Live from the Markets: investigation into Thales, downgraded Kering, Elastic Fantastic…

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 under investigation for bribery and corruption in the United Kingdom.
• Vinci sets objectives for 2023 for Vinci Energies.
• Ram (Stellantis) is preparing emergency measures for Mexico in anticipation of new tariffs imposed by Trump.
• Sartorius Stedim Biotech opens a new site in the United States.
• Worldline issued 500 million euros of bonds, which reduced its borrowing costs and improved its debt maturity.
• Tikehau Capital confirms that a listing or a dual listing in New York are among the solutions that could be considered, but emphasizes that these reflections remain preliminary at this stage.
• Boiron will cut 145 jobs in France.
• LightOn raises €11.9 million as part of its IPO.
• 2CRSi supplies Exaion, a subsidiary of the EDF group, with high-performance immersion servers in North America.
• Haffner Energy launches its hydrogen production, testing and training center in Marne.
• Amoéba obtains the publication of a first scientific article on the effectiveness of its cosmetic innovation.
• Exclusive Networks announces Cloudrise acquisition.
• TCC holds more than 99% of the capital of NHOA after its takeover bid. Withdrawal will follow.
• Largo crosses the threshold of 500,000 refurbished smartphones.
• The main publications of the day : Amplitude… The rest here.

In the big world

Important (and not so important) announcements

D’Europe

• Mercedes wants to reduce its costs by several billion euros.
• Nokia completes its 600 million euro share buyback program.
• Equinor reduces staff in its renewable energy unit by 20%.
• Ackermans on track to make a profit well over 400 million euros.
• Komax postpones its medium-term objectives by two years.
• SoftwareOne bought back shares for 69.1 million francs.
• Northvolt, the unlisted European leader in batteries, is placed under the protection of US bankruptcy law.
• The main publications of the day : Ackermans, Bekaert…

From North America

• Companies which progress outside of session after their quarterly: Elastic (+25%), The Gap (+15%), Ross Stores (+7%), NetApp (+5%)…
• Companies that decline outside the session after their quarterly: Intuit (-5%)…
• Alphabet ended the previous day's session sharply down with the pressure exerted by the American justice system for a sale of Chrome.
• Amazon is expected to face an antitrust investigation by the EU for favoring its own-brand products on its online marketplace.
• The president of Alimentation Couche-Tard does not intend to launch a hostile takeover bid for Seven & i.
• Citron Research reveals a short position in MicroStrategy.
• Apple is doing everything to create a more conversational version of Siri for 2026.
• DirecTV has informed EchoStar of its intention to terminate its acquisition of Dish Network.
• Quikrete is in advanced negotiations to acquire American cement and concrete producer Summit Materials.
• Exxon Mobil is withdrawing from negotiations with Guyana over a shallow water oil block, according to the government.
• Boeing wins $2.38 billion contract to supply 15 KC-46A tanker aircraft to the US Air Force.
• The main publications of the day : nothing…

From Asia Pacific and beyond

• Unionized workers at Samsung Electronics have rejected a proposed wage deal.
• Mitsubishi Corporation, BP Plc and their partners plan to invest $7 billion in a carbon capture project in Indonesia's Papua region.
• Nissan will cut or transfer a thousand jobs in Thailand, according to information from Reuters.
• WiseTech is lowering its guidance for the 2025 financial year following controversy raised by its former CEO.
• Kioxia's IPO price in Tokyo is 1390 JPY per share.
• The main publications of the day : Meituan…

The rest of the global publications calendar here.

Lectures