The morning gives pride of place to the results in Europe, with some large signatures including Novo Nordisk in health, Veolia in collective services, Bae Systems and Hensoldt in La Défense or BMW in the automobile. In the United States, AMD reassures, Electronic Arts shines and Super Micro Computer decreases.
In France
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In the vast world
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D’Europe
- Notable publications of the day:
- Novo Nordisk reduces his forecasts for 2025 despite a profit superior to the forecast for the first quarter.
- BAE Systems maintains its 2025 forecasts.
- BMW confirms its forecasts for 2025 and estimates that certain taxes on motor vehicles will be temporary.
- Orsted exceeds forecasts in the first quarter.
- Siemens Healthineers displays a turnover greater than forecasts, but lowers its procurement forecasts.
- Ahold publishes a first quarter slightly higher than estimates.
- Hensoldt adds 1 billion euros to its turnover forecasts for 2030 in a context of increased defense expenses.
- FineCobank displays a 12 % increase in net profit in the first quarter.
- Sampo displays a lower than expected decrease in its quarterly results.
- Vonovia will replace its CEO while the company recovers from the German real estate crisis.
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Vodafone’s financial director Luka Mucic, will leave his duties in early 2026.
- Softwareone has more than 90% pencil.
- SAAB receives an order of 1.3 billion Swedish crowns from Sweden.
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Due to the non-compliance with the publication deadlines for financial reports, Nagarro, Mutares and Stratec are removed from the SDAX, replaced by Thyssenkrupp Nucera, Procredit and MBB. Nagarro also leaves Tecdax, for the benefit of Drägerwerk.
- The main publications of the day : Novo Nordisk, Zurich Insurance, Siemens Healthineers, BMW, Wolters Kluwer, Ahold Delhaize, DNB Bank, Sampo, Vonovia, Legrand, Cellnex Telecom, Veolia Environnement, Fresenius Se, Endesa, Orsted, Aker Bp, Pandora, Banco Bpm, Jerónimo Martins …
North America
-- Companies that go up outside the session after their quarterly: Electronic Arts (+5%), Gen Digital (+4%), Mosaic (+3.5%), AMD (+1.7%)…
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Companies that drop out of session after their quarterly: Super Micro Computer (-5%), Arista (-4%), Marvell (-4%)…
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OPENAI plans to considerably reduce the share of income paid to Microsoft, according to The Information.
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Qatar Airways could place an order of at least 100 planes in Boeing.
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Intel shareholders approve of the shareholding plan in stocks and the new remuneration of the CEO.
- Tesla launches a cheaper model in the United States.
- Masimo sells his audio activity at Harman for $ 350 million.
- The main publications of the day : Walt Disney, Uber Technologies, MercadoLibre, Arm Holdings, AppLovin, Fortinet, Manulife Financial, Emerson Electric, Cencora, Johnson Controls, Occidental Petroleum…
Of Pacific Asia and elsewhere
- Shionogi will buy Torii Pharmaceutical for around 150 billion yen, according to the Nikkei.
- CATL should offer a discount of less than 10% for its IPO in Hong Kong, which should allow it to raise $ 5 billion.
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Toyota’s profits have been supported by demand for its hybrid vehicles, but the threat of American customs duties.
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The CEO of Lynas states that the company plans to buy companies in rare land in Malaysia and Brazil.
- The main publications of the day : SoftBank Corp, Japan Tobacco, National Australia Bank…
The rest of the global publication agenda here.
Lectures
