100% French Stocks – Thursday, September 11, 2025

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.