reports
- Suvi Platerink Kosonen
Bank Capital/It's getting hot in here
We take a look at the broad developments in euro-denominated AT1 markets. So far this year the tight trading levels have reflected as banks continuing to remain very active in primary markets. With the uncertain geopolitical landscape, we would remain selective on issuers and in terms of bonds.
- Martin Marandon-Carlhian
- Stephane Houri
IFX INFINEON TECHNOLOGIES AG
LRC LEGRAND
VIE VEOLIA ENVIRONNEMENT SA
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
JMT JERONIMO MARTINS SGPS S.A.
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
G1A GEA GROUP AG
APAML APERAM SA
PUM PUMA SE
OUT1V OUTOKUMPU OYJ
SSAB A SSAB AB CLASS A
ADEN ADECCO GROUP AG
RHM RHEINMETALL AG
SZG SALZGITTER AG
VOE VOESTALPINE AG
ACX ACERINOX SA
ELE ENDESA S.A.
ORSTED ORSTED
FRE FRESENIUS SE & CO. KGAA
HEI HEIDELBERGCEMENT AG
ERA ERAMET SA
NDA AURUBIS AG
ARCAD ARCADIS NV
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
EDW EDP RENOVAVEIS SA
TIT TELECOM ITALIA S.P.A.
POST OSTERREICHISCHE POST AG
PRY PRYSMIAN S.P.A.
ABI ANHEUSER-BUSCH INBEV SA/NV
RIO RIO TINTO PLC
BHP BHP GROUP LTD
ARGX ARGEN-X SE
AMAG AMAG AUSTRIA METALL AG
KBX KNORR-BREMSE AG
IHG INTERCONTINENTAL HOTELS GROUP PLC
NEXI NEXI S.P.A.
ENR SIEMENS ENERGY AG
CTPNV CTP NV
ARM ARM HOLDINGS PLC
QGEN QIAGEN N.V.
- Martin Marandon-Carlhian
- Stephane Houri
IFX INFINEON TECHNOLOGIES AG
LRC LEGRAND
VIE VEOLIA ENVIRONNEMENT SA
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
JMT JERONIMO MARTINS SGPS S.A.
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
G1A GEA GROUP AG
APAML APERAM SA
PUM PUMA SE
OUT1V OUTOKUMPU OYJ
SSAB A SSAB AB CLASS A
ADEN ADECCO GROUP AG
RHM RHEINMETALL AG
SZG SALZGITTER AG
VOE VOESTALPINE AG
ACX ACERINOX SA
ELE ENDESA S.A.
ORSTED ORSTED
FRE FRESENIUS SE & CO. KGAA
HEI HEIDELBERGCEMENT AG
ERA ERAMET SA
NDA AURUBIS AG
ARCAD ARCADIS NV
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
EDW EDP RENOVAVEIS SA
TIT TELECOM ITALIA S.P.A.
PRY PRYSMIAN S.P.A.
ABI ANHEUSER-BUSCH INBEV SA/NV
RIO RIO TINTO PLC
BHP BHP GROUP LTD
ARGX ARGEN-X SE
AMAG AMAG AUSTRIA METALL AG
KBX KNORR-BREMSE AG
IHG INTERCONTINENTAL HOTELS GROUP PLC
NEXI NEXI S.P.A.
ENR SIEMENS ENERGY AG
CTPNV CTP NV
ARM ARM HOLDINGS PLC
QGEN QIAGEN N.V.
- Louis Boujard
- CFA
- Philippe Ourpatian
- Louis Boujard
- CFA
- Philippe Ourpatian
- Virginia Romero
- Virginia Romero
- Konrad Zomer
AKE ARKEMA
CON CONTINENTAL AKTIENGESELLSCHAFT
DETNOR AKER BP ASA
FME FRESENIUS MEDICAL CARE AG
LRC LEGRAND
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
PUB PUBLICIS GROUPE SA
VIE VEOLIA ENVIRONNEMENT SA
UBSN UBS GROUP AG
KOMB KOMERCNI BANKA A.S.
WKL WOLTERS KLUWER NV
VNA VONOVIA SE
ELE ENDESA S.A.
ISP INTESA SANPAOLO S.P.A.
ORSTED ORSTED
FRE FRESENIUS SE & CO. KGAA
WPP WPP PLC
BA. BAE SYSTEMS PLC
RACE FERRARI NV
AD KONINKLIJKE AHOLD DELHAIZE N.V.
SHL SIEMENS HEALTHINEERS AG
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
VWS VESTAS WIND SYSTEMS
NOVO B NOVO NORDISK A/S
ALIV SDB AUTOLIV INC.
HAVAS HAVAS N.V
- Konrad Zomer
AKE ARKEMA
CON CONTINENTAL AKTIENGESELLSCHAFT
DETNOR AKER BP ASA
FME FRESENIUS MEDICAL CARE AG
LRC LEGRAND
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
PUB PUBLICIS GROUPE SA
VIE VEOLIA ENVIRONNEMENT SA
UBSN UBS GROUP AG
KOMB KOMERCNI BANKA A.S.
WKL WOLTERS KLUWER NV
VNA VONOVIA SE
ELE ENDESA S.A.
ISP INTESA SANPAOLO S.P.A.
ORSTED ORSTED
FRE FRESENIUS SE & CO. KGAA
WPP WPP PLC
BA. BAE SYSTEMS PLC
RACE FERRARI NV
AD KONINKLIJKE AHOLD DELHAIZE N.V.
SHL SIEMENS HEALTHINEERS AG
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
VWS VESTAS WIND SYSTEMS
NOVO B NOVO NORDISK A/S
ALIV SDB AUTOLIV INC.
HAVAS HAVAS N.V
- Louis Boujard
- CFA
- Philippe Ourpatian
- Louis Boujard
- CFA
- Philippe Ourpatian
- Research Department
IBERIAN DAILY 07 MAY + 1Q’25 RESULTS. HIGHLIGHTS AND REST OF PREVIEWS ...
NEWS SUMMARY: ENDESA, FLUIDRA, OHLA. At the end of today’s report, and during the entire results season, we will include a presentation with positive and negative results highlights and previews for the 1Q’25 results to be released over the coming days in Spain. New chancellor in Germany Bearish session in European stock markets, with peripheral markets outperforming core. In the STOXX 600, the best-performing sectors were Energy (Brent rallying +3.9%) and Food, whereas Pharma and Basic Mater...
- Research Department
INFORME DIARIO 07 MAYO + RDOS. ESPAÑA Y EUROPA 1T’25. IDEAS DESTACADAS...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ENDESA, FLUIDRA, OHLA. EUROPA: AHOLD DELHAIZE, AXA, BMW, INTESA SAN PAOLO. 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. 1T’25 que se publicarán en España y Europa en los próximos días. Nuevo canciller en Alemania Sesión a la baja en las bolsas de Europa con un mejor comportamiento de la periferia frente...
- Sinan Doganli
CLN CLARIANT AG
NK IMERYS SA
SSAB A SSAB AB CLASS A
EXE EXEL INDUSTRIES SA
MERY MERCIALYS SA
LPE LAURENT-PERRIER SA
BAMNB KONINKLIJKE BAM GROEP NV
BIG BIGBEN INTERACTIVE SA
VIS VISCOFAN S.A.
MMT METROPOLE TELEVISION SA
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
IBG IBERPAPEL GESTION S.A.
COPN COSMO PHARMACEUTICALS NV
FTG111 FLATEXDEGIRO AG
UNI UNICAJA BANCO S.A.
SMCP SMCP SA
HFG HELLOFRESH SE
NACON NACON SASU
ANTIN ANTIN INFRASTRUCTURE PARTNERS
ALLFG ALLFUNDS (UK) LTD
PLNW PLANISWARE
- Sinan Doganli
CLN CLARIANT AG
NK IMERYS SA
SSAB A SSAB AB CLASS A
EXE EXEL INDUSTRIES SA
MERY MERCIALYS SA
LPE LAURENT-PERRIER SA
BAMNB KONINKLIJKE BAM GROEP NV
BIG BIGBEN INTERACTIVE SA
VIS VISCOFAN S.A.
MMT METROPOLE TELEVISION SA
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
IBG IBERPAPEL GESTION S.A.
COPN COSMO PHARMACEUTICALS NV
FTG111 FLATEXDEGIRO AG
UNI UNICAJA BANCO S.A.
SMCP SMCP SA
MVC METROVACESA SA
HFG HELLOFRESH SE
AEDAS AEDAS HOMES SA
NACON NACON SASU
ANTIN ANTIN INFRASTRUCTURE PARTNERS
ALLFG ALLFUNDS (UK) LTD
PLNW PLANISWARE
- Benoit Valleaux
- Steven Gould
- Benoit Valleaux
- Steven Gould
- Research Department
INFORME DIARIO 29 ABRIL + RDOS. ESPAÑA Y EUROPA 1T’25. PREVIEWS (ANÁLI...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: INDRA, METROVACESA, PUIG BRANDS, SANTANDER, SECTOR SEGUROS, UNICAJA, VISCOFAN. EUROPA: ADIDAS, SCHNEIDER, 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. 1T’25 que se publicarán en España y Europa en los próximos días. El Ibex resiste a pesar del apagón Las bolsas comenzaron la semana con gananci...
- Research Department
IBERIAN DAILY 29 APRIL + 1Q’25 RESULTS. PREVIEWS (ANÁLISIS BANCO SABAD...
NEWS SUMMARY: INDRA, INSURANCE SECTOR, METROVACESA, PUIG BRANDS, SANTANDER, UNICAJA, VISCOFAN At the end of today’s report, and during the entire results season, we will include a presentation with positive and negative results highlights and previews for the 1Q’25 results to be released over the coming days in Spain. The IBEX resists despite the power outage Stock markets kicked off the week with gains, and with the IBEX close to 2008 highs after exceeding 13,400 points. In the STOXX 600, th...
- Javier Esteban
UNICAJA: RDOS. 1T’25 Y CAMBIO DE P.O. AL ALZA (ANÁLISIS BANCO SABADELL...
Rdos. 1T'25 vs 1T'24: M. Intereses: 369 M euros (-5,6% vs -6% BS(e) y -6,5% consenso); M. Bruto: 515 M euros (+11,5% vs +0,6% BS(e) y +1,6% consenso); M. Neto: 280 M euros (+18,2% vs -3% BS(e) y -1% consenso); BDI: 158 M euros (+43% vs +5,6% BS(e) y +4,7% consenso); Rdos. 1T'25 vs 4T'24: M. Intereses: 369 M euros (-3,1% vs -3,6% BS(e) y -1% consenso); M. Bruto: 515 M euros (-1,1% vs -10,8% BS(e) y -13,8% consenso); M. Neto: 280 M euros (-3,8% vs -21% BS(e) y -24,6% consenso); BDI: 158 M euros (+...
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