100% French Stocks – Tuesday, August 5, 2025
PREOPEN CAC 40: 7,645 points (+0.23%)
European markets are expected to open higher, awaiting today's activity indicators. Investors remain attentive to trade tensions between the United States and its partners.
Key Stocks Today
Eutelsat (ETL): Appoints Éric Labaye as Chairman; revenue and Ebitda above consensus. Target: stability this year.
Technip Energies (TE): Wins a major LNG contract in the United States.
Vinci (DG): Won a contract to build a biofuel plant in Spain.
Unibail-Rodamco-Westfield (URW): Cross-border merger project with Unibail-Rodamco TH B.V.
Maurel & Prom (MAU): Ebitda down 25% in H1, impacted by falling crude prices.
Colas (BOUYGUES): Acquisition of US-based Suit-Kote for over $450M.
Stellantis (STLA): Fitch changes credit rating outlook from stable to negative and then withdraws all its ratings.
Corporate Results Expected Today
Eutelsat
Maurel & Prom
Actia Group
French stocks only: Recommendation changes
Upgrades
Axa (CS) → Target raised from €45 to €47, BNP Paribas Exane remains Outperform.
Aéroports de Paris (ADP) → Target raised from €143 to €144, Outperform maintained (BNP).
Carmila (CARM) → Target raised from €18.68 to €21, Outperform confirmed by BNP.
Crédit Agricole (ACA) → Target raised from €18.30 to €19.20, Market Weight maintained (Barclays).
Neutral
Amundi (AMUN) → Target lowered from €79.30 to €75.40, Market Weight maintained (Morgan Stanley).
Sanofi (SAN) → Target lowered from €100 to €90, Hold recommendation unchanged (Deutsche Bank).
Teleperformance (TEP) → Target reduced from €141 to €134, Overweight maintained (Morgan Stanley).
Technip Energies (TE) → Target slightly raised to €39 (AlphaValue), recommendation Reduce maintained.
Downgrades
Lectra (LSS) → Target reduced from €36.50 to €34.50, Outperform maintained (Bernstein).
Saint-Gobain (SGO) → Target raised from €100 to €103, recommendation Lighten maintained (AlphaValue).
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Have a great session, everyone!
Sylvain Mouilhaud – Stock Coach