Henkel sinks, Prosus powered by Tencent








Why did he go up? Why down? Some explanations on the unusual variations which affect the actions on the session of the day. Only when they are reliable and documented: we avoid telling nonsense as much as possible. Variations are taken at the time of writing the article.

Rising :

  • Rovio (+19%): the Finnish video game publisher published sharply higher results. The predictions are confirmed.
  • Corbion (+10%): the Dutch group specializing in lactic acids and baking ingredients largely beat expectations in Q1, even if margins are down. The predictions are confirmed.
  • Aixtron (+8%): the supplier of products for the semiconductor industry benefits from the recommendation to buy from Jefferies, which is targeting 35 EUR. The design office was up to keep with a valuation of 18 EUR. He sees Aixtron as a forgotten big winner in the semiconductor boom.
  • Prosus (9%): the big rebound of 11% posted by Tencent Holdings this morning in Hong Kong is benefiting its main shareholder. Chinese “techs” came out of their torpor in the wake of the Nasdaq and the support of two rumors: progress on Sino-American negotiations on accounting audits to allow Chinese stocks to remain listed in the United States, and a Beijing’s economic support plan.
  • Novo Nordisk (+6%): the results are well received. Net profit increased by 13% to €1.9 billion. The forecasts have been raised.
  • Signify (+4%): the results are solid, even stronger than expected, but the speech is relatively cautious. The market has decided to consider the glass half full.

Falling :

  • Seb (-4.6%): growth was reduced to the strict minimum in Q1, due to the geopolitical context. Profitability suffered.
  • BE Semiconductor (-5.5%): the results at the start of the year are good, but order entries are slowing down. “A little stronger than expected”, underlines ING, which adds that the basic scenario remains very buoyant for the company, but that “this update will make the market aware of the risk of a bearish cycle”.
  • Henkel (-8%): the German group disappointed by lowering its 2022 forecasts, due to the higher than expected rise in the cost of materials and the consequences of the Russian invasion of Ukraine. The price increases applied did not fully cover the additional costs.
  • Tomra (-8%): fall in trompe-l’oeil, since it is the day of detachment of two dividends: an ordinary (3.30 NOK) and an extraordinary (2.70 NOK).
  • Verbio (-12%): the title looks gray after the comments of the German Minister of the Environment on a possible limitation of the use of agricultural products for agrofuels due to the war in Ukraine and its impact on the food market. An opinion that is not shared by the CSU.
  • Tele2 (-14%): fall in trompe l’oeil, since it is the day of the ex-dividend of 6.75 SEK per share, up 12.5%.

Zonebourse.com 2022



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