CAC 40 PREOPEN: 7,768 points (+0.18%)
European markets are cautious ahead of the ECB decision, which is expected to keep its rates unchanged at 2%, while leaving the door open for future easing. The opening looks neutral in Paris.
Key Actions of the Day
Sanofi (SAN): SAR402663, a treatment under development, benefits from an accelerated procedure in the US, which could boost its chances of being marketed.
Carrefour (CA): Takes a stake in Hmarket, a chain specializing in halal food—a targeted strategy for new growth drivers.
Stellantis (STLAM): Sells its Italian diesel engine manufacturing business VM Motori as part of a strategic refocus.
Technip Energies (TE): Acquires advanced materials and catalysts from Ecovyst for $556 million, strengthening its sustainable technologies segment.
Eiffage (FGR) & NGE: Win a €132 million contract in French infrastructure.
Séché Environnement (SCHP): New 2025 EBITDA guidance: between €250 and €260 million, up from €240-250 million previously.
Biophytis (ALBPS): Major update on its phase 3 clinical trial in sarcopenia; a pioneering trial with global potential.
Verimatrix (VMX): Announces a strategic partnership with Velocix to fight piracy and improve streaming profitability.
SpineGuard (ALSGD): First-half revenue down -13.3%, but funding secured until Q2 2026.
Expected Company Results Today
Q2 2025 reports expected:
- FINANCIÈRE MONCEY
- PEUGEOT INVEST
- ESSO S.A.F.
- ROBERTET
- VETOQUINOL
- ROCHE BOBOIS
- VRANKEN-POMMERY MONOPOLE
- FERMENTALG
Analyst Recommendations (French stocks only)
Upward
No upward recommendations this morning
Neutral
Sanofi (SAN) → Maintained at Outperform by Oddo BHF, but target lowered from €116 to €110.
Downward
No downward recommendations this morning
Have a great trading session everyone!
Sylvain Mouilhaud: Equity Coach.
