Stock market: 12 stocks to be purchased on the election weekend

In a jagged market, which lost 2.04% over the week, Le Revenu unearthed 12 stocks that are expected to outperform in the coming weeks. 12 opportunities to be seized during this election weekend.

The CAC ended the week down 2.04% after two sessions up (Monday and Friday) and two down (Tuesday, Wednesday and Thursday). The uncertainties linked to the war in Ukraine favor the wait-and-see attitude and the yo-yo of the Parisian market star index.

The effects of the conflict weigh on business and consumer confidence in the euro area. Beyond the geopolitical tensions, the presidential elections and the evolution of the pandemic raise questions.

In this context, discover our recommendations on 23 values. We recommend 12 for purchase, 5 for sale and 6 to keep. The most significant news (Axa, Bolloré, Casino, etc.) are subject to specific development, accessible by clicking on the hyperlinks.

The effects of the conflict weigh on business and consumer confidence in the euro area. Beyond the geopolitical tensions, the presidential elections and the evolution of the pandemic raise questions

In this context, discover our recommendations on 23 values. We recommend 12 for purchase, 5 for sale and 6 to keep. The most significant news (Axa, Bolloré, Casino, etc.) are subject to specific development, accessible by clicking on the hyperlinks.

Our recommendations on 23 values

Axa

Towards new compromises To maintain

Audacity

Last year, Audacity more than tripled the net profit, to 3.5 million euros, a performance linked to the exceptional capital gain of 3.7 million euros on the sale of the headquarters. We remain negative on the title. The repositioning on some non-listed investment themes will take time to bear fruit. Sell

Bolloré

The Breton entrepreneur’s group greets Africa for logistics Acquire

Carrefour

The retail giant has launched, in collaboration with venture capital firm Daphni, an investment fund called Dastore. With an endowment of 80 million euros, this financial vehicle aims to acquire minority stakes in digital start-ups in the retail sector. An approach that is part of the new strategy of Carrefour digitally driven. By 2026, digital is expected to bring € 600 million more to its current operating income. On the stock market, Carrefour’s valuation remains without excess. Acquire

Casino

Exit Mercialys Sell

Agricultural credit

Italian chess game Acquire

Dékuple

The former ADL Partner in the midst of change Acquire

EDF

This operation, which was completed on 1is April was a success, with total demand for new shares amounting to € 4.1 billion, with an acquisition rate of 129%. Despite the industrial setbacks of the group EDFwe remain positive on the stock, aiming to exit the premium rating. Acquire

Thanks

A disappointment rightly punished Sell

Figeac Aero

Tikehau gets on board Sell

Keyrus

However, it has just woken up thanks to the proliferation of takeover bids on other medium-sized players in the sector (Open Group, Prodware, Umanis, SQLI). In the first half of 2021, Keyrus it was back to growth and profits, which is encouraging for the future. The more experienced can try to bet on value. Acquire

Herige

Last year the Vendée building materials group recorded a record level of activity and improved profitability. With sales up 18.6% to 712 million euros, its net profit reaped 82%, to 19.1 million. The outlook remains favorable for 2022 and Herige is not exposed to Ukraine and Russia. Acquire

Health of the LNA

Clear for the future To maintain

Maat Pharma

Drug Candidates of Maat Pharma acting on the gut microbiota to guide the immune system to fight graft versus host disease. Its main product, MaaT013, has just started its phase III. To maintain

Nexan

the group led by Christopher Guérin has just finalized the acquisition of the Colombian Centelsa (over 339 million dollars in turnover in 2021), specialized in cables for buildings and energy networks in South America. This operation confirms Nexans in its strategy of becoming an electrification specialist. It also testifies to its newfound dynamism. To maintain

Nexity

The market is torn between the prospect of a € 2.50 dividend payable this spring, with a yield of 7.8%, and the gathering clouds. the group led by Véronique Bédague has just postponed its investor day originally scheduled for April 28th. This is not a good sign. We can lighten the action. Sell.

OSE immunotherapy

The Nantes biotechnology reported a net loss of € 16.8 million for fiscal year 2021, substantially equivalent to that of 2020. Driven by numerous licensing agreements and clinical goal payments, Ose Immunotherapeutics’ turnover reached 26 last year. million euros, compared to 10.4 million in 2020. With a cash position of 33.6 million euros, the group estimates that it will be able to finance itself until the first quarter of 2023. It expects the return of the regulators soon after the results of phase 3 of his Tedopi. Its diversified product portfolio inspires confidence. Acquire

Reworld Media

An opportunity to be seized quickly Acquire

Sanofì

Euroapi on the stock exchange in May Acquire

General Company

Promise kept on ING Acquire

Visiativ

Visit has just hit its peak since summer 2018, driven by the publication of annual accounts that exceeded expectations. In 2021 it generated a gross operating margin (EBITDA) record of 10.3%, up 2.8 points, for a turnover of 214 million euros (+ 13%). The leaders of the Lyon company confirm their goal of a EBITDA of 30 million euros in 2023. To protect your earnings, place a “sell stop” order at 30 euros on the stock. To maintain

Voltalia

the renewable energy producer pursues its ambition to have 2.6 gigawatts under construction or in operation by 2023. In the Alpes de Haute Provence, construction has just begun on the Montclar project, a 3.7 megawatt solar power plant. Its subsidiary Helexia has also acquired Cap Sud, which specializes in photovoltaic power plants for the roofs of agricultural buildings. To maintain

Xilam

Profits bounce Acquire

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