Direct from the Markets: Sanofi, Airbus, Thales, Atos, Casino, Tesla, Aramco, Valneva…

Direct from the Markets: Sanofi, Airbus, Thales, Atos, Casino, Tesla, Aramco, Valneva…
Direct from the Markets: Sanofi, Airbus, Thales, Atos, Casino, Tesla, Aramco, Valneva…

Every morning, the - 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 (and not so important) announcements

  • Fall in the French automobile market in May (-2.9%), a first since the summer of 2022.
  • Sanofi is continuing its consumer health split project, according to the FT, a division valued at at least €20 billion.
  • Qatar Airways should place an order for 200 wide-body aircraft shared between Airbus (A350) and Boeing (B777).
  • Thales has completed the sale of its GTS business to Hitachi.
  • Moody’s lowered its outlook for Societe Generale’s credit rating from “stable” to “negative”, while maintaining its “A1” rating.
  • Veolia launches an employee shareholding plan.
  • Sopra Steria finalized the sale to its former subsidiary Axway of most of the activities of Sopra Banking Software for an EV of €330 million, and the sale of 16.7% of Axway to Sopra GMT for €95.9 million (26 .50 EUR per share).
  • Euronext has finalized the acquisition of 75% of the capital of Global Rate Set Systems (GRSS), the company which calculates the Euribor.
  • Atos has received two revised financial restructuring offers, one from EP Equity Investment (EPEI) controlled by Czech businessman Daniel Kretinsky and the other from a consortium led by Onepoint, its main shareholder. The group must decide by June 5.
  • Ramsay Générale de Santé welcomes the pricing agreement reached with the government on the financing of private hospitalization.
  • Ipsen is launching a share buyback program to cover its free share allocation program to employees.
  • André Lacerda is appointed Director of South America Tubes at Vallourec.
  • TFF Group acquires 51% of the Petitrenaud group.
  • Valneva receives a positive opinion from the CHMP in Europe for its vaccine against chikungunya.
  • Casino sells 90 stores to Les Mousquetaires and Auchan.
  • Medincell partner Teva presented new data supporting the switch from Invega Sustenna (paliperidone palmitate) to UZEDY for the treatment of schizophrenia.
  • Transgène enters the first patient in the phase II part of the study with TG4050 in head and neck cancers.
  • Nanobiotix announces promising data in patients treated with NBTXR3 activated by radiotherapy followed by an anti-PD-1, as a second-line treatment in head and neck cancers.
  • The board of Montagne et Neige Développement recommends making the offer at EUR 0.90 per share.
  • Munic obtains a deferred repayment of its OC, which avoids a liquidity crunch for the next 12 months.
  • Exosens sets a price of 20 EUR per share for its IPO in Paris.
  • The main publications of the day: Smart Good Things, Catana, Nacon, BigBen…

In the big world

Important (and not so important) announcements

From Europe

  • Danube estimates that its Ebitda margin will reach 22 to 23% in the medium term, compared to 15.1% in Q1.
  • AstraZeneca announced that Imfinzi is the first and only immunotherapy to demonstrate a survival benefit in early-stage small cell lung cancer following a Phase III clinical trial.
  • GSK blood cancer drug almost halves risk of death in late-stage trial.
  • Cosmo posts a loss in 2023, but will still pay a dividend.
  • Online fashion giant Shein is considering a £50 billion IPO in London, according to Sky News.
  • The main publications of the day : Sirius Real Estate…

From the Americas

From Asia Pacific and beyond

The rest of the global publications calendar here.

Readings

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