CAC 40 will try to climb higher
TREND
(Boursier.com) — The trend is green, thirty minutes after the start of the session in Paris! CAC 40 is expected in positive territory after yesterday’s slight decline (-0.09%). Only 4th down session out of 18 in early 2023. The CAC 40 remains just 300 points above its all-time session record of 7,384.86 points.
Today’s session should be livened up again with a flurry of new results, including this morning’s results from Elior, STMicroelectronics and others. LVMH will follow the exercise tonight. Technology groups from SAP and Intel are expected outside Paris.
In terms of economic statistics, investors await the afternoon and the first estimate of US GDP for the fourth quarter, which should show a slowdown in year-over-year growth.
WALL STREET
Wall Street was in consolidation mode on Tuesday after a recent rebound phase. The S&P 500 index fell 0.07% to 4,016 points, the Dow Jones index rose 0.31% to 33,733 points, and the Nasdaq lost 0.27% to 11,334 points. The trend is halting after a two-day rally in tech stocks and the close of a new quarterly streak.
ECO AND CURRENCIES
United States of America:
– Chicago Fed National Performance Index. (14:30)
– Weekly unemployment registration. (14:30)
– Durable goods orders. (14:30)
– Stocks and wholesale. (14:30)
– GDP for the fourth quarter (first preliminary estimate). (14:30)
– Sale of new houses. (16:00)
– Kansas City Fed Manufacturing Index. (17:00)
Europe:
– Unemployment rate in Spain. (09:00)
Euro/dollar parity reached $1.0910 this morning. A barrel of Brent oil is sold at $86.18. An ounce of gold is sold at 1941 dollars.
VALUES TO FOLLOW
SES-image tag Growth accelerated in the second half, reaching EUR 333.2 million with a growth rate of +51%, up 10 points compared to the first half. EEG sales particularly benefited from the impact of inflation, which pushed retailers to go digital. Overall turnover for the year increased by +46.4% to 619.1 MEUR, reaching the highest level of annual sales in the history of SES-imagotag. This strong growth was driven especially by Europe and North America.
Elior Organically up +11.7% compared to Q1 2021-2022, still benefiting from the Covid catch-up effect (Omicron), with quarterly revenue of €1,225 million. Commercial dynamism remains sustainable: the development contributes to organic growth at the level of 10 points from 11.7 points. The retention rate as of December 31, 2022 was 92.6%, excluding voluntary exits (91.5%), compared to 91.3% as of December 31, 2021.
STMicroelectronics discloses financial results for
fourth quarter and fiscal 2022. For the fourth quarter of 2022, net income was $4.42 billion, gross margin was 47.5 percent, operating margin was 29.1 percent, and net income was $1.25 billion, or $1.32 per diluted share. In fiscal 2022, net income was $16.13 billion, gross margin was 47.3%, operating margin was 27.5%, and net income was $3.96 billion.
getlink It posted a historic turnaround in 2022 following the resumption of travel between France and the UK and the launch of ElecLink, which enables the exchange of electricity between the two countries. The Channel Tunnel operator posted consolidated revenue of €1.606 billion last year, up 107% at constant exchange rates. During the period from October to December, the turnover even increased by 152% year-on-year and reached 562.70 million euros.
World Houses: Group 4Q 2022 GMV +2% vs 4Q 2021 (+7% vs 4Q 2019) Total 389, including 37 ME for Marketplace GMV, 1 million euros in revenue. . Group sales decreased by -3% compared to Q4 2021 to 358 ME (-2% compared to Q4 2019).
Aramis As of December 31, 2022, it reports Revenue for the first quarter of the fiscal year ended September 30, 2023, up 10.8% on a reported basis and 2% on a historical basis, excluding acquisitions acquired at the end of 2022. It is 439.3 million euros, increasing by 5%. in Austria and Italy.
LATEST EARNINGS/RESULTS BROADCAST FROM…
GenSight Biologics, Omer-Decugis, Algreen, Sword Group, Highco, Voltalia, Visiativ, Aubay, GEA, Bio-UV, Invibes, Groupe Crit, Soitec, Infotel, Visiomed
LATEST “RECOS” FROM ANALYSTS…
– Berenberg improvements Valeo Between 22 and 24 euros (“purchase”).
– Berenberg regulates vision Forvia 26 to 24 euros (‘purchase’).
– Greensome Finance cuts the target Invibes From €18.7 to €9.43 (“buy”).
– Raises the slider for Investment Securities Alstom From €30.7 to €32.
– Invest in revaluation of Securities Visitive From 28 euros to 34 euros (“purchase”).
MARKET INFORMATION
Pharnext: 1 ME’s new bond issue
Navya: opening of admission procedure
SHORT
i2S Finalizes acquisition of TWIGA
Lyfe : 9.8 GW of commercial pipeline by the end of 2022
Sanofi : efanesoctocog alpha has reached its primary endpoint
EDF : Finalizes the sale of its stake in the CCGT plant in Sloe, the Netherlands
Excellent It is withdrawn from Russia
