Live from the Markets: Sodexo in America, Spotify shines, Apple and its wall-mounted AI tablet
Every morning, the Zonebourse 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
Important announcements (and less important… I should point out that the information is given immediately before the opening and does not prejudge the color of the shares during the session)
- France and China have resumed dialogue on cognac rights.
- Airbus is moving closer to an agreement on financing and payment terms with Spirit Aero, according to Reuters.
- Vinci wins a contract worth more than 100 million euros in Corrèze.
- China Eastern Technics and Thales extend their maintenance, repair and operation agreement.
- BNP Paribas cuts 10% of its workforce in China.
- TotalEnergies issues 2.5 billion euros of super subordinated bonds.
- Sodexo is buying the American CRH Catering, a regional American player, under unspecified financial conditions.
- Nexans presents its 2028 strategic plan.
- Eiffage selected to build the future conference center of the European Commission.
- GTT wins an order for tanks for a new LNG carrier in China.
- Interparfums is targeting a turnover of 910 million to 930 million euros in 2025.
- Icade sells a Lyon building off-plan.
- Assystem, in consortium, signs a major Architect Engineering contract with Fusion for Energy for the ITER project.
- Dbay owns more than 90% of SQLI and can delist the file.
- Ikonisys renews its agreement as an authorized representative and European importer of Novodiax’s CE-IVD certified real-time immunohistochemistry technology.
- Ekinops closes its R&D subsidiary in Brazil.
- Carmat is delighted that its Aeson artificial heart is increasingly adopted as a transplant bridge in Europe.
- Gensight submits its application to the ANSM for the resumption of the Lumevoq compassionate access program in France.
- Medesis is seeking funds.
- Vergnet now distributed in Bulgaria.
- The main publications of the day : Innate Pharma, Obiz, Augros, Foncière Volta, Vente-Unique, Grolleau… The rest here.
In the big world
Important (and not so important) announcements
D’Europe
- The Spanish competition watchdog is launching an in-depth investigation into the takeover of Banco de Sabadell by BBVA.
- Allianz announces a 22% increase in its profit, higher than forecasts, and a more favorable outlook.
- Siemens Energy raises its medium-term outlook.
- ABN Amro’s third quarter profits exceed expectations.
- RWE raised its 2024 forecast, announced a €1.5 billion share buyback plan and cited challenging prospects for hydrogen in Europe and offshore wind in the United States.
- Experian posts profit down in fiscal first half, but revenue rises.
- Alcon increases its turnover in the third quarter, less than expected.
- Just Eat Takeaway vend Grubhub pour 650 M$.
- IMCD raises 300 million euros through an accelerated placement at 141.50 EUR per share.
- Volkswagen is investing $5.8 billion in a joint venture with Rivian.
- Norwegian company Kongsberg signs $900 million missile contract with US Navy.
- The Italian Sea Group declines all responsibility for the sinking of Mike Lynch’s yacht.
- Swisscom makes new proposals to obtain Italy’s agreement on the Vodafone operation.
- Pierer Mobility will completely restructure KTM and is looking for liquidity.
- Moody’s upgraded Clariant’s credit rating to ‘Baa3’.
- The main publications of the day : Allianz SE, Experian, SSE, RWE AG, Siemens Energy, ABN AMRO Bank, Porsche Automobil Holding…
From North America
- Values increasing post-session after their results: Spotify (+7%), Flutter (+2%)…
- Stocks down post-session after their results: Instacart (-7%), Skyworks (-3.4%)…
- Elliott is pushing to break up Honeywell after taking a $5 billion stake.
- Walt Disney is studying external candidates to succeed its CEO Bob Iger, according to the WSJ
- Spirit Airlines is preparing for bankruptcy after a failed takeover plan, according to the WSJ.
- Apple is planning an AI wall-mounted tablet in March, according to Bloomberg.
- Swedish company Klarna confidentially files for an IPO in the United States.
- The main publications of the day : Cisco Systems, Nu Holdings, Suncor Energy, Copart, Tetra Tech, CyberArk …
From Asia Pacific and beyond
The rest of the global publications calendar here.
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