Wednesday, July 23, 2025

French and Benelux stocks: Factors to watch

July 23, 2025

Here are some company news and stories that could impact the markets in France and Benelux or even individual stocks.

AIRBUS/DASSAULT AVIATION:

Dassault Aviation AM.PA, a French warplane manufacturer, raised questions about the on Tuesday as part of a growing dispute with Europe's Airbus regarding control of a futuristic program which combines traditional military aircraft with automated drones.

Alstom, a French train manufacturer, will provide Kawasaki with the propulsion components needed to build new subway cars in New York City.

ASM INTERNATIONAL. Dutch semiconductor equipment maker ASM International reported orders for Q2 of 702,5 million euros. This was below the estimated 843 million euro. It anticipates that revenue growth will be at the midpoint between the range of guidance of +10% and +20% in 2025.

DASSAULT: French aerospace firm Dassault Aviation announced a first-half orders intake of 8,075 millions euros and a net profit adjusted of 386million euros. The CEO noted that the military and budget contexts create an uncertainty for business results and activity.

DELTA Plus Group: The French manufacturer of personal protective equipment Delta Plus, which reported a first-half sales revenue of 187.8 millions euros, expects to continue its stable sales in 2025.

Two sources with knowledge of the matter said that France's EDF has cut its headcount abroad and canceled bids for some nuclear projects overseas in order to focus on a major building programme at home, under the new CEO Bernard Fontana.

Havas, a French multinational advertising company and public relations firm, has acquired the independent Spanish digital performance agency Tidart.

ROCHE BOBOIS : French furniture retailer Roche Bobois announced revenue of 206.6 millions euros at the end June 2025. It targets stable revenue in comparison to 2024, and stable or slightly lower EBITDA.

UBISOFT - French video game maker Ubisoft has reported net bookings for the first quarter of 281.6 millions euros, which is below its own expectations. It announced a new model of operation based on autonomous business units, creative houses. The company also confirmed its targets for 2025-2026. SOITEC : French semiconductor materials firm Soitec reported a first-quarter revenue of 92 million euro, a little below the VARA Research consensus figure of 93 millions euros.

STIF: French STIF announced a 36-million-euro first-half revenue and confirmed its outlook through 2025.

Pan-European market data:

European Equities speed guide...................

FTSE Eurotop 300 index..............................

DJ STOXX index......................................

Top 10 STOXX sectors...........................

Top 10 EUROSTOXX sectors......................

Top 10 Eurotop 300 sectors.....................

Top 25 European pct gainers.......................

Top 25 European pct losers........................

Main stock markets:

Dow Jones ............... Wall Street Report .....

Nikkei 225............. Tokyo report............

London report ...........

Xetra DAX............. Frankfurt items.........

CAC-40................. Paris items............

World Indices.....................................

Survey of global bourse outlook .........

European Asset Allocation........................

News in a nutshell:

Top News .............

Equities..............

Main Oil Report ...........

Main currency report .....

(source: Reuters)

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