-8.5%. A few hours from the end of the stock market year, the results of the CAC40 in 2022 are clearly not brilliant. But after a financial year marked by a war at the gates of Europe, soaring inflation and bond rates, and a historic tightening of monetary policies by central banks, the Paris market is not faring so badly. It even has something to envy since the broad European Stoxx 600 index has lost 12.5% since January 1, while the S&P500 has fallen by almost 20% and the Nasdaq has lost more than 33%.
Dassault Aviation, Thalès and SES-imagotag at the top
(Boursier.com) — Even if the Parisian market therefore defended itself rather well in 2022, only around thirty SBF120 stocks are about to end the year with a positive balance sheet. As at the European level, it is the defense players and the oil companies that have pulled out of the game. Dassault Aviation (+64.8%) and Thales (+56.5%) thus occupy first and third place in the rankings. Between the two figures SES-imagotag (+64.6%) which joined the index in mid-December after reaching a peak on the stock market, on the strength of a very solid operational and financial performance. The leader of studies Ipsos (+42.5%) and Vallourec (+38.2%) complete the Top5.
Orpea, Atos and Valneva plunged
Without surprise, Orpea is the dunce cap of the year with a title that has melted by more than 90%. The addiction care specialist took with him Korian (-64.7%) after multiple cases that led the group to change direction and embark on a major restructuring. With the stock down 75%, Atos also had a dark year. The situation of the ESN has continued to deteriorate with a series of bad news such as a crisis of governance, a warning on results and the announcement of a vast and costly reorganization.
Solutions 30 also dropped by 75%, penalized after a very complicated exercise on the operational side and a net loss over six months. Valneva (-74%) fell hard after a historic 2021 financial year linked to the Covid-19 pandemic. The laboratory is now counting on its ongoing developments against Lyme disease and Chikungunya to move forward. Finally, in the automotive sector, Faurecia (-63%), which changed size with the takeover of Hella, also suffered. Plastic Omnium (-40%) and Valeo (-36.7%) were also struggling. Tensions in the supply chain and fears of falling demand with soaring inflation and fears of recession penalized equipment manufacturers.
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