
La bourse ne PEUT plus BAISSER (Ils devenus sont FOUS)
AI Summary
The market has seen a significant shift, moving from speculation on a few key stocks to a broader resurgence, bringing back interest in companies that had previously corrected. This rotation is now leading to renewed speculation across a wide range of stocks, and there appears to be further potential for gains even after a strong week. The video aims to highlight several stocks that the speaker believes still have upside potential.
Vetokinol is mentioned as a potential candidate, with a possible breakout above €82 that could ignite further momentum, especially with upcoming results at the end of April. While results can be a double-edged sword, the current configuration is considered promising, and positive results could lead to a significant turnaround.
The speaker also references a turnaround in Equisence, though acknowledges that much of the upside has already been realized, with a potential to reach €45-€46. Following this, further consolidation and interesting chart patterns are anticipated. The focus is on identifying reversals in stocks that have been underperforming for years.
Bastide is highlighted, despite its low volume, which is a personal deterrent for the speaker due to their position size. However, a breakout above €27 is seen as a potential catalyst for a significant catch-up move for this stock, which has seen little action in recent years.
Telat is another stock discussed, having recently completed capital raises and benefiting from the current focus on sovereignty. The speaker believes there's potential for further upside, having taken some profits to adhere to their trading plan. They suggest that Telat could experience a "Soytech-like" move if market sentiment shifts. The immediate target is the closure of a gap, with potential to reach €3.20-€3.50. The speaker would consider reaccumulating on any dips, acknowledging the possibility of a straight-line move.
Ubisoft is mentioned as a stock that was previously recommended for a small rebound in the video game sector. The first target was met, and profits were taken. The second objective is to play for half of the gap, targeting €5.50, with the potential for further construction thereafter. This also represents a turnaround situation.
The theme of sovereignty is revisited, with the engagement of Europe and the potential easing of issues with Hungary signaling a possible awakening of European policy. This trend is benefiting companies related to this theme. OVH is presented as an example, with a cup-and-handle formation potentially brewing. A breakout above the handle could lead to a significant rally, with initial targets around €13-€15 before further consolidation.
Athos is also mentioned as a stock that could benefit from this theme, although its configuration is less clear. A strong initial bounce has occurred, and a potential block around €40 could lead to congestion and accumulation, with a subsequent target of €45-€46. Breaking through this level could open the door to €60 by summer. The speaker emphasizes the good risk-reward ratios for these types of trades, with potential gains often three to four times the risk. Support around €35 is key for short-term traders, and even a dip below that, as long as €30-€31 is held, could still see this scenario play out.
A special focus on the healthcare sector was previously conducted, with several stocks showing good recovery. Certorius Tedim is highlighted for its strong consolidation and recent surge towards its horizontal resistance. The speaker anticipates a potential breakout and a move towards €220. The current acceleration in the market means that previously established plans are now playing out faster. While some consolidation might occur, the speaker believes the underlying plans remain valid.
i-Mab is mentioned as a healthcare materials company that has returned to the €12.50 level, seen as an attractive entry point for long-term investors. Carl de Rattrapage is also noted for its planned catch-up, with potential for consolidation before further upward movement.
Continental in Germany is presented as a stock that has consolidated for years and is now approaching a key resistance at €73. A breakout above this level could signal a significant move, making it a potential long-term portfolio holding.
Elior, despite currently being the only red stock in the speaker's portfolio, is still favored. It is consolidating, and a breakout could signify a "coconut tree shaking" event, designed to shake out weak hands before the expected upward move. The speaker believes that government stimulus will continue, particularly for basic consumption. While Nike and Adidas are alternatives, Zalando is preferred. Zalando is showing consolidation and a potential bottom formation, with a breakout targeting the €30-€32 range, which would validate a market recovery and renewed consumer spending.
Savancia is another less liquid, but potentially interesting, company. It is showing increasing volume and signs of a potential upward push after consolidation. The speaker views these smaller, illiquid stocks starting to move as an indicator of sector-wide validation and a return to consumer spending themes.
In the tech and semiconductor space, a "weapon stock" is poised for a comeback, with potential for speculative moves above $180-$190. NVTS is cited as an example that has already broken out and continued its upward trajectory after a period of consolidation and potential pullbacks for accumulation.
The energy sector, particularly renewables, is benefiting from high oil prices. Coal is also expected to remain relevant for some Asian countries, reshaping the energy landscape. Fastnet is mentioned as a stock that has consolidated and is now showing a strong boost, with potential for further upside above $40. SHS is also noted, though it has broken its dynamic, it is retesting its zone and needs to hold above $4 to avoid a further decline. The key will be to hold consolidation around the $8 level.
Alfen, which was at very low levels, is now approaching profit-taking levels. Reintegration into the €11 range would be a positive sign, with the eventual target being to close a gap in the medium term. The speaker emphasizes the necessity of the electric transition for Europe.
Salnex is considered an interesting long-term portfolio addition, showing signs of a turnaround after years of consolidation. Similar to Nokia, the telecommunications and network sector is benefiting, and Salnex is seen as having good reversal potential.
Nordic Semiconductors is also in a breakout phase, moving after a period of consolidation. Other semiconductor companies are also showing turnarounds and validating breakouts, though they may be approaching resistance levels.
Latin American stocks are also on the radar. Locals is showing good consolidation with a target of $20. Fonco is highlighted for announcing an exceptional dividend, and despite the adjustment for the dividend, the speaker believes the stock will remain attractive for buying, especially if a breakout occurs.
Other small-cap stocks showing potential include Mcap, Select, Nanobiotics, Reor Media, and Cross Checked. The speaker notes that many of these have already seen significant moves and were discussed in their academy.
A word of caution is given regarding earnings reports, especially for companies in a downtrend that have experienced substantial rebounds. The speaker advises selling before earnings or selling a significant portion beforehand, as results can cause stocks to plummet. This is presented as an experience-based opinion, not financial advice.
Chinese stocks are also showing a turnaround, with JD.com being mentioned as a company validating the increasing focus on consumers. It is expected to consolidate and consolidate before potentially pushing higher towards $35. The speaker views each pullback as an opportunity to accumulate.
The speaker mentions that a list of all their favorite stocks, categorized, is available in the video description with a download link. They encourage viewers to like, share, and comment with their own stock ideas, as these can be featured in future videos. Links to timeless videos are also provided for further learning. The speaker emphasizes the importance of a top-down approach, starting with macro analysis before selecting individual stocks and then using chart analysis for risk management and position management, rather than predicting the future. They reiterate the value of this skill.
Finally, the speaker wishes everyone a good weekend and hopes the stock selection was interesting, encouraging further comments and interaction.