slightly adjusted to €177.

Neutral

Sanofi (SAN) → Maintains Neutral, target lowered to $53.
STMicroelectronics (STM) → Maintains, target revised to €26.
Soitec (SOI) → Changes from Buy to Hold, target reduced to €50.

Downgraded

Soitec (SOI) → Downgrade by Jefferies, target €50.

Your Opinion? Which stocks will you watch today?

Share in the comments and let’s discuss!

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Have a great session, everyone!
Sylvain Mouilhaud – Stock Coach.