Stock Exchange: Orgy of results, Meta and Microsoft at the rendezvous

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)
  • Schneider Electric confirms its prospects for 2025, data centers being the growth engine.
  • Sanofi notes its annual turnover growth forecasts due to the high demand for Dupixent.
  • Safran notes his prospects for 2025.
  • Renault sees its operating margin drop to 6% to S1. The manufacturer has appointed, as expected, François Provost, the purchasing director, as DG.
  • Vinci confirms his objectives after a first semester online with expectations.
  • Société Générale raises its objectives after a strong rebound in the retail bank in France.
  • Airbus confirms its forecasts after T2.
  • Accor does not appeal.
  • Veolia confirms her objectives after T2.
  • Bouygues displays 26.87 billion euros in revenue at S1.
  • ArcelorMittal published a net profit in live increase in T2.
  • Unibail sees its profit jump in S1.
  • Crédit Agricole improves its profit by 31% in T2.
  • Legrand notes his margin forecasts for 2025 thanks to the growth driven by the data centers.
  • Klépierre raises his forecast 2025.
  • Technip Energies is part of its margin forecasts.
  • Elis confirms her financial objectives.
  • His confirms his objectives for 2025.
  • SPIE aims for an EBITA margin of at least 7.6% in 2025, up over one year.
  • Ipsen now forecasts growth in turnover greater than 7 % in 2025.
  • Eramet adjusts its volume objectives for 2025 after a “under pressure” S1.
  • Air France-KLM benefits from the drop in the price of fuel.

• A Dutch court said that diesel cars sold by Opel, Peugeot, Citroën and DS (Stellantis brands) in the Netherlands since 2009, contained software designed to fake emission tests.

• Euronext announces a public voluntary exchange offer for Athex.
• Sodexo will acquire the Spanish catering service provider Grupo Mediterranea.
• Quadient is associated with Shell service stations to install smart lockers in the United Kingdom.
• Mersen announces that Salvador Lamas will take over the group’s general management in May 2026.
• Séché emits 70 murder of green bonds 5 years to 4.5%.
• Pullup refinances his unionized credit via 168 murder of banking funding.
• The main publications of the day : Bic, Wendel, NRJ Group, Eramet, Manitou, Vusiongroup, Infotel, Paris airports, Tikehau Capital, FDJ United, Florentaise, Egide … 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)
  • Shell goes beyond the expectations of net profit in the T2 by releasing $ 4.3 billion.
  • Unilever exceeds growth expectations at S1.
  • Anheuser-Busch Inbev goes beyond the procurement forecasts for the second quarter.
  • BMW maintains its forecasts but provides for a negative impact of customs duties on the profitability of the automotive sector.
  • BBVA publishes a decrease of 2% of its profit in the second quarter due to a drop in loans related to loans.
  • Rolls-Royce notes his profits and cash flow forecasts after a solid first half.
  • DSM-Firmenich reduces its profits due to the uncertainty linked to exchange rates.
  • Standard Charterd plans to take stock of $ 1.3 billion while its semi -annual profits exceed forecasts.
  • Haleon reduces its annual organic growth forecasts.
  • British American Tobacco exceeds the objectives at S1.
  • Heidelberg Materials exceeds expectations for the second quarter thanks to rigorous cost control.
  • Mediobanca exceeds expectations.
  • Tecnicas Reunidas provides for a turnover greater than 5.2 billion euros for 2025.
  • Clariant renounces part of its objectives.
  • Holcim has exceeded profits in its first results since the split of its North American activities.
  • Lufthansa announces results higher than forecasts for the second quarter.
  • Prysmian notes his forecasts for this year following the acquisition of Channel.
  • Syensqo announces an underlying Ebitda down 8% in the second quarter.
  • Knorr-Bremse provides for a drop in turnover in 2025 due to exchange effects.
  • Nexi displays a net profit slightly higher than the forecasts for the second quarter.
• Iveco will be split in two then sold: the civilian (bus and trucks) at Tata Motors for 3.8 mdseur and the defense in Leonardo for 1.7 Moder.

• Brookfield Wealth will buy Just Group at 220 GBX per action.

• The negotiations between the shareholders of Ceconomy and JD.com concerning the acquisition of the European company are in their final phase, according to several sources cited by Reuters.

• The main publications of the day : Shell, Unilever, Anheuser-Busch InBev, Rolls-Royce, British American Tobacco, Enel, Ferrari, London Stock Exchange, BMW, BBVA, Universal Music Group, DSV, Holcim, ING Groep, Haleon, Saint-Gobain, Heidelberg Materials, UCB, argenx, Anglo American, Amadeus IT, DSM-Firmenich, Verbund, Cellnex Telecom, Standard Chartered PLC, Prysmian, Next plc, EDP – Energias de Portugal, Euronext, OMV AG, Mediobanca, Nemetschek, Knorr-Bremse, Rentokil Initial, Bouygues, Accor, Unibail-Rodamco-Westfield, Hensoldt, Banca Mediolanum, National Bank of Greece, EDP Renováveis, SEGRO, Covestro AG, Groupe Bruxelles Lambert, Lufthansa…

North America

• Increased values out of the session after quarterly: Carvana (+15%), Ebay (+12%), Meta (+11.5%), Western Digital (+10%), Microsoft (+8%), Albemarle (+7.5%)…

• Decrendy values outside session after quarterly: Align (-34%), Arm Holdings (-8%), Dexcom (-5.5%), Lam Research (-5%), Qualcomm (-5%), Ford (-1.5%)…

• Abbvie in talks to acquire Gilgameh Pharmaceuticals for 1 MDUSD, according to Bloomberg.

• Five Point in talks to sell Northwind Midstream to MPLX for $ 2.3 billion, according to Bloomberg.

• The main publications of the day : Apple, Amazon, MasterCard, AbbVie, S&P Global, Stryker, KKR, Comcast, KLA, Intercontinental Exchange, Bristol-Myers Squibb, Coinbase Global, Southern Company, Roblox, Cigna, Howmet Aerospace, CVS Health, Cloudflare, Air Products, Quanta Services, Exelon…

Of Asia and elsewhere

• SK Innovation provides for an improvement in refining margins in the third quarter; The losses worsen in the second quarter.

• The benefit of Samsung drops by 55% in the second quarter due to the weakness of AI fleas sales and Chinese restrictions.

• The main publications of the day : Vale, Samsung Electronics, Toyota Motor, CATL, Hitachi, Sumitomo Mitsui Financial, Tokyo Electron, Mizuho Financial, Hindustan Unilever, Japan Tobacco, Mitsubishi Electric, Sun Pharmaceutical…

The rest of the global publication agenda here.

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