Postes
7Nissan
$7201 (+10,41 %) has announced, 9.000 jobs and 20 of its global production capacity to reduce costs amounting to 2,6 billion dollars.
The company has also reduced its profit forecast for the year by 70 % to only 975 million dollars, which is already the second adjustment to the forecast this year.
Summary Earnings, 07.11.
$MUV2 (-2,42 %)
| Munich Re Q3 24 Earnings
EPS EU7.02 (est EU6.67)
Sees FY Insurance Rev. About EU61B, Saw About EU59B
Sees FY Profit Above EU5B, Saw EU5B
$RHM (+1,29 %) | Rheinmetall AG Q3 24 Earnings
Sales EU2.45B (est EU2.42B)
Still Sees FY Sales About EU10B (est EU9.99B)
Sees FY Operating Margin At Upper End Of Guidance
Nissan Motor Q2 2024 Earnings $7201 (+10,41 %)
Q2 Operating Income 31.91B Yen (est 65.25B Yen)
Q2 Net Loss 9.34B Yen (est Profit 49.07B Yen)
Sees FY Oper Income 150.00B Yen, Saw 500.00B Yen
To Cut 9,000 Jobs Globally
To Reduce Global Production Capacity By 20%
To Sell Back Up To 10.02% Of Mitsubishi Motors Shares
Air France KLM Q3 24 Earnings $AF
EBITDA EU1.90B (est EU1.9B)
Rev EU8.98B (est EU8.88B)
Net Income EU780M (est EU874.3M)
Sees FY Capex EU3B, Saw Below EU3B
$TEF (-1,34 %) | Telefonica Q3 24 Earnings
REV. EU10.02B (est EU10B)
Adj. EBITDA EU3.26B (est EU3.26B)
Net Income EU10M (est EU357M)
To Book €314 Million Non-Cash Impairment For Peru
ArcelorMittal Q3 24 Earnings: $MT (-3,39 %)
- Sales $15.20B (est $15.23B)
- EBITDA $1.58B (est $1.47B)
- Still Sees FY CAPEX $4.5B To $5.0B
- Markets Conditions Are 'Unsustainable'
- Positive On Medium/Long Term Outlook
Daimler Truck Holdings Q3 24 Earnings: $DTG (-0,12 %)
- Rev EU13.14B (est EU12.98B)
- Adj EBIT EU1.19B (est EU1.13B)
- Still Sees FY Rev EU53B To EU55B (est EU53.45B)
Adyen disappoints with lower than expected sales growth and loses 13% on the stock market. $ADYEN (-1,86 %)
Lanxess-shares rise by 4.4% to 26.80 euros after a positive quarterly report, having previously fallen by 13%. The operating margin exceeds expectations, although prices weaken. $LXS (-4,42 %)
National Grid increased its adjusted operating profit by 14% to 2 billion pounds in the first half of the financial year and expects an increase of around 10% for the year as a whole. Higher fees in New York and higher revenues in the UK are supporting growth. $NG. (+0 %)
AMS-Osram increased its profitability in the third quarter despite a decline in sales, but expects business development to be subdued in the fourth quarter and early 2025. To ensure profitability, the company plans further cost reductions of 225 million euros by the end of 2026. $AMS
Suess Microtec is more optimistic after a strong third quarter and now expects to achieve its annual targets in the upper half of the forecast range. Sales are expected to reach 380 to 410 million euros, with an EBIT margin of 14 to 16 percent. $SMHN (+1,66 %)
The investment company Mutares slips into the red operationally in the third quarter with an adjusted EBITDA loss of EUR 16.5 million. However, sales increased by 14% to 3.9 billion euros. $MUX (-3,44 %)
Delivery Hero expects a free cash flow of EUR 50 to 100 million for 2024 and anticipates GMV growth at the upper end of the forecast of 7 to 9 percent. However, the Group expects adjusted EBITDA to be at the lower end of the range of EUR 725 to 775 million. $DHE
Deutz recorded an 80% drop in profits to EUR 7.2 million in the third quarter and slipped into the red with a bottom line of EUR 2 million. Turnover falls by 14.9% to 430.4 million euros due to a slump in demand. $DEZ (-2,91 %)
Compugroup Medical records a decline in EBITDA in the third quarter
EBITDA fell by 12% to 54.9 million euros in the third quarter, but slightly exceeded
analysts' expectations slightly. Turnover falls by 1% to 283.4 million euros
euros, and the company confirms its reduced forecast for 2024. $COP (-3,73 %)
Alzchem reports a jump in profits for the first nine months with
a 36% increase in EBITDA to EUR 76.8 million and increases the EBITDA margin to
EBITDA margin to 18.5 %. The Group is sticking to its profit target for 2024
but is aiming for the lower end of the sales forecast due to the discontinuation of low-margin
the lower end of the sales forecast. $ACT (-0,74 %)
Nordex is raising its forecast for the EBITDA margin for 2024 and
now expects it to be closer to the upper end of the range of three to four
percent. In the first nine months of the year, the company recorded
an increase in revenue of 14 percent to EUR 5.1 billion and an improved
improved EBITDA margin of 3.7 percent. $NDX1 (-4,24 %)
Nemetschek recorded an increase in revenue in the third quarter thanks to the
thanks to the GoCanvas acquisition, Nemetschek recorded a 15.1% increase in revenues to 253 million euros,
however, earnings remained slightly below expectations. The
The operating costs of the acquisition put pressure on profits, so that EBITDA
increases by 6.7 %. $NEM (-0,68 %)
Rational increases earnings before interest and taxes in the third quarter
taxes by 18% to just under 78 million euros, exceeding analysts'
analysts' expectations, while sales revenues grew by 8% to 294 million
euros. The company confirms its forecast for the year. $RAA (+0,45 %)
Nissan
$7201 (+10,41 %) has announced that starting this quarter (Q4 2024) their electric vehicles will officially have access to over 18,000 Tesla Superchargers in North America.
This will significantly improve the charging experience for all Nissan electric vehicle owners.
As every Sunday, the most important news from the past week, as well as the most important dates for the coming week.
Also as a video:
https://youtube.com/shorts/uWLmaUmA94I?si=Nvgan1ND1bTBDfNJ
Sunday:
Joe Biden resigns and names Kamala Harris as possible successor. Trump has already made a statement. We are curious to see what the markets will do tomorrow. The election campaign in the US seems to be starting all over again.
Monday:
The battery manufacturer $VAR1 (-8,19 %) Varta is restructuring at the expense of its shareholders. In addition, Porsche and Michael Tojner secure pre-emptive rights for the issue of new shares. As a result of the StaRUG proceedings, small shareholders at Varta in particular are left empty-handed.
https://www.handelsblatt.com/meinung/kommentare/varta-gau-fuer-kleinaktionaere/100054586.html
Tuesday:
$P911 (-1,04 %) Porsche corrects its forecast. Turnover is expected to be lower than planned and the margin is also likely to fall. This is probably due to flooding at a European supplier.
Also $ST5 (-2,41 %) Steico also fell significantly. Although turnover and profit increased, the share price fell. The reason is a cautious outlook.
Wednesday:
Profit at $TSLA (-6,59 %) Tesla falls for the second quarter in a row, Tesla has clearly missed expectations with its figures. Car sales fell by seven percent to 19.9 billion USD. Total sales increased slightly thanks to the strong storage business.
$RHM (+1,29 %) Rheinmetall doubled its profit and was even able to exceed expectations. The armaments group is benefiting from numerous orders from the German armed forces. Sales increased by 49% to 2.2 billion euros in the second quarter. Profit doubled to 271 million euros. Rheinmetall is undoubtedly one of the winners of the Ukraine war.
The Purchasing Managers' Index for Germany 🇩🇪 and the USA are disappointing. The value for Germany fell below 50, and the same applies to industry in the USA. The index thus signals a recession. In the USA, at least the service sector remains above the 50 mark.
https://finanzmarktwelt.de/einkaufsmangerindex-juli-316954/?amp
Thursday:
Yesterday, the building materials group $STO3 (-0,08 %) Sto reported disappointing figures. Earnings will probably be halved and the targets for 2024 and 2027 have been canceled.
There was also weak news from the automotive industry. $7201 (+10,41 %) Nissan's profit collapses by 99%. Opel parent company Stellantnis reports a 40% drop in profits.
Things are also going badly in the luxury goods industry. Gucci's sales shrank by 19%, putting pressure on the profits of its parent company $KER (-5,75 %) Kering.
Even consumer goods giant $NESN (-1,69 %) Nestlé disappointed with a lowered forecast. Turnover fell by 2.7%, partly due to currency effects.
Even in Poland 🇵🇱, which is otherwise economically spoiled, the supermarket chain $DNP (+3,49 %) Dino Polska has to report poor figures. Among other things, profits fell by 28% compared to the previous year.
The situation was different in the pharmaceutical sector. $SAN (-0,54 %) Sanofi exceeded analysts' expectations in terms of profit and was able to increase its turnover by 8 %. Also $AZN (+0,29 %) Astrazeneca also raised its annual targets. Sales increased by 15 %. However, profits fell slightly due to exchange rate effects.
Good economic data from the USA 🇺🇸. GDP growth in the second quarter was probably significantly stronger than expected (2.8 % annualized, expected: 2.0 %). In addition, inflation is unlikely to exceed expectations.
Friday:
$MBG (-0,93 %) Mercedes is able to slightly improve its return on sales again. In addition, there was no profit warning, which many had expected.
BASF $BAS (-3,65 %) BASF does not have to lower its forecast, but continues to struggle with rather weak figures. Sales fell by 7%, while adjusted profits of 2 billion euros in the second quarter were roughly at the previous year's level.
Inflation in Japan 🇯🇵 was above expectations. Real interest rate hikes may still have to be made there after all. However, even the price increases for core consumer prices in the capital Tokyo are barely above the BoJ's 2% target.
The German pharmaceutical group $MRK (-0,69 %) Merck also delivered strong figures and raised its forecast slightly. Instead of sales of 20.6 - 22.1 billion euros, the range was raised to 20.7 - 22.1 billion euros. Sales stagnated in the second quarter. The reason for the forecast increase is good figures for the cancer drug Xevinapant.
Most important dates in the coming week:
Tuesday: 14:00 Inflation data (Germany)
Wednesday: 05:00 Interest rate decision (BoJ)
Thursday: 13:00 Interest rate decision (BoE)
Former Nissan CEO Carlos Ghosn has filed a lawsuit against the Japanese car company, seeking $1 billion in damages. Ghosn, who was charged with violating stock market regulations and then fled to Lebanon, claims his reputation and finances have been damaged by the scandal surrounding him. The lawsuit was filed in a Beirut court several weeks ago. Ghosn denies the allegations against him in Japan and claims to be the victim of a conspiracy to prevent closer ties between Nissan and Renault. So far, the lawsuit has had no real impact on the company's $7201 (+10,41 %) Share.
What are your thoughts on Carlos Ghosn's lawsuit against Nissan and his demand for $1 billion in damages?
𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️
𝗜𝗣𝗢𝘀 🔔
Sono Motors - L'entreprise veut accélérer l'industrie automobile alimentée par l'énergie solaire. Leur voiture solaire-électrique Sion compte déjà 16 000 précommandes. Le début de la production des véhicules est prévu pour le premier semestre 2023. Jusqu'à présent, l'entreprise a enregistré une perte de 108,8 millions de dollars, mais cela devrait changer avec le début des livraisons.
Lors de son entrée en bourse, Sono Motors prévoit d'émettre 10 millions d'actions à un prix de 14 à 16 dollars.
𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅
Date ex-dividende: American Electric Power ( $AEP (-1,13 %) ), American Water ( $AWC (-1,44 %) ), Dover Motorsports ( $DVD ), Diamondback Energy ( $7DB (+1,18 %) ), Greenbrier Companies ( $G90 (+0,81 %) ), IBM ( $IBM (-0,98 %) ), Matson ( $68M (-1,28 %) ), Matador Resources ( $7MR (+0,46 %) ), Olin Corporation ( $OLN (-1,96 %) ), PPG Industries ( $PPQ (-2,92 %) ), Rollins ( $RLS (+0,64 %) ), Silicon Motion ( $S9M (-1,03 %) ), Tempur Sealy International ( $TPD (+0 %) ), WestRock ( $1WR ) et West Pharmaceutical Services ( $WPS (+0,34 %) ).
𝗖𝗵𝗶𝗳𝗳𝗿𝗲𝘀 𝘁𝗿𝗶𝗺𝗲𝘀𝘁𝗿𝗶𝗲𝗹𝘀 📈
Aujourd’hui 1&1 ( $DRI (-7,41 %) ), About You ( $YOU (-3,61 %) ), Alcon ( $2U3 (-6,47 %) ), Associated British Foods ( $ASBFY ), Bakkafrost ( $6BF (+0,36 %) ), Bayer ( $BAYN (-13,03 %) ), DeNA ( $D2N (-7,89 %) ), Fraport ( $FRA (-0,91 %) ), Gilat Satellite Networks ( $GSA (+0 %) ), Kirin Holdings Company ( $KNBWY ), Manz AG ( $M5Z (-6,27 %) ), Medios AG ( $ILM1 (-4,05 %) ), Münchener Rück ( $MUV2 (-2,42 %) ), Nissan ( $NISA (+10,41 %) ), OVB Holding ( $O4B (-0,25 %) ), Porsche ( $PAH3 (-0,3 %) ), Schaeffler ( $SHA ), Swiss Life ( $SLW1 (-1,8 %) ), United Internet ( $UTDI (-16,42 %) ) et Wienerberger ( $WIB (-3,79 %) ) présentent leurs chiffres.
𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️
Ceconomy ( $CEC1 ) - Le groupe veut expandre avec ses marques Media Markt et Saturn et ouvrir 35 grands magasins. Le PDG du groupe, M. Wildberger, poursuit l'objectif de devenir la première plateforme omnicanale qui combine le commerce électronique et la vente au détail en magasin. Ce faisant, il veut même concurrencer Amazon ( $AMZ (+1,9 %) ). Pendant Corona, Ceconomy a déjà pu améliorer sensiblement la logistique et ainsi raccourcir les délais de livraison.
Les magasins vont devenir plus petits et davantage de "smart shops" de 600 à 800 mètres carrés vont être construits dans les centres-villes, car 33 % du chiffre d'affaires total est déjà imputable au commerce en ligne.
Bayer ( $BAYN (-13,03 %) ) - Bayer a été soutenu par une forte demande de semences et de produits de protection des cultures ainsi que de médicaments en vente libre au cours du dernier trimestre. L'action Bayer a récemment augmenté de 2,16 % pour atteindre 51,09 euros. Il y aura également un changement à la tête de la division Crop Science. Rodrigo Santos succède à Liam Condon, qui a mis fin à son contrat de manière anticipée, au poste de directeur de l'exploitation. Au troisième trimestre, Bayer a pu augmenter les ventes de l'ensemble du groupe de près de 15 % par rapport à l'année précédente, pour atteindre 9,8 milliards d'euros. Au total, l'entreprise a réalisé un bénéfice de 85 millions d'euros. Le bénéfice a été déprimé par les coûts élevés des mesures de restructuration.
Elon Musk - Le fondateur de Tesla ( $TL0 (-6,59 %) ), a laissé ses fans voter sur Twitter pour savoir s'il devait vendre dix pour cent de ses actions Tesla. Plus récemment, il a été appelé à payer plus d'impôts pour aider à résoudre les problèmes de la famine. Sur un peu plus de 3,5 millions d'utilisateurs, 58 % ont voté en faveur d'une vente. Cela signifie que le bloc d'actions à vendre vaudrait actuellement environ 20 milliards de dollars américains. Sur la base de ce vote, le cours de l'action Tesla s'est effondré de 8,47 % pour atteindre 965,66 euros.
Gazprom ( $SCF ) - Après plusieurs mois de crise énergétique et de hausse des prix, la compagnie gazière russe fournit à nouveau du gaz à l'Allemagne et à l'Autriche sous la pression de Poutine. La vice-présidente de Gazprom a également déclaré que la Russie n'avait aucun intérêt à ce que les prix du gaz soient aussi élevés, car cela accélérerait la transition vers les énergies renouvelables en Europe.
𝗖𝗿𝘆𝗽𝘁𝗼 💎
La ruée vers l'or du marché des crypto-monnaies - La nuit dernière, les deux principales crypto-monnaies Bitcoin ( $BTC-EUR (-0,65 %) ) et Ethereum ( $ETH-USD (-1,01 %) ) ont pu atteindre de nouveaux sommets historiques. Le bitcoin a pu établir la marque maintenant à 68 642,00 $ avec une augmentation quotidienne de près de 5%. Cela porte sa capitalisation boursière à 1,28 trillion de dollars, le bitcoin parvenant à laisser Tesla ( $TL0 (-6,59 %) ) derrière lui. L'Ethereum a suivi le Bitcoin et a également atteint un nouveau sommet historique de 4 857,25 $. Des succès comme ceux-ci ont été évidents sur le marché ces dernières semaines. Par exemple, Cardano ( $ADA-USD (-2,81 %) ), le concurrent de l'Ethereum, a gagné 12 % en une nuit, et Litecoin ( $LTC-EUR (-1,55 %) ), qui avait longtemps fait du surplace, a augmenté de 20,3 % en une journée. Cette très forte performance, qui s'observe dans toutes les crypto-monnaies, a conduit la capitalisation boursière totale de toutes les crypto-monnaies à franchir pour la première fois la barre des 3 000 milliards de dollars américains.
Shiba Inu- Le co-fondateur et créateur de Dogecoin, l'origine de toutes les
“meme coins” a explicitement pris ses distances avec Shiba Inu dimanche dernier. Il a également souligné qu'il n'était pas lui-même détenteur de la pièce de monnaie. Avant cela, diverses théories ont circulé selon lesquelles il pourrait être impliqué dans le projet.
🤜🏼🤜🏼🤜🏼 @MarketNewsUpdate
𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️
𝗦𝗼𝗹𝗮𝗿-𝗔𝘂𝘁𝗼 / 𝗔𝗺𝗮𝘇𝗼𝗻𝘀 𝗻𝗲𝘂𝗲𝗿 𝗞𝗼𝗻𝗸𝘂𝗿𝗿𝗲𝗻𝘁 / 𝗕𝗮𝘆𝗲𝗿𝘀 𝗕𝗹𝗶𝗰𝗸 𝗮𝘂𝗳 𝗚𝗲𝘄𝗶𝗻𝗻 / 𝗞𝗿𝘆𝗽𝘁𝗼𝗺𝗮𝗿𝗸𝘁 𝗶𝗺 𝗚𝗼𝗹𝗱𝗿𝗮𝘂𝘀𝗰𝗵
𝗜𝗣𝗢𝘀 🔔
Sono Motors - The company aims to accelerate the solar-powered automotive industry. Their Sion solar-electric car already has 16 thousand pre-orders. Production of the vehicles is expected to start in the first half of 2023. So far, the company has made a loss of $108.8 million, but this is expected to change as deliveries begin.
In going public, Sono Motors plans to issue 10 million shares at a price of $14 to $16.
𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅
As of today, among others, American Electric Power ($AEP (-1,13 %)), American Water ($AWC (-1,44 %)), Dover Motorsports ($DVD), Diamondback Energy ($7DB (+1,18 %)), Greenbrier Companies ($G90 (+0,81 %)), IBM ($IBM (-0,98 %)), Matson ($68M (-1,28 %)), Matador Resources ($7MR (+0,46 %)), Olin Corporation ($OLN (-1,96 %)), PPG Industries ($PPQ (-2,92 %)), Rollins ($RLS (+0,64 %)), Silicon Motion ($S9M (-1,03 %)), Tempur Sealy International ($TPD (+0 %)), WestRock ($1WR) and West Pharmaceutical Services ($WPS (+0,34 %)) traded ex-dividend.
𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻 📈
Today, among others, 1&1 ($DRI (-7,41 %)), About You ($YOU (-3,61 %)), Alcon ($2U3 (-6,47 %)), Associated British Foods ($ASBFY), Bakkafrost ($6BF (+0,36 %)), Bayer ($BAYN (-13,03 %)), DeNA ($D2N (-7,89 %)), Fraport ($FRA (-0,91 %)), Gilat Satellite Networks ($GSA (+0 %)), Kirin Holdings Company ($KNBWY), Manz AG ($M5Z (-6,27 %)), Medios AG ($ILM1 (-4,05 %)), Munich Re ($MUV2 (-2,42 %)), Nissan ($NISA (+10,41 %)), OVB Holding ($O4B (-0,25 %)), Porsche ($PAH3 (-0,3 %)), Schaeffler ($SHA), Schloss Wachenheim AG ($SWA (-1 %)), Swiss Life ($SLW1 (-1,8 %)), United Internet ($UTDI (-16,42 %)) and Wienerberger ($WIB (-3,79 %)) presented their figures.
𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️
Ceconomy ($CEC (-1,51 %)) - The Group plans to expand with its Mediamarkt and Saturn brands and open 35 large stores. Group CEO Wildberger is pursuing the goal of becoming the leading omnichannel platform, combining e-commerce and bricks-and-mortar retail. In doing so, he even wants to compete with Amazon ($AMZ (+1,9 %)) to compete. During Corona, Ceconomy was already able to significantly improve logistics and thus shorten delivery times.
The stores are to become smaller and more "smart stores" with 600 to 800 square meters are to be built in the city centers, as 33% of total sales are already attributable to online retailing.
Bayer ($BAYN (-13,03 %)) - tailwinds provided Bayer with high demand for seeds and crop protection products as well as over-the-counter medicines in the past quarter. Bayer shares recently rose 2.16 percent to 51.09 euros. There will also be a change at the top of the Crop Science division. Rodrigo Santos will take over as COO from Liam Condon, who terminated his contract early. Bayer increased Group-wide sales in the third quarter by nearly 15 percent year-on-year to 9.8 billion euros. The Group posted a total profit of 85 million euros. Profits were depressed by high costs for restructuring measures.
𝗖𝗿𝘆𝗽𝘁𝗼 💎
Crypto market in gold rush - Last night, the two leading cryptocurrencies Bitcoin ($BTC-EUR (-0,65 %)) and Ethereum ($ETH-USD (-1,01 %)) reached new all-time highs. Bitcoin was able to set the mark now at $68,642.00 with a daily increase of almost 5%. This puts its market capitalization at $1.28 trillion, which means bitcoin managed to outpace Tesla ($TL0 (-6,59 %)) behind it. Ethereum followed Bitcoin's lead and also set a new all-time high of $4,857.25. Successes like these have been evident across the market in recent weeks. For example, Ethereum competitor Cardano ($ADA-USD (-2,81 %)) gained 12% overnight, or even Litecoin ($LTC-EUR (-1,55 %)) was able to grow by 20.3% in one day. This very strong performance, which can be seen across all cryptocurrencies, led to the total market capitalization of all cryptocurrencies breaking through the 3 trillion US dollar barrier for the first time.
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