(Corrects Technip Energies results)
* Change in futures on the CAC 40 0#FCE index:
* Change in Stoxx 600 0#FXXP index futures:
* Securities that are traded ex-dividend .EX.PA
* Update on European .EUFR markets
July 28 (Reuters) – Stocks to watch on Thursday at 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 rise in the price of hydrocarbons against the backdrop of the war in Ukraine.
➦ TotalEnergies-New share buybacks after a jump in results
* STELLANTIS STLA.PA announced new record results on Thursday, the margins achieved on its Jeep, Fiat and Peugeot electrified vehicles having enabled it to do well in a “particularly difficult” context.
➦ Stellantis-New record results in H1 despite a difficult environment
* 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 its annual forecast for the results of its activities, the strong growth in sales of its star drug, Dupixent, being confirmed.
➦ Sanofi raises its 2022 profit forecast thanks to Dupixent, the stock goes up
* SAFRAN SAF.PA posted higher first-half earnings and raised some of its annual targets as spare parts sales supported activity.
➦ Safran posts an increase in half-year profit despite supply chain difficulties
* ORANGE ORAN.PA on Thursday reported a slight rise in its second-quarter benchmark operating profit, up 0.5% year-on-year, as strong growth in its Africa/Middle East division offset the decline in activity in France and Spain.
➦ Orange-Q2 results driven by Africa/Middle East
* AIR LIQUIDE AIRP.PA published group sales up 31% to 14.21 billion euros and net income group share of 1.31 billion euros in the first half.
* STMICROELECTRONICS STM.PA reported net revenue of $3.84 billion in the second quarter.
➦ STMicroelectronics posts operating income up to $1.0bn in Q2
* CASINO CASP.PA reports on Thursday an acceleration in the growth of its sales in the second quarter and announces that it has returned to sales growth in France in all of 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 subsidiary in renewable energies, a new act of its asset disposal plan intended to lighten its balance sheet.
➦ Casino-Agreement for the disposal of a majority stake in GreenYellow, sales acceleration in Q2
➦ Casino sales up 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 aircraft delivery target and pushed back its production ramp-up schedule, while maintaining its key financial targets, as problems in supply chains have weighed in the second trimester.
➦ Airbus lowers its delivery target for 2022
* KERING PRTP.PA – Sales at 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 weighed on revenues in China.
➦ Kering-China weighs on Gucci’s Q2 sales growth
* TELEPERFORMANCE TEPRF.PA confirmed its 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 its core markets and price increases which made it possible to offset the increase in the cost of raw materials, logistics and energy.
* IPSEN IPN.PA on Thursday raised its annual forecast for growth in total sales and that of the operating margin of activities after financial results for the first half of the year on the rise.
* REXEL RXL.PA confirms 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 income, confident of being able to offset inflation
* SCHNEIDER ELECTRIC SCHN.PA reported a turnover up 10.1% in organic data to 16.08 billion euros and a net profit of 1.8 billion.
* EDF EDF.PA published Thursday a net loss of 5.3 billion euros for the first half, marked in particular by a very low availability of the French nuclear fleet, and revised upwards the estimated impact of the decline of production in its annual accounts.
➦ EDF: heavy loss in H1, the impact of the lack of production worsens
* SCOR SCOR.PA posted a loss in the second quarter, as the impact of the Russian invasion in Ukraine and a drought in Brazil weighed on its results.
* BUREAU VERITAS BVI.PA confirmed its 2022 outlook after higher results in the first half.
* CARREFOUR CARR.PA said it was confident on Wednesday for the second half, after recording an increase in its result in the first six months of the year and raising its cost reduction target for 2022 amid an acceleration of inflation.
➦ Carrefour raises its cost reduction target, confident for H2
* ELIS ELIS.PA published record first-half revenue of 1.78 billion euros (+26.6% in organic data) and raised its annual targets for most financial aggregates.
* ERAMET ERMT.PA – The group announced for the first half a gross operating surplus (Ebitda) multiplied by three to 982 million euros and a net result group share to 677 million.
* JCDECAUX JCDX.PA reported organic growth of 31.7% of its turnover to 1.48 billion euros.
* ACCOR ACCP.PA published an increase in turnover to 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 the 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 could reach up to 10% of the capital.
* SOPRA STERIA SOPR.PA confirmed its full-year outlook after posting higher results in the first half.
* TF1 TFFP.PA announced consolidated revenue up 5.2% to 1.187 billion euros in the first half.
➦ TF1-Consolidated revenue growth up 5.2% in H1
* FNAC DARTY FNAC.PA announced a 1.7% drop on a like-for-like basis in its half-year revenue to 3.43 billion euros “in a context of a high base of comparison effect and rising inflation “.
* MERCIALYS MERY.PA published a 5.3% increase on a like-for-like basis in rents invoiced in the first half, an Ebitda margin of 87.0% and operating income (FFO) up 3.2%.
* ALTEN LTEN.PA published on Tuesday a turnover growth of 30.9% in the first half, to 1.826 billion euros, and expects 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 anticipated a 17% decline in the market in 2022 due to the “hardening of the Housing situation observed in the second quarter”.
* SOLUTIONS 30 S30.PA announced that it had returned to growth in the second quarter and recorded consolidated revenue of 221.7 million euros, up 2.7% over one year.
* VERALLIA VRLA.PA on Wednesday raised the annual adjusted EBITDA target after higher results in the first half.
* VOLKSWAGEN VOWG_p.DE confirmed its outlook for 2022 as supply chain bottlenecks eased but the automaker warned that war in Ukraine and the risk of energy shortages in Europe risked weigh in the second half.
* BARCLAYS BARC.L reported that its half-year profit fell more than expected due to a whopping £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 the amount of the 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 profit rose 14% on higher revenue in Europe and America.
* NESTLE NESN.S on Thursday raised its full-year sales growth forecast but slightly lowered its margin forecast.
* CLARIANT CLN.S posted higher-than-expected second-quarter profit despite rising raw material, 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% at constant currencies in the first half, above 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 profit of 320 million euros and raised its 2022 targets.
* REPSOL REP.MC saw its profit more than quadruple in the second quarter on the back of high oil and gas prices.
* GSK GSK.N announced on Wednesday that the US FDA has cleared its 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 its 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)
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