Date updated:05-02-2007
Longs and shorts if Sarkozy wins in France.
From Barrons 4-9-07

-
AC.PA
Accor - $35.26
- 0.00%
- $35.05
"Sarkozy is championing reform of France's stringent 35-hour-work-week rules, which should improve productivity at companies that employ large numbers of domestic workers."

-
BNP.PA
Bnp Paribas Act.a - $56.24
- 0.00%
- $57.18
"Sarkozy also is supportive of continued privatization of government-owned enterprises, a stance that could help boost the coffers of investment banks."

-
KOF.PA
Kaufman Et Broad - $17.00
- 0.00%
- $17.00
"The UMP candidate hopes to make mortgage-interest payments tax-deductible, and credit more easily available. A Sarkozy victory would bode well for the French housing market, the nation's construction industry and lending institutions in general."

-
HO.PA
Thales - $32.16
- 0.00%
- $31.51
"The UMP candidate hopes to make mortgage-interest payments tax-deductible, and credit more easily available. A Sarkozy victory would bode well for the French housing market, the nation's construction industry and lending institutions in general."

-
LR
Lr - $0.00
- N/A
- $N/A
"Like Sarkozy, Royal wants to up spending on housing and infrastructure, which would benefit not only Kaufman & Broad but cement-maker LaFarge (LR) and Vinci (DG.France), a big construction company."

-
DG.PA
Vinci (ex.sge) - $37.915
- 0.00%
- $37.42
"Like Sarkozy, Royal wants to up spending on housing and infrastructure, which would benefit not only Kaufman & Broad but cement-maker LaFarge (LR) and Vinci (DG.France), a big construction company."
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