Live from the markets: Renault and Stellantis publish, Kering sells real estate, Zalando shines
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)
- Renault announces vehicle sales up 1.3% in 2024.
- Stellantis fourth-quarter shipments down 9% year-on-year.
- Kering recovers €837 million by selling 60% of a leading real estate portfolio in Paris to Ardian (the Hôtel de Nocé Place Vendôme and two Avenue Montaigne buildings).
- Saint-Gobain finalizes the acquisition of the Ovniver group in Mexico and Central America.
- Alstom will renovate 181 commuter train cars in Ontario, Canada, for €340 million.
- TotalEnergies reports a slight recovery in refining margins in the fourth quarter.
- Bouygues Construction and Ecocem announce a global partnership to reduce carbon impact
- IBM and L’Oréal announce AI collaboration in sustainable cosmetics.
- Aéroports de Paris recorded traffic up 8% in December and 8.1% in 2024.
- OPmobility announces several changes to the management committee.
- Tour Eiffel raised €599 million gross during its capital increase, 99.7% of which was subscribed by the main shareholder SMA, whose share in the capital increased from 52.3% to 93.81%. The SIIC status is suspended due to this level of ownership. The company wants to remain listed on Euronext Paris.
- Ipsos (BBB) issues €400 million in 2030 bonds at 3.75%.
- Catana sees its turnover decline in fiscal Q1 but displays its confidence.
- Groupe Partouche acquires a building at the foot of the Arc de Triomphe to transfer its Parisian gaming club and its head office there.
- Amoeba, reinforced by the EFSA report, hopes to market its biocontrol range from 2026.
- Mauna Kea leaves all options open to go beyond the month of April.
- Vergnet and Koman sign a partnership for the deployment of solar courtyards in the Caribbean.
- The main publications of the day : Thermador, IntegraGen, Catering International Services, Les Hôtels Baverez, Argan, Virbac, Pullup, LePermisLibre… The rest here.
In the big world
Important (and not so important) announcements
D’Europe
- Zalando announces that its profit for 2024 will be higher than its own forecasts, after a better-than-expected fourth quarter.
- Volkswagen wants to improve the productivity of its German factories by increasing the number of cars produced per worker. Furthermore, Chinese manufacturers would be interested in buying the group’s German factories which are under capacity.
- ASML expects to be minimally impacted by the Netherlands’ decision to extend export controls on advanced semiconductor equipment from April 1.
- Saipem has been heckled in Milan after encountering major problems drilling the foundations of the Courseulles-sur-Mer offshore wind farm in France, leading to significant delays and additional costs.
- Geberit achieves net sales growth of 2.5% in 2024, adjusted for currency effects.
- Novartis could cut 170 jobs at its Puurs site in the north-west of Belgium, but plans to invest €40 million there.
- Drake filed a defamation suit against Universal Music Group over Kendrick Lamar’s song.
- Plus500 joins the STOXX Europe 600 index on January 17.
- Deliveroo says FY2024 adjusted Ebitda is expected to be at the high end of the £110m-£130m range.
- The CMA announces the launch of its investigation into Operation Keysight and Spisent.
- Epiroc wins orders worth over SEK 250 million in Australia.
- Lufthansa takes over ITA Airways, the former Alitalia.
- Mutares completes the acquisition of SMA Metalltechnik.
- Partners Group invests 400 million euros in Green flexibility.
- Antofagasta announces stable copper production for 2024.
- Bakkavor expects fiscal 2024 adjusted operating profit to be in line with the upper end of market expectations.
- On January 16, De’Longhi will begin the repurchase of its own shares for an amount of approximately €60 million.
- The main publications of the day : Compagnie Financière Richemont, Antofagasta, Wise…
From North America
From Asia Pacific and beyond
The rest of the global publications calendar here.
Lectures
