Every morning, the Zonebourse team identifies and summarizes the key information concerning listed companies around the world, to have the main news at the start of the stock market day. The content includes a section on France and the other on the main international markets, in particular American companies and those in large European markets (UK, Germany, Switzerland, Italy, Spain) and Asia-Pacific.
In France
Company results (comments are given on the spot and do not prejudge the evolution of securities)
- BioMérieux: the 2023 objectives are confirmed, following mixed 2022 results.
- Elis: following record 2022 results, the industrial launderer is aiming for a further increase in its results.
- Eurazeo: 2022 results are down following the extraordinary 2021 figures. The dividend fell to EUR 2.20.
- Euroapi: lowers its forecast of a Core Ebitda margin above 20% to 2026.
- McPhy: 2022 net loss reaches €38 million.
- Thales: aims to improve its margin in 2023 following a solid 2022.
Important (and less important) announcements
- Airbus delivered 46 planes in February, for 99 gross orders.
- BNP Paribas is relocating the majority of its staff to another site in Hong Kong to reduce costs.
- The strike continues in the refineries of TotalEnergies in France, interrupted shipments.
- The FDA has accepted the supplemental biologics license application for Dupixent (Sanofi and Regeneron) as a treatment for chronic urticaria.
- Orange selected by Lucid for connected car projects in Europe.
- Orpea announces additional financing via a guaranteed syndicated loan of €600 million.
- Casino will partially sell its stake in the Brazilian distributor Assaí for an amount of $600 million to reduce its debt.
- Gaztransport & Technigaz receives four approvals from ClassNK for its alternative fuels projects.
- Electricité de France must revise the corrosion controls of nuclear reactors, according to the ASN.
- Réalités concludes two block sales to Saint-Ouen for a total amount of nearly €78 million.
- Another refinancing for Technicolor Creative Studios.
- Trading of Rougier shares will resume on March 13 following being suspended in 2018.
- Groupe Berkem signs a new distribution agreement with Unipex, a subsidiary of the Barentz Group.
- They have also published / they are on the agenda: Neurones, Somfy, MRM, GL Events, Vitura, Tour Eiffel, Technicolor, Damartex, Cellectis…
In the world
Company results (comments are given on the spot and do not prejudge the evolution of securities)
- Adidas: the dividend will be reduced to 0.70 EUR.
- Continental: is aiming for an Ebit margin of 5.5 to 6.5% this year.
- CrowdStrike: the title gains 5% post-session following the publication of quarterly results.
- Darktrace: revises its cash flow forecast downwards.
- Geberit: net profit above forecast for 2022.
- Legal & General: posts an increase in attributable profit for the 2022 financial year.
- Logitech: revenues are expected to fall sharply in the first half of the new fiscal year, which will begin in April.
- Symrise: forecasts a stable profit margin for 2023.
Important (and less important) announcements
- Intel is asking for an additional $5 billion in German subsidies for a chip manufacturing plant.
- JetBlue and Spirit Airlines are pursuing their merger despite antitrust lawsuits filed by the US Department of Justice.
- Yorks Holdings II place 23 millions d’actions du London Stock Exchange.
- The EU and Switzerland are opening an investigation into the fragrance industry following allegations of a cartel, including targeting Givaudan.
- Heineken reaffirms its intention to leave Russia and hopes for a first-half agreement.
- ABN Amro and ASR Nederland enter AEX, Signify exits. Van Lanschot Kempen will enter the AMX with Allfunds and Signify.
- PayPal announces that Blake Jorgensen is stepping down as chief financial officer.
- Siemens is investing $220 million in a rail car plant in North Carolina.
- Ferrexpo PLC denies any intention to sell its stake in the Swiss subsidiary Ferrexpo AG, following press rumours.
- Salesforce unveils generative artificial intelligence for sales and Slack in partnership with OpenAI.
- Silvergate is in talks with FDIC officials regarding ways to save the bank.
- The main publications of the day: Brown-Forman, Thales, Adidas, Geberit, Legal & General, Campbell Soup, Symrise, Continental, BioMérieux, Vivendi… The whole agenda here.
Lectures