>>> SFR : Patrick Drahi serait prêt à vendre l’opérateur en difficulté pour entr


SFR : Patrick Drahi serait prêt à vendre l’opérateur en difficulté pour entrer au capital d’Orange !

La vente de SFR revient une nouvelle fois sur le tapis avec des informations de Challenge. Le magazine nous apprend que Patrick Drahi ne serait pas contre une vente de l’opérateur, filiale du groupe Altice, si cela lui permet d’entrer au capital du concurrent Orange. Il semble cependant que ce scénario soit le seul qui inciterait Drahi à se séparer du FAI français. Se dirige-t-on vers un rachat de SFR par Bouygues Telecom et une participation d’Altice dans Orange ?





>>> Persson may be buying out H & M from the stock exchange


>>> Persson may be buying out H & M from the stock exchange

Principal owner Stefan Persson's multi-billion acquisition in H & M raises the question of a longer-term plan with stock hammering. Without bidding and armed with both money and patience, a plan to buy out the family company from the stock exchange may be fully reasonable.

Stefan Persson has a good starting point for doing business. As Sweden's richest person, there are plenty of investments to choose from. Historically, for example, it has become a lot of real estate purchases.

>>> US Gapping up

Gapping up
In reaction to strong earnings/guidance:

  • CHEK +6.6%, BZUN +4.3%, DDS +1.6%, WMT +1.4%, RIG +1.3%

M&A news:

  • WPZ  +1% (to be acquired by Williams (WMB) in a $10.5 bln all stock transaction)

Other news:

  • LOXO +14.7% (LOXO-292 Phase 1 clinical trial abstract selected for "Best of ASCO")
  • IMMU +7.6% (reports 'positive' data for sacituzumab govitecan, its metastatic breast cancer drug)
  • ESND +6.1% (confirms receipt of merger proposal from Staples and Genuine Parts Company )
  • NERV +5.4% (announces publication of results demonstrating cognitive improvements in patients with schizophrenia treated with roluperidone in The Journal of Clinical Psychiatry)
  • CURO +4.2% (prices 5 mln shares of common stock by selling shareholders at $23.00 per share)
  • EXEL +2.6% (partner Ipsen (IPSEY) receives approval from the European Commission for CABOMETYX 20 mg, 40 mg and 60 mg for the first-line treatment of adults with intermediate- or poor-risk advanced renal cell carcinoma)
  • XNET +1.5% (launched StellarCloud and ThunderChain Open Platform to build a blockchain ecosystem)

Analyst comments:

  • NI +1.7% (upgraded to Overweight from Neutral at JP Morgan )
  • MANT +1.6% (upgraded to Outperform from Market Perform at Wells Fargo)
  • VLO +1.3% (upgraded to Overweight from Equal-Weight at Morgan Stanley)
  • KO +1% (upgraded to Overweight from Equal Weight at Barclays)
  • AIG +0.9% (upgraded to Buy from Neutral at UBS)
  • CE +0.9% (upgraded to Buy from Neutral at UBS )
  • NUE +0.5% (upgraded to Outperform from Neutral at Macquarie)