PREOPEN CAC 40: 7,893 points (unchanged)
Key stocks of the day
TotalEnergies (TTE): The group plans to increase production while reducing investments. A positive impact is expected on future profitability.
LVMH (MC): Silvia Venturini Fendi leaves Fendi, a subsidiary of LVMH. She will become honorary president.
Eiffage (FGR): Wins a major €1.5 billion contract for wind farms in France.
Delta Plus (DLTA): Acquisition of the company Baspa and its Air brand, strategic consolidation.
2CRSi (2CRSI): First order of USD 290 million for an announced contract of USD 610 million.
Hoffmann Green Cement (ALHGR): Signed a partnership with Donada and MRC Constructions.
Nanobiotix (NBTX): Promising phase I results with JNJ-1900.
Theranexus (ALTHX): Becomes THX Pharma, change of corporate identity.
Biosynex (ALBIO): Opens a safeguard procedure.
Novacyt (ALNOV): Losses reduced by 20% year-on-year, effective restructuring ongoing.
Emeis (EX-EURAZEO): Strong half-year results: EBITDAR +19.5%, EBITDA +79%, positive free cash flow at €26M.
Fill Up Média (ALFUL): Announces a strategic partnership with Adsquare to boost its DOOH campaigns.
Valneva (VLA): Positive new data on the long-term persistence of antibodies from its chikungunya vaccine.
Company earnings expected today
PRECIA – Q2 2025 Results (estimate)
LHYFE – Q2 2025 Results
AB Science – Q2 2025 Results
HOPSCOTCH Groupe – Q2 2025 Results
Analyst recommendations (France only)
*Recommendation changes*
Upgrades
Kering (KER) → Target raised by HSBC from €300 to €335, Buy recommendation confirmed.
Spie (SPIE) → Jefferies maintains Hold but raises the target from €33 to €46.
Neutral
Arkema (AKE) → Deutsche Bank stays at Buy, but adjusts the target from €70 to €65.
Pernod Ricard (RI) → HSBC remains at Hold, target lowered from €90 to €87. Jefferies remains at Buy, target from €125 to €120.
Sartorius Stedim Biotech (DIM) → HSBC remains at Buy, target reduced from €250 to €210.
Downgrades
Quadient (QDT) → Bernstein moves from Outperform to Market Perform, target lowered from €22.40 to €14.80.
Have a great session everyone!
Sylvain Mouilhaud: stock coach.
