reports
- Research Department
IBERIAN DAILY 31 MARCH (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: AENA, CAF, GRIFOLS, NEINOR HOMES. Stock markets amid doubts of an excessive correction and the deterioration of the Gulf prospects Stock markets fluctuated within a narrow range yesterday at around last week’s close. The deterioration of prospects regarding a rapid solution to the conflict with the arrival of US troops to the region and the entry of Yemen’s Houthi rebels had a negative impact. On another note, several investment banks outlined that the correction is starting to b...
- Research Department
INFORME DIARIO 31 MARZO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AENA, CAF, GRIFOLS, NEINOR HOMES. Las bolsas dudan entre si el castigo acumulado ha sido excesivo, y el deterioro de perspectivas en el Golfo Las bolsas se mantuvieron durante toda la sesión oscilando en un rango estrecho en torno a los cierres de la semana pasada. Por una parte, pesó negativamente el deterioro de perspectivas respecto a una resolución rápida del conflicto con la llegada de tropas estadounidenses a la región y la entrada de los Hut...
Siemens AG: 1 director
A director at Siemens AG bought 700 shares at 204.417EUR and the significance rating of the trade was 65/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly show...
- Research Department
INFORME DIARIO 26 MARZO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: GRIFOLS, INDRA, MERLIN PROPERTIES, SECTOR ELÉCTRICO, VIDRALA. Se mantiene el rebote en mercados Las bolsas europeas continuaron recuperándose, apoyadas en la propuesta estadounidense para un alto al fuego en Oriente Medio, aunque las ganancias se moderaron después de que Irán la rechazase. En un STOXX 600 donde todos los sectores subieron, destacaron las ganancias de R. Básicos y S. Financieros mientras que defensivos como Hogar y Telecomunicaciones...
- Research Department
INFORME DIARIO 25 MARZO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AMADEUS, ELECNOR, ENDESA, GRIFOLS, METROVACESA, PUIG,. Mucha incertidumbre sobre Oriente Medio Jornada de mucha volatilidad en bolsas, ante las discrepancias entre las declaraciones de fuentes estadounidenses e iraníes pero que en todo caso mantienen al estrecho bloqueado. En el STOXX 600 lideraron las subidas Energía (el petróleo rebotó un +4,0%) y Telecomunicaciones mientras que Bancos e Industriales terminaron con las mayores caídas. Por el lado...
- Research Department
IBERIAN DAILY 25 MARCH (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: AMADEUS, ENDESA, GRIFOLS, METROVACESA, PUIG BRANDS. Huge uncertainty in Middle East It was a highly volatile session on stock markets in view of the discrepancies between the statements made by US and Iranian sources, but in any event the Strait of Hormuz remains blocked. In the STOXX 600, the gains were led by Energy (with oil rallying +4.0%) and Telecoms, while Banks and Industrials ended with the biggest drops. On the macro side, in the euro zone March’s preliminary manufactur...
- Adrian Pehl
- Delphine Brault
- Nathan Mietlicki
FRA FRAPORT AG
SU SCHNEIDER ELECTRIC SE
KNEBV KONE OYJ CLASS B
G1A GEA GROUP AG
ABB ABB LTD.
SAND SANDVIK AB
RXL REXEL SA
MMK MAYR-MELNHOF KARTON AG
OERL OC OERLIKON CORPORATION AG
ALTA ALTAREA SCA
ALO ALSTOM SA
ISP INTESA SANPAOLO S.P.A.
SCHP SCHINDLER HOLDING AG PREF
GN GN STORE NORD A/S
NEX NEXANS SA
SUN SULZER AG
INRN INTERROLL HOLDING AG
KRN KRONES AG
DOKA DORMAKABA HOLDING AG
KARN KARDEX HOLDING AG
MOCORP METSO OUTOTEC OYJ
UCG UNICREDIT S.P.A.
KGX KION GROUP AG
ASSA B ASSA ABLOY AB CLASS B
BCHN BURCKHARDT COMPRESSION HOLDING AG
PRY PRYSMIAN S.P.A.
ANDR ANDRITZ AG
BOSN BOSSARD HOLDING AG
SFSN SFS GROUP AG
JUN3 JUNGHEINRICH AG PREF
SIE SIEMENS AG
NKT NKT A/S
DUE DURR AG
JST JOST WERKE AG
VOS VOSSLOH AG
SANT S&T AG
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
INS INSTONE REAL ESTATE GROUP AG
KBX KNORR-BREMSE AG
SRAIL STADLER RAIL AG
ENR SIEMENS ENERGY AG
EPI A EPIROC AB
ATCO A ATLAS COPCO AB
ACLN ACCELLERON INDUSTRIES LTD
ARVEN ARVERNE GROUP SA
SPG SPRINGER NATURE AG & CO. KGAA
LOUP SOCIETE L.D.C.
PFSE PFISTERER HOLDING SE
TRIO TRIODOS BANK N.V.
- Adrian Pehl
- Delphine Brault
- Nathan Mietlicki
SU SCHNEIDER ELECTRIC SE
KNEBV KONE OYJ CLASS B
G1A GEA GROUP AG
CBK COMMERZBANK AG
LISN CHOCOLADEFABRIKEN LINDT & SPRUENGLI AG
ABB ABB LTD.
SAND SANDVIK AB
RXL REXEL SA
OERL OC OERLIKON CORPORATION AG
ALO ALSTOM SA
ISP INTESA SANPAOLO S.P.A.
SCHP SCHINDLER HOLDING AG PREF
NEX NEXANS SA
AMP AMPLIFON S.P.A.
SUN SULZER AG
INRN INTERROLL HOLDING AG
KRN KRONES AG
DOKA DORMAKABA HOLDING AG
KARN KARDEX HOLDING AG
MOCORP METSO OUTOTEC OYJ
UCG UNICREDIT S.P.A.
KGX KION GROUP AG
ASSA B ASSA ABLOY AB CLASS B
BCHN BURCKHARDT COMPRESSION HOLDING AG
PRY PRYSMIAN S.P.A.
ANDR ANDRITZ AG
BOSN BOSSARD HOLDING AG
SFSN SFS GROUP AG
JUN3 JUNGHEINRICH AG PREF
SIE SIEMENS AG
NKT NKT A/S
DUE DURR AG
VOS VOSSLOH AG
SANT S&T AG
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
KBX KNORR-BREMSE AG
PHNX PHOENIX GROUP HOLDINGS PLC
SRAIL STADLER RAIL AG
ENR SIEMENS ENERGY AG
EPI A EPIROC AB
ATCO A ATLAS COPCO AB
ACLN ACCELLERON INDUSTRIES LTD
CVC CVC CAPITAL PARTNERS PLC
PFSE PFISTERER HOLDING SE
- Adrian Pehl
- Delphine Brault
- Nathan Mietlicki
FRA FRAPORT AG
SU SCHNEIDER ELECTRIC SE
KNEBV KONE OYJ CLASS B
G1A GEA GROUP AG
ABB ABB LTD.
SAND SANDVIK AB
RXL REXEL SA
MMK MAYR-MELNHOF KARTON AG
OERL OC OERLIKON CORPORATION AG
ALTA ALTAREA SCA
ACX ACERINOX SA
ALO ALSTOM SA
ISP INTESA SANPAOLO S.P.A.
SCHP SCHINDLER HOLDING AG PREF
GN GN STORE NORD A/S
NEX NEXANS SA
SUN SULZER AG
INRN INTERROLL HOLDING AG
KRN KRONES AG
DOKA DORMAKABA HOLDING AG
KARN KARDEX HOLDING AG
MOCORP METSO OUTOTEC OYJ
UCG UNICREDIT S.P.A.
KGX KION GROUP AG
ASSA B ASSA ABLOY AB CLASS B
BCHN BURCKHARDT COMPRESSION HOLDING AG
PRY PRYSMIAN S.P.A.
ANDR ANDRITZ AG
BOSN BOSSARD HOLDING AG
SFSN SFS GROUP AG
JUN3 JUNGHEINRICH AG PREF
SIE SIEMENS AG
NKT NKT A/S
DUE DURR AG
JST JOST WERKE AG
VOS VOSSLOH AG
SANT S&T AG
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
INS INSTONE REAL ESTATE GROUP AG
KBX KNORR-BREMSE AG
SRAIL STADLER RAIL AG
ENR SIEMENS ENERGY AG
EPI A EPIROC AB
ATCO A ATLAS COPCO AB
ACLN ACCELLERON INDUSTRIES LTD
ARVEN ARVERNE GROUP SA
SPG SPRINGER NATURE AG & CO. KGAA
LOUP SOCIETE L.D.C.
PFSE PFISTERER HOLDING SE
TRIO TRIODOS BANK N.V.
- Adrian Pehl
- Delphine Brault
- Nathan Mietlicki
SU SCHNEIDER ELECTRIC SE
KNEBV KONE OYJ CLASS B
G1A GEA GROUP AG
CBK COMMERZBANK AG
LISN CHOCOLADEFABRIKEN LINDT & SPRUENGLI AG
ABB ABB LTD.
SAND SANDVIK AB
RXL REXEL SA
OERL OC OERLIKON CORPORATION AG
ALO ALSTOM SA
ISP INTESA SANPAOLO S.P.A.
SCHP SCHINDLER HOLDING AG PREF
NEX NEXANS SA
AMP AMPLIFON S.P.A.
SUN SULZER AG
INRN INTERROLL HOLDING AG
KRN KRONES AG
DOKA DORMAKABA HOLDING AG
KARN KARDEX HOLDING AG
MOCORP METSO OUTOTEC OYJ
UCG UNICREDIT S.P.A.
KGX KION GROUP AG
ASSA B ASSA ABLOY AB CLASS B
BCHN BURCKHARDT COMPRESSION HOLDING AG
PRY PRYSMIAN S.P.A.
ANDR ANDRITZ AG
BOSN BOSSARD HOLDING AG
SFSN SFS GROUP AG
JUN3 JUNGHEINRICH AG PREF
SIE SIEMENS AG
NKT NKT A/S
DUE DURR AG
VOS VOSSLOH AG
SANT S&T AG
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
KBX KNORR-BREMSE AG
PHNX PHOENIX GROUP HOLDINGS PLC
SRAIL STADLER RAIL AG
ENR SIEMENS ENERGY AG
EPI A EPIROC AB
ATCO A ATLAS COPCO AB
ACLN ACCELLERON INDUSTRIES LTD
CVC CVC CAPITAL PARTNERS PLC
PFSE PFISTERER HOLDING SE
- Adrian Pehl
- Delphine Brault
- Nathan Mietlicki
SU SCHNEIDER ELECTRIC SE
KNEBV KONE OYJ CLASS B
G1A GEA GROUP AG
ABB ABB LTD.
SAND SANDVIK AB
RXL REXEL SA
OERL OC OERLIKON CORPORATION AG
ALO ALSTOM SA
SCHP SCHINDLER HOLDING AG PREF
NEX NEXANS SA
SUN SULZER AG
INRN INTERROLL HOLDING AG
KRN KRONES AG
DOKA DORMAKABA HOLDING AG
KARN KARDEX HOLDING AG
MOCORP METSO OUTOTEC OYJ
KGX KION GROUP AG
ASSA B ASSA ABLOY AB CLASS B
BCHN BURCKHARDT COMPRESSION HOLDING AG
PRY PRYSMIAN S.P.A.
ANDR ANDRITZ AG
BOSN BOSSARD HOLDING AG
SFSN SFS GROUP AG
JUN3 JUNGHEINRICH AG PREF
SIE SIEMENS AG
NKT NKT A/S
DUE DURR AG
VOS VOSSLOH AG
SANT S&T AG
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
KBX KNORR-BREMSE AG
SRAIL STADLER RAIL AG
ENR SIEMENS ENERGY AG
EPI A EPIROC AB
ATCO A ATLAS COPCO AB
ACLN ACCELLERON INDUSTRIES LTD
PFSE PFISTERER HOLDING SE
- Adrian Pehl
- Delphine Brault
- Nathan Mietlicki
SU SCHNEIDER ELECTRIC SE
KNEBV KONE OYJ CLASS B
G1A GEA GROUP AG
ABB ABB LTD.
SAND SANDVIK AB
RXL REXEL SA
OERL OC OERLIKON CORPORATION AG
ALO ALSTOM SA
SCHP SCHINDLER HOLDING AG PREF
NEX NEXANS SA
SUN SULZER AG
INRN INTERROLL HOLDING AG
KRN KRONES AG
DOKA DORMAKABA HOLDING AG
KARN KARDEX HOLDING AG
MOCORP METSO OUTOTEC OYJ
KGX KION GROUP AG
ASSA B ASSA ABLOY AB CLASS B
BCHN BURCKHARDT COMPRESSION HOLDING AG
PRY PRYSMIAN S.P.A.
ANDR ANDRITZ AG
BOSN BOSSARD HOLDING AG
SFSN SFS GROUP AG
JUN3 JUNGHEINRICH AG PREF
SIE SIEMENS AG
NKT NKT A/S
DUE DURR AG
VOS VOSSLOH AG
SANT S&T AG
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
KBX KNORR-BREMSE AG
SRAIL STADLER RAIL AG
ENR SIEMENS ENERGY AG
EPI A EPIROC AB
ATCO A ATLAS COPCO AB
ACLN ACCELLERON INDUSTRIES LTD
PFSE PFISTERER HOLDING SE
- Baptiste Salaville
- Julian Dobrovolschi
INFINEON INFINEON TECHNOLOGIES AG
IPS IPSOS
SCHP SECHE ENVIRONNEMENT
LOGN LOGITECH INTERNATIONAL S.A.
FP TOTAL SE
ENX EURONEXT NV
VIE VEOLIA ENVIRONNEMENT SA
EDEN EDENRED SA
EQNR EQUINOR ASA
ETL EUTELSAT COMMUNICATIONS SA
ENGI ENGIE SA.
EDP EDP-ENERGIAS DE PORTUGAL SA
SESGL SES SA FDR (CLASS A)
GALP GALP ENERGIA SGPS SA CLASS B
BN DANONE SA
RNO RENAULT SA
CBK COMMERZBANK AG
LISN CHOCOLADEFABRIKEN LINDT & SPRUENGLI AG
FORTUM FORTUM OYJ
TFI TELEVISION FRANCAISE 1 SA
DBG DERICHEBOURG SA
FHZN FLUGHAFEN ZURICH AG
ELG ELMOS SEMICONDUCTOR SE
EOAN E.ON SE
REE RED ELECTRICA CORP. SA
ENI ENI S.P.A.
ELE ENDESA S.A.
ORSTED ORSTED
RWE RWE AG
VER VERBUND AG CLASS A
VOW3 VOLKSWAGEN AG PREF
HEN3 HENKEL AG & CO. KGAA PREF
ENEL ENEL SPA
WPP WPP PLC
REP REPSOL SA
SOI SOITEC SA
ERG ERG S.P.A.
AIXA AIXTRON SE
GAS NATURGY ENERGY GROUP S.A.
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
ELI ELIA GROUP SA/NV
SESL SES-IMAGOTAG SA
PGHN PARTNERS GROUP HOLDING AG
EDW EDP RENOVAVEIS SA
SAX STROEER SE & CO. KGAA
SSO SCATEC ASA
MELE MELEXIS NV
ENG ENAGAS SA
TIT TELECOM ITALIA S.P.A.
RENE REDES ENERGETICAS NACIONAIS SA
IBE IBERDROLA SA
VLTSA VOLTALIA
FNTN FREENET AG
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
IDR INDRA SISTEMAS S.A. CLASS A
ASML ASML HOLDING NV
BP. BP P.L.C.
BFSA BEFESA SA
REY REPLY S.P.A.
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
WAVE WAVESTONE SA
GRE GRENERGY RENOVABLES
PHNX PHOENIX GROUP HOLDINGS PLC
NEXI NEXI S.P.A.
DSC1 DUTCH STAR C SHAR
BAR BARCO NV
AG1 AUTO1 GROUP
NA9 NAGARRO
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
DSY DASSAULT SYSTEMES SA
OVH OVH GROUPE
SHEL SHELL PLC
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
ARM ARM HOLDINGS PLC
UN0 UNIPER SE
EXENS EXOSENS
AMS AMS-OSRAM AG
ALHG LOUIS HACHETTE GROUP
- Baptiste Salaville
- Julian Dobrovolschi
IPS IPSOS
SCHP SECHE ENVIRONNEMENT
LOGN LOGITECH INTERNATIONAL S.A.
FP TOTAL SE
ENX EURONEXT NV
VIE VEOLIA ENVIRONNEMENT SA
EDEN EDENRED SA
EQNR EQUINOR ASA
ETL EUTELSAT COMMUNICATIONS SA
ENGI ENGIE SA.
EDP EDP-ENERGIAS DE PORTUGAL SA
SESGL SES SA FDR (CLASS A)
GALP GALP ENERGIA SGPS SA CLASS B
FORTUM FORTUM OYJ
TFI TELEVISION FRANCAISE 1 SA
DBG DERICHEBOURG SA
ELG ELMOS SEMICONDUCTOR SE
EOAN E.ON SE
BOSS HUGO BOSS AG
REE RED ELECTRICA CORP. SA
ENI ENI S.P.A.
ELE ENDESA S.A.
ORSTED ORSTED
RWE RWE AG
VER VERBUND AG CLASS A
ENEL ENEL SPA
WPP WPP PLC
REP REPSOL SA
SOI SOITEC SA
ERG ERG S.P.A.
AIXA AIXTRON SE
GAS NATURGY ENERGY GROUP S.A.
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
KOMN KOMAX HOLDING AG
ELI ELIA GROUP SA/NV
SESL SES-IMAGOTAG SA
EDW EDP RENOVAVEIS SA
SAX STROEER SE & CO. KGAA
SSO SCATEC ASA
MELE MELEXIS NV
ENG ENAGAS SA
TIT TELECOM ITALIA S.P.A.
TWEKA TKH GROUP N.V. CERT
RENE REDES ENERGETICAS NACIONAIS SA
IBE IBERDROLA SA
VLTSA VOLTALIA
MOB MOBILEZONE HOLDING AG
FNTN FREENET AG
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
IDR INDRA SISTEMAS S.A. CLASS A
COPN COSMO PHARMACEUTICALS NV
BP. BP P.L.C.
BFSA BEFESA SA
REY REPLY S.P.A.
STM STMICROELECTRONICS NV
DMP DERMAPHARM HOLDING SE
M MED LIFE
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
WAVE WAVESTONE SA
GRE GRENERGY RENOVABLES
NEXI NEXI S.P.A.
DSC1 DUTCH STAR C SHAR
BAR BARCO NV
AG1 AUTO1 GROUP
NA9 NAGARRO
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
DSY DASSAULT SYSTEMES SA
OVH OVH GROUPE
SHEL SHELL PLC
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
ARM ARM HOLDINGS PLC
UN0 UNIPER SE
EXENS EXOSENS
AMS AMS-OSRAM AG
SPG SPRINGER NATURE AG & CO. KGAA
ALHG LOUIS HACHETTE GROUP
- Baptiste Salaville
- Julian Dobrovolschi
IPS IPSOS
SCHP SECHE ENVIRONNEMENT
LOGN LOGITECH INTERNATIONAL S.A.
FP TOTAL SE
ENX EURONEXT NV
VIE VEOLIA ENVIRONNEMENT SA
EDEN EDENRED SA
EQNR EQUINOR ASA
ETL EUTELSAT COMMUNICATIONS SA
ENGI ENGIE SA.
EDP EDP-ENERGIAS DE PORTUGAL SA
SESGL SES SA FDR (CLASS A)
GALP GALP ENERGIA SGPS SA CLASS B
FORTUM FORTUM OYJ
TFI TELEVISION FRANCAISE 1 SA
DBG DERICHEBOURG SA
ELG ELMOS SEMICONDUCTOR SE
EOAN E.ON SE
BOSS HUGO BOSS AG
REE RED ELECTRICA CORP. SA
ENI ENI S.P.A.
ELE ENDESA S.A.
ORSTED ORSTED
RWE RWE AG
VER VERBUND AG CLASS A
ENEL ENEL SPA
WPP WPP PLC
REP REPSOL SA
SOI SOITEC SA
ERG ERG S.P.A.
AIXA AIXTRON SE
GAS NATURGY ENERGY GROUP S.A.
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
KOMN KOMAX HOLDING AG
ELI ELIA GROUP SA/NV
SESL SES-IMAGOTAG SA
EDW EDP RENOVAVEIS SA
SAX STROEER SE & CO. KGAA
SSO SCATEC ASA
MELE MELEXIS NV
ENG ENAGAS SA
TIT TELECOM ITALIA S.P.A.
TWEKA TKH GROUP N.V. CERT
RENE REDES ENERGETICAS NACIONAIS SA
IBE IBERDROLA SA
VLTSA VOLTALIA
MOB MOBILEZONE HOLDING AG
FNTN FREENET AG
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
IDR INDRA SISTEMAS S.A. CLASS A
COPN COSMO PHARMACEUTICALS NV
BP. BP P.L.C.
BFSA BEFESA SA
REY REPLY S.P.A.
STM STMICROELECTRONICS NV
DMP DERMAPHARM HOLDING SE
M MED LIFE
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
WAVE WAVESTONE SA
GRE GRENERGY RENOVABLES
NEXI NEXI S.P.A.
DSC1 DUTCH STAR C SHAR
BAR BARCO NV
AG1 AUTO1 GROUP
NA9 NAGARRO
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
DSY DASSAULT SYSTEMES SA
OVH OVH GROUPE
SHEL SHELL PLC
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
ARM ARM HOLDINGS PLC
UN0 UNIPER SE
EXENS EXOSENS
AMS AMS-OSRAM AG
SPG SPRINGER NATURE AG & CO. KGAA
ALHG LOUIS HACHETTE GROUP
- Baptiste Salaville
- Julian Dobrovolschi
INFINEON INFINEON TECHNOLOGIES AG
IPS IPSOS
SCHP SECHE ENVIRONNEMENT
LOGN LOGITECH INTERNATIONAL S.A.
FP TOTAL SE
ENX EURONEXT NV
VIE VEOLIA ENVIRONNEMENT SA
EDEN EDENRED SA
EQNR EQUINOR ASA
ETL EUTELSAT COMMUNICATIONS SA
ENGI ENGIE SA.
EDP EDP-ENERGIAS DE PORTUGAL SA
SESGL SES SA FDR (CLASS A)
GALP GALP ENERGIA SGPS SA CLASS B
BN DANONE SA
RNO RENAULT SA
CBK COMMERZBANK AG
LISN CHOCOLADEFABRIKEN LINDT & SPRUENGLI AG
FORTUM FORTUM OYJ
TFI TELEVISION FRANCAISE 1 SA
DBG DERICHEBOURG SA
FHZN FLUGHAFEN ZURICH AG
ELG ELMOS SEMICONDUCTOR SE
EOAN E.ON SE
REE RED ELECTRICA CORP. SA
ENI ENI S.P.A.
ELE ENDESA S.A.
ORSTED ORSTED
RWE RWE AG
VER VERBUND AG CLASS A
VOW3 VOLKSWAGEN AG PREF
HEN3 HENKEL AG & CO. KGAA PREF
ENEL ENEL SPA
WPP WPP PLC
REP REPSOL SA
SOI SOITEC SA
ERG ERG S.P.A.
AIXA AIXTRON SE
GAS NATURGY ENERGY GROUP S.A.
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
ELI ELIA GROUP SA/NV
SESL SES-IMAGOTAG SA
PGHN PARTNERS GROUP HOLDING AG
EDW EDP RENOVAVEIS SA
SAX STROEER SE & CO. KGAA
SSO SCATEC ASA
MELE MELEXIS NV
ENG ENAGAS SA
TIT TELECOM ITALIA S.P.A.
RENE REDES ENERGETICAS NACIONAIS SA
IBE IBERDROLA SA
VLTSA VOLTALIA
FNTN FREENET AG
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
IDR INDRA SISTEMAS S.A. CLASS A
ASML ASML HOLDING NV
BP. BP P.L.C.
BFSA BEFESA SA
REY REPLY S.P.A.
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
WAVE WAVESTONE SA
GRE GRENERGY RENOVABLES
PHNX PHOENIX GROUP HOLDINGS PLC
NEXI NEXI S.P.A.
DSC1 DUTCH STAR C SHAR
BAR BARCO NV
AG1 AUTO1 GROUP
NA9 NAGARRO
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
DSY DASSAULT SYSTEMES SA
OVH OVH GROUPE
SHEL SHELL PLC
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
ARM ARM HOLDINGS PLC
UN0 UNIPER SE
EXENS EXOSENS
AMS AMS-OSRAM AG
ALHG LOUIS HACHETTE GROUP
- Research Department
INFORME DIARIO 10 MARZO + RDOS. EUROPA. PREVIEWS (ANÁLISIS BANCO SABAD...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: OHLA, SANTANDER, SECTOR ELÉCTRICO. EUROPA: AIRBUS, PROSUS, VOLKSWAGEN. Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los resultados destacados en positivo y negativo y previews de Rdos. 4T’25 que se publicarán en España y Europa en los próximos días. El Brent termina por debajo de los 100 dólares Fuerte volatilidad en los mercados de la mano de las subidas del Brent pero qu...
- Research Department
IBERIAN DAILY 10 MARCH (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: ELECTRICITY SECTOR, OHLA, SANTANDER. Brent falls below US$ 100 There was strong volatility on the markets, with Brent crude rising, though then falling back due to the G7’s talks of releasing oil reserves (that will continue today) and its decision to initiate an international mission to progressively open the Strait of Hormuz, and lastly Trump’s announcement that the war in Iran could end soon and that sanctions on Russia will be reduced. This alleviated the drops on the stock m...
- Louis Boujard
- CFA
- Philippe Ourpatian
ODDO : 2026 scenario: things were going well, until now
The current context heralds a new period of uncertainty, but this will not undermine the growth cycle for utilities, marked by price normalisation, accelerating demand and the increasing complexity of the electricity system, due to the intermittency of renewables, congestion and the need for flexibility. In this context, selectivity is key, between players seeking profitable growth internationally and those waiting on their domestic market. We maintain our sector hierarchy in favour of earnings ...
VIE VEOLIA ENVIRONNEMENT SA
ENGI ENGIE SA.
EDP EDP-ENERGIAS DE PORTUGAL SA
FORTUM FORTUM OYJ
DBG DERICHEBOURG SA
EOAN E.ON SE
REE RED ELECTRICA CORP. SA
ELE ENDESA S.A.
ORSTED ORSTED
RWE RWE AG
VER VERBUND AG CLASS A
ENEL ENEL SPA
ERG ERG S.P.A.
GAS NATURGY ENERGY GROUP S.A.
ELI ELIA GROUP SA/NV
EDW EDP RENOVAVEIS SA
SSO SCATEC ASA
ENG ENAGAS SA
RENE REDES ENERGETICAS NACIONAIS SA
IBE IBERDROLA SA
VLTSA VOLTALIA
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
BFSA BEFESA SA
GRE GRENERGY RENOVABLES
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
UN0 UNIPER SE
- Louis Boujard
- CFA
- Philippe Ourpatian
ODDO : Scénario 2026 : jusqu’ici tout allait bien
Le contexte actuel ouvre une nouvelle période d’incertitude mais qui ne remettra pas en cause le cycle de croissance des Utilities, marqué par la normalisation des prix, l’accélération de la demande et la complexification accrue du système électrique, en raison de l’intermittence des renouvelables, des congestions et du besoin de flexibilité. Dans ce contexte, la sélectivité est déterminante, entre les acteurs qui cherchent la croissance rentable à l’international et ceux qui patientent sur leur...
VIE VEOLIA ENVIRONNEMENT SA
ENGI ENGIE SA.
EDP EDP-ENERGIAS DE PORTUGAL SA
FORTUM FORTUM OYJ
DBG DERICHEBOURG SA
EOAN E.ON SE
REE RED ELECTRICA CORP. SA
ELE ENDESA S.A.
ORSTED ORSTED
RWE RWE AG
VER VERBUND AG CLASS A
ENEL ENEL SPA
ERG ERG S.P.A.
GAS NATURGY ENERGY GROUP S.A.
ELI ELIA GROUP SA/NV
EDW EDP RENOVAVEIS SA
SSO SCATEC ASA
ENG ENAGAS SA
RENE REDES ENERGETICAS NACIONAIS SA
IBE IBERDROLA SA
VLTSA VOLTALIA
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
BFSA BEFESA SA
GRE GRENERGY RENOVABLES
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
UN0 UNIPER SE
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.