Live from the Markets: Carrefour retropedal, Teleperformance invests, Stellantis in the tough

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 would like to point out that the information is given immediately before the opening and does not prejudge the color of the shares during the session)

Carrefour forced to come under scrutiny in Brazil after claiming in France that the brand would not sell meat from Mercosur.
Stellantis confirmed on Tuesday that no factory closures were planned in the short term in France, after the announcement of the closure of the British site in Luton and an estimated production drop of 20% this year in the hexagon.
ArcelorMittal manages to place a Liberty Steel subsidiary under administration due to unpaid debts.
Teleperformance acquires the American ZP Better Together for $490 million.
Aramis hopes for an adjusted Ebitda of more than €65 million in 2025 (consensus €66.8 million, 4 analysts).
Air Europa is reportedly discussing a sale of 20% of its capital to Air France-KLM, according to El Economista.
The EU validates the takeover of Unieuro by Fnac Darty.
The Atos share was multiplied by 3.6 in two sessions, after the planned repurchase of an asset by the French State.
Neoen lowers its 2024 adjusted EBITDA target.
Valneva is asking the FDA for an extension of indication for its chikungunya vaccines.
Hexaom and Trecobat take over assets from AST Groupe.
Lumibird confirms study of sale of medical division.
CERN signs with Voltalia for its supply of renewable energy.
Icape takes a minority stake in Jiva Materials.
Latécoère has appointed a new president to lead its Americas branch.
Drone Volt show a positive Ebitda in 2025.
The main publications of the day : Quadient, Precia… The rest here.

In the big world

Important (and not so important) announcements

D’Europe

Roche buys Poseida Therapeutics for $1.5 billion.
BBVA says EU has completed review of subsidies in Banco de Sabadell’s takeover bid without raising objections.
CVC would seek to sell Recordati to another Italian laboratory.
Avolta obtains an 18-year concession at New York’s JFK airport.
Aston Martin sees its annual Ebitda between 270 and 280 MGBP (consensus 286.6 MGBP) and must (still) raise funds.
The European Commission approves a drug from Novartis against early-stage breast cancer.
Johnson Matthey posts an increase in profit for the first half of the financial year, but a decrease in turnover.
Drake has filed a lawsuit against Universal Music Group, which he accuses of artificially inflating the streaming numbers of his competitor Kendrick Lamar.
EasyJet announces lower than expected annual profit.
Pets at Home expects weak demand to persist into the second half.
Pennon in loss due to poor performance of South West Water.
Galp abandons its Aurora lithium refinery project in Portugal.
Idorsia is in talks for a $35 million global rights deal for aprocitentan.
CD Projekt’s Q3 net profit falls, but less than expected.
The main publications of the day : Rockwool, EasyJet, Johnson Matthey, Elekta…

From North America

Apparently, we should be wary of companies that publish on November 26: Dell plunged 11% outside the session after its quarterly results. Workday plunges 10% outside the session after its quarterly results. Autodesk plunged 8% outside the session after its quarterly results. HP Inc plunged 7.5% outside the session after its quarterly results. CrowdStrike plunges 6% outside the session after its quarterly results.
Apple is considering partnerships with Chinese companies like Baidu, ByteDance and Moonshot to overcome regulatory challenges in launching its AI models in China.
Threads (Meta Platforms) would be the main beneficiary of the recent exodus of former X users.
GE Aerospace pays $362.5 million to settle class action lawsuit over Power division communications.
Walt Disney pays $43.3 million to settle lawsuit over women’s pay.
The main publications of the day : none…

From Asia Pacific and beyond