Direct from the Markets: Hermès, Schneider, Atos, Carrefour, Casino, Sanofi, STMicro, Meta…
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
Company results (comments are given directly and do not prejudge the evolution of securities)
- Atos publishes a declining Q1, a razor-thin margin and announces that it will have to adjust the business plan presented on April 9 because it will need more funds than expected.
- BNP Paribas exceeds expectations in Q1 and confirms its growth trajectory.
- Carrefour accelerates its savings after stable sales in the 1st quarter.
- Casino falls by 3.8% in turnover in the 1st quarter of 2024.
- Dassault Systèmes confirms its 2024 objectives after increased results in Q1.
- Eramet suffered from the drop in metal prices in the first quarter but raised its Ebitda forecast.
- Fnac Darty confirms its 2024 objectives.
- Hermès shows sales up 17% in Q1.
- Interparfums confident for 2024 after a Q1 marked by a difficult basis of comparison.
- Michelin reports sales down 4.6% in the first quarter but confirms its objectives.
- Pernod Ricard is banking on a dynamic Q4 after lower-than-expected sales in Q3.
- Sanofi confirms its annual objectives after a declining Q1.
- Schneider Electric posts Q1 turnover better than expected and confirms its forecasts.
- Spie confirms its objectives for 2024 after organic growth of 6.2% in Q1.
- STMicroelectronics publishes a falling gross margin in Q1 and revises its annual turnover forecast downwards.
- Verallia announces a sharp drop in Q1 turnover, but mentions signs of recovery.
- Wacker Chemie exceeds core profit expectations in the first quarter.
Important (and less important) announcements
- GTT launches an employee shareholding plan.
- Carmila will buy back €10 million of shares.
- Icade and Spurgin invest in the start-up Terrio.
- Acticor Biotech failed in the primary endpoint of the phase II/III study with glenzocimab in stroke.
- The main publications of the day: Mersen, Getlink, SMCP, Bureau Veritas, Lagardère, Axway, Voltalia, Nanobiotix, Vantiva, Visiomed, Crossject, Alpha Mos, Aubay, Exail, Visiativ, Vinpai, Alan Allman, HighCo, Adocia, Groupe Crit, Lectra, Klarsen, Synergie, Biosynex… The rest 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)
- Adyen publishes Q1 revenues close to expectations but lower than Q4, unsurprisingly.
- AstraZeneca beats its revenue and profit estimates for the first quarter.
- Barclays reports a 12% fall in profits due to competition in the mortgage market and drying up of markets.
- BE Semiconductor posts orders lower than expected for the first quarter.
- Ford gained 2.5% outside the session after its Q1.
- HelloFresh reports first-quarter profit fall due to lower demand for meal kits.
- Holcim increased its profitability, despite falling sales in Q1.
- LG Energy Solution reports a decline in its results due to weak sales of electric vehicles.
- Meta Platforms plunged 15% outside the session after disappointing its quarterly results.
- Moncler posted a sharp increase in turnover in Q1, driven by China.
- Nestlé sees its sales decline in the first quarter.
- O’Reilly Automotive loses 4% after missing the consensus.
- Relx continues to expect “strong” earnings growth in 2024.
- ServiceNow lost 5% outside the session after its Q1.
- Unilever maintains its outlook for 2024.
- Webuild announces order intake of 5.5 billion euros in the first quarter.
Important (and less important) announcements
From Europe
- Anglo American receives a takeover proposal from BHP, which would constitute the largest mining operation of the decade.
- Nestlé destroyed part of its Perrier production as a precaution.
- Aluflexpack finalizes the takeover of Helioflex.
- The main publications of the day : Nestlé, Hermès, AstraZeneca, Airbus, Sanofi, Unilever, Schneider Electric, Equinor, BNP Paribas, Vinci, London Stock Exchange, Dassault Systèmes, Adyen, BASF, Holcim, STMicroelectronics, Pernod Ricard, Saint-Gobain, Barclays, Bureau Veritas, Accor, Unibail-Rodamco-Westfield…
From the Americas
- IBM buys HashiCorp for $6.4 billion to expand in the cloud.
- Apple loses its first place in the Chinese market with deliveries down 6.6% in the first quarter.
- Shareholders of Goldman Sachs and Bank of America refuse to split CEO roles.
- Cisco reveals that hackers have hijacked its security features to spy on governments.
- Whirlpool will cut 1,000 jobs worldwide, according to the WSJ.
- Blackstone buys Tropical Smoothie Cafe for $2 billion, according to the WSJ.
- The FDIC is in contact with potential buyers of Republic First, according to Bloomberg.
- Rubrik, which counts Microsoft among its shareholders, is launching its IPO in the United States at USD 32 per share.
- The main publications of the day : Microsoft, Alphabet, Merck & Co, T-Mobile US, Caterpillar, Intel, Comcast, Union Pacific Corporation, S&P Global, Honeywell International, Bristol-Myers Squibb…
From Asia Pacific and beyond
The rest of the global publications calendar here.
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