European stock markets are expected to open Thursday's session in positive territory. TSMC's results could trigger movements in the European technology sector. The semiconductor giant yesterday reported a 35% increase in fourth-quarter profit to a record level, which could influence sentiment across the entire sector. Richemont's earnings release is also likely to elicit a reaction in the luxury sector, as the group is considered an important indicator of market trends.


Stocks to Watch Today
Bouygues
Bouygues has announced the separation of the roles of chairman and CEO within its construction subsidiary. The group has formalized this strategic change, which aims to strengthen the management of activities in a context of historically high order books.
Catana Group
Catana Group reported total revenue of 49.7 million euros, up 31.49%, for the first quarter of its 2025-2026 fiscal year. The group explained that its overall revenue was favorably impacted by an exceptional technical factor, while economic and geopolitical uncertainties continue to keep the boating sector in a low cycle. In detail, billing for new boats remained solid despite a 14% decline.

Ekinops
 Ekinops posted annual revenue of 105.5 million euros in 2025, down 11%. The company Olfeo, a French SSE (Secure Service Edge) cybersecurity software publisher, consolidated since June 1, 2025, contributed 1.6 million euros to fourth-quarter revenue. For the full 2025 fiscal year, the Group's consolidated revenue stood at 105.0 million euros, down 11% compared to the previous year (-14% at constant exchange rates and scope). Olfeo contributed 3.7 million euros to annual revenue.

Sanofi
 Sanofi announced that China’s National Medical Products Administration has approved two innovative Sanofi-licensed drugs: Myqorzo for obstructive hypertrophic cardiomyopathy and Redemplo for familial chylomicronemia syndrome.
Macroeconomic Figures
UK industrial production climbed 1.1% in November 2025 compared to the previous month, after rising 1.3% in October, according to data from the Office for National Statistics (ONS).

In France, December inflation will be released at 8:45 a.m. 

In the eurozone, the November trade balance and industrial production figures for November will be released at 11 a.m. 

In the United States, three indicators are scheduled for 2:30 p.m.: the Philadelphia Fed manufacturing index for January, weekly jobless claims, and wholesale sales for November.

At 4:30 p.m., natural gas inventory data will be published. 

Around 8:30 a.m., the euro was down 0.15% at 1.1627 dollars. 

Yesterday in Paris

European stock markets ended this second session of the week on a positive note. Long lagging behind, the CAC 40 managed to turn things around, rising 0.32% to 8,237 points. The EuroStoxx 50, for its part, advanced 0.13% to 5,931 points. In Frankfurt, the DAX continued its excellent start to the year, closing at a new all-time high of 24,910.36 points. The Stoxx Europe 600 index also hit a new record. Among individual stocks, EssilorLuxottica, STMicroelectronics, and Valneva were particularly sought after.


Yesterday on Wall Street

U.S. stock markets closed in the red amid mixed bank earnings. Wells Fargo fell sharply after reporting quarterly profit below expectations. Shares of Citigroup and Bank of America also ended lower, despite results that exceeded market forecasts. Technology stocks also took a hit. On the macroeconomic front, retail sales rebounded more than expected in November. The Dow Jones slipped 0.09% to 49,149 points, while the Nasdaq contracted 1% to 23,471 points.