reports
Elecnor S.A.: 1 director
A director at Elecnor S.A. bought 17,715 shares at 15.030EUR and the significance rating of the trade was 76/100. 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 ...
- Research Department
IBERIAN DAILY 24 DECEMBER (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: ARCELORMITTAL, ECOENER, ENDESA, OHLA. Moderate drops in a session without volume and with weaker macro data Despite the US rally seen last Friday after the European closing bell, in the absence of additional catalysts, the worse macroeconomic data released yesterday in the US dragged down European stock markets in a session with low volume. Thus, in the STOXX 600 Pharma stood out thanks to the rally of Novo Nordisk following last Friday’s strong corrections whereas Leisure and Aut...
- Research Department
INFORME DIARIO 24 DICIEMBRE (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ARCELOR MITTAL, ENDESA, ECOENER, SECTOR ELECTRICO ESPAÑA, OHLA. EUROPA: BASF Caídas moderadas en una sesión sin volumen y datos macro algo más flojos de fondo A pesar de la subida de EE.UU. el viernes después del cierre en Europa, en ausencia de más catalizadores, los peores datos macro publicados ayer en EE.UU, terminaron lastrando las bolsas europeas en una sesión con poco volumen. Así, en el STOXX 600, destacó al alza la subida de Farma gracias...
Endesa S.A.: 2 directors
A director at Endesa S.A. bought 50,000 shares at 20.140EUR and the significance rating of the trade was 69/100. 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 s...
PG&E Corp: 1 director
A director at PG&E Corp sold 55,555 shares at 20.660USD and the significance rating of the trade was 68/100. 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 showi...
Enel S.p.A.: 1 director
A director at Enel S.p.A. bought 200,000 shares at 6.658EUR and the significance rating of the trade was 69/100. 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 s...
PPL Corp: 1 director
A director at PPL Corp sold 9,161 shares at 34.350USD and the significance rating of the trade was 62/100. 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 showing...
- Damien Choplain
- Martial Descoutures
- Damien Choplain
- Martial Descoutures
RHM RHEINMETALL AG
BLND BRITISH LAND COMPANY PLC
GRF GRIFOLS S.A. CLASS A
ELE ENDESA S.A.
ISP INTESA SANPAOLO S.P.A.
TLX TALANX AG
UCG UNICREDIT S.P.A.
CABK CAIXABANK SA
GRF.P GRIFOLS S.A. PREF CLASS B
ARGX ARGEN-X SE
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
SGSN SGS SA
- Research Department
IBERIAN DAILY 20 NOVEMBER (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: CAIXABANK, ENDESA, GRIFOLS, POSSIBLE TAX CHANGES, TALGO. Russia shakes markets The threat of using nuclear weapons by Russia after Ukraine used its long-range missiles on Russian territory led to corrections in European stock markets that eased throughout the session after the Foreign Minister S. Lavrov stressed that Russia does not wish nor expect a nuclear war. Thus, in the STOXX 600, Real Estate and Pharma were the only sectors ending with gains vs. Banks and Automobiles that ...
- Research Department
INFORME DIARIO 20 NOVIEMBRE (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CAIXABANK, GRIFOLS, IMPUESTOS ESPAÑA, TALGO. EUROPA: NOKIA. Rusia agita los mercados La amenaza de uso de armas nucleares por parte de Rusia después de que Ucrania utilizase sus misiles de largo alcance sobre territorio ruso deparó una sesión de caídas en Europa, que fueron moderándose a lo largo de la sesión después de que el ministro de exteriores ruso S. Lavrov remarcase que el país no desea ni espera una guerra nuclear. Así, dentro del STOXX 600...
- Louis Boujard
- CFA
- Philippe Ourpatian
Endesa : More dividends, slightly more limited growth but financial fl...
>Outperform recommendation and TP of € 25.30 unchanged - The revision to 2027 of Endesa's strategic plan, based on a trajectory of resilience and maintaining financial flexibility, like its parent company Enel, leads us to adjust our 2024 estimates upwards (+4.5%), marginally upwards by 0.5% in 2025 and downwards by -6.5% in 2026. The balancing of the investment programme between resilient network activities and generation activities is in line with the sector profile...
- Louis Boujard
- CFA
- Philippe Ourpatian
Endesa : Plus de dividendes, un peu moins de croissance mais de la fle...
>Opinion Surperformance et OC 25.3 € inchangés - La révision à 2027 du plan stratégique d’Endesa, sur la base d’une trajectoire de résilience et de maintien de la flexibilité financière, comme sa maison mère Enel, nous amène à ajuster en hausse notre BPA 2024e (+4.5%) et plus marginalement le BPA 2025e mais à réduire notre BPA 2026e de 6.5%. L’équilibre du programme d’investissements entre les activités résilientes de réseaux et celles de génération correspond au prof...
- Virginia Romero
- Virginia Romero
- Jean Danjou
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
NESN NESTLE S.A.
BRBY BURBERRY GROUP PLC
KER KERING SA
ELE ENDESA S.A.
ENEL ENEL SPA
01913 PRADA S.P.A.
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
- Jean Danjou
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
NESN NESTLE S.A.
BRBY BURBERRY GROUP PLC
KER KERING SA
ELE ENDESA S.A.
ENEL ENEL SPA
01913 PRADA S.P.A.
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
- Louis Boujard
- CFA
- Philippe Ourpatian
Endesa : Strategic plan update, flattening of the growth curve
>2024-2027 strategic update flattens the growth trend from one year - The update on the strategic plan has just been issued. As expected, this is not a breaking news plan but, as is the case at its parent company, a focus on dividend growth. The planned investments of € 9.6bn (+8% vs previous plan) are more or less balanced between the grid activity (42%) and new renewable capacity (39%) with the aim of adding 3 GW of capacity, and almost € 0.9bn to customers. 2024-20...
- Louis Boujard
- CFA
- Philippe Ourpatian
Endesa : Strategic plan update, flattening of the growth curve
>2024-2027 strategic update flattens the growth trend from one year - The update on the strategic plan has just been issued. As expected, this is not a breaking news plan but, as is the case at its parent company, a focus on dividend growth. The planned investments of € 9.6bn (+8% vs previous plan) are more or less balanced between the grid activity (42%) and new renewable capacity (39%) with the aim of adding 3 GW of capacity, and almost € 0.9bn to customers. 2024-20...
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