100% French Stocks – Tuesday, June 10, 2025
Markets on Watch: US-China Trade Tensions in the Spotlight!
European stock markets open slightly higher, as investors await the outcome of negotiations between Washington and Beijing. An agreement on technology exports or tariffs could trigger an immediate market reaction... to watch from 9 a.m.!
Indices: CAC 40 and General Trends
CAC 40 PREOPEN: 7,790 pts (+0.06%)
Macroeconomic Context:
Markets are closely monitoring US-China trade talks in London, with encouraging signals mentioned by Donald Trump. There is hope for progress on rare earths and chip controls. Also on watch: the UK employment report, which could influence the Bank of England's monetary policy.
Key Stocks Today
- Sanofi (SAN): Increased oversight after removal of the US vaccine committee—potential delays in approval procedures.
- Michelin (ML): Closing its Querétaro (Mexico) plant, impacting 480 employees.
- Stellantis (STLA): Launches a voluntary departure scheme at Mirafiori (Italy), targeting 610 staff.
- Publicis (PUB): In the sights of the US FTC for potential anti-competitive agreements.
- Thales (HO): Wins IT contract worth over €100M with NATO via Proximus.
- Mercialys (MERY): Acquires a shopping center near Lyon for €146M.
- Bastide Le Confort Médical (BLC): Sells two French subsidiaries to their founders.
- Volkswagen/Derichebourg: Official VHU partnership, transforming France's auto sector.
- Eurazeo (RF): Interest in Capital Four, possible deal in alternative asset management.
Company Earnings Expected Today
- Figeac Aéro (FGA)
- Groupe Partouche (PARP)
Analyst Recommendations
Recommendation Changes
Upgrades
Umicore (UMI) → Goldman Sachs upgrades to Buy, target €16.
Dassault Aviation (AM) → Oddo BHF raises target to €345.
Thales (HO) → Positive outlook with NATO contract.
Neutral
Ubisoft (UBI) → Bernstein maintains, target cut from €10.10 to €9.30.
Downgrades
Solaria Energia → Bestinver moves to Sell despite a higher target.
Saab → SEB Bank downgrades from Buy to Hold, caution advised.
Your opinion? Which stocks will you be watching today?
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Sylvain Mouilhaud: Equity Coach.