Direct from the Markets: Thales, Moncler, Bayer, AstraZeneca, Infineon, Nissan, Chipotle…
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)
- Thales is delighted with the successful launch of the Koreasat 6A telecommunications satellite.
- Bureau Veritas buys Versatec Energy.
- Getlink shuttle traffic fell slightly in October.
- Valneva organized a series of investor presentations in the United States and Europe.
- DBV Technologies will modify the ratio of its ADSs in the United States.
- Dekuple strengthens its presence in the loyalty market with the acquisition of CoupdePoing.
- Claranova buys the minority interests in PlanetArt for €20 million.
- The management of Tonner Drones wants to become a major shareholder of the company.
- Predilife launches an ORNANE of €2 million.
- The main publications of the day : Viel, Nanobiotix, Altamir, Figeac Aero, Forsee Power… The rest here.
In the big world
Important (and not so important) announcements
D’Europe
- Evotec soars 17% after rumors of a takeover by the Triton fund.
- Moncler is not in talks to buy Burberry, according to Reuters.
- Bayer revises its operating profit forecast downwards.
- AstraZeneca announces an increase in its attributable profit and its total turnover in the third quarter and raises its forecast.
- BAE Systems confident in its profit growth.
- Infineon forecasts “moderate” revenue for 2025 after delivering revenue in line with expectations in the fiscal fourth quarter.
- Siemens Energy wins $1.3 billion order for ScottishPower wind turbines.
- Iveco and Leonardo have reached a preliminary agreement to form a joint venture with Rheinmetall, with Iveco's participation of 12-15%, to develop and produce combat vehicles for the Italian army.
- Temenos unveils its new strategic plan and its objectives for 2028.
- Vodafone says it is on track for its targets despite Germany's weakness.
- FCA fines Metro Bank for anti-money laundering failings.
- Mediobanca exceeds its estimates for the first fiscal quarter.
- Brenntag fails to meet base profit estimates for the third quarter, due to high costs.
- Saab offers to sell Gripen fighter jets to Colombia and is considering a deal with Peru.
- Lonza expands its capabilities in bioconjugates in Visp.
- Maire proposes additional voting rights to long-term shareholders.
- Partners Group hires banks for potential listing of conveyor belt maker Ammega.
- The Italian government has approved Lufthansa's potential investment in state-owned ITA Airways.
- The main publications of the day : AstraZeneca, Alcon, Infineon Technologies, Bayer, Vodafone Group, CEZ, EnBW, Mediobanca, Brenntag…
From North America
- Live Nation jumped 7% outside the session after its quarterly results.
- AbbVie shares plunge after phase II failure of Emraclidine against schizophrenia.
- Chipotle has named Scott Boatwright as CEO. Separately, the company is facing a lawsuit from shareholders for alleged concealment of portion sizes.
- Cardinal Health acquires GI Alliance and Advanced Diabetes for approximately $3.9 billion.
- Mattel accidentally put a link to a pornographic site on the packaging of Wicked dolls.
- Amazon is developing driver glasses for faster deliveries.
- 23andMe is cutting 40% of its workforce.
- Boeing announces the departure of its quality director (whom we did not know existed).
- The main publications of the day : The Home Depot, Shopify, Spotify, Sea Limited, Occidental Petroleum, Flutter Entertainment, Live Nation, BeiGene, Tyson Foods, Tencent Music Entertainment Group…
From Asia Pacific and beyond
- Alibaba claims to have garnered a record number of buyers during Singles' Day, which was held last night.
- Nissan shares jumped more than 20% after activist Effissimo took a stake.
- SoftBank returns to the green in the second quarter.
- COMAC announces that Air China will be the first customer of the C929 wide-body aircraft currently under development.
- Baidu is boosting its AI lineup with a text-from-image generator and a no-code app builder.
- Recruit Holdings suffered a 15% drop in net profit in the first half of the fiscal year.
- The main publications of the day : SoftBank Group, Tokyo Electron…
The rest of the global publications calendar here.
Lectures
France
