-- 法國汽車技術供應商Forvia(FRVIA.PA)將以18.2億歐元的價格將其內部業務集團出售給阿波羅管理的基金。此舉將使這家法國集團能夠削減債務,並專注於技術驅動型業務。 根據週一發布的消息,該業務部門在2025年將貢獻這家汽車技術供應商18%的合併收入,業務遍及19個國家的59個生產基地和8個研發中心。 Forvia表示,新東家計劃支持該內部業務的發展和轉型。 Forvia表示,此次出售是其在2月24日資本市場日上提出的「Ignite」策略實施過程中的重要一步。交易所得淨收益將用於至少減少公司10億歐元的淨債務,這符合管理層重塑集團財務結構的計畫。 德意志銀行研究部表示:“關於出售Interior業務,此前在股東大會上宣布的預期債務削減計劃已得到確認,預計將於2026年完成現金到賬。我們認為,交易前景更加明朗是一個積極信號。總體而言,我們預計此次消息發布不會對市場普遍預期產生太大影響。” 該交易預計將於2026年底完成,但需獲得相關監管機構的批准,並需與員工代表機構進行磋商。 Forvia聘請Evercore擔任財務顧問,法國農業信貸銀行(Crédit Agricole CIB)擔任財務顧問,貝克·麥堅時律師事務所(Baker McKenzie)擔任法律顧問。 Forvia股價在上午交易時段下跌近2%。
Related Articles
Canada's Retail Sales Momentum May Fade Later in The Year, Says National Bank
Statistics Canada's advance estimate points to a 0.6% month-over-month nominal increase in March retail sales, said National Bank of Canada after Friday's data.Given the surge in gasoline prices that occurred in the month, this figure heavily reflects higher prices at the pump. As a result, in real terms, retail sales could register a contraction in the final month of Q1, noted the bank.Nonetheless, for the quarter, information received to date indicates that real retail sales could grow at a 4.7% annualized pace, following a 2.0% decline in the previous quarter -- marking the strongest quarterly performance since Q4 2024, stated National Bank.This is all the more impressive as it is occurring against a backdrop of demographic contraction, pointed out the bank.Indeed, the most recent figures from StatsCan indicate that the country's population declined for a second consecutive quarter -- an unprecedented development.As a result, real retail spending per capita is tracking a 5.2% increase in Q1, a rebound from the sluggish prints seen in 2025. Still, National Bank thinks that this momentum could fade fast as the year progresses.As a result of the conflict in the Middle East, households will face an erosion in purchasing power in the coming months. This, combined with a mortgage interest-payment shock and a still fragile labor market, could weigh on discretionary spending going forward, according to the bank.
Cinemark Likely to Benefit From Release Slate, Wedbush Says
Cinemark (CNK) is set to benefit from a more consistent release slate over the next several quarters and further market share gains, Wedbush said in a Monday note."The summer slate, especially in Q3, is shaping up very nicely," the report said.The note said theater investments, including laser projectors, premium seats and screens, IMAX expansion, and strategic pricing could drive market share gains. It also pointed to other benefits such as new builds and returning cash to shareholders.For its Q1 results due May 1, Wedbush expects Cinemark to post Q1 revenue of $638 million, against consensus of $629 million, and a loss of $0.03 per share, against consensus of $0.16 loss.Wedbush kept its outperform rating and a $37 price target.Price: $29.40, Change: $+0.92, Percent Change: +3.23%
Swiss Market Index Closes Little Changed; Santhera Shares Jump
The blue-chip Swiss Market Index was down 0.03% on Monday's close, as investors gear up for a busy week of corporate updates, economic data prints and key monetary policy decisions.Santhera Pharmaceuticals (SANN.SW) secured a positive recommendation from the European Medicines Agency's Committee for Medicinal Products for Human Use to expand the approval of its Duchenne muscular dystrophy drug Agamree to include the treatment of children who are at least two years old. The drug is currently approved for use on patients aged four and above. The Swiss specialty pharmaceutical company's shares gained 8.38% at closing.Meanwhile, RBC Capital Markets reiterated its outperform rating on Lonza Group (LONN.SW), with a price target of 670 francs, amid expectations that the Swiss pharmaceutical manufacturer's upcoming first-quarter update would be "uneventful." At the end of the trading day, the stock was up 1.83%."We do not see the Q1 qualitative update on 8 May to be a major catalyst for the stock now that Vacaville-specific commentary will no longer be provided, and any further weakness in Specialized Modalities should not be a surprise. We have also taken the opportunity to refresh and add to our commercial product (Enflonsia) and pipeline trackers. There has been some clinical progress, but consensus forecasts have been pushed out a little (aggregate peak sales estimates are unchanged)," the research firm said, noting that it views Lonza as an "attractive and undervalued compounding investment story."The local economic news calendar was empty for the day, while the release of the Swiss KOF Economic Barometer and the UBS & CFA Society Switzerland's economic sentiment index for April, as well as the country's March retail sales figures are on the agenda over the coming days. Market watchers are also awaiting the rate decisions of the US Federal Reserve, the European Central Bank, and the Bank of England.