(Updated with Vodafone, Vivendi, Bae Systems, Ahold Delhaize, Endesa)
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Variation of future on CAC 40 0#FCE index:
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Variation of future on index stoxx 600 0#FXXP:
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values that are treated ex-Dividend. Ex.pa
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Update on European markets.
The values to follow on Wednesday on the Paris Stock Exchange and in Europe:
* AXA AXAF.PA reported on Tuesday growth in its revenues higher than expectations for the first quarter of 2025, carried by all of its activities, and said it was well positioned to achieve its objectives by 2026.
* Veolia VIE.PA announced on Wednesday an increase of 1.5% on a constant perimeter and changes its turnover in the first quarter, to 11.50 billion euros, carried in particular by its good activities in water and waste.
The French group also announced Wednesday the acquisition of the participation of the 30% of CDPQ (Caisse de Dépôt et placement du Québec) in Water Technologies and Solutions for $ 1.75 billion (1.54 billion euros), giving it 100% control.
* Kering PRTP.PA announced on Tuesday the appointment of new managers general for Ginori 1735 and Brioni, as of May 6, 2025. Mehdi Benabadji, who has run Brioni since 2020, joined Ginori 1735 as general manager, while Federico Arrigoni replaces him to take the direction of Brioni.
* Scor Scor.pa – The French reinsurance group reported on Wednesday of a net profit superior to expectations for the first quarter of 2025, carried by the result of its insurance activities.
* Legrand LEGD.PA confirmed its annual objectives on Wednesday after having recorded an increase of 12.3% of its turnover in the first quarter, to 2.28 billion euros, supported by high demand in data centers.
* Arkema AKE.PA reported on a turnover up to 1.7% in the first quarter on Wednesday, in line with market expectations, in a context of globally moderate demand in most of its regions, compensated by growth in Asia.
* Valneva vls.pa reported an increase of 50.3% of its turnover in the first quarter, and confirmed its annual financial prospects
* JCDecaux JCDX.PA announced Tuesday to anticipate a slight organic progression of its turnover in the second quarter, due to uncertainties linked to the global economic and geopolitical situation and a high basic effect.
* Vivendi VIV.PA – Morgan Stanley began monitoring the value with a recommendation to “online weighting”.
-* Pandora Pndora.co reviewed its objective of annual Ebit margin on Tuesday due to the drop in the US dollar and said that it was preparing for various scenarios related to American customs duties which could impact its activity, while its largest market is that of the United States.
* Novo Nordisk Novob.co – The manufacturer of obesity medication lowered its sales and profit forecasts for the whole year, due to the gloom of prescription data in the United States on Wednesday, while publishing an operating profit for the first quarter higher than the expectations of analysts.
* BMW BMWG.de – The German automaker confirmed its annual prospects on Wednesday, declaring anticipating that some of the customs duties imposed in the automotive sector will decrease in July, while noting that the impact will be “notable” in the second quarter.
* Hensoldt Hagg.de – The German Defense Specialist noted 1 billion euros to 6 billion euros on a turnover forecast for 2030 due to the increase in defense expenditure in Europe on Wednesday.
* FreSenius freg.de – The German health group exceeded the expectations of analysts in terms of operating profit on Wednesday, thanks to the good performance of its Kabi drug manufacturing division in the first quarter.
* VODAFONE VOD.L – The telephony group said on Wednesday that its financial director Luka Mucic would leave office at the start of next year, adding that a research process for his successor was underway.
* Bae Systems Baes.l declared himself convinced Wednesday to be able to reach the forecasts of 2025, namely growth in underlying profits from 8% to 10%, adding that it was well placed to capture additional defense expenses.
* Banca Popolare di Sondrio BPSI.MI – The Italian bank reported on a 19% increase in net profit on Tuesday in the first quarter, citing a good performance in its basic banking activities.
* Vonovia vnan.de, the largest lessor in Germany, said at the end of the day that Luka Mucic would succeed Rolf Buch on Tuesday as general manager by the end of 2025, as part of a “mutually agreed” contract termination, while the group seeks to recover from the difficulties encountered by the sector.
* Siemens Healthineers SHLG.de – The German medical technology group published a turnover for the second quarter slightly higher than expectations on Wednesday, but lowered its profit forecast for 2025 due to trade barriers and the increase in customs duties.
* DNB DNB.OL – The largest Norwegian bank announced on Wednesday a larger benefit than expected for the first quarter, stimulated by loan growth, a high demand for consulting services and higher commission income following the acquisition of the Nordic Investment Bank Carnegie.
* SAMPO SAMPO.HE – The Finnish insurer published a lower than expected drop in the first quarter on Wednesday, citing robust growth, disciplined pricing and high customer loyalty.
* Skanska Skab.st – The Swedish manufacturer published results below on Wednesday as estimates for its first quarter, citing mixed results in its residential development segment, with stable sales in central Europe counterbalanced by the weakness of the Nordic real estate market.
* Diasorini dias.mi – The Italian medical diagnostic group published on Tuesday a quarterly turnover increased by 8% at current exchange rate at 313 million euros, a seamless “season stronger than normal” having contributed to the positive results of its activity lines.
* Ahold Delhaize Ad.as – The Dutch supermarket group announced on Wednesday a quarterly turnover slightly higher than forecasts, mainly thanks to good performances in the United States and Europe, and the consolidation of the company Profit, recently acquired.
* JD Wetherspoon JDW.L – The British Pubs group announced on Wednesday an increase of 5.6% of its turnover on a constant perimeter in the third quarter, the increase in household disposable income and favorable weather conditions that stimulated demand for its food and drinks.
* Endesa Ele.MC – The Spanish electricity company, owned by the Italian energy giant Enel Enei.Mi, published a net profit in the first quarter of expectations on Wednesday.
The France & International Agenda at 7 days: NL8N3RD046
(Written by Diana Mandia, edited by Kate Entringer)
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