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

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

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 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)

  • 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.

Lectures

Belgium

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