The CAC 40 continues its rebound in mid-session, up 0.6% around 7,820 points, after rising 0.92% the day before. The movement is supported by a slight calm in oil prices, with Brent stabilizing around $114.
However, the market remains very dependent on news flow. Statements from Donald Trump maintain ambiguity: according to the Wall Street Journal, he would prefer to end the conflict with Iran even without the reopening of the Strait of Hormuz. But at the same time, an Iranian drone attack on a tanker off the coast of Dubai revives tensions.
Inflation in the eurozone is expected to be 2.5% in March (compared to 1.9%), one point before the next ECB meeting.
Rising Stocks
- Getlink +4% at 18.7€: rise in the Mundys’ stake, aiming for close to 30% of voting rights.
- Alstom +5.5% at 24.3€: contract worth about 700 million euros in a global project of $2.75 billion.
- Sidetrade +7% at 152€: record profitability and strategic perspectives.
- Saint-Gobain +1.6% at 70.5€ despite analysts’ target adjustments.
- Air Liquide +1.1% at 178.3€ after being moved to a buy rating by Kepler Cheuvreux.
Falling Stocks
- Solutions30 -20% at 0.53€: declining margins, EBITDA down (-12.7%) and net loss of -60.7 million euros.
The rest of the CAC 40 remains stable, with no decrease exceeding 1%. The luxury sector (Hermès, Kering, LVMH) is slightly under pressure.
The rebound remains fragile, with the market oscillating between optimism on energy and risks of escalation in the Middle East.
