There’s joy | Zonebourse

The fence levels at Wall Street speak for themselves: the S & P500 and the Nasdaq both finished there’s joy | zonebourse the session of yesterday at historical peaks, which illustrates the enthusiasm that currently reigns in the US markets. Therefore, The S & P500 won 0.54%. For example, The NASDAQ 100 rocket borrowed the same trajectory by recording an increase of 0.76%. Consequently, Effervescence finds its source in the solid performance of heavy goods vehicles in the technological sector. Furthermore, with the new impulse, the excellent quarterly publication of Taiwan Semiconductor (TSMC). Moreover, Boursan Europe has also tried a beautiful rebound, just to maintain its advance of the year on Wall Street. Meanwhile, Amsterdam took advantage of the flight of the Trio Be Semiconductor / ASML Holding and ASM International to take 1.37%. Moreover, A special mention for our Belgian readers: at a value. Consequently, all the components of the Bel20 closed in the green, a beautiful note of 19/20, which allowed the Belgian index to advance by 1.13%. Elsewhere, green there’s joy | zonebourse has also dominated. The places of Frankfurt (+1.51%), Milan (+0.92%), London (+0.52%) and Paris (+1.29%) all gained ground, towed by the industrial values that bring together aeronautics (Airbus, Safran, etc.), La Défense (Rheinmetall, Leonardo, Thales, etc.), and electrical equipment and components (Siemens, Electric, Legrand…).

The statistics published yesterday made the game of the federal reserve, whose boss repeats in a loop that an adjustment of monetary policy should not be precipitated. Retail sales in the United States experienced a notable rebound of 0.6% in June, surpassing expectations. Unveiled at the same time, unemployed registrations have been lower than expected, reaching 221,000 against an estimate of 235,000. These indicators demonstrate the continuous robustness of the American economy. the solidity of the American consumer, always inclined to take out their portfolio and spend their money. To drive the nail, the Philly Fed index also surprised positively, increasing at 15.9 in there’s joy | zonebourse July after a level of -4 in June, which marks an improvement in activity conditions in the Philadelphia region. In an even uncertain economic climate on the commercial front. these indicators strengthen the perspective that a wait-and-see approach to the Fed is envisaged, allowing an additional analysis time to assess the consequences of current trade policies in the United States.

In the rest of the news, corporate results publications continue to fall with Netflix featured last night, which revised upwards its turnover forecasts. I note that the agenda of companies is much less busy today but still has a few large sizes with BHP. American Express. The macro agenda is also sparse. has a single line of interest today with the confidence index of American consumers, which will allow us to resume the pulse on its state of mind.

Finally, as mentioned in the there’s joy | zonebourse introduction, I remind you that we are the third Friday of the month, day of monthly compensation. This is the date of arrival of the options, which generally causes some technical adjustments in the afternoon.

In Pacific Asia this morning, the clues opt for divergent routes. Hong Kong wins 0.70% at a time when I write these lines, the Australian ASX is towed by its mining values and increased by 1.40%. The Japanese market is less dashing with a decrease of around 0.20%. South Korea also gives in the field. The Bombay index looks gray and decreases 0.60%, handicapped by its financial values. In Europe, the pre -opening indicators suggest a continuation of the increase.

Of course, the musical reference by the title.

The economic highlights of the day

A little lighter program to finish the week. Buildings and building permits will be revealed at 2:30 there’s joy | zonebourse p.m., before consumer confidence at 4:00 p.m. The whole agenda here.

The quotes are those of the day around 7:00 am:

The main changes in recommendations

• ABB: neutral recommendation by ODDO BHF with a course of course noted from 46 to 54 CHF.
• Allfunds Group: recommendation to overlap by Morgan Stanley with a price of courses noted from 6.30 to 8 EUR.
• ArcelorMittal: neutral recommendation by Grupo Santander with a reduced course target of 31.62 to 29.25 EUR.
• Diploma: Recommendation for purchase by Berenberg with a price of courses noted from 5600 to 5750 GBX.
• DKSH Holding: Reduction recommendation by AlphaValue/Baader Europe with a reduced course target from 68.40 to 68.30 CHF.
• Easyjet: recommendation to overlap by JP Morgan with a reduced course target from 700 to 670 GBX.
• Evolution: neutral recommendation by Goldman Sachs with a price of courses noted from 860 to 920 SEK. Recommendation for purchase by NORDEA BANK with a there’s joy | zonebourse course target from 880 to 930 SEK.
• Experian: Recommendation to overlap by Morgan Stanley with a course of course raised from 4,550 to 4700 GBX.
• Ferretti: recommendation to overlap by JP Morgan with a reduced course target of 5 to 4.75 EUR.
• Flutter Entertainment: Recommendation to overlap by Barclays with a course of course noted from 226 to 261 GBP. Recommendation to overlap by Barclays with a price target noted from 293 to 350 USD.
• GSK: neutral recommendation by Goldman Sachs with a reduced course target from 1580 to 1560 GBX.
• Heineken Holding: Recommendation of outperformance by Bernstein with a reduced course target from 113 to 112 EUR.
• Jungheinrich: Recommendation for purchase by Jefferies with a reduced course target from 42 to 41 EUR.
• Klépierre: Recommendation for purchase by Berenberg with a price of courses noted from 35 to 37.50 EUR.
• Legrand: neutral recommendation by BNP Paribas Exane with a price of courses noted from 125 to 130 there’s joy | zonebourse EUR. Additionally, Recommendation to overlap by Barclays with a price of courses noted from 129 to 135 EUR.
• Logista Holdings: Surperformance recommendation by Bernstein with a price of courses noted from 31 to 32 EUR.
• Nokia: recommendation to overlap by JP Morgan with a reduced course target of 6.05 to 5.60 EUR.
• Novartis: neutral recommendation by Goldman Sachs with a reduced course target from 97 to 95 CHF.
• Ocado Group: Recommendation to undergo by Barclays with a course of course noted from 230 to 260 GBX.
• Publicis GROUP: Recommendation of outperformance by Bernstein with a reduced course target from 118 to 115 EUR. Recommendation to keep by Deutsche Bank with a reduced course target from 100 to 94 EUR. Recommendation for overlying by Morgan Stanley with a price target from 109 to 111 EUR.
• Randstad: neutral recommendation by ODDO BHF with a reduced course target from 37 to 35 EUR.
• Renault: neutral recommendation by Rothschild & Co there’s joy | zonebourse Redburn with a reduced course target from 49 to 41 EUR.
• Sonova Holding: Recommendation for purchase by AlphaValue/Baader Europe with a reduced course target from 362 to 345 CHF.
• Swatch Group: neutral recommendation by Goldman Sachs with a reduced course target from 150 to 145 CHF. Underformance recommendation by ODDO BHF with a reduced course target from 125 to 119 CHF.
• TGS: recommendation to overlap by Barclays with a reduced course target from 150 to 135 Nok.
• Vestas Wind Systems: Recommendation to overlap by JP Morgan with a price of courses noted from 126 to 161 DKK.

In France

Important ads (and less important … I specify that the information is given to

• Kering and Qatar Mayhoola are considering the sale of Valentino, according to an Italian daily.
• Sanofi finalizes the acquisition of the American group Blueprint.
• Vinci and Eiffage negotiate the assignment of axxes to the there’s joy | zonebourse Portuguese company Brisa.
• Technip Energies and Shell Catalysts & Technologies sign a global alliance agreement for carbon capture.
• Vinci signs an agreement to get hold of the German company R+S.
• ArcelorMittal will provide reinforcement steel for a rail project in Germany.
• Michelin will not appeal the decision of the European court of July 9.
• Eiffage will build the future headquarters of Frontex in Warsaw.
• Stef reveals a turnover up 7.7% in T2.
• Valeo chosen by a Chinese manufacturer for the display of a new model.
• Argan confirms its objectives for 2025 after an increase in S1 results.
• Coface announces an agreement for the acquisition of 100% of Novertur International.
• Manitou Group signs a joint venture project with Hangcha Group to make lithium batteries in France.
• They publish / published: Wallix Group, Abeo
• The main publications of the day there’s joy | zonebourse : None.

In the vast world

Important ads (and less important)

D’Europe

• The ENI carbon capture unit would be valued at nearly $ 1.2 billion as part of an agreement with BlackRock according to Bloomberg.
• The European Union puts Madrid to obstruct the BBVA OPA on Banco de Sabadell.
• SAAB goes beyond expectations and raises its forecasts for 2025 thanks to the increase in military spending.
• Vestas wins an order of 527 megawatts in the United States.
• Telia Company is launching an offer on Bredband2 I Skandinavian with a premium of 35%.
• Schindler Holding manages to improve his profit in the second quarter.
• Electrolux displays an operating profit superior to the second quarter expectations.
• Betsson published a turnover in accordance with forecasts for the second quarter.
• EQT, Omers and Phoenix Tower envisage offers for the Swiss subsidiary of there’s joy | zonebourse Cellnex Telecom according to Bloomberg.
• Danske Bank achieves net profit in the second quarter online with expectations.
• Telenor goes beyond expectations and raises its annual forecasts.
• Kone Oyj displays online performance with analysts’ forecasts in the second quarter.
• Skanska has published a turnover in accordance with expectations for the second quarter.
• Boliden records lower profits from forecasts in the second quarter.
• The MUNTER Group commands increased 22% in the second quarter.
• Sol strengthens its presence in Europe with three new acquisitions.
• The main publications of the day : Atlas CopcoSchindler Holding, Kone, Epiroc…

North America

• The Chinese trade minister meets the CEO of Nvidia in Beijing.
• Netflix’s quarterly profit jumps from 45% to more than $ 3 billion.
• A consortium led by BlackRock is close to an agreement of $ 10 billion with Saudi Aramco according to there’s joy | zonebourse Reuters.
• Meta concludes an agreement to end the trial of $ 8 billion on Facebook’s privacy violations.
• Chevron adjusts its strategy in the Permian basin and aims for $ 5 billion in annual cash flow flows.
• Union Pacific is considering the acquisition of Norfolk Southern, according to the Wall Street Journal.
• Interactive Brokers displays a net profit and turnover increasing in the second quarter.
• Amazon Proceeds with positions of posts at AWS.
• Accenture will create an IA factory for Air France-KLM with Google Cloud (Alphabet).
• The main publications of the day : American Express CompanyCharles Schwab, 3M Company…

Of Pacific Asia and elsewhere

The rest of the global publication agenda here.

Lectures