Live from the Markets: 4 Vivendi for the price of 1, Unicredit attacking Banco BPM, Porsche warns
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)
- Vivendi lists its spin-off subsidiaries on the London Stock Exchange (Canal+), on Euronext Amsterdam (Havas) and on Euronext Growth Paris (Louis Hachette). Vivendi which is leaving the S&P Europe 350 at the same time.
- Italy says it is ready to work with Stellantis, but under conditions, says Giorgia Meloni.
- JCDecaux abandons the plan to merge its activities in Slovakia with JOJ Media House.
- Vicat finalizes the cooperation agreement with the United States Department of Energy (DOE) for the development of the Lebec Net Zero project including a CO2 capture and storage device.
- Getlink further postpones the resumption of ElecLink operations until February 10, 2025. The commercial impact is revised upwards to €41 million.
- Séché Environnement wins a major contract in Nantes.
- MGI Digital Technology has successfully reached an agreement in a patent infringement case, resulting in compensation of €10 million.
- Inventiva secures €21.4 million in financing, completing the first tranche of previously announced multi-tranche financing of up to €348 million.
- The EFSA validates the active biocontrol substance of Amoéba.
- Plant Advanced Technologies participates in the European Bryomolecules project.
- Auplata communicates about its current concerns.
- Hopium is seeking to carry out a recovery and refinancing plan, which must be validated by the court, but it is not going to be simple.
- The main publications of the day : nothing… The rest here.
In the big world
Important (and not so important) announcements
D’Europe
- Unicredit officially submits its offer for Banco BPM. Banco BPM is reportedly considering raising its financial targets or joining forces with Banca Monte dei Paschi to fend off a takeover attempt.
- The British government has approved Czech billionaire Daniel Křetínský’s acquisition of International Distribution Services, the parent company of Royal Mail, for £5.3 billion.
- BAE Systems, Leonardo and Mitsubishi join forces to develop the combat aircraft of the future.
- Porsche Automobil announces heavy writedowns and withdraws its annual forecasts
- Holcim closes its share buyback program.
- The FDA approves Galderma’s Nemluvio to treat atopic dermatitis.
- Novo Nordisk is investing $1.2 billion in a new factory in Denmark.
- Allianz is abandoning its plan to acquire Singaporean company Income Insurance, according to Reuters.
- Bavarian Nordic strengthens manufacturing of Mpox vaccine through new agreement with Serum Institute of India.
- Deutsche Wohnen has agreed on the final terms of the agreements regarding Vonovia’s dominance and profit and loss sharing.
- Basilea enters into a marketing agreement in the United States.
- Skanska earmarks 90 million euros for the construction of an office building in Finland.
- Kudelski hit by a multi-million franc scam.
- Perrot Duval issues a warning on results.
- The main publications of the day : Hennes & Mauritz…
From North America
- Palantir, MicroStrategy and Axon will join the Nasdaq 100. Illumina, Super Micro Computer and Moderna are paying the price.
- Meta is asking the California attorney general to prevent OpenAI from becoming a for-profit company, according to the WSJ.
- Apple CEO Tim Cook will meet with Donald Trump on Friday.
- Tesla increases the prices of its Model S by 5,000 USD in the United States.
- CorVel Announces Forward 3-for-1 Stock Split.
- The main publications of the day : nothing…
From Asia Pacific and beyond
- CNOOC sells American assets to British company INEOS.
- Rio Tinto is exploring the potential for gallium extraction in a Canadian refinery.
- Hon Hai Precision (Foxconn) has acquired a stake in PowerX Semiconductor, strengthening its presence in the semiconductor industry.
- The main publications of the day : nothing…
The rest of the global publications calendar here.
Lectures
Belgium
