Live from the Markets: Carrefour wants to become sexy, Palantir is on fire, end of strike at Boeing

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)

• Carrefour is reportedly working on ways to reduce its discount, according to Bloomberg.
• Bouygues confirms its objectives for 2024 after results over 9 months better than expected.
• A report from TotalEnergies predicts that global oil demand will continue to increase at least until 2030, reflecting ongoing changes in the global energy system.
• Canal+ (Vivendi) subscribers deprived of Disney content from January.
• Fnac Darty reopens the offer period for Unieuro until November 8.
• Atos signs a binding agreement for the sale of Worldgrid to Alten for an enterprise value of 270 million euros.
• Vicat experienced a 6.6% drop in turnover in Q3 2024, but confirms its objectives.
• Robertet buys the small American company Phasex, a specialist in CO2 extraction.
• Séché Environnement wins several major contracts in Peru, totaling more than €64 million over 5 years.
• Transgene and ProBioGen are collaborating to advance the development of individualized therapeutic vaccines.
• Phaxiam Therapeutics obtains FDA authorization to launch the GLORIA phase II study in the United States.
• Hoffmann Green obtains a new assessment from the CSTB to decarbonize the construction of individual houses with the Trecobat Group and Fimurex Planchers.
• Wiziboat is launching a voluntary buyback offer at EUR 2.55 per share.
• The main publications of the day : Neoen, Oeneo, Omer-Decugis, Exclusive Networks, Coface, Selectirente, MAAT Pharma, Herige… The rest here.

In the big world

Important (and not so important) announcements

D’Europe

• UK regulator says Vodafone/Three has every chance of getting the green light.
• Syensqo accelerates its efficiency measures.
• Salzgitter revealed that its second shareholder, GP Günter Papenburg, is considering a takeover offer with a partner, without citing a price.
• UniCredit and Alpha Bank Romania have finalized the merger project of their Romanian subsidiaries planned for the second half of 2025.
• DSV plans to issue 5 billion euros of senior unsecured notes to finance its 14.3 billion euro takeover of Schenker from Deutsche Bahn.
• BASF completes the sale of its flocculants mining activities.
• DHL reports lower-than-expected third-quarter net profit.
• Adecco disappoints in the third quarter.
• Hugo Boss' third-quarter operating profit slightly exceeds expectations.
• Orsted posts a profit in the third quarter, but its turnover is down.
• Vestas' third-quarter operating profit fell short of forecasts.
• Associated British Foods posts higher profit and turnover for the financial year.
• The AIB group records growth in its net interest income over nine months and confirms its forecasts.
• Evotec sells its chemical API manufacturing unit to streamline its operations.
• Coca-Cola Europacific Partners announces an increase in turnover in the third quarter but lowers its outlook for the 2024 financial year.
• OC Oerlikon records a decline in its turnover in the third quarter and revises its outlook for the 2024 financial year.
• Zalando confirms its preliminary results for the third quarter.
• Burckhardt Compression posts an increase in its net income and sales for the first fiscal half.
• Uniper begins reimbursing Germany for a 13.5 billion euro bailout.
• Schindler will begin its share buyback program on November 6.
• Swedish Orphan Biovitrum has appointed David Meek, formerly with Ipsen, as chairman of its board of directors.
• The main publications of the day : DHL Group, Coca-Cola Europacific Partners, Bayer, Coloplast, Orsted, Associated British Foods, Vestas Wind Systems, Uniper, AIB Group, Bouygues, Fresenius Medical Care, Inwit…

From North America

• Companies which progress outside the session after their quarterly: Palantir (+14%), Vertex (+2%)…
• Companies that decline outside the session after their quarterly results: NXP Semiconductors (-6%), Wynn Resorts (-3%), Illumina (-2%)…
• Boeing employees accept the 3^e plan submitted by management and end the strike.
• Investors withdrew more than $53 billion from Franklin Resources' fixed income division, Western Asset Management, after a federal investigation into the company's veteran trader and co-chief investment officer, Ken Leech, was revealed.
• Apple is exploring the field of connected glasses, the prerogative of Meta Platforms and EssilorLuxottica.
• Silver Lake, Bain and Francisco Partners are set to bid for a minority stake in Intel's Altera unit.
• South Korea fines Meta around $15 million for collecting user data.
• Dollar Tree CEO Rick Dreiling is stepping down.
• Several nuclear energy companies fell yesterday after the American energy regulator refused a project to supply power to Amazon.
• The main publications of the day : Apollo Global Management, Thomson Reuters, Ferrari, Pioneer Natural Resources, Emerson Electric, Marathon Petroleum, Cummins, Coupang, Microchip, Gartner, Yum! Brands, DuPont de Nemours, International Flavors & Fragrances…

From Asia Pacific and beyond

The rest of the global publications calendar here.

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