(Technip Energies results corrected)
* Change in the future of the CAC 40 0#FCE index:
* Change in Stoxx 600 0#FXXP index future:
* Securities sold ex-dividend .EX.PA
* Update on European .EUFR markets
July 28 (Reuters) – Stocks to watch on Thursday in the Paris Bourse and in Europe:
* TOTALENERGIES 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 in the 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” that context.
➦ Stellantis-New record result in H1 despite a difficult context
* ARCELORMITTAL AT.AS reported higher-than-expected second-quarter earnings on Thursday, thanks to sharp price increases and the $2.2 billion buyout of its 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 forecast for the results of its activities, the strong growth in sales of its star drug, Dupixent, confirmed.
➦ Sanofi raises 2022 profit forecast thanks to Dupixent, stock rises
* SAFRAN SAF.PA posted higher first-half earnings and raised some of its annual 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, which was 0.5% year-on-year, due to strong growth in the Africa/Middle East division made up for the decline in activity in France and Spain.
➦ Orange-Q2 results driven by Africa/Middle East
* AIR LIQUIDE AIRP.PA posted group sales of 31% to 14.21 billion euros and group net income 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 an acceleration in its sales growth in the second quarter and announced that it has returned to sales growth in France in 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 ENERGIES TE.PA reported adjusted revenue of 3.267 billion euros in the first half and net income of 131.5 million euros.
* AIRBUS AIR.PA on Wednesday lowered its 2022 plane delivery target and pushed back the production ramp-up schedule, while maintaining key financial targets, as problems with supply chains weighed on second trimester.
➦ Airbus lowered its delivery target for 2022
* KERING PRTP.PA – Sales of Gucci, the flagship brand of French luxury group Kering, rose just 4% in the second quarter, the group announced on Wednesday, amid another round of lockdowns weighted by Chinese revenues.
➦ Kering-China weighs in on Gucci’s Q2 sales growth
* TELEPERFORMANCE TEPRF.PA confirmed 2022 organic growth and operating margin targets after recording organic revenue growth of 5.5% in the first half.
* SOLVAY SOLB.BR raised its full-year guidance on Thursday after beating market expectations for second-quarter profit, helped by strong demand in key markets and rising prices that made it possible to offset the rise in cost of raw materials, logistics. and energy.
* IPSEN IPN.PA on Thursday raised its annual forecast for the growth of total sales and the operating margin of activities after the financial results of the first half of the year increased.
* REXEL RXL.PA confirmed its objectives for 2022 after higher results in the second quarter.
* SAINT-GOBAIN SGOB.PA announced higher first-half results on Wednesday and confirmed its guidance for the year, despite the pandemic, supply chain disruptions 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 to 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 in the first half, marked mainly by a very low availability of the French nuclear fleet, and revised upward the estimated impact of reduced production on its annual accounts.
➦ EDF: heavy losses in H1, the impact of the lack of production worsens
* SCOR 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 higher first-half results.
* CARREFOUR CARR.PA said it was confident on Wednesday for the second half, after recording an increase in its results in the first six months of the year and raising its cost reduction target for 2022 amid an acceleration of 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 of the 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 growth of 31.7% in its turnover to 1.48 billion euros.
* ACCOR ACCP.PA published an increase in turnover of 1.73 billion euros, a net result as CEO of 32 million and said it expected a gross operating surplus of more than 550 million euros for year 2022.
* MAISONS DU MONDE MDM.PA published sales of 604 million euros in the first half, down 4.8% year-on-year, and net income of 8.4 million euros (-59%) and announced the launch of a new share buyback program that can reach up to 10% of the capital.
* SOPRA 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 1.7% decrease on a like-for-like basis in half-year revenue of 3.43 billion euros “in a context of a high base of comparative effect and rising inflation” .
* MERCIALYS 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 operating income (FFO) of 3.2%.
* ALTEN LTEN.PA published on Tuesday a turnover growth of 30.9% in the first half, to 1,826 billion euros, and hopes to achieve organic growth in the second half “well above” 10% .
* NEXITY NEXI.PA published a turnover of 1.96 billion euros and said it expected a 17% decrease in the market in 2022 due to the “hardening of the Housing situation observed in the second quarter”.
* SOLUTION 30 S30.PA announced that it returned to growth in the second quarter and recorded consolidated revenue of 221.7 million euros, up 2.7% over the course of a year.
* VERALLIA VRLA.PA on Wednesday raised its annual adjusted EBITDA target after higher 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 risk weighing on the second half.
* BARCLAYS BARC.L reported that half-year profits fell more than expected due to a huge £1.9bn loss due to regulatory errors.
* SHELL SHEL.L reported second-quarter profit of $11.5 billion on Thursday, a new record.
* ANGLO AMERICAN AAL.L cut its dividend after its first-half profit fell 28% due to lower production and higher costs.
* DIAGEO DGE.L posted annual sales up 21.4% on Thursday.
* SANTANDER SAN.MC reported second-quarter net income that rose 14% on higher revenues in Europe and the Americas.
* NESTLE NESN.S on Thursday raised its full-year sales growth estimate but lowered its margin forecast slightly.
* CLARIANT CLN.S posted higher-than-expected second-quarter profit despite rising raw materials, energy and transportation costs.
* AB INBEV ABI.BR reported higher-than-expected second-quarter profit 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 announced that its net profit increased by 22% in the second quarter.
* TELEFONICA TEF.MC reported second quarter net income of 320 million euros and raised targets to 2022.
* REPSOL REP.MC saw profits more than quadruple in the second quarter due to high oil and gas prices.
* GSK GSK.N announced on Wednesday that the US FDA has cleared 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.
THE FRANCE & INTERNATIONAL 7-DAY AGENDA:
(Written by Olivier Cherfan and Laetitia Volga, edited by Matthieu Protard and Sophie Louet)