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Market Update / Equity
- REN: Underappreciated regulatory stability by Haitong Bank, S.A.
- Spanish Property: Look for either growth or value by Haitong Bank, S.A.
- Jerónimo Martins: Biedronka's results lost in translation by Haitong Bank, S.A.
- CEE Commercial RE: Outlook demanding but manageable by Haitong Bank, S.A.
- Media Spain: Prices have caught up with the outlook by Haitong Bank, S.A.
- NOS: Attractive from all angles by Haitong Bank, S.A.
- Mota-Engil: Africa boosting valuation by Haitong Bank, S.A.
- PKP Cargo: Unexpected capex hike in the price by Haitong Bank, S.A.
- Corticeira Amorim: Looking attractive once again by Haitong Bank, S.A.
- REN: Yield gap to sovereign should reduce by Haitong Bank, S.A.
- Jerónimo Martins: Time to buy Poland's #1 grocer by Haitong Bank, S.A.
- Cellnex: On both sides of M&A table? by Haitong Bank, S.A.
- Spanish TSOs: Regulatory noise to continue in 2018 by Haitong Bank, S.A.
- Jerónimo Martins: Biedronka's LfL beats once again by Haitong Bank, S.A.
- Comarch: Weak USD and salary pressure to hamper P&L in 4Q17E and 2018E by Haitong Bank, S.A.
- Semapa/ Navigator: Cement looks attractive by Haitong Bank, S.A.
- Utilities: Value makes us believe . . . selectively by Haitong Bank, S.A.
- Indra: IT struggles lead us to downgrade by Haitong Bank, S.A.
- Acciona: Portfolio streamlining to continue by Haitong Bank, S.A.
- Logista: 2018 likely to be a better year by Haitong Bank, S.A.
- Globe Trade Centre: Buy on price weakness by Haitong Bank, S.A.
- Iberian Pulp : Great momentum but rich valuations by Haitong Bank, S.A.
- Inditex: Warm weather and FX to impact Q3 by Haitong Bank, S.A.
- Inter Cars: Transition period approaching the end by Haitong Bank, S.A.
- DIA: This mountain may be too high to climb by Haitong Bank, S.A.
- CTT: Too many disappointments by Haitong Bank, S.A.
- Vidrala: Higher prices but at full capacity by Haitong Bank, S.A.
- 4Q17 Preview: Weak liberalized should be no news by Haitong Bank, S.A.
- Inditex: Adjusting for slower growth potential by Haitong Bank, S.A.
- Jerónimo Martins: Q4 results unveil a few disappointments by Haitong Bank, S.A.
- CTT: Challenging outlook by Haitong Bank, S.A.
- Comarch: Weak 2017 should bring 2018 relief by Haitong Bank, S.A.
- Sonaecom: Return to the mean by Haitong Bank, S.A.
- Sonae: Quality assets for a good price by Haitong Bank, S.A.
- Mediaset España: There's a price for everything by Haitong Bank, S.A.
- Eurocash: Recovery taking longer than expected by Haitong Bank, S.A.
- Inditex: Weather taketh away, weather giveth by Haitong Bank, S.A.
- Jerónimo Martins: Finetuning numbers ahead of Q4 by Haitong Bank, S.A.
- DIA: Should I stay or should I go? by Haitong Bank, S.A.
- Sonae: Limited upside after strong run by Haitong Bank, S.A.
- DIA: Faster and more furious margin reset by Haitong Bank, S.A.
- EDP Renovaveis: Back to fundamentals . . . back to Buy by Haitong Bank, S.A.
- Euskaltel: A tougher outlook but still a BUY by Haitong Bank, S.A.
- Tecnicas Reunidas: Will margins come back in 2019? by Haitong Bank, S.A.
- Sonae: Non-food turnaround has just started by Haitong Bank, S.A.
- DIA: The heat is on by Haitong Bank, S.A.
- REN: Buy on rights selling pressure by Haitong Bank, S.A.
- Telefónica: Still getting a wrong number by Haitong Bank, S.A.
- Utilities: CTG bids for EDP and EDPR by Haitong Bank, S.A.
- Orange Polska: Signs of regaining internet market share by Haitong Bank, S.A.