Sunday, December 4, 2022
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Thales, Dassault Systmes, Michelin, Atos, Orpea, Heineken, Microsoft, Mercedes…

Chief editor


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Because financial information is consumed like hot cakes and for breakfast, Anthony Bondain rises at the crack of dawn to serve you the morning meeting every morning.
He has been a financial journalist and stockbroker for more than two decades, an incomparable editorialist and phlegmatic leader, he is the editor-in-chief of ZoneBourse.

Every morning, the Zonebourse team collects and summarizes key information about listed companies around the world to access the most important news at the start of the trading day. The content includes one section on France and the other on the main international markets, particularly US companies and those in major European markets (UK, Germany, Switzerland, Italy, Spain) and the Asia-Pacific region.

In France

The company’s results (indications are given immediately and do not anticipate the direction of actions)

  • Atos: The operating margin will be at the bottom of a range of 3 to 5% this year.
  • Dassault Systèmes: The publisher raises its profit forecast for the year after a record quarter.
  • BioMérieux: The group expects 2022 results within the upper limit of its forecasts.
  • Michelin: The tire maker downgrades its cash flow outlook.
  • Nexans: 2022 forecasts have been raised.
  • Sodexo: The group sees its revenue and margins return to 2019 levels by 2023.
  • Thales: Revenues and orders exceed expectations.
  • Vinci: Revenue rose sharply in Q3 thanks to concessions benefiting from a favorable base.

Important (and less important) notifications

  • Tavares (Stellantis) repeats his criticism of the Euro 7 standard.
  • Saint-Gobain has signed a 10-year renewable electricity purchase agreement with TotalEnergies for its 145 industrial plants in North America.
  • TotalEnergies is partnering with Casa dos Ventos in Brazil to develop a 12 GW renewable energy portfolio.
  • Orpea initiated an amicable settlement procedure with the Commercial Court of Nanterre to restructure its debt, if part of the agreements are at risk from the end of the year.
  • Gaztransport & Technigaz unveils its innovative concept with a three-tank LNG ship.
  • Julie Burguburu is leaving Eutelsat for TF1, where she will become secretary general.
  • McPhy signs a maintenance contract with Siemens Energy.
  • Riber receives a search-MBE-machine command.
  • Omer-Decugis buys a logistics platform in Avignon.
  • Genfit will announce “compelling” results for its NASH diagnostic technology, NIS2+, at the AASLD Liver Meeting.
  • Novacyt obtains UK approval for its genic SARS-CoV-2 Winterplex 3-Gene test panel.
  • Today’s other releases: Soitec, Alten, OVH, Nexity, Bureau Veritas, Synergie, Adocia, Tarkett, Transition Evergreen, SMCP, Fountaine Pajot, La Française de l’Energie, Europlasma, Mersen, SMCP, Infotel, Verimatrix, Solocal. ..

In the world

The company’s results (indications are given immediately and do not anticipate the direction of actions)

  • Alphabet: The title lost 7% off session after disappointing results.
  • ASM International: The group exceeds its revenue forecast for the third quarter, but is cautious about the impact of sanctions aimed at China.
  • Barclays: Profit rose slightly in the third quarter thanks to the increase in fixed income.
  • BASF: Q3 revenue down 28% due to Nord Stream 1 write-downs.
  • Bristol-Myers Squibb: Q3 results are lower than expected.
  • Deutsche Bank: The institution has more than quintupled its quarterly profits.
  • Heineken: Third quarter revenue up with strong post-covid recovery in Asia-Pacific.
  • Iberdrola: Nine-month net profit up 29%.
  • Mattel: The title lost 5.5% off session after a disappointing release.
  • Mercedes: The group raises the sales growth outlook for its car division to 13-15%.
  • Microsoft: The title lost 7% off session after disappointing results (hello Alphabet).
  • Puma: The German company confirms its operating result for the full year following the results of the 3rd quarter.
  • Reckitt: Revenue in the 3rd quarter rose 14%.
  • SK Hynix: The Korean cuts its investments after disappointing results.
  • Standard Chartered: 3rd quarter profit before tax was 1.42 billion. USD, which is above expectations.
  • Texas Instruments: The stock lost 5% discount after a disappointing outlook.
  • Uniper: Adjusted EBIT shows loss of €4.8 billion over nine months.
  • WPP: The ad group announces a 3.8% increase in its third-quarter adjusted revenue.

Important (and less important) notifications

  • DAX will lose its main representative, Linde, who will concentrate on its listing in the US.
  • Green light subject to conditions from Brussels for Philip Morris’ takeover of Swedish Match.
  • Rio Tinto reiterates its $3.3 billion offer for Turquoise Hill.
  • Musk is expected to close the deal on Twitter by Friday, according to Bloomberg News.
  • Shell will explore options for carbon transport and storage in Brunei and Singapore.
  • Telefonica and Liberty Global are reportedly considering selling shares in their tower division in the UK.
  • The Della Valle family falls short of Tod’s 90% goal.
  • Mobileye (Intel) valued at $17 billion ahead of its IPO on the New York Stock Exchange, which is scheduled for Wednesday, according to the WSJ.
  • Inditex (Zara) will sell its stores in Russia.
  • The Gap is removing Yeezy Gap products from stores.
  • Medtronic will separate two companies as part of its restructuring.
  • Today’s most important publications: Microsoft, Meta Platforms, Thermo Fisher, Bristol-Myers Squibb, Boeing, Daimler, Iberdrola, Heineken, Reckitt, Dassault Systèmes, Banco Santander, BASF… Full agenda here.

Readings 2022



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