BNP Paribas, Orange, Dassault Systemes, Publicis, Neoen, Casino, ABB, Meta…

BNP Paribas, Orange, Dassault Systemes, Publicis, Neoen, Casino, ABB, Meta…

Chief Editor


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Because financial information is consumed like pastries, hot and at breakfast time, Anthony Bondain gets up at dawn to serve you the Morning Meeting every morning.
A financial journalist and stockbroker for more than two decades, an inimitable editorialist and phlegmatic leader, he is editor-in-chief of ZoneBourse.

Every morning, the Zonebourse team collects and summarizes key information concerning listed companies around the world, to have access to 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)

  • Dassault Systèmes: Revenue growth will be around 5% in 2023. Q4 revenue was above expectations.
  • Neoen: revises its EBITDA upwards for 2022.
  • Publicis: the advertiser exceeds expectations in 2022 and aims for a more moderate increase in revenue in 2023.

Important (and less important) announcements

  • BNP Paribas, Société Générale and Crédit Agricole are considering a takeover of Orange Bank (Orange).
  • BNP Paribas completes the sale of Bank Of West to BMO.
  • TotalEnergies will increase salaries more than expected to take inflation into account.
  • Airbus has sealed an amicable agreement with Qatar Airways to end their dispute over the A350s.
  • Thales will design an air defense system to help protect Ukraine.
  • Societe Generale cancels 41.7 million of its own shares.
  • Safran is launching solar energy production at 17 of its French sites.
  • Casino confirmed on Wednesday that it had engaged in exploratory discussions with Teract on a possible merger of the distribution activities of the two groups in France.
  • Eiffage Energy Systems will produce with Gen-Hy electrolysers for green hydrogen.
  • Quadient launches the postage meter in the United States, for small businesses and working from home.
  • Metabolic Explorer will raise €8 million via a capital increase of €1.13 with preferential subscription rights maintained.
  • Witbe strengthens its presence in Asia-Pacific.
  • Vergnet increases its activity in Wallis & Futuna.
  • Biosynex holds 71% of Theradiag.
  • Biophytis announces the positive final results of its phase II/III COVA study with Sarconeos in severe forms of Covid.
  • They have also published / they are on the agenda: Antin, Synergie, Cafom, Bassac, Bonduelle, Ober, Netgem, Groupe Berkem, Altur, Sogeclair…

In the world

Company results (comments are given on the spot and do not prejudge the evolution of securities)

  • ABB: new orders fell in the fourth quarter.
  • Banco Santander: Q4 net profit rises to €2.3bn.
  • Deutsche Bank: Q4 net profit is a bit short compared to expectations. Revenues for the current year should be between €28 and €29 billion.
  • Infineon: the segment margin should come out in fiscal Q2 around 25%, against 23.5% initially projected.
  • ING Groep: Q4 net profit stands at €1.1bn, slightly above the consensus.
  • Meta Platforms: the title gained 20% off session after the publication of its quarterly and the announcement of a large share buyback.
  • Nordea: Q4 net profit reaches €1.64bn.
  • Roche Holding: 2023 growth should slow down.
  • Shell: the major makes a record annual profit of $40 billion.
  • Siemens Healthineers: The group reports a 28% drop in Q4 operating profit due to lower sales of Covid tests and delays at a supplier to its Varian business.
  • Sony: annual operating profit should be slightly higher than expected.

Important (and less important) announcements

  • Adani Enterprises cancels its capital increase.
  • FedEx will lay off more than 10% of its officers and directors.
  • KKR is reportedly close to filing an informal offer for Telecom Italia fixed networks, according to Reuters.
  • Sony will promote chief financial officer Hiroki Totoki to president and COO.
  • Trading of several Adani securities suspended after their plunge.
  • Honda will start producing a new hydrogen fuel cell system jointly developed with General Motors.
  • Boeing wins a contract to equip ballistic missiles.
  • Swatch is proposing a dividend of CHF 6 per share (CHF 1.20 per registered).
  • Main publications of the day: Apple, Alphabet, Amazon, Eli Lilly, Roche, Merck & Co, Costco, Shell, Sony, Qualcomm, Estée Lauder, ABB, Dassault Systèmes, ING Groep, Infineon, Nordea, Deutsche Bank… The whole agenda here.

Conferences 2023

#BNP #Paribas #Orange #Dassault #Systemes #Publicis #Neoen #Casino #ABB #Meta..

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