Back to the main directory
Market Update / Equity
- Inditex: FX torment should ease from here by Haitong Bank, S.A.
- Ibersol: Adding extra toppings by Haitong Bank, S.A.
- Semapa/ Navigator: Momentum & valuation favour Semapa by Haitong Bank, S.A.
- Polish grocers: The lowdown from Poland by Haitong Bank, S.A.
- Mediaset España: Lift from the World Cup? Not for all by Haitong Bank, S.A.
- Acciona: The value in energy is there by Haitong Bank, S.A.
- Ebro Foods: Costs hurting EBITDA by Haitong Bank, S.A.
- Stalprodukt: Results improvement likely ahead by Haitong Bank, S.A.
- JSW SA: Buy on robust steel demand and global met-coal supply tightness by Haitong Bank, S.A.
- Play Communications: Attractively valued with robust FCFE by Haitong Bank, S.A.
- Netia: Good value; delisting may be on horizon by Haitong Bank, S.A.
- Navigator: Opportunity on overreaction to tax duty by Haitong Bank, S.A.
- Euskaltel: Seeing beyond the short term by Haitong Bank, S.A.
- LPP: Organic growth should continue by Haitong Bank, S.A.
- Navigator: US tax duty risk removed by Haitong Bank, S.A.
- Corticeira Amorim: Just a ST slowdown for cork leader by Haitong Bank, S.A.
- Iberdrola: Flagship qualities at a tugboat price by Haitong Bank, S.A.
- Jerónimo Martins: Close, but no cigar by Haitong Bank, S.A.
- Endesa: Strategy makes sense, upside is limited by Haitong Bank, S.A.
- Inditex: Warm weather, tepid growth by Haitong Bank, S.A.
- KGHM: One step forward, one step back by Haitong Bank, S.A.
- Sonae: A good time to be in Portugal by Haitong Bank, S.A.
- Utilities: Iberian TSOs: look for value in Portugal by Haitong Bank, S.A.
- Cellnex: New LT assumptions - raise to Neutral by Haitong Bank, S.A.
- Acciona: Low-hanging fruit has been picked by Haitong Bank, S.A.
- Play Communications: A year of transition by Haitong Bank, S.A.
- MasMovil: Taking it to the next level by Haitong Bank, S.A.
- Gas Natural: All about cash distribution by Haitong Bank, S.A.
- Polish grocers: The lowdown from Poland by Haitong Bank, S.A.
- Altri / Ence: Great momentum ahead but in the price by Haitong Bank, S.A.
- DIA: Will L1 provide storm shelter? by Haitong Bank, S.A.
- Jerónimo Martins: Looking beyond the weak LfL by Haitong Bank, S.A.
- LW Bogdanka: From bust to boom? by Haitong Bank, S.A.
- JSW SA: Buy on robust steel demand and global met-coal supply tightness by Haitong Bank, S.A.
- R22 Group: Waiting for more post-IPO M&As by Haitong Bank, S.A.
- Inditex: Where did the opex leverage go? by Haitong Bank, S.A.
- Inditex: There must be something we've missed by Haitong Bank, S.A.
- Viscofan: A pricey undisputed market leader by Haitong Bank, S.A.
- Jerónimo Martins: Cruel summer but not without hope by Haitong Bank, S.A.
- Sonae (SON PL, €0.81, Buy, FV €1.25): The same company but (much) cheaper by Haitong Bank, S.A.
- Ebro Foods: Hard hit by cost inflation by Haitong Bank, S.A.
- MasMovil: No change in course by Haitong Bank, S.A.
- LPP: High 2018 base mutes 2019 growth by Haitong Bank, S.A.
- Ten Square Games: High momentum continues by Haitong Bank, S.A.
- CTT: Momentum improving but... by Haitong Bank, S.A.
- Jerónimo Martins: A soft end to a tough year in Poland by Haitong Bank, S.A.
- Sonae: Fine-tuning numbers post Q4 sales by Haitong Bank, S.A.
- Tecnicas Reunidas: Improvement but still at a slow pace by Haitong Bank, S.A.
- DIA: L1's bid looks good but no need to rush by Haitong Bank, S.A.
- Inditex: Sounder start to Q4 limits earnings cut by Haitong Bank, S.A.