Sanofi, Technip Energies, Elis, Seb, EuroAPI, UBS, Unicredit, Samsung…




Anthony Bondain rises early every morning to bring you the Morning Meeting, as financial information is consumed over pastries, hot and breakfast time.
A financial journalist and stockbroker for more than twenty years, an inimitable editor and a phlegmatic leader, he is the editor-in-chief of ZoneBourse.

Every morning, the Zonebourse team collects and summarizes key information on listed companies around the world to provide access to key news at the start of the trading day. Content covers France, the other major international markets, particularly American companies, and divisions in major European markets (UK, Germany, Switzerland, Italy, Spain) and the Asia-Pacific region.


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

  • Alice: Organic growth should still reach 10% this year after strong growth in 2022.
  • Seb: Turnover in 2022 is down slightly to 1.2%, but margin is at the top of the 7-7.5% range.

Important (and less important) announcements

  • Sanofi plans to cut jobs at two factories in India.
  • Orange announces the appointment of Jean-François Flaker as CEO of Orange France.
  • Technip Energies has won the FEED contract for the world’s largest low-carbon hydrogen project for Exxon Mobil.
  • Euroapi is gradually resuming production in Budapest.
  • Caisse des dépôts will take control of Orpea.
  • NFL Biosciences is raising €3.05 million at €2.33 per share.
  • Valbiotis reports positive results for Totum 854 against high blood pressure.
  • They have also published / are on the agenda: Kaufman, Wavestone, Lumibird, NHOA, Riber, Biophytis, AMA Corporation, Lexibook, Obiz, Graines Voltz…

In the world

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

  • Hapag-Lloyd: 2022 Ebit increased by 7.4% to 18.5 billion euros.
  • Pets at home: The British increase their prospects for annual profits.
  • Samsung Electronics: The Korean giant’s 4th quarter profit is below expectations. The group plans similar chip investments until 2022.
  • Stora Enso: despite a more complicated year-end, the group posts its best results in 22 years.
  • UBS: Q4 profit rises 23% and beats estimates.
  • Unicredit: raises dividend payout target by 40% after record profits.

Important (and less important) announcements

  • Ford Motor is cutting prices and ramping up production of the Mustang Mach-E following the discounts announced by Tesla.
  • Leoni’s CEO holds the same position at AMS-Osram.
  • Boeing will increase production of the 737 MAX at the American factory in 2024. The manufacturer wins a $2.3 billion contract to deliver in-flight refueling aircraft to the US Air Force.
  • BYD predicts a five-fold increase in profits in 2022.
  • According to Bloomberg, Vedanta is abandoning plans to sell its copper smelter in India.
  • Rheinmetall and General Motors will win a major order for US military trucks.
  • Nike Sues Lululemon for Patent Infringement on Shoes
  • Bed Bath & Beyond should not be able to avoid bankruptcy this week, according to several sources.
  • MFE-MediaForEurope announces the merger with its subsidiary Mediaset España.
  • Logitech has appointed a new CFO.
  • Webuild signs €208 million contract for works in Sicily.
  • Roche partners with Jana Care America for home blood tests.
  • GSK buys 11% of Wave Life Sciences for $50 million.
  • Key publications of the day: Exxon Mobil, Samsung Electronics, Pfizer, McDonald’s, United Parcel Service, Amgen, Vale, Canadian Pacific Railway, UBS, Epiroc, Vantage Towers, Stora Enso… Full agenda here.

Readings 2023

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