NicoRoumeau @NicoRoumeau: "POLITICAL CRISIS IN FRANCE -..."

France

POLITICAL CRISIS IN FRANCE - Consequences & opportunities Summary of Articles on the French Stock Market Post-Dissolution Recent political events in France, including the dissolution of the National Assembly and European elections, have introduced volatility in the Paris stock market (CAC 40). Barclays has identified several stocks poised for recovery amid this turmoil. The dissolution and the rise of far-right parties have significantly impacted the CAC 40, causing substantial drops in sectors like banking and concessions. Despite the uncertainty, some experts argue that the long-term effects may not be severe, with temporary volatility expected to stabilize. Barclays recommends $BNP.PA (BNP Paribas SA) noting its resilience compared to other banks like Société Générale and Crédit Agricole due to its diversified operations and lesser exposure to France. Despite a significant drop, Barclays sees potential in Edenred, whose business model remains strong despite fears of regulatory changes. $VIE.PA (Veolia Environnement S.A.) favored over Engie due to its lower exposure to French market risks and higher growth potential. Vinci is highlighted for its undervalued stock price, which doesn’t reflect the actual risk associated with its concession contracts. Barclays also favors $SAN.PA (Sanofi) for its defensive nature and potential catalysts like regulatory approvals and successful clinical trials. That's all for now. Have a good week and thank you for your support. Nicolas

3 Mentioned

BNP.PA

BNP Paribas SA

VIE.PA

Veolia Environnement S.A.

SAN.PA

Sanofi