Direct from the Markets: Veolia, Stellantis, BNP Paribas, Bayer, Anglo American, Rheinmetall, Uber…

Direct from the Markets: Veolia, Stellantis, BNP Paribas, Bayer, Anglo American, Rheinmetall, Uber…
Direct from the Markets: Veolia, Stellantis, BNP Paribas, Bayer, Anglo American, Rheinmetall, Uber…

Every morning, the - team identifies and summarizes the significant information concerning listed companies around the world, to have the main news at the start of the trading day. The content includes one part on France and the other on the main international markets, in particular American companies and those from major European markets (UK, Germany, Switzerland, Italy, Spain) and Asia-Pacific.

In France

Company results (comments are given directly and do not prejudge the evolution of securities)

  • Solutions 30 shows small growth in Q1 and confirms its objectives.
  • Veolia confirms its objectives for 2024 after its T1.

Important (and not so important) announcements

  • AXA and ABN Amro will sell Neuflize Vie to BNP Paribas.
  • Stellantis, Vale and Chinese company Huayou Cobalt are looking to invest in an Indonesian nickel smelter to secure supplies of the critical battery material, according to the FT.
  • Carrefour is looking for a new partner to develop its insurance branch in Europe, according to Les Echos.
  • Dassault Systèmes announces the extension of the partnership with Jaguar Land Rover.
  • Euroapi appoints Evelyne Nguyen as financial director.
  • Ubisoft will present the new opus of “Assassin’s Creed” on Wednesday.
  • Sword signs major contracts with Europe.
  • S&P raised the outlook for Argan’s BBB- credit rating from negative to stable.
  • AB Science has been granted a patent in Europe for methods of treating severe mastocytosis with masitinib.
  • Safe’s solutions are referenced by a group of Californian hospitals.
  • Riber receives an order for an MBE machine.
  • Claude Bernard (Cegedim) unveils his new web component portal for healthcare publishers.
  • Cerinnov and Eco-Tech Ceram sign a partnership to decarbonize the ceramic, glass and metallurgy industry.
  • Groupe Berkem launches two nutraceutical ingredients.
  • Florentaise has ambitions in China.
  • Llama Group announces that Jamendo signs a partnership with Kanjian Music.
  • Tonner Drones will terminate its A trust to put an end to variable price financing and replace it with something else.
  • The main publications of the day: Eutelsat, SII, Poujoulat, Artmarket, Delta Plus, CGG, Delfingen, Lacroix, Oeneo, Figeac, Innate, Genfit, Forsee Power, Adocia, Vente-Unique, Bilendi, Herige, Abeo, Maat Pharma… The stay here.

In the big world

Company results (comments are given directly and do not prejudge the evolution of securities, except for post-session exchanges in the United States, which normally reflect the trend well)

  • Alcon is making progress in the first three months of the year.
  • Bayer reports Q1 profit that beats analyst consensus.
  • Brenntag sees its Q1 profits affected by pricing pressure and falling demand.
  • Apple supplier Foxconn (Hon Hai Precision) increases Q1 profits by 72%, but misses forecasts.
  • Fraport exceeds expectations in Q1.
  • Lonza confirms its annual objectives at the end of Q1.
  • Petrobras publishes below expectations and proposes $2.6 billion in dividends.
  • Rheinmetall posts higher profits in first quarter thanks to boom in arms spending.
  • Sonova reduces the dividend after a year of decline.
  • Sony records a 7% drop in annual profit and narrowly misses the target set for the PS5.
  • Vodafone forecasts a gross operating surplus of around 11 billion euros for 2025.

Important (and not so important) announcements

From Europe

  • Anglo American plans to sell its steelmaking coal, nickel and diamonds.
  • Volkswagen is exploring the possibility of selling shares in truck maker Traton, according to Bloomberg.
  • Virgin Money UK cancels its share buyback program.
  • The Belgian State, via SFPIM, took 5% in Umicore.
  • The main publications of the day : Alcon, Bayer AG, Flutter Entertainment, Hannover Re, EnBW, Vodafone Group, Veolia Environnement, CEZ, Sonova Holding, Porsche Automobil Holding, Rheinmetall, Brenntag…

From the Americas

  • Booking is in turn subject to the new EU competition rules.
  • Walmart will lay off hundreds of employees and relocate others, according to the WSJ.
  • ISS recommends that Hess shareholders refrain from voting in favor of the merger with Chevron.
  • Uber buys Delivery Hero’s Foodpanda business in Taiwan for $950 million.
  • Kraft Heinz is exploring a sale of its Oscar Mayer charcuterie division.
  • Meta is exploring AI-assisted headsets with cameras, according to The Information.
  • Walgreens is contacting potential buyers for its Boots UK chain, according to Bloomberg.
  • GameStop soars after the return of its flagship “Roaring Kitty.”
  • Novavax jumped again by 50% in the wake of the agreement with Sanofi.
  • Marathon Petroleum names Maryann Mannen CEO.
  • Mexican airline Grupo Aeroméxico files for an IPO in the United States. Novelis has also filed an IPO project. On the other hand, Games Global gives up.
  • The main publications of the day : The Home Depot, Alibaba Group, Charles Schwab, Nu Holdings, Sea Limited, Hydro One Limited, On Holding…

From Asia Pacific and beyond

  • The Chinese company COMAC is working on the preliminary design of a new large aircraft, the C939, according to several sources.
  • Sony is restructuring the management of its core video game businesses.
  • The Chinese developer Agile Group does not pay the interest on a $483 million offshore loan.
  • The main publications of the day : Tencent Holdings, Sony, Bharti Airtel, Hon Hai Precision, SMC Corporation, Terumo Corporation, Inpex Corporation, Asahi Group, NITORI Holdings, Sumitomo Mitsui…

The rest of the global publications calendar here.

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