Direct from the markets: Elis and BioMérieux for purchase, McPhy in PLS, UBS too big

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)

• Stellantis achieved its goal of reducing U.S. inventories by more than 100,000 vehicles by the end of 2024.
• Sanofi announces the first approval of Sarclisa in China for the treatment of relapsed or refractory multiple myeloma in adults.

• Philippe Pascal, current deputy general director in charge of finance, would succeed Augustin de Romanet at the helm of Aéroports de Paris, according to several sources.

• Elis acquires Wäscherei Bodensee in Switzerland.
• BioMérieux bought back the 80% of the capital of SpinChip Diagnostics that it did not hold for 111 million euros in cash.

• A report targeting Tikehau Capital lands at the National Financial Prosecutor’s Office, according to La Lettre.

• Atos is preparing for a strategic plan recreating the links between Eviden France and Tech Foundation, according to La Lettre.
• McPhy generated €11 million in revenue in 2024, far from its target of €18 to €22 million.
• Arverne Group announces the appointment of Thierry Trouyet to the position of Deputy Managing Director.
• Metavisio offers the services of ARC Group to enter the stock market in the United States.

• Olympique Lyonnais (Eagle Football Group) transferred their midfielder Maxence Caqueret to the Italian club Como for an amount of €16.5 million, including €1.5 million in bonuses, along with an incentive of €7.5 % on a possible future transfer.

• The company Financière Hoche Bains-les-Bains rises above 5% of the capital of Plant Advanced Technologies.

• The main publications of the day : Spineguard… The rest here.

In the big world

Important (and not so important) announcements

D’Europe

• UBS could be considered too big for Switzerland following its takeover of Credit Suisse, estimates former Swiss Finance Minister Ueli Maurer in the columns of Tages-Anzeiger.
• Ströer would consider selling its billboards branch, valued at 4 billion euros, according to Bloomberg.
• Pagegroup forecasts full-year profit at the low end of market forecasts.

• Italian digital bank Illimity said the takeover offer launched by rival Banca Ifis came as a surprise.

• GSK is buying US biotechnology company IDRx for up to $1.15 billion.

• Porsche AG sales in China in 2024 fall by 28%.

• Leonardo is being sued for £2.15 billion in a London court over a 2018 helicopter crash that resulted in the death of Thai businessman Vichai Srivaddhanaprabha.
• Norwegian Air issues profit warning after currency impact.
• Cicor wins a five-year contract for military aircraft.
• Roche receives the green light in the USA for a lymphoma screening test.
• Idorsia must urgently renegotiate a convertible.

• ISS and Glass Lewis reject Caceis’ proposals for Novavest.

• ABN Amro chooses Marguerite Berard as new general manager.
• Symrise obtains the green light from the Swedish authorities for its proposed takeover of Probi.
• Norsk Hydro acquires 100% of Hydrovolt, a joint venture with Northvolt, for 78 MNOK.
• Deutsche Bank plans to increase its bankers’ bonuses by 10%.
• The main publications of the day : Brunello Cucinelli, Oxford Nanopore, Pagegroup…

From North America

• The EU conditionally approves the takeover of Ansys by Synopsys for $35 billion.

• Firefighters are investigating whether Southern California Edison infrastructure sparked a brush fire that is still burning in suburban Los Angeles, SCE said Friday, adding that no decision has been made on the matter.

• Johnson & Johnson is exploring the possibility of acquiring Intra-Cellular Therapies, Bloomberg reported
• Meta and Amazon are reconsidering their diversity programs, Apple is keeping it.
• The Hershey is expected to announce the departure of its CEO Michele Buck, according to Semafor.
• Eli Lilly is set to acquire biotech company Scorpion Therapeutics for $2.5 billion, according to the FT.
• KKR is exploring the possibility of selling British company Viridor, according to Bloomberg.
• Biogen will buy the remaining shares of Sage Therapeutics for $442 million.
• Hewlett Packard Enterprise signs $1 billion deal to deliver AI-optimized servers to X.
• Gilead and LEO Pharma are joining forces to develop programs to fight inflammatory diseases.
• The main publications of the day : Servicetitan, KB Home…

From Asia Pacific and beyond

• Bain Capital raised its offer for Insignia Financial to AUD 4.30 per share, up from AUD 4.00 per share previously.
• TSMC begins producing 4-nanometer chips in Arizona.
• BYD is set to launch the Atto 2 compact SUV in Europe in February.
• Tencent reduces its stake in Weimob to 2.94%.
• The main publications of the day : nothing…

The rest of the global publications calendar here.

Lectures