CAC 40 PREOPEN: 7,693 pts (+0.21%)
Key stocks of the day
LVMH (MC): Antoine Arnault joins the executive committee. Véronique Courtois takes over as head of Parfums Christian Dior and the beauty division. AlphaValue/Baader Europe lowers the price target from €695 to €626 (rating maintained at accumulate).
Kering (KER): The luxury group plans a strategic recovery in 2025 after a lackluster year.
Beneteau (BEN): Revenue down 17% in 2025 (€848.6M). Return to growth expected from H1 2026.
Delfingen (ALDEL): 2025 revenue at €400.3M, down 3.1% at constant exchange rates.
Ubisoft (UBI): Employee strike from February 10 to 12.
Audacia (ALAUD): Successful €8M capital increase.
Lumibird (LBIRD): New equipment for Rheinmetall.
Eurazeo (RF): €175M raised for the sustainable maritime fund ESMI II.
Viel & Cie (VIEL): Revenue up 7.4%, strong performance in a challenging environment.
Stif: Strong activity from its Asian subsidiary (batteries).
Casino (CO): No appeal over its criminal conviction.
Alstom (ALO): 76 Flexity units put into service in Toronto.
Earnings calendar
- Viel & Cie
- Assystem
- Hexaom
- Haulotte Group
- Lacroix
Analyst recommendations (France)
Upgraded
Aperam (APAM) → from reduce to accumulate, target raised from €42.10 to €53.
Neutral
LVMH (MC) → accumulate maintained, target lowered from €695 to €626.
Downgraded
Stellantis (STLA) → market weight maintained, target lowered from €9.20 to €7.
Have a good session, everyone!
Sylvain Mouilhaud – Stock Coach
