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)
- Alstom confirms its annual objectives after nine months of activity.
- TotalEnergies is delaying its $20 billion Mozambique LNG project over security concerns, according to the FT.
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The EU validates Sanofi’s Sarclisa in combination with the reference treatment in the treatment of newly diagnosed multiple myeloma in adults not eligible for a transplant.
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Several players, including Air France-KLM, American Airlines, Lufthansa and International Consolidated Airlines are in the running to invest in the struggling Brazilian company GOL, according to the Brazilian press.
- Ubisoft is leading a “social consultation” to respond to employees’ concerns regarding teleworking and salaries, following the 2024 strikes.
- Quadient strengthens its financial position with a private placement of USPP bonds of $100 million with Metlife.
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Aix-Marseille has entrusted Waga Energy with the valorization of biogas from the Aix-en-Provence waste storage facility.
- Valbiotis hopes to be profitable in 2027 on its French scope.
- Maat Pharma can continue its phase II with MaaT033 after the green light from the DSMB.
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The AMF imposes EUR 800,000 in sanctions on the late Pharnext and two former directors for failure to publish inside information and dissemination of false or misleading information.
- Néovacs recovers 0.25 M€ from the issue of OCEANE-BSA EHGOS (Alpha Blue Ocean).
- The main publications of the day : Sidetrade, Poujoulat, HighCo… The rest here.
In the big world
Important (and not so important) announcements
D’Europe
-- Adidas announces better than expected results for the fourth quarter.
- Barry Callebaut records a drop in volumes in a context of soaring cocoa prices, and is lowering its 2025 ambitions.
- EasyJet reduces its pre-tax loss for the first fiscal quarter, the group’s turnover increases.
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Schaeffler’s sales reached 18.2 billion euros in 2024.
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The British pub group JD Wetherspoon announces an increase in its sales after a good end to the year.
- Kongsberg places order with Kitron for electronics for naval attack missiles.
- Enquest buys Harbor Energy’s activities in Vietnam.
- ABB is increasing its investments in the United States to increase local production, according to its CFO.
- Rio Tinto is optimistic that US President Donald Trump will approve its large copper mine in Arizona.
- Porsche AG confirms its 2024 profit forecast at an analyst conference.
- Banco de Sabadell is organizing a board meeting with a view to repatriating its headquarters to Catalonia.
- Frasers Group holds 29.90% of the voting rights of Hugo Boss.
- Havas acquires CA Sports, the leading sports marketing agency in Spain.
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The European Commission would authorize the takeover of DS Smith by International Paper, according to Reuters.
- The main publications of the day : Barry Callebaut, EasyJet …
From North America
- Netflix soars 14% outside the session after its quarterly results.
- United Airlines gained 3.6% outside the session after its quarterly results.
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Donald Trump announced an AI infrastructure plan called “Stargate”, including investments of at least $500 billion, in which Oracle, Softbank and OpenAI will notably participate.
- Google is investing another $1 billion in Anthropic, according to the FT.
- Southwest Airlines is cutting 270 pilot positions in Denver and Atlanta to cut costs.
- Masimo names Katie Szyman CEO.
- L3Harris Technologies Receives $263 Million Order From US Army.
- The main publications of the day : Procter & Gamble, Johnson & Johnson, Abbott Laboratories, GE Vernova, Amphenol, Kinder Morgan, The Travelers, Crown Castle, Discover Financial, TE Connectivity, Las Vegas Sands, Halliburton…
From Asia Pacific and beyond
The rest of the global publications calendar here.
Lectures