NEWS SUMMARY: COLONIAL, ENAGÁS, VISCOFAN. All eyes on the trade front again European stock markets fell, dragged down by the trade war. Meanwhile, BoFA’s investors survey suggested underweighting of liquidity at highs from Dec’24 and the most bullish investor sentiment since Feb’25 although the bubble in AI shares is seen as the main risk for the first time. In the STOXX 600 Telecoms and Insurance were the best performers whereas cyclical sectors such as Basic Resources and Autos saw the bigge...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ENAGÁS, INMOBILIARIA COLONIAL, VISCOFAN. EUROPA: ASML, INTESA SANPAOLO, LVMH, UNICREDIT. 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. 3T’25 que se publicarán en España y Europa en los próximos días. De nuevo, el frente comercial Correcciones en los índices de Europa, enfrascados en el enfrentamiento come...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CELLNEX, ENDESA, NATURGY, SANTANDER, SECTOR ELÉCTRICO. 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. 3T’25 que se publicarán en España y Europa en los próximos días. Confianza en un acuerdo comercial Rebote en las bolsas europeas, confiadas en que EE.UU. y China seguirán negociando un acuerdo comercial. ...
ELE ha anticipado la finalización del segundo tramo del programa marco de recompra de acciones propias (17 M acciones, c. 1,6% capital, por un importe de 442 M euros) y aprueba el tercer tramo del programa, con un importe máximo de 500 M euros (c. 1,8% capital), sujeto a la aprobación en JGA.
Philips announces 5,000th Zenition mobile C-arm system installation, advancing access to high-quality, efficient surgical and interventional care worldwide October 8, 2025 Global adoption milestone underscores innovation in mobile C-arm surgical and interventional imaging, with more than 15 million patients treated in 170+ countries every year Amsterdam, the Netherlands – (NYSE: PHG, AEX: PHIA), a global leader in health technology, today announced the 5,000th installation of its Philips Zenition mobile surgery imaging system at Kolín Regional Hospital in the Czech Republic. Since its la...
The fifth ODDO BHF Iberian Forum was held virtually, gathering 62 Iberian issuers and close to 200 institutional investors, making it one of the largest dedicated Iberian conferences of the year. The event generated 47 feedbacks, 6 target price revisions (including 4 downgrades), and a rating downgrade for Ence. The main topics of discussion were the impact of US tariffs and a weak USD on industrial companies, concerns about final demand in Europe and the US, and the sustainability of Spain’s ec...
Philips unveils latest CT and MR innovations in radiation therapy, advancing precision cancer care at ASTRO 2025 September 26, 2025 New Rembra RT and Areta RT [1] CT platforms drive accuracy and efficiency in radiation therapy with advanced workflows and long-term valuePhilips debuts helium-free [2] BlueSeal RT 1.5T 70cm MR system with AI-powered SmartSpeed Precise, expanding its leadership in sustainable MR for radiation oncology Amsterdam, the Netherlands – At the American Society for Radiation Oncology () 2025 Annual Meeting, (NYSE: PHG, AEX: PHIA), a global leader in health technolog...
Philips joins Optum Healthcare’s network as a preferred provider in the USA September 25, 2025 Philips’ ambulatory and diagnostic solutions and services are now available to 3.4 million Optum policyholders for enhanced outpatient cardiac monitoring Amsterdam, the Netherlands – (NYSE: PHG, AEX: PHIA), a global leader in health technology, today announced that it has entered a national partnership in the USA with Optum Healthcare. The inclusion of Philips’ (MCOT) and Philips Extended Holter (ePatch) in the network is designed to enable earlier detection of cardiac conditions and timely cli...
Last week’s EPRA conference provided cautious optimism on listed European real estate. The segment offers a mix of risks and opportunities, with discounted valuations presenting attractive entry points. We downgrade Care Property Invest (Underperform vs Neutral, TP €12 vs €13.5); we lower our TPs for British Land, Landsec, Shurgard, and Xior Student Housing; we raise our TPs for URW, Wereldhave and VGP. In conclusion we favour logistics, retail, Spain, and CEE for growth, and Switzerland remains...
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