The results of companies invade financial space this morning, with giants on the side in all European markets. Banks (HSBC, UBS, Santander, etc.), Luxury (Hermès, L’Oréal, Kering) or the automobile (Mercedes, Porsche, Aston Martin) are in the spotlight, pending American publications like Microsoft and Meta.
In France
Important ads (and less important … I specify that the information is given hot before opening and does not prejudge the color of the actions during the session)
- Companies’ results (comments are given hot and do not prejudge the evolution of securities)
- L’Oréal announces slow growth but margins up at S1 (-1.1% on the US OTC outside the session).
- Hermès confirms his medium -term perspectives after T2.
- Kering always undergoes a sharp drop in his income in T2 (+0.2% on the US OTC outside the session).
- Danone goes beyond sales forecasts in the second trimester thanks to China.
- Capgemini tightens its objectives in the middle of the range after falling half -yearly results.
- Nexans raises his fork of prospects 2025.
- GTT announces a clear improvement in the margin of Ebitda in the first half.
- Worldline is changing the financial director and takes a giant depreciation of 4.1 MDSEUR on its assets.
- Clariane as losses at S1, finalizes her disposal program.
- Saint-Gobain acquires three companies in concrete chemistry.
- Schneider Electric bought his 35% of their joint venture in India Schneider Electric India Private Limited for 6.4 billion MDSUSD.
- Alstom and Sytral Mobility sign a contract to modernize the Lyon metro.
- Bouygues Telecom and SFR negotiate the sale of their infraco joint venture with Phoenix Tower International.
- Sanofi obtains the status of an orphan medication in multiple myeloma in the United States for its GPRC5D antibodies.
- Eurofins issues 500 bonds of 7.5 years to 3.875%.
- Worldline sells its Mobility & Web Services branch and financial services assets in Magellan Partners for 410 MEUR DE VE.
- Biophytis obtains the innovative product status of the FDA for a syphilis test.
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Carmat actions will be suspended from July 30.
- The main publications of the day : IMERYS, exosens, M6 Métropole Television, Euroapi, Casino, Altarea, SMCP, GECI, Thermador, Coil, Tarkett, Compagnie des Alpes … The rest here.
In the vast world
Important ads (and less important)
D’Europe
- Companies’ results (comments are given hot and do not prejudge the evolution of securities)
- UBS exceeds expectations with a profit of 2.4 billion dollars in the second quarter.
- HSBC announces a share repurchase of $ 3 billion after a sharp drop in half -yearly profit.
- Glencore provides $ 1 billion in savings by 2026 after revising its assets.
- Bae Systems notes its forecasts thanks to the rise in orders in the defense sector.
- Mercedes-Benz provides for a profit margin for 4 to 6% this year.
- Banco Santander publishes a profit close to T2 expectations.
- Adidas publishes above expectations in terms of operational profit in T2.
- Porsche Ag reviews his forecasts down while customs duties are added to the “storm” of challenges to be met.
- Rio Tinto displays his lowest half -yearly benefit in five years.
- GSK provides for annual sales and profits at the top of the forecast range.
- Caixabank displays a profit decline of 11% in the second quarter due to the banking tax and the drop in loans related to loans.
- Sage reiterates its forecasts for this year.
- Recordati publishes an EBITDA of 496.3 million euros in the first half.
- Telefonica confirms its objectives despite a new net loss.
- Aena increases its net profit by 10.5% thanks to the increase in passenger traffic.
- BASF records a drop in income and turnover in the first half.
- Solvay displays a clear withdrawal of its T2 Ebitda.
- Siemens Healthineers displays an increase in net profit and turnover at T3 Tax.
- JDE Peet’s raises its annual objectives after half -yearly results higher than estimates.
- VOPAK notes its profit forecasts for 2025 after a solid first half.
- Symrise lowers her organic sales forecasts for 2025 due to a prudent consumer demand.
- Securitas goes beyond the profit forecast for the second quarter.
- Inwit announced an increase of 4.6% of its net profit in the second quarter and confirmed its 2025 forecasts.
- Aston Martin warns on its annual profit due to tariff disturbances.
- Taylor Wimpey warns of a drop in annual profit due to an exceptional burden.
- Amplifon announces a drop of 8.7% of its net profit in the second quarter.
- Grifols releases 176.8 million euros in net profit in the first half.
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The CEO of Unicredit declares that the offer on Banco BPM had become a brake and that the bank hopes that Commerzbank will succeed.
- Evotec will sell the Evotec Biologics Toulouse site to Sandoz.
- EQT will buy Japanese Fujitec for $ 2.7 billion.
- The main publications of the day : Hermès, HSBC, Airbus, Ubs Group, Rio Tinto, Banco Santander, Vinci, Bae Systems, GSK, Intesa Sanpaolo, Siemens Healthineers, Mercedes-Benz, Glencore, Danone, Basf, Porsche, Caixabank, Adidas, Wolters Kluwer, Aena, Leonardo, Telef. Tenaris, Snam, ACS, Kerry Group, Sage Group, Symrise, Finecobank, Recordati, Aéroports de Paris, Santander Bank Polska, Omv Petrom, Klépierre …
North America
- Increased values out of session after quarterly: Qorvo (+10%), Teradyne (+6%), Starbucks (+4.6%), Electronic Arts (+1.1%)…
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Decrease values outside the session after quarterly: Algoma (-17%), budget opinion (-5%), Mondelez (-3.6%), Visa (-2.3%)…
- Palo Alto Networks about to conclude an agreement of more than $ 20 billion for Cyberark, according to the WSJ.
- Intercontinental Exchange is in talks to buy back an Enverus for at least $ 6 billion, according to Bloomberg.
- Microsoft is in advanced talks to continue accessing Openai technology, according to Bloomberg.
- Meta is the subject of an Italian survey concerning her AI tool on WhatsApp.
- Sofi Technologies is launching a capital increase to USD 20.83 per share.
- Merck & Co extends the suspension of the Gardasil expeditions to China until the end of 2025.
- The main publications of the day : Microsoft, Meta Platforms, Alibaba, Qualcomm, Arm Holdings, Lam Research, Automatic Data Processing, Trane Technologies, Altria, Robinhood, Equinix, Illinois Tool Works, Canadian Pacific Kansas City, Vertiv Holdings, Hess Corporation, Ford Motor, Garmin, Carvana, eBay, Cognizant, Fair Isaac, Prudential Financial, Old Dominion, The Hershey Company, GE HealthCare…
Of Asia and elsewhere
- Toyota will make electric vehicles in the Czech Republic, a first in Europe, according to the Nikkei.
- Tesla signs a $ 4.3 billion contract with LG Energy Solution for the supply of batteries.
- Petrobras has an increase of almost 8% of its oil and gas production in the second quarter compared to the previous year.
- The main publications of the day : MediaTek, Takeda, Delta Electronics, Fujitsu…
The rest of the global publication agenda here.
Lectures
