THE TREND
-2.40% below 5,400 points: the CAC40 relapses! The health crisis indeed throws a new disorder with the confirmation during the weekend of the appearance of a new strain of the coronavirus in Great Britain and of its presence in other countries such as Italy. If it has not yet been identified in France, it is quite possible that it is already circulating there, Health Minister Olivier Véran said on Monday. Germany, Italy, the Netherlands and even Canada have suspended flights from the United Kingdom in recent hours to prevent the spread. France has ordered the suspension of passenger transport, including for freight carriers, from midnight Sunday and for a period of 48 hours.
Expected for several weeks now, the agreement of the American parliamentarians on the subject of a new stimulus plan, does not therefore benefit the CAC40! Still, the markets were finally holding a catalyst to the upside as Republican Majority Leader in the U.S. Senate, Mitch McConnell, said overnight that an agreement had been reached between top Republican and Democratic Congressmen on a stimulus package. economic equivalent to about 900 billion dollars. “More help will come,” he told senators, referring to aid measures intended to offset the impact of the coronavirus health crisis.
The shock caused by the concern related to the new strain shakes all the markets: gold is recovering at $ 1,900 an ounce, while oil recedes, while remaining above $ 50 the barrel for brent.
WALL STREET
The New York Stock Exchange ended in slight decline Friday the day after the records of its main indices, which rose over the week. With the approach of Friday midnight (last deadline before a “shutdown”), the negotiations on a new plan of budget support of 900 billion dollars intensified in the American Congress, and could extend during the weekend. Another cause for concern: Washington has put the Chinese chipmaker SMIC and around 60 additional Chinese entities on the Commerce Department’s blacklist … Oil prices nevertheless continued to rise, with WTI approaching 50. $ per barrel.
At the close, the Dow Jones index fell 0.41% to 30,179 points, while the broad S&P 500 index dropped 0.35% to 3,709 pts, and the Nasdaq Composite index, rich in technology and biotechs, fell 0.07% to 12,755 pts. The day before, all three indices had ended at historically high levels, as had the Russell 2000 index, which follows average values. For the week as a whole, the DJIA gained 0.4%, the S&P 500 gained 1.3% and the Nasdaq rose 3.1%.
ECO AND CURRENCIES
France :
– Audience Labs: Annual general meeting
– Compagnie Lebon: Combined general meeting
– Parot Group: Combined General Meeting
– Makheia Group: Combined general meeting
– Manitou: Extraordinary general meeting
– Roche Bobois: Ordinary General Meeting
An ounce of yellow metal is trading at $ 1,901. For its part, the euro / dollar parity reached $ 1.2197 this morning. A barrel of Brent is trading at $ 50.60.
RISING VALUES
Novacyt (+ 7.30% to 9.85 Euros) announces that following the discovery by the British scientific consortium COVID-19 Genomics UK of a new mutation of the COVID-19 virus, known as VUI-202012 / 01, the Group carried out a detailed analysis of the mutations of this new strain and of all the strains of COVID-19 that have been identified, in order to fully assess the reliability of its existing diagnostic tests. The results of the in silico analysis (from a computer simulation) of the sequential mutations show that the Group’s portfolio of diagnostic tests for COVID-19 by polymerase chain reaction, with one and two target genes, remains able to detect all listed strains of COVID-19 with the same high level of accuracy, including strain VUI-202012/01.
FALLING VALUES
Unibail-Rodamco-Westfield (-7.50% to 58.24 Euros) announced on Monday that it had concluded several agreements for the sale of office buildings in the business district of La Défense for a net amount of 213 million euros. euros.
GL Events (-2.70% at 10 Euros): the CCIB (Barcelona International Convention Center), Spanish site of the GL events Venues network, has inaugurated, within its walls, a new space of 420 square meters allowing ” host virtual and hybrid events.
Icade (-4.90% to 58.40 Euros) signed on December 18, from Lagune International, a fund controlled and directed by Batipart, the acquisition of a real estate portfolio of retirement homes in Northern Italy, entirely leased or pre-leased under leases for an initial period of 18 years firm, for a total amount of 130 ME including rights.
Solutions 30 (-4.20% to 9.60 Euros): Unit-T, a 70% -owned subsidiary, wins a major contract with Fluvius, the operator of the Flemish electricity and gas distribution network. This 4-year contract covers the installation of 40% of the 4.3 million smart meters that Fluvius intends to replace. Through this contract, Unit-T confirms its status as a leader in local multi-technical services in Belgium. This contract will enable Unit-T to increase its annual volumes by more than 30%.
THEY PUBLISHED THEIR TURNOVER / RESULTS …
Desjoyaux.
THE LATEST “RECOS” FROM ANALYSTS …
Bernstein remains neutral on the Volkswagen dossier with a target price of 180 euros.
Barclays overweight Eurofins Scientific, targeting a price of 80 euros.
Oddo remains a buyer on Gecina with a target price of 160 euros, on Nexity by targeting 42 euros and on Sopra Steria with a target price which drops to 170 euros.
MARKET INFO
AB Science a levé 15 ME.
OSE Immunotherapeutics grants free shares to its employees.
Kumulus Vape raises 2.5 ME from FCPI.
OL Groupe obtains a ” PGE Saison ” of 76.4 ME.
IN SHORT
Bouygues Travaux Publics will carry out a 5th phase of the Istria motorway in Croatia.
Eurazeo: disposal of the stake in the C2S group.
April: in exclusive negotiations with Malakoff Humanis for the sale of Axéria Prévoyance.
Cegid acquires Koalaboox.
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