The CAC 40 continues its rebound in mid-session, up 0.6% around 7,820 points, after rising by 0.92% the day before. The movement is supported by a slight calm in the oil market, with Brent stabilizing around $114.
However, the market remains very dependent on news flow. Donald Trump’s statements maintain uncertainty: according to the Wall Street Journal, he would be willing to end the conflict with Iran even without reopening 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 reach 2.5% in March (versus 1.9%), one point ahead of the next ECB meeting.
Values on the rise
– Getlink +4% at 18.7€: increase in the capital of Mundys, aiming for close to 30% of voting rights. – Alstom +5.5% at 24.3€: contract of approximately 700 million euros in a global project of $2.75 billion. – Sidetrade +7% at 152€: record profitability and strategic prospects. – Saint-Gobain +1.6% at 70.5€ despite adjustments in analysts’ targets. – Air Liquide +1.1% at 178.3€ after being recommended for purchase by Kepler Cheuvreux.
Values on the decline
– Solutions30 -20% at 0.53€: declining margins, falling EBITDA (-12.7%), and a net loss of -60.7 million euros.
The rest of the CAC 40 remains stable, with no decline 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.
