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Bruno Cavalier ... (+3)
  • Bruno Cavalier
  • Emmanuel Matot
  • Jean Danjou
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
01913 PRADA S.P.A.
SOC SUBSEA 7 S.A.
AIXA AIXTRON SE
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
MONC MONCLER SPA
EUR EUROCASH S.A.
POSR POZAVAROVALNICA SAVA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
HOME NEINOR HOMES SA
MVC METROVACESA SA
AEDAS AEDAS HOMES SA
ZGN ERMENEGILDO ZEGNA NV
11/24/25 November 24, 2025 1 EN
Bruno Cavalier ... (+3)
  • Bruno Cavalier
  • Emmanuel Matot
  • Jean Danjou
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
01913 PRADA S.P.A.
SOC SUBSEA 7 S.A.
AIXA AIXTRON SE
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
MONC MONCLER SPA
EUR EUROCASH S.A.
POSR POZAVAROVALNICA SAVA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
HOME NEINOR HOMES SA
MVC METROVACESA SA
AEDAS AEDAS HOMES SA
ZGN ERMENEGILDO ZEGNA NV
11/24/25 November 24, 2025 1 FR
Baptiste Lebacq
  • Baptiste Lebacq
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
11/24/25 November 24, 2025 1 EN
Baptiste Lebacq
  • Baptiste Lebacq
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
11/24/25 November 24, 2025 1 FR
Jean-François Granjon
  • Jean-François Granjon
ITP INTERPARFUMS
CFEB COMPAGNIE D'ENTREPRISES CFE SA
KTCG KAPSCH TRAFFICCOM
EDR EDREAMS ODIGEO SA
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
NKT NKT A/S
PFSE PFISTERER HOLDING SE
11/19/25 November 19, 2025 1 EN
Jean-François Granjon
  • Jean-François Granjon
ITP INTERPARFUMS
CFEB COMPAGNIE D'ENTREPRISES CFE SA
KTCG KAPSCH TRAFFICCOM
EDR EDREAMS ODIGEO SA
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
NKT NKT A/S
PFSE PFISTERER HOLDING SE
11/19/25 November 19, 2025 1 FR
Anis Zgaya ... (+2)
  • Anis Zgaya
  • Philippe Ourpatian
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
11/19/25 November 19, 2025 1 FR
Anis Zgaya ... (+2)
  • Anis Zgaya
  • Philippe Ourpatian
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
11/19/25 November 19, 2025 1 EN
Baptiste Salaville ... (+3)
  • Baptiste Salaville
  • Elias New
  • Philip Hettich
DBG DERICHEBOURG SA
F3C SFC ENERGY AG
BYG BIG YELLOW GROUP PLC
SMHN SUESS MICROTEC AG
FLU FLUGHAFEN WIEN AG
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
AMS AMS-OSRAM AG
11/18/25 November 18, 2025 1 EN
Baptiste Salaville ... (+3)
  • Baptiste Salaville
  • Elias New
  • Philip Hettich
DBG DERICHEBOURG SA
F3C SFC ENERGY AG
BYG BIG YELLOW GROUP PLC
SMHN SUESS MICROTEC AG
FLU FLUGHAFEN WIEN AG
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
AMS AMS-OSRAM AG
11/18/25 November 18, 2025 1 FR
Research Department
  • Research Department
EUR 100.00
GLE Societe General...
ACX ACERINOX SA ... (+3)

INFORME DIARIO 18 NOVIEMBRE (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACERINOX, SECTOR ELÉCTRICO, SOLARIA. EUROPA: SOCIÉTÉ GÉNÉRALE. Las bolsas siguen dudando de las valoraciones en torno a la IA La semana comenzó con descensos, tal y como terminó la anterior, lastrada por la incertidumbre sobre la decisión de tipos de la Fed en diciembre y por el creciente temor a una burbuja en torno a la inteligencia artificial. El Ibex 35 acumuló su tercera sesión consecutiva de caídas y perdió los 16.200 puntos. En el STOXX 600, ...

GLE SOCIETE GENERALE S.A. CLASS A
ACX ACERINOX SA
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
11/18/25 November 18, 2025 1 ES
Anis Zgaya ... (+2)
  • Anis Zgaya
  • Philippe Ourpatian
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
11/18/25 November 18, 2025 1 FR
Anis Zgaya ... (+2)
  • Anis Zgaya
  • Philippe Ourpatian
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
11/18/25 November 18, 2025 1 EN
Research Department
  • Research Department
EUR 100.00
ACX ACERINOX SA
SLR Solaria Energia...

IBERIAN DAILY 18 NOVEMBER (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: ACERINOX, ELECTRICITY SECTOR, SOLARIA. Valuations on AI continue to raise doubts on stock markets The week kicked off with drops (as the previous one ended), dragged down by the uncertainty surrounding the Fed’s decision on rates in December and by the growing fear of an AI bubble. The IBEX 35 fell for the third straight day, closing below 16,200. In the STOXX 600, most sectors ended with drops, led by Retail and Chemicals, whereas Utilities and Energy ended as the best relative p...

ACX ACERINOX SA
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
11/18/25 November 18, 2025 1 EN
Rafael Bonardell
  • Rafael Bonardell
EUR 100.00
SLR Solaria Energia...

SOLARIA: 3Q’25 RESULTS (ANÁLISIS BANCO SABADELL)

3Q'25 vs. 3Q'24 Results Sales: € 103.8 M (+74.4% vs. -3.1% BS(e)); EBITDA: € 90.57 M (+91.6% vs. -2.5% BS(e)); 9M'25 vs. 9M'24 Results Sales: € 224.32 M (+42.5% vs. +35.2% BS(e)); EBITDA: € 230.67 M (+75.3% vs. +41.5% BS(e));

SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
11/17/25 November 17, 2025 1 EN
Rafael Bonardell
  • Rafael Bonardell
EUR 100.00
SLR Solaria Energia...

SOLARIA: RDOS. 3T'25 (ANÁLISIS BANCO SABADELL)

Rdos. 3T'25 vs 3T'24: Ventas: 103,8 M euros (+74,4% vs -3,1% BS(e)); EBITDA: 90,57 M euros (+91,6% vs -2,5% BS(e)). Rdos. 9meses'25 vs 9meses'24: Ventas: 224,32 M euros (+42,5% vs +35,2% BS(e)); EBITDA: 230,67 M euros (+75,3% vs +41,5% BS(e)).

SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
11/17/25 November 17, 2025 1 ES
Roy Külter ... (+2)
  • Roy Külter
  • Steven Boumans
CRI CHARGEURS SA
BVI BUREAU VERITAS SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
EVT EVOTEC SE
TNG TRANSGENE SA
ISS ISS A/S
ITRK INTERTEK GROUP PLC
BOSS HUGO BOSS AG
ACX ACERINOX SA
TRI TRIGANO SA
FAE FAES FARMA S.A.
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
ROYAL VOPAK NV
MONT MONTEA SCA
BPOST BPOST SA
CPINV CARE PROPERTY INVEST SA
TWEKA TKH GROUP N.V. CERT
DGM DIAGNOSTIC MEDICAL SYSTEMS
RUI RUBIS SCA
DIGI DIGI COMMUNICATIONS NV
GEST GESTAMP AUTOMOCION S.A.
ALFEN ALFEN NV
HFG HELLOFRESH SE
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
AG1 AUTO1 GROUP
SGSN SGS SA
SHA SCHAEFFLER AG
11/05/25 November 5, 2025 1 EN
Roy Külter ... (+2)
  • Roy Külter
  • Steven Boumans
CRI CHARGEURS SA
BVI BUREAU VERITAS SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
EVT EVOTEC SE
TNG TRANSGENE SA
ISS ISS A/S
ITRK INTERTEK GROUP PLC
BOSS HUGO BOSS AG
ACX ACERINOX SA
TRI TRIGANO SA
FAE FAES FARMA S.A.
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
ROYAL VOPAK NV
MONT MONTEA SCA
BPOST BPOST SA
CPINV CARE PROPERTY INVEST SA
TWEKA TKH GROUP N.V. CERT
DGM DIAGNOSTIC MEDICAL SYSTEMS
RUI RUBIS SCA
DIGI DIGI COMMUNICATIONS NV
GEST GESTAMP AUTOMOCION S.A.
ALFEN ALFEN NV
HFG HELLOFRESH SE
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
AG1 AUTO1 GROUP
SGSN SGS SA
SHA SCHAEFFLER AG
11/05/25 November 5, 2025 1 FR
Andreas Riemann
  • Andreas Riemann
11/05/25 November 5, 2025 1 EN
Juan Ros-Padilla ... (+2)
  • Juan Ros-Padilla
  • Thomas Zlowodzki
VCT VICAT-CIMENTS VICAT SA
SSAB A SSAB AB CLASS A
BEN BENETEAU SA
ALDEL DELFINGEN INDUSTRY SA
WHA WERELDHAVE N.V.
OERL OC OERLIKON CORPORATION AG
ELG ELMOS SEMICONDUCTOR SE
BOSS HUGO BOSS AG
NOEJ NORMA GROUP SE
NEX NEXANS SA
COR CORTICEIRA AMORIM SGPS SA
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
BCHN BURCKHARDT COMPRESSION HOLDING AG
B7E BLUE CAP
COFA COFACE SA
ATRY ATRYS HEALTH
SFQ SAF-HOLLAND SE
ADTN ADTRAN HOLDINGS INC
11/04/25 November 4, 2025 1 EN
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