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July 28 (Reuters) – Stocks to watch on Thursday in the Paris Bourse and in Europe:
* TOTAL ENERGY TTEF.PA announced a new share buyback program on Thursday after recording a jump in its results in the second quarter of 2022, once again boosted by the sharp increase in the price of hydrocarbons against backdrop of the war in Ukraine.
➦ TotalEnergies-New share buybacks after the jump in results
* STELLANTIS STLA.PA announced new record results on Thursday, the margins achieved by its Jeep, Fiat and Peugeot electrified vehicles that did well in an “extremely difficult” context .
➦ Stellantis-New record results in H1 despite a difficult environment
* ARCELORMITTAL on Thursday posted a higher-than-expected profit for the second quarter, thanks to a sharp increase in prices, and the acquisition of 2.2 billion dollars in Brazilian competitor CSP.
* UNIBAIL-RODAMCO-WESTFIELD URW.AS on Thursday raised its forecast for adjusted recurring earnings per share for 2022, citing an operational recovery in a difficult macro-environment.
*SANOFI SASY.PA on Thursday raised the annual profit forecast for its activities, the strong growth in sales of its flagship drug, Dupixent, confirmed.
➦ Sanofi raises 2022 profit forecast due to Dupixent success
* SAFFRON SAF.PA reported higher first-half profit and raised some of its full-year targets as spare parts sales supported activity.
➦ Safran posts rise in half-year profit despite supply chain difficulties
* ORANGE ORAN.PA on Thursday reported a slight increase in its second quarter benchmark operating profit of 0.5% year-on-year as strong growth in the Africa/Middle East division offset a lower activity in France and Spain.
➦ Orange-Q2 results driven by Africa/Middle East
* LIQUID AIR AIRP.PA published a group turnover of 31% to 14.21 billion euros and a net profit share of the group of 1.31 billion euros in the first half.
* STMICROELECTRONICS STM.PA reported net income of $3.84 billion in the second quarter.
➦ STMicroelectronics posts operating income up to $1.0bn in Q2
*CASINO CASP.PA reported on Thursday a rapid growth in its sales in the second quarter and announced that it has returned to sales growth in France for all its brands, its main market. The group also announced an agreement with the Ardian fund for the sale of a majority stake in GreenYellow, its renewable energies subsidiary, a new action in the asset disposal plan intended to lighten its balance sheet.
➦ Casino-Agreement for disposal of majority stake in GreenYellow, facilitating sales in Q2
➦ Casino sales in H1, renewed growth in France
* TECHNIP ENERGY TE.PA reported adjusted revenue of 3.24 billion euros in the first half and net income of 100.3 million euros.
* AIRBUS AIR.PA on Wednesday lowered its 2022 aircraft delivery target and scaled back its production ramp-up schedule, while maintaining key financial targets, as supply chain issues weighed on the second trimester. .
➦ Airbus lowered its delivery target for 2022
* KERING PRTP.PA – The income of Gucci, the flagship brand of the French luxury group Kering, rose just 4% in the second quarter, the group announced on Wednesday, as a new round of lockdowns of China’s income burden.
➦ Kering-China weighs in on Gucci’s Q2 sales growth
* TELEPERFORMANCE TEPRF.PA confirmed 2022 organic growth and operating margin targets after posting 5.5% organic revenue growth in the first half.
* SOLVAY raised its full-year forecast on Thursday after beating market expectations for second-quarter earnings, helped by strong demand in its core markets and rising prices that helped offset rising raw material costs, logistics and energy.
* IPSEN IPN.PA on Thursday raised its full-year growth forecast for total sales and the operating margin of the business after good financial results in the first half.
* REXEL RXL.PA confirmed its guidance for 2022 after improving second quarter results.
* SAN GOBAIN SGOB.PA announced higher first-half results on Wednesday and confirmed its guidance for the year, despite the pandemic, supply chain disruption and inflation.
➦ Saint-Gobain posts record operating profit, confident of being able to offset inflation
* SCHNEIDER ELECTRIC SCHN.PA reported a turnover of 10.1% in organic data of 16.08 billion euros and a net income of 1.8 billion.
* EDF EDF.PA published on Thursday a net loss of 5.3 billion euros for the first half, marked mainly by a very low availability of the French nuclear fleet, and revised upwards the estimate of impact of reduced production in its annual accounts.
➦ EDF: heavy losses in H1, the impact of the lack of production worsens
* SCORE SCOR.PA posted a loss in the second quarter as the impact of Russia’s invasion of Ukraine and a drought in Brazil weighed on its results.
* BUREAU VERITAS BVI.PA confirmed its 2022 outlook after improving first-half results.
* CROSSROADS CARR.PA said it is confident for the second half of the year on Wednesday, after recording an increase in its results during the first six months of the year and raising the cost reduction target for 2022 amid a economic acceleration. inflation.
➦ Carrefour raises cost reduction target, confident for H2
*ELIS ELIS.PA published a record first-half revenue of 1.78 billion euros (+ 26.6% in organic data) and raised its annual targets for most financial aggregates.
*ERAMET ERMT.PA – The group announced in the first half a gross operating surplus (Ebitda) multiplied by three to 982 million euros and a share of the group’s net result of 677 million.
*JCDECAUX JCDX.PA reported organic revenue growth of 31.7% to 1.48 billion euros.
* ACCOR ACCP.PA published an increase in turnover of 1.73 billion euros, a net profit of 32 million and said that it predicts a gross operating surplus of more than 550 million euros for the year 2022. .
* HOUSES OF THE WORLD MDM.PA published first half sales of 604 million euros, down 4.8% year-on-year, and net income of 8.4 million euros (-59%) and announced the launch of a new share purchase program that can reach up to 10% of the capital.
* TOP STERIA SOPR.PA confirmed its full-year outlook after posting higher first-half results.
* TF1 TFFP.PA announced consolidated revenue of 5.2% to 1.187 billion euros in the first half.
➦ TF1-Consolidated revenue growth of 5.2% in H1
* FNAC DARTY FNAC.PA announced a drop of 1.7% like-for-like in the half-year turnover of 3.43 billion euros “in a context of a high base of comparative effect and rising inflation”.
* THANK YOU MERY.PA posted a 5.3% increase on a like-for-like basis in invoiced rents in the first half, an Ebitda margin of 87.0% and a result from operations (FFO) of 3.2 %.
* ALTEN LTEN.PA on Tuesday published a turnover growth of 30.9% in the first half, up to 1.826 billion euros, and is expected to achieve organic growth in the second half “above the high” of 10%.
* NEXITY NEXI.PA published a turnover of 1.96 billion euros and said it expected a 17% decline in the market in 2022 due to the “hardening of the Housing situation observed in the second quarter”.
* SOLUTIONS 30 S30.PA announced that it returned to growth in the second quarter and posted a consolidated profit of 221.7 million euros, up 2.7% on a year.
* VERALLIA VRLA.PA on Wednesday raised its annual adjusted EBITDA target after rising first-half results.
*VOLKSWAGEN VOWG_p.DE confirmed its outlook for 2022 as supply chain bottlenecks eased but the automaker warned that the war in Ukraine and the risk of energy shortages in Europe could weigh on the second semester.
* BARCLAYS BARC.L announced that half-year profit fell more than expected due to a huge loss of £1.9 billion due to regulatory errors.
*KALIBO SHEL.L reported second-quarter profit of $11.5 billion on Thursday, a new record.
* ANGLO-AMERICAN AAL.L cut its dividend after its revenue fell 28% in the first quarter due to lower production and higher costs.
* DIAGEO DGE.L posted annual sales of 21.4% on Thursday.
* SANTANDER SAN.MC reported second-quarter net income rose 14% on higher revenues in Europe and the Americas.
*NESTLE NESN.S on Thursday raised its full-year sales growth forecast but slightly lowered its margin forecast.
* CLARIANT CLN.S posted a higher-than-expected second-quarter profit despite rising raw materials, energy and transportation costs.
* AB INBEV ABI.BR reported higher-than-expected second-quarter earnings on Thursday, driven by demand and higher prices.
* MONCLER MONC.MI reported revenue up 46% in constant currencies in the first half, beating expectations, despite a slowdown in the second quarter due to health restrictions in China.
*BANCO SABADELL SABE.MC reported that its net profit rose 22% in the second quarter.
* TELEPHONE TEF.MC reported second-quarter net income of 320 million euros and raised targets to 2022.
* REPSOL REP.MC saw its profit more than quadruple in the second quarter due to high oil and gas prices.
*GSK It was announced on Wednesday that the US FDA has removed the drug Benlysta for kidney disease in children aged 5 to 17.
* FRESENIUS FREG.DE lowered its full-year profit target due to rising costs at dialysis subsidiary Fresenius Medical Care FMEG.DE.
(Written by Olivier Cherfan and Laetitia Volga, edited by Matthieu Protard and Sophie Louet)