Saint-Gobain wakes up its sector, Esker too cautious





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

  • EcoOnline (+63%): the small Norwegian software publisher will fall into the hands of Apax, which offers 3.77 billion NOK overall and 22.75 NOK per share.
  • Nyxoah (+17%): the FDA has authorized a clinical study on sleep apnea with the Genio developed by the small Belgian laboratory.
  • Borr Drilling (+10%): the Norwegian yesterday published its rather average quarterly results, but announced that it had won several contracts which strengthened its order book.
  • Kingspan (+4%): the Irish group specializing in building materials is benefiting from positive comments from Saint-Gobain (see below). In the sector, Rockwool is also well oriented.
  • Rémy Cointreau (+3.5%): the results for the year ended March 31 exceeded expectations and the outlook remains solid for the spirits group. “I can confirm that we expect double-digit organic sales growth in the first quarter, despite the blockage in China and high comparables“, specified the CEO. The average values ​​of the wine and spirits sector such as Oeneo and TFF are also on the rise.
  • Saint-Gobain (+3.5%): the group has confirmed that its first half results will be the highest in the history of the construction specialist. Analysts believe that the consensus will adjust upwards.

Falling

  • Nordic Nanovector (-31%): the Norwegian biotech collapses after announcing difficulties in recruiting patients in a phase IIb clinical trial with Betalutin, which will require a recalibration of the study.
  • Klöckner (-6%): the stock simply adjusts for the dividend of EUR 1 detached by the company. This is an exceptional coupon intended to compensate for the absence of payment the previous year, thanks to the good results achieved in 2021.
  • Esker (-5%): the company was a little more cautious than expected during the Oddo conference on small caps, especially on order intake as decisions take longer to be made.
  • Hapag-Lloyd (-5%): the company suffers from profit taking. At the same time, it announced the finalization of the acquisition of the container shipping activities of the German carrier Deutsche Afrika-Linien after having received regulatory approval.
  • Equinor, OMV, Neste (approximately -2%): the oil sector is a bit hectic as the price of a barrel drops back towards USD 110, pending a possible decision by OPEC+ likely to offset the drop in Russian exports.

Zonebourse.com 2022



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