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Jul 28 (Reuters) – Stocks to watch on the Paris Stock Exchange and Europe on Thursday:
* TOTAL ENERGIES TTEF.PA on Thursday announced a new share buyback program after posting an increase in its results in the second quarter of 2022, boosted again by the sharp rise in the price of hydrocarbons amid the war in Ukraine.
➦ TotalEnergies-New share buybacks after jump in earnings
* STELLANTIS STLA.PA announced new record results on Thursday, with margins achieved on its electric vehicles Jeep, Fiat and Peugeot allowing the company to do well in a “particularly difficult” environment.
➦ Stellantis-New record results in H1 despite difficult environment
* ARCELORMITTAL on Thursday reported better-than-expected second-quarter earnings, thanks to sharply higher prices and the $2.2 billion acquisition of Brazilian competitor CSP.
* UNIBAIL-RODAMCO-WESTFIELD URW.AS on Thursday raised its guidance for 2022 adjusted recurring earnings per share, citing an operational recovery amid a challenging macro environment.
*SANOFI SASY.PA on Thursday raised its annual earnings guidance for its operations, confirming strong sales growth of its flagship drug Dupixent.
➦ Sanofi raises its 2022 earnings forecast thanks to the success of Dupixent
* SAFFRON SAF.PA reported higher profit for the first half and raised some of its full year targets as spares sales supported activity.
➦ Saffron reports an increase in half-year profit despite supply chain difficulties
* ORANGE ORAN.PA on Thursday reported a slight increase in its second-quarter operating profit, up 0.5% yoy, as strong growth in its Africa/Middle East division offset lower activity in France and Spain.
➦ Orange Q2 results driven by Africa/Middle East
* LIQUID AIR AIRP.PA reported a 31% increase in group revenue to 14.21 billion euros and a group profit share of 1.31 billion euros in the first half of the year.
* STMICROELECTRONICS STM.PA reported net sales of $3.84 billion for the second quarter.
➦ STMicroelectronics Reports Q2 Operating Income Up To $1.0 Billion
*CASINO CASP.PA on Thursday reported an acceleration in second-quarter sales growth and said it had returned to sales growth in France, its key market, for all of its brands. The group also announced an agreement with the Ardian fund to sell a majority stake in GreenYellow, its renewable energy subsidiary, a new act of its asset disposal plan designed to lighten its balance sheet.
➦ Casino agreement to sell majority stake in GreenYellow, revenue acceleration in Q2
➦ Casino sales up in H1, renewed growth in France
* TECHNIP POWER TE.PA reported adjusted sales of 3.24 billion euros and net income of 100.3 million euros for the first half of the year.
* Airbus AIR.PA on Wednesday lowered its aircraft delivery target through 2022 and postponed its production ramp-up schedule while maintaining key financial targets as supply chain issues weighed on the second quarter.
➦ Airbus lowers its delivery target for 2022
* CORE PRTP.PA – Sales of Gucci, the flagship brand of French luxury group Kering, rose just 4% in the second quarter, the group said on Wednesday, as a new round of lockdowns weighed on revenue in China.
➦ Kering-China weighs on Gucci’s second-quarter sales growth
* TELEPERFORMANCE TEPRF.PA confirmed its organic growth and operating margin targets for 2022 after reporting 5.5% organic revenue growth in H1.
* SOLVAY raised its full-year guidance on Thursday after beating market expectations for second-quarter earnings, helped by strong demand in its core markets and price hikes that helped offset rising raw material, logistics and energy costs.
* IPSEN IPN.PA on Thursday raised its full-year growth forecast for total revenue and operating margin following improved financial results for the first half.
* REXEL RXL.PA confirms its 2022 guidance following improved second quarter results.
* HOLY GOBAIN SGOB.PA reported higher first-half results on Wednesday, confirming its guidance for the year despite pandemic, supply chain disruptions and inflation.
➦ Saint-Gobain reports record operating profit and is confident of being able to offset inflation
* CUTTER ELECTRIC SCHN.PA reported revenue growth of 10.1% in organic data to €16.08 billion and net income of €1.8 billion.
*EDF EDF.PA on Thursday published a net loss of 5.3 billion euros for the first half of the year, marked in particular by a very low availability of the French nuclear fleet, and revised upwards the estimated impact of the fall in production on its financial statements.
➦ EDF: Heavy loss in H1, the impact of lost production is intensifying
* SCOR SCOR.PA posted a loss in the second quarter as the impact of the Russian invasion of Ukraine and a drought in Brazil weighed on results.
* OFFICE VERITAS BVI.PA confirmed its 2022 outlook after improving first-half results.
* CROSSING CARR.PA said on Wednesday it was upbeat about the second half after posting a rise in its earnings in the first six months of the year and raising its cost-cutting target for 2022 amid an acceleration in the economy.
➦ Carrefour raises its cost reduction target and is confident about H2
*ELIS ELIS.PA reported record H1 sales of €1.78 billion (+26.6% in organic data) and increased its annual targets for most financial aggregates.
*ERAMET ERMT.PA – The group announced a triple gross operating surplus (Ebitda) for the first half to 982 million euros and a group share of net income of 677 million euros.
*JCDECAUX JCDX.PA reported organic revenue growth of 31.7% to €1.48 billion.
* ACCOR ACCP.PA reported sales up to 1.73 billion euros, net profit to 32 million and forecast 2022 gross operating surplus of more than 550 million euros.
* HOUSES OF THE WORLD MDM.PA reported H1 sales of 604 million euros, down 4.8% year-on-year and net profit of 8.4 million euros (-59%), and announced the launch of a new share buyback program, which can reach up to 10%. the capital.
* SOPRASTERIA SOPR.PA confirmed its full-year outlook after reporting higher first-half results.
*TF1 TFFP.PA announced that its consolidated revenue for the first half rose 5.2% to €1.187 billion.
➦ TF1 – Consolidated sales growth of 5.2% in H1
* FNAC DARTY FNAC.PA announced a 1.7% decline in half-year revenue on a like-for-like basis to €3.43 billion “against a high base-for-like effect and rising inflation.”
* THANKS MERY.PA reported a 5.3% increase in Invoiced Rents on a like-for-like basis, an 87.0% Ebitda margin and a 3.2% increase in Operating Income (FFO) for the first half.
* OLD LTEN.PA on Tuesday published H1 revenue growth of 30.9% to EUR 1.826 billion and expects organic growth of “well over” 10% for H2.
* VICINITY NEXI.PA reported sales of EUR 1.96 billion and expected a 17% market decline in 2022 due to “the worsening of the housing situation observed in the second quarter”.
* SOLUTIONS 30 S30.PA announced that it returned to the growth path in the second quarter, achieving consolidated sales of €221.7 million, up 2.7% year-on-year.
* VERALLIA VRLA.PA on Wednesday raised its annual Adjusted EBITDA target after rising first-half results.
*VOLKSWAGEN VOWG_p.DE confirmed its outlook for 2022 as supply chain bottlenecks eased, but the automaker warned that the war in Ukraine and the risk of energy shortages in Europe could weigh on the second half of the year.
* Barclays BARC.L said its half-year profit fell more than expected on a huge £1.9 billion loss amid regulatory failures.
*SLEEVE SHEL.L on Thursday reported second-quarter earnings of $11.5 billion, a new record.
* ANGLO-AMERICANS AAL.L cut the size of its dividend after first-half profit fell 28% on lower production and higher costs.
* DIAGEO DGE.L posted a 21.4% increase in annual sales on Thursday.
* SANTANDER SAN.MC reported a 14% increase in net income for the second quarter on higher sales in Europe and the Americas.
* NESTING NESN.S on Thursday raised its full-year revenue growth forecast but slightly lowered its margin forecast.
* CLARIANT CLN.S delivered better-than-expected second-quarter earnings despite rising raw material, energy and transportation costs.
*FROM INBEV ABI.BR on Thursday reported higher-than-expected earnings for the second quarter, driven by demand and higher prices.
* Moncler MONC.MI posted currency-neutral revenue growth of 46% in the first half, beating expectations, despite a slowdown in the second quarter due to health restrictions in China.
*BANCO SABADEL SABE.MC reported that its net income increased by 22% in the second quarter.
* TELEFONIKA TEF.MC reported a net profit of EUR 320 million in the second quarter and increased its targets for 2022.
* REPSOL REP.MC more than quadrupled its profit in the second quarter due to high oil and gas prices.
*GSK announced on Wednesday that the U.S. FDA has approved its drug Benlysta for kidney disease in children ages 5 to 17.
* FRESENIUS FREG.DE cut its full-year profit target due to rising costs at its dialysis subsidiary Fresenius Medical Care FMEG.DE.
(Written by Olivier Cherfan and Laetitia Volga, edited by Matthieu Protard and Sophie Louet)