Live from the Markets: Vivendi goes big, Euroapi changes everything, Oracle sees trouble

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)

• Vivendi shareholders vote in favor of splitting the group into four entities.
• Moody’s has upgraded TotalEnergies’ credit rating from “A1” to “Aa3”.
• Carrefour successfully completed its 2024 share buyback plan by acquiring 7% of its capital.
• Alstom has been awarded a five-year, $490 million contract to operate and maintain Metrolink trains for the California Transportation Authority.
• Euroapi has appointed a new CEO and president as part of its overall restructuring plan. David Seignolle (general manager) and Emmanuel Blin (president) replace Ludwig de Mot and Viviane Monges, who have resigned.
• Valeo and the CEA extend their partnership for 4 years.
• Voltalia sells 12 MW of wind power in France to CNR.
• Moody’s confirms Elior’s B3 credit rating but changes its outlook from negative to positive.
• Jean Pierre Vannier has been appointed chairman of the supervisory board of Bonduelle.
• Getlink passenger shuttle traffic increased by 2% year-on-year in November.
• Exclusive Networks, soon under simplified takeover bid, finalizes its financing.
• Neolife hopes for a positive result in 2025.
• Maat Pharma (which had the honor of a big article on Bloomberg) presented positive data with MaaT013 at the ASH congress.
• Medincell announces positive results in arthroplasty.
• Nanobiotix completes a phase with NBTXR3 in pancreatic cancer.
• Vergnet ceases its dilutive financing contract with Atlas after a final drawdown.
• Buy-Louer publishes an audit report of its CAC on the half-yearly accounts.
• The main publications of the day : Medincell, Groupe Partouche… The rest here.

In the big world

Important (and not so important) announcements

D’Europe

• Volkswagen’s negotiations with IG Metall and employee representatives have so far failed.
• SAP SE is set to lay off around 3,500 employees in Germany as part of its restructuring efforts to adapt to the AI ​​era.
• Allianz raises its financial targets for the next three years.
• Ashtead proposes primary listing in US, issues profit warning.
• TeamViewer acquires London-based 1E for $720 million.
• Unilever’s ice cream subsidiary is of interest to private equity.
• Roche launches tender offer for Poseida Therapeutics.
• Pepco records an impairment loss of 775 million euros on the Poundland activity.
• Equinor postpones the start-up of the Castberg Arctic oil field until early 2025.
• Husqvarna reports lower sales and operating loss in fourth quarter.
• The main publications of the day : Ashtead, Colruyt, Pepco, Metro AG, Moonpig…

From North America

• Oracle fell 8% outside the session after its quarterly results.
• Toll Brothers fell 3% outside the session after its quarterly results.
• Brussels is investigating the secret deal between Google and Meta over ads aimed at teenagers, according to the FT.
• Omnicom and The Interpublic have confirmed their marriage in an all-stock transaction.
• Mondelez reportedly has its sights set on The Hershey, according to Bloomberg.
• China’s competition regulator is investigating US chip giant Nvidia.
• Boeing resumed B737MAX production last week.
• Italian prosecutors are investigating the Irish subsidiary of Meta Platforms, suspected of having evaded more than 887 million euros in VAT between 2015 and 2021.
• The probable murderer of the CEO of UnitedHealth’s insurance branch, Brian Thompson, has been arrested.
• Eli Lilly board approves new $15 billion stock buyback.
• The main publications of the day : nothing…

From Asia Pacific and beyond

• Nippon Steel has clarified its investment plans regarding United States Steel, in an attempt to secure a last-minute agreement by attracting American employees and politicians.
• Anglo American faces “serious” environmental charges in Chile over alleged violations.
• Macquarie Asset Management is acquiring a 40% stake in Dow’s US Gulf Coast infrastructure assets for $2.4 billion.
• The main publications of the day : nothing…

The rest of the global publications calendar here.

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