Stock Market: 4 Shares to Sell Before the Second Round of the Presidential Election

The Cac 40 closed up 0.71% over the past five trading days in a vibrant market with a transaction volume of almost 4 billion euros. Our advice on 25 values. We recommend 10 to buy, 4 to sell and 11 to keep.

The Paris Stock Exchange’s flagship index has alternated rising and falling sessions this week (-0.83% Tuesday, +1.38% Wednesday, +1.36% Thursday, -1.99% Friday), ending at 6.581 .42 points, an increase of 0.71% compared to the previous Thursday (the stock market was closed on Friday 15 and Monday 18). Operators’ mood fluctuated in tandem with activity releases for the first quarter, which were often excellent, and rumors of a risk of rapid and strict monetary tightening by the US Central Bank. The scenario of a possible victory for Marine le Pen over outgoing head of state Emmanuel Macron has not been included in the courses.

In this electoral context, just hours before the second round of the presidential elections, prioritize long-term structural trends such as the digitalization of the economy and the energy transition. Discover our advice on 25 values. We recommend 10 to buy, 4 to sell and 11 to keep. The main news (LVMH, Scor, L’Oréal, etc.) is the subject of a specific development, accessible by clicking on the hyperlinks.

“Read also” block

Advice on 25 promotions

ADP

ADP back at the top in more than two years, driven by the strong recovery in activity. During the first three months of the year, passenger traffic in Paris increased by 212%. And in March, the traffic of all platforms managed by the group represents 72.4% of the level reached in March 2019, ie before the health crisis. To try in bet. To buy

Berkem

Supportive environment To buy

Biomerieux

Towards a decline in turnover in 2022 To hold

catana

Well-filled order book To buy

CIS

In the first quarter, sales of the hotelier of the extreme amounted to more than 74 million euros, an increase of 18.7% on a comparable basis. A performance mainly driven by the Eurasia zone (+44.3%). CIS expects continued growth over the full year. But the high exposure to Russia is prompting us to downgrade our view of the stock. To hold

Entech

In the first half of the fiscal year, ending at the end of 2022, the activity ofEntech was hampered by the health situation, especially for international projects. With EUR 13 million in net cash, the company continues to structure itself thanks to the funds raised during the IPO. To hold

Provide power

Plagued by strong tensions To sell

Get link

speculative interest To buy

Hunyvers

Very dynamic sales To buy

Haulotte

the aerial work platform manufacturer reported sales of EUR 135.8 million for the first quarter, an increase of 25%. Executives note that business momentum shows no signs of slowing at this point. While revenue growth is expected to exceed 20% this year, cost inflation could weigh on the current operating margin. To hold

Hermes

In the first quarter, group sales increased by 27% at constant exchange rates to 2.7 billion euros. Hermes benefited from the development of its store network, characterized by openings and expansions. On the stock market, the promotion’s valuation is still very high, but the title deserves this premium due to the rarity of its profile. To buy

Kaufman & Broad

Net profit remained stable at 11.8 million euros in the first quarter of the fiscal year ending November 30. The forecasts for 2022 are maintained, as is the dividend of 1.95 euros on 5 May. But the hardening of the market is approaching, against a background of rising interest rates. Which led us to opt for a neutral position on the title Kaufmann. To hold

L’Oreal

Strong growth To buy

LVMH

strong dynamics To hold

neon

The renewable energy producer has just signed a 70 MW virtual battery electricity storage contract with Australian distributor AGL Energy. With a 576 MW storage farm in Australia, neon y is the first owner and operator of large batteries. A technology whose demand is expected to increase as renewable energy sources develop. We remain confident in the title’s potential. To buy

onxeo

Reinforced money To hold

obiz

In line with its ambitions To hold

Pherecydes Pharma

The trend remains negative, but the biotech specializing in phages, bactericidal viruses, had 5.4 million euros in cash on December 31, giving it financial visibility until the end of the practice. ferecyden hopes to gain compassionate access for one of its phages in the second quarter of 2022. To be continued. To hold

animal health

Optimistic Virbac, cautious Vetoquinol Keep VirbacSell ​​vetoquinol

to score

Caught by war To hold

Teleperformance

Investors welcomed the announcement of a higher-than-expected activity point. In the first quarter, sales amounted to 1.96 billion euros, an increase of 14.6% and 6.5% at constant scope and exchange rates. Referring to an increasingly destabilized environment, management, accustomed to raising its annual targets on a regular basis, merely confirmed them. Teleperformance remains a good growth stock, but the high valuation encourages the recommendation to continue making profits on the stock. To sell

Tesla Motors

It remains highly volatile, sometimes bolstered by the prospect of a split in nominal which would make it more accessible, sometimes penalized by bad news. Two recent elements weigh. Elon Musk’s interest in Twitter fuels the prospect of commissions or pledges on his part. In addition, the containment of Shanghai in China could prevent the production of tens of thousands of vehicles at the local factory. overrated, You are here cannot afford the slightest hiccup in its growth. To sell

thermador

The distributor of sanitary equipment started the year well with a turnover of 142.7 million euros in the first quarter, an increase of 12.3%. Despite the headwinds (inflation, war in Ukraine, demanding spring comparison base, etc.), thermador should be able to maintain high profitability in 2022. The stock maintains its place at the bottom of the portfolio. To buy

valneva

Vaccine Licensed in the UK To buy

Leave a Comment