(AOF) – European stock markets should start 2025 on a positive note. Investors will learn several statistics this Thursday, notably the PMIs in the spotlight. Manufacturing activity in China grew in December at a slower pace than expected. On the value side, Renault and Stellantis will be ones to watch, while registrations of new passenger cars in France increased by 1.5% year-on-year in December, but decreased by 3.2% over the whole of 2024. .
Values to follow today
Accor
Over the year 2024, the Accor hotel group (+35.80%) dominated the CAC 40, an index it joined on March 18, replacing Alstom. Accor benefited from favorable operational momentum, raising its annual revenue per available room target (key sector indicator) in July. The latter should increase by 4% and 5%. The company then increased its gross operating surplus forecast in October to between 1.10 and 1.125 billion euros.
Alstom
Gaining almost 88%, Alstom shares posted the third best performance in the SBF 120 since January 1, 2024 behind Medincell and Esso. The railway specialist made a successful stock market comeback after being expelled from the CAC 40 last March. It had recorded the biggest drop in this index in 2023 (- 45%) due in particular to a significant warning on free cash flow. This year, Alstom completed its debt reduction plan and recorded good performance in the first half, ending at the end of September, of the 2024/25 financial year.
Ikonisys
Ikonisys, medtech specializing in the early and accurate detection of cancer thanks to a fully automated solution for medical diagnostic laboratories, announces that it has finalized the acquisition of Hospitex International Srl, through the issue of 2 million new Ikonisys shares in favor of ETH Scientific Srl, former owner of Hospitex.
STMicroelectronics
Red lantern of the CAC 40 in 2024 (excluding Vivendi, which left the index on December 23), STMicroelectronics (-45.55%) has issued 3 warnings since January 1 and has shifted its target of 3 years to 2030. 20 billion in revenue at the end of November. This year, the semiconductor maker was mainly hurt by weaker-than-expected demand for its products aimed at the automotive and industrial sectors.
-Macroeconomic figures
In France, the manufacturing PMI in December will be known at 9:50 a.m. before that in Germany at 9:55 a.m. and that in the euro zone at 10:00 a.m.
In the United States, weekly unemployment claims will be reported at 2:30 p.m. before the manufacturing PMI in December at 3:45 p.m., construction spending in November at 4:00 p.m. and crude oil stocks at 5:00 p.m.
Around 8:30 a.m., the euro advanced 0.18% to 1.0369 dollars.
Tuesday in Paris
The Paris Stock Exchange not only posted a negative performance this year, but its main competitors in continental Europe posted double-digit increases. Penalized by the increase in political risk following the unexpected dissolution of the national assembly at the beginning of June, the CAC 40 lost 2.15% in 2024.
Tuesday on Wall Street
The New York market recorded records in 2024. Even if the three main American indices ended the last session of the year in negative territory, they shone for the second year in a row. Over the year as a whole, the Nasdaq and the Dow Jones rose by 30.78 points and 12.80% respectively. The S&P 500, for its part, rose 24.01%. Wall Street benefited from the effect of President-elect Donald Trump’s promises, the drop in interest rates orchestrated by the Fed and the explosion in the tech sector.
Related News :