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Research Department
  • Research Department

INFORME DIARIO 15 OCTUBRE + RDOS. EUROPA 3T’25. PREVIEWS (ANÁLISIS BAN...

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...

Research Department
  • Research Department

INFORME DIARIO 08 OCTUBRE (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: SANTANDER, SECTOR ACERO. EUROPA: BMW, INTESA SAN PAOLO, UNICREDIT. Francia se mantiene en una sesión de ventas Con la mayoría de los índices europeos a la baja, sorprendió la estabilidad del CAC francés a pesar de que no se atisban soluciones a la paralización política de Francia. Mientras, EE.UU. se vio lastrado por otro nuevo día de shutdown y la noticia de Oracle de deterioro de márgenes en centros de datos con chips de Nvidia. En el STOXX 600 l...

Intesa Sanpaolo S.p.A.: 1 director

A director at Intesa Sanpaolo S.p.A. sold 60,000 shares at 5.676EUR 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 c...

Munchener Ruckversicherungs-Gesellschaft AG: 1 director

A director at Munchener Ruckversicherungs-Gesellschaft AG bought 600 shares at 519.800EUR and the significance rating of the trade was 82/100. 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 ove...

Javier Esteban
  • Javier Esteban

INFORME SECTORIAL BANCOS ESPAÑA/EUROPA: EL MERCADO YA DESCUENTA RÉCORD...

El mercado ya descuenta récord de beneficios 2026. En los últimos seis meses el sector ha subido +17% (vs +9% IBEX y +4% ES 50) con una revisión de estimaciones a medio plazo de +11%.

Research Department
  • Research Department

INFORME DIARIO 26 SEPTIEMBRE (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACS, INDRA, SECTOR BANCARIO, SECTOR FARMA. EUROPA: INTESA SAN PAOLO, UNICREDIT. Las bajadas de tipos pierden fuerza Caídas en las bolsas europeas, ya que la fortaleza en los datos de empleo americanos y los últimos comentarios desde la Fed enfrían las probabilidades de ver las bajadas de tipos que el mercado espera (futuros de los fed funds a dic’25 corrigen al alza hasta el 3,76%). Así, en el STOXX 600 los mejores sectores fueron R. Básicos y Ret...

Marine Leleux ... (+3)
  • Marine Leleux
  • Maureen Schuller
  • Suvi Platerink Kosonen

Bank Brunch/EBA on third country equivalence, ECB on ESRS, UniCredit a...

EBA supports third country equivalence regime for covered bonds. ECB welcomes but proposes tweaks to the revision of the ESRS. Rating hikes for Intesa and UniCredit in AT1 and T2 largely priced in

Marine Leleux ... (+3)
  • Marine Leleux
  • Maureen Schuller
  • Suvi Platerink Kosonen

Bank Brunch/EBA on third country equivalence, ECB on ESRS, UniCredit a...

EBA supports third country equivalence regime for covered bonds. ECB welcomes but proposes tweaks to the revision of the ESRS. Rating hikes for Intesa and UniCredit in AT1 and T2 largely priced in

Unicredit S.p.A.: 1 director

A director at Unicredit S.p.A. sold 3,850 shares at 65.558EUR 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...

Carole Braudeau
  • Carole Braudeau

Credit Morning 08/29/2025

Strong set of Q2 2025 results with good FCF generation|Advanz Q2 25 call notes: Net leverage will go up in the remaining year before launches kick in|Iliad: no consolidation in Italy, preliminary talks in France in June|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 29/08/2025

Strong set of Q2 2025 results with good FCF generation|Advanz Q2 25 call notes: Net leverage will go up in the remaining year before launches kick in|Iliad : pas de consolidation en Italie, discussions préliminaires en France au mois de juin|

Benoit Valleaux ... (+5)
  • Benoit Valleaux
  • Roland Pfaender
  • MBA
  • CFA
  • CCRA
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