CAC 40 PREOPEN: 8,184 points (+0.31%)
Key Stocks of the Day
LVMH (MC): According to La Lettre, Luca de Meo could have headed the group before joining Kering. LVMH also takes a stake in Manufacture La Joux-Perret (Swiss watchmaking).
SPIE (SPIE): Acquisition of the German company PIK, a specialist in professional audiovisual systems.
Pluxee (formerly Sodexo Benefits): Contests new Brazilian government measures on the PAT program, considering legal action. Edenred potentially impacted.
Hoffmann Green Cement (ALHGR): Signed a distribution partnership with Matériaux Travaux Publics.
DBV Technologies (DBV): Last patient’s last visit in the phase III trial of the Viaskin Peanut patch (peanut allergy).
Adocia (ADOC): Filed a patent for a new extended-release peptide platform to treat diabetes and obesity.
Abionyx (ABNX): Advanced talks for a strategic partnership with IHU SEPSIS.
VIEL & Cie (VIL): Consolidated revenue up 8.2% over 9 months to €951.9M, +10.1% at constant rate. Q3 2025: +10.7% at constant rate.
Corporate Results Expected Today
- No major results expected today for listed French stocks.
Analyst Recommendations
Upward
LVMH (MC) → HSBC maintains at Buy, price target raised from €625 to €725.
LVMH (MC) → TD Cowen stays at Hold, price target raised from €550 to €685.
Safran (SAF) → Barclays maintains at Overweight, price target raised from €320 to €330.
Neutral
Euronext (ENX) → Goldman Sachs upgrades from Sell to Neutral, price target adjusted from €123 to €126.
Downward
Solvay (SOLB) → Barclays remains at Underweight, price target cut from €30 to €23.
Have a good trading session, everyone!
Sylvain Mouilhaud: Equities coach.
