PREOPEN CAC 40: 7770 points (-0.33%)
Caution prevails as the US/EU tariff deadline of August 1 approaches. Tariffs between 15% and 20% are now feared, weighing on the mood this morning.
Key Actions Today
TotalEnergies (TTE): Awards a major contract to Tenaris for the GranMorgu project in Suriname.
Sanofi (SAN): Acquires Vicebio, strengthening its respiratory vaccines portfolio.
Vinci (DG): Wins €431m in contracts in Australia for infrastructure projects.
Safran (SAF): Finalizes the acquisition of Collins Aerospace flight controls.
Sartorius Stedim Biotech (DIM): EBITDA up +19.3% in H1; strong performance in a tight market.
Vente-Unique (ALVU): Growth of +16.5% over 9 months, driven by booming e-commerce.
Median Technologies (ALMDT): Launches a capital increase from €22m to €25m to support Eyonis development.
Boostheat (ALBOO): Becomes a Bitcoin Treasury Company with the purchase of 2.45 BTC.
Advicenne (ADVIC): Raises €2.6m through a capital increase to fund its kidney treatments.
Acheter-Louer (ALALO): Its subsidiary becomes Sol Treasury Corp, positioning itself in SOLANA digital treasury management 🪙.
Company Results Expected Today
- Dassault Aviation (AM)
- Sartorius Stedim Biotech (DIM)
- Covivio Hotels (COVH)
- Soitec (SOI)
- Ubisoft Entertainment (UBI)
- Roche Bobois S.A. (RBO)
- Vente-Unique.com (ALVU)
- HighCo (HCO)
Analyst Recommendations (Only French Companies)
**Recommendation Changes**
Upgrades
Legrand (LR) → Buy maintained, target raised to €130 (vs €123).
Neutral
Eiffage (FGR) → Recommendation maintained, target raised to €120 (vs €115).
Stellantis (STLA) → Hold, target lowered to €8 (vs €10).
Downgrades
Rémy Cointreau (RCO) → Underweight confirmed, target cut to €43 (vs €45).
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Have a great session everyone!
Sylvain Mouilhaud: Stocks Coach.
