Since financial information is eaten like cakes, hot and at breakfast time, Anthony Bondane gets up at dawn to serve you at the morning meeting every morning.
Every morning, the Zonebourse team collects and summarizes key information about listed companies around the world in order to have access to the main news at the beginning of the exchange day. The content includes a section on France and a section on the main international markets, in particular US companies and companies from the main European markets (UK, Germany, Switzerland, Italy, Spain) and the Asia-Pacific region.
Publications of the main results
- Thales: Ebit margin to hit at least 10.8% this year with 2% to 6% organic growth. A dividend of €2.56 is proposed.
- Technip Energies: 2021 results up sharply. The group is turning away from new opportunities in Russia, and 23% of the order book falls on this country. Management assesses the potential financial impact as ‘holdable’.
Important (and less important) announcements
- The participation of Société Générale in Russia reached 18.6 billion euros, or 1.7% of its assets and 2.7% of net income. The Group considers itself capable of withstanding an extreme event without jeopardizing its dividend.
- Engie’s credit risk is estimated at EUR 987 million for Nord Stream 2.
- Three NGOs have sued TotalEnergies for misleading commercial practices. At the same time, the group is investing “in responsible forest management in Southeast Asia.”
- Gecina signs two leases in Boulogne-Billancourt and Neuilly.
- Vallourec signs a contract with OneSubsea to supply repair risers to Equinor’s Bacalhau field in Brazil.
- Imerys completes the sale of certain kaolin assets in North America.
- Death of Jean-Pierre Pernot, former TF1 celebrity host.
- Deinove is excited to take advantage of the AGIR program.
- Drone Volt acquires Danish Viking drone.
- Agrogénération may have to postpone the publication of its financials due to the crisis in Ukraine.
- Neovacs invests in sorting and biotechnology.
- Voluntary buyout offer for €1.22 launched by Cecurity.
- Global Bioenergies, CGG, SergeFerrari, DBV Technologies have published their reports and/or their forecasts.
In the world
Publication of results
- Deutsche Lufthansa: Annual operating loss of €2.3bn is in line with expectations and lower than the previous year (€5.5bn).
- Logitech: Fiscal Year Ended March Targets Confirmed. In the next financial year, growth should be 5%, and Ebit should be between 900 and 950 million euros.
- Merck KGaA: EBITDA in 2021 increased to 6.1 billion euros, in line with analysts’ forecasts. Profits will continue to rise strongly this year.
Important announcements (and others)
- The German automotive trade association VDA said the war in Ukraine would hit the supply of components and materials hard.
- Credit Suisse has asked investors to destroy documents related to loans given to Russian oligarchs to finance yachts and planes, reports the Financial Times.
- The second Russian bank, VTB, may close its subsidiary in Europe, as well as Sberbank.
- Apple is expected to introduce a new cheaper iPhone on March 8th.
- Google and the French daily press sign a related rights agreement.
- Amazon will close its bookstores and other stores, but will strengthen its grocery stores.
- FTSE Russell will exclude Russia from its indexes.
- Telecom Italia will split into two parts.
- Roche participates in the Alzheimer’s Prevention Program.
- MSCI will deprive Russia of the status of an emerging market.
- Asos suspends sales in Russia.
- Severstal stops exporting steel to Europe.
- Evraz and Polymetal are leaving FTSE100 to be replaced by Endeavor Mining and Howden.
- Array Technologies is postponing its annual return filing.
- Elliot will control Mercury Systems.
- German wholesaler Metro still operates in Russia and Ukraine.
- Russian billionaire Roman Abramovich will sell the Chelsea football club and donate the proceeds to the victims of the war in Ukraine.
- Major publications of the day: Broadcom, Costco Wholesale, Merck KGaA, Marvell, Universal Music Group, CRH, Thales, Best Buy, Fortum, Evonik… The whole agenda is here.