(Boursier.com) – THE TREND
The CAC40 is back on 6,900 points this afternoon, up 0.5%, regaining part of the ground lost yesterday … This rebound remains subject to all the uncertainties surrounding the impact of Omicron on global growth while this variant continues to grow rapidly across the world.
Among the stocks in sight, Bolloré climbs by 10% after the announcement of the sale of its African activities to the Swiss group MSC in advanced negotiations.
The euro is camping below 1.13 / $. Oil goes back to $ 72 per brent.
RISING VALUES
Bollore (+ 10%) announced that it had received an offer from the Swiss group MSC, specialist in sea freight, for its transport and logistics activities in Africa on the basis of an enterprise value of 5.7 billion euros. Vincent Bolloré’s group has granted exclusivity to MSC until March 31, 2022 with a view to a possible promise to purchase. The Bolloré group has been present for more than half a century in Africa, where its subsidiary Bolloré Africa Logistics is the leader in transport and logistics. It employs nearly 21,000 people in 47 countries. Bolloré thus operates terminals, via concessions, in no less than 42 ports on the African continent, in particular in Côte d’Ivoire, Cameroon, Gabon and the Congo. It also has maritime agencies.
P&V : + 3% with Orapi, TechnipEnergies, Scor, Vivendi and Technicolor
Worldline : + 2.5% with Seb, BNP Paribas, Wendel, Faurecia, Imerys
Ubisoft : + 2% with Renault, Korian, Vicat
Casino (+ 1.8%): GreenYellow, a group subsidiary and expert in decentralized solar photovoltaic production, will provide renewable electricity for Amazon’s activities. Amazon Web Services (AWS) will support the Casino group in its digital transformation.
Amundi : + 1.5% followed by Icade, Verallia, CGG, SES
TotalEnergies (+ 1%) commissioned the largest battery energy storage site in France. Located within the Etablissement des Flandres in Dunkirk, this site meets the need for network stabilization, has a power of 61 MW, and a total storage capacity of 61 MWh. It is made up of 27 2.5 MWh containers designed and assembled by Saft, the battery subsidiary of TotalEnergies, which notably develops advanced batteries for industry.
Covivio (+ 1%) announces the sale to Crédit Agricole Assurances, for a total amount of 325 ME, of its share in two office buildings: Carré Suffren, 25,000 m (2) building located in the 15th arrondissement of Paris , and the Eiffage Campus, a whole of 33,000 m (2) located in Vélizy-Villacoublay. With this transaction, Covivio will have signed new sales commitments for more than € 880 million since the start of the year, with an average margin of + 3.4% on the last appraised values. With this transaction, Covivio has signed new sales since the beginning of the year for 880 ME, thus exceeding its objective set at more than 600 ME for the year 2021. Achieved with an average margin of + 3.4% over the last appraised values, this success reflects the attractiveness of investors for quality office buildings.
FALLING VALUES
DBV (-15%) believe that performing a new pivotal phase 3 placebo-controlled clinical study, similar to PEPITES (V712-301), is the most direct and effective way to progress and advance the pathway regulation of Viaskin Peanut. DBV also considers this approach to be the most straightforward to demonstrate the efficacy, safety and improvement of in vivo adhesion of the modified Viaskin Peanut system. The FDA confirmed that DBV’s change in strategy was acceptable in its oral and written discussions. DBV has started work on a protocol for the placebo-controlled Phase 3 efficacy study with mVP, and will seek agreement with the FDA before the initiation of the new trial. The Company is in the process of finalizing the new protocol for the pivotal Phase 3 study and intends to submit this protocol to the FDA by the end of February 2022.
Valneva : -3% with Neurones
Lysogen : -2% with Ipsen
Navya : -1.5% followed by Manitou, LNA, Groupe Gorgé
Manitou : -1% with Robertet, FDJ
Eramet : -1%. Eramet has identified financial fraud in its cash management at the Group’s head office. The mining group explains that it immediately launched the necessary investigations, mobilized all the internal and external resources required to put an end to these fraudulent activities and initiated remedial actions. He will file a complaint with the criminal authorities and have taken disciplinary measures with immediate effect against the identified personnel. The Group will also take all possible measures to reduce the impact of this fraud on its accounts. The financial impact of this fraud is estimated to date at 45 million euros before insurance and the implementation of legal actions. It will be recognized in operating income for 2021.
Eramet’s Board of Directors has been informed of the situation and will monitor, with the assistance of the Audit Committee, on a regular basis, the progress of the investigations and the implementation of corrective measures. In addition to all existing controls, Eramet will examine any additional measures to further strengthen its internal control system and prevent such fraudulent acts.