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
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)
- LVMH HR Director Chantal Gaemperle, 17 years at the house, was allegedly fired after several months of investigation, revealed La Lettre.
- For AlphaValue, a merger between Carrefour and Jeronimo Martins would make sense.
- Stellantis will again stop production at the Mirafiori factory for at least another month in December, according to Milano Finanza.
- ArcelorMittal could increase its steel production in Ukraine if the situation stabilizes.
- Euronext revises its turnover target upwards and announces a 2027 plan.
- Aperam is targeting an increase in its Ebitda in Q4 compared to a Q3 above expectations.
- Nexans sells its North American subsidiary AmerCable to Mattr for $280 million.
- Bureau Veritas issues €500 million over 7 years at 3.125%.
- Atos launches a capital increase of 233 million euros.
- Moody’s gives La Française des Jeux a long-term credit rating of Baa1, outlook stable.
- JCDecaux anticipates “moderate single-digit” organic growth in the fourth quarter.
- Ayvens (Société Générale) would interest buyers like Blackstone, according to Bloomberg.
- GL Events sells CCC.
- Bonduelle confirms its sales and current operating profit objectives.
- Fleury Michon sells its meal trays in Ile-de-France.
- Valbiotis will market Valbiotis PRO Metabolic Health in February-March 2025 on the French market.
- Predilife spins off its subsidiary Mammorisk on the basis of a valuation of €202 million.
- The main publications of the day : Equasens, Akwel, Aurea, Vantiva, Hexaom, Genfit, NRJ, Avenir Telecom, Wallix, LNA Santé, IT Link, Prismaflex, Banijay, Ramsay Generale de Santé, Delta Plus, Lacroix, Winfarm, Transgène… The rest here.
In the big world
Important (and not so important) announcements
D’Europe
From North America
- Companies which progress outside the session after their quarterly: Axon (+11%), Expedia (+5%), Lucid (+5%), Rivian (+2%)…
- Companies that decline outside the session after their quarterly: Pinterest (-12.6%), The Trade Desk (-10%), Capri (-7%), Cloudflare (-6.5%), DraftKings (-6%), Airbnb (-5%), Arista (-4%), Fortinet (-4%), Monster Beverage (-3%), Block (-2%)…
- Boeing will pay the salaries of unemployed workers, according to Air Current.
- BlackRock is in talks to acquire a minority stake in hedge fund Millennium, according to the FT.
- According to the WSJ, Icahn plans to increase his stake in oil refiner CVR Energy.
- Procter & Gamble and Unilever face risks under Trump’s proposed tariffs on Mexico.
- The main publications of the day : Constellation Software, TELUS Corporation, Baxter International, NRG Energy, RB Global, CNH Industrial…
From Asia Pacific and beyond
- Nissan shares collapsed after announcing the layoff of 9,000 people, the 20% reduction in production capacity and the plan to sell part of its stake in Mitsubishi Motors.
- Sony’s operating profit jumped 42% in the first half.
- KKR becomes Fuji Soft’s largest shareholder after successful tender offer.
- Kioxia is expected to file a registration statement for its December IPO in Tokyo, Reuters has learned.
- The main publications of the day : Sony, State Bank of India, SoftBank Corp, MediaTek, Oversea-Chinese Banking Corporation, Tata Motors, SMIC, Quanta Computer, Olympus Corporation, Suzuki Motor…
The rest of the global publications calendar here.
Lectures
Belgium
