reports
- Emira Sagaama
- Maissa Keskes
- Margaux van Oerle
- Stephane Houri
BT.A BT GROUP PLC
CA CARREFOUR SA
BVI BUREAU VERITAS SA
BNP BNP PARIBAS SA CLASS A
MC LVMH MOET HENNESSY LOUIS VUITTON SE
DBK DEUTSCHE BANK AG
MTX MTU AERO ENGINES AG
NOKIA NOKIA OYJ
RF EURAZEO SA
ENI ENI S.P.A.
VOW3 VOLKSWAGEN AG PREF
REP REPSOL SA
BKT BANKINTER SA
NEM NEMETSCHEK SE
ELI ELIA GROUP SA/NV
MAP MAPFRE SA
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
CCEP COCA-COLA EUROPEAN PARTNERS PLC
8TRA TRATON SE
DSY DASSAULT SYSTEMES SA
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
SGSN SGS SA
- Emira Sagaama
- Maissa Keskes
- Margaux van Oerle
- Stephane Houri
BT.A BT GROUP PLC
CA CARREFOUR SA
BVI BUREAU VERITAS SA
BNP BNP PARIBAS SA CLASS A
MC LVMH MOET HENNESSY LOUIS VUITTON SE
DBK DEUTSCHE BANK AG
MTX MTU AERO ENGINES AG
NOKIA NOKIA OYJ
RF EURAZEO SA
ENI ENI S.P.A.
VOW3 VOLKSWAGEN AG PREF
REP REPSOL SA
BKT BANKINTER SA
NEM NEMETSCHEK SE
ELI ELIA GROUP SA/NV
MAP MAPFRE SA
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
CCEP COCA-COLA EUROPEAN PARTNERS PLC
8TRA TRATON SE
DSY DASSAULT SYSTEMES SA
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
SGSN SGS SA
- Benoit Valleaux
- Steven Gould
- Roland Pfaender
- MBA
- CFA
- CCRA
- Steven Gould
- Benoit Valleaux
- Steven Gould
- Marine Leleux
- Maureen Schuller
- Suvi Platerink Kosonen
Bank Brunch/2Q from Deutsche Bank, BNP Paribas, BAWAG, EIOPA on climat...
Deutsche Bank reports solid 2Q numbers, value in AT1 debt. BNP Paribas earnings resilient, in AT1 preference for the 5yr part. BAWAG capital improves, earnings incorporate acquisitions. EIOPA on climate change scenarios' integration. What is needed for covered bond curves to flatten
- Marine Leleux
- Maureen Schuller
- Suvi Platerink Kosonen
Bank Brunch/2Q from Deutsche Bank, BNP Paribas, BAWAG, EIOPA on climat...
Deutsche Bank reports solid 2Q numbers, value in AT1 debt. BNP Paribas earnings resilient, in AT1 preference for the 5yr part. BAWAG capital improves, earnings incorporate acquisitions. EIOPA on climate change scenarios' integration. What is needed for covered bond curves to flatten.
- Stephane Beyazian
- Stephane Beyazian
- Javier Esteban
BNP PARIBAS: RDOS. 2T’25 (ANÁLISIS BANCO SABADELL)
Rdos. 2T'25 vs 2T'24: M. Bruto: 12.581 M euros (+2,5% vs +4% BS(e) y +1,9% consenso); M. Neto: 5349 M euros (+5% vs +4% BS(e) y +0,6% consenso); BDI: 3.258 M euros (-4% vs -8% BS(e) y -8% consenso). Rdos. 2T'25 vs 1T'25:operac M. Bruto: 12.581 M euros (-2,9% vs -1,5% BS(e) y -3,5% consenso); M. Neto: 5.349 M euros (+13,7% vs +12,6% BS(e) y +9% consenso); BDI: 3.258 M euros (+10,4% vs +5,8% BS(e) y +5,8% consenso).
- Research Department
INFORME DIARIO 24 JULIO + RDOS. ESPAÑA Y EUROPA 2T’25. IDEAS DESTACADA...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACS, BANKINTER, CAF, COLONIAL, IBERDROLA, INDRA, REPSOL, ROVI, VIDRALA. EUROPA: BNP PARIBAS, DEUTSCHE TELEKOM, NOKIA, PERNOD RICARD, 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. 2T’25 que se publicarán en España y Europa en los próximos días. Mayores esperanzas en las negociaciones comerciales ...
NOKIA NOKIA OYJ
DTE DEUTSCHE TELEKOM AG
REP REPSOL SA
VID VIDRALA SA
UCG ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA
ACS ENCE ENERGIA Y CELULOSA SA
ENC LABORATORIOS FARMACEUTICOS ROVI S.A.
ROVI INDRA SISTEMAS S.A. CLASS A
IDR PERNOD RICARD
UG UNICREDIT S.P.A.
UNCFF COLONIAL
- Ben Rickett
- James Ratzer
- Russell Waller
EU Telecoms: Half-time 2025 Review Sector has outperformed: More sele...
The European Telecoms continues to outperform: up 17% YTD vs. the market up 10%. While this is great to see, adding to the 12pp outperformance in 2024 and supporting our investment thesis of improving regulation, it does mean the equity upside story from here is becoming more selective.
- Jerôme Bodin
KNEBV KONE OYJ CLASS B
SLB.N SCHLUMBERGER NV
MC LVMH MOET HENNESSY LOUIS VUITTON SE
COV COVIVIO SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
KBC KBC GROUP N.V.
EL ESSILORLUXOTTICA SA
VIV VIVENDI SE
BRBY BURBERRY GROUP PLC
KER KERING SA
SCHP SCHINDLER HOLDING AG PREF
DTE DEUTSCHE TELEKOM AG
BOL BOLLORE SA
RY4C RYANAIR HOLDINGS PLC
01913 PRADA S.P.A.
ELI ELIA GROUP SA/NV
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
RIO RIO TINTO PLC
BHP BHP GROUP LTD
STLA STELLANTIS N.V.
ATCO A ATLAS COPCO AB
ALIV SDB AUTOLIV INC.
- Jerôme Bodin
KNEBV KONE OYJ CLASS B
SLB.N SCHLUMBERGER NV
MC LVMH MOET HENNESSY LOUIS VUITTON SE
COV COVIVIO SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
KBC KBC GROUP N.V.
EL ESSILORLUXOTTICA SA
VIV VIVENDI SE
BRBY BURBERRY GROUP PLC
KER KERING SA
SCHP SCHINDLER HOLDING AG PREF
DTE DEUTSCHE TELEKOM AG
BOL BOLLORE SA
RY4C RYANAIR HOLDINGS PLC
01913 PRADA S.P.A.
ELI ELIA GROUP SA/NV
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
RIO RIO TINTO PLC
BHP BHP GROUP LTD
STLA STELLANTIS N.V.
ATCO A ATLAS COPCO AB
ALIV SDB AUTOLIV INC.
- Stephane Beyazian
- Stephane Beyazian
- Benoit Valleaux
- Steven Gould
- Benoit Valleaux
- Steven Gould
BNP PARIBAS ADAPTS ITS GOVERNANCE AHEAD OF ITS FUTURE STRATEGIC PLAN
BNP PARIBAS ADAPTS ITS GOVERNANCE AHEAD OF ITS FUTURE STRATEGIC PLAN BNP PARIBAS ADAPTS ITS GOVERNANCE AHEAD OF ITS FUTURE STRATEGIC PLAN PRESS RELEASE Paris, 7th July 2025 As the European leader in investment banking, corporate financing and the management of long-term savings, BNP Paribas has all the necessary expertise, industrial and technological platforms and strong client franchises to launch a new stage of development. In this context, BNP Paribas is adapting its governance in order to strengthen its integrated model and the cross-functionality between its businesses in the per...
BNP PARIBAS FAIT EVOLUER SA GOUVERNANCE DANS LA PERSPECTIVE DE SON FU...
BNP PARIBAS FAIT EVOLUER SA GOUVERNANCE DANS LA PERSPECTIVE DE SON FUTUR PLAN STRATEGIQUE BNP PARIBAS FAIT EVOLUER SA GOUVERNANCE DANS LA PERSPECTIVE DE SON FUTUR PLAN STRATEGIQUE COMMUNIQUÉ DE PRESSE Paris, le 7 juillet 2025 Leader européen de la banque d’investissement, du financement des entreprises et de la gestion d’épargne longue, BNP Paribas dispose de toutes les expertises, des plateformes industrielles et technologiques ainsi que de franchises clients d’excellence pour engager une nouvelle phase de développement. Dans ce contexte, BNP Paribas fait évoluer sa gouvernance afin...
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