Cac 40: In the absence of Wall Street, the not so bad figures of the Chinese economy support the CAC

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(BFM Bourse) – The Paris Stock Exchange is starting the week on the right foot, while the American market is experiencing its first public holiday of the year on Monday.

On the Parisian market, it will be necessary to reach Friday April 15 to benefit from a public holiday (Good Friday, which precedes Easter Monday). But on Wall Street, where the list is also much more generous, traders are already taking a break on January 17, a federal holiday commemorating the birth of Martin Luther King. As often in this case, the activity on the European markets is weak, but the CAC 40 still benefits from a positive start to the week, in the wake of the Asian markets. Around 12:20 p.m., the tricolor index appreciated by 0.57% to 7,183.53 points, in a volume close to one billion euros traded.

The trend is supported by the announcement of higher-than-expected Chinese GDP growth in the fourth quarter (+4% over one year, leading to an 8.1% rebound for 2021 as a whole), at the same time for a change in tone from the Chinese central bank, which is reducing its credit rate, for the first time since April 2020.

Given the share of sales by luxury companies in China, the segment rebounded strongly in this context, starting with Hermès (+2.6%) and Kering (+2.3%), or outside the flagship index the cognac specialist Rémy Cointreau (+2.7%), while LVMH is content with +0.7%.

In another field, the aeronautics and defense group Thales confirms its good orientation of the last sessions (+1.3%), in particular under the effect of an increase from 104 to 108 euros in the target price of Citi, confident about the 2021 results to be presented by the company in early March (and those for the current year).

Renault shares gained 0.6% as the group presented its 2021 sales figures, revealing a sharp increase in the share of sales to individuals and those in the electric segment, which should have a positive effect on profitability.

Rolled Friday, the course of EDF finds no respite still flinching 2.5%.

The specialized distributor Manutan benefits from a revaluation of 1% after the publication of a quarterly turnover, the first of its 2021-2022 financial year, up 6.4%, driven by orders from companies while the local authority branch experiences a fairly classic negative pre-election effect.

The biotech segment does not lie to its reputation for volatility, with a very strong sanction (-35%) for Sensorion, specialized in hearing, whose phase 2 clinical trial has just failed, the main endpoint n not being reached.

On this somewhat unusual day due to the absence of US stakeholders, oil prices are moving in scattered order, but still high at 85.98 dollars per barrel of Brent (-0.09%) and 83.96 dollars (+0.17%) after registering a fourth consecutive weekly increase last week – the longest bull run since last October, just before the decline caused by the appearance of Omicron. Vallourec (+8.9%) and CGG (+8%) benefit from this.

As for currencies, following a disappointing series of statistics relating to the American economy, the euro remained firm at 1.1419 dollars (+0.03%). Remember that retail sales in the United States recorded their strongest contraction in ten months in December, while industrial production experienced an unexpected contraction for this period, and that the consumer confidence index of the University of Michigan has deteriorated more than expected.

Among cryptos, bitcoin fell back below $43,000 ($42,755, down 0.6%).

Guillaume Bayre – ©2022 BFM Bourse

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