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Intesa Sanpaolo S.p.A.: 1 director

A director at Intesa Sanpaolo S.p.A. sold 250,000 shares at 5.483EUR and the significance rating of the trade was 100/100. 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...

Stephane Foucaud
  • Stephane Foucaud

AUCTUS ON FRIDAY - 08/08/2025

AUCTUS PUBLICATIONS ________________________________________ ADX Energy (ADX AU)C; Target price of A$0.30 per share: High production at Z&G. Low risk exploration drilling in Austria to start in 4Q25/1Q26 – 2Q25 net production of 303 boe/d was higher than our expectations of ~270 boe/d following a 5 well intervention programme at the Zisterdorf and Gaiselberg fields in the Vienna Basin. The programme included (1) repair of subsurface equipment, (2) clean out of a down hole sand control (3) perfor...

Marc Hesselink ... (+3)
  • Marc Hesselink
  • CFA
  • Thymen Rundberg

Barco/Underlying improvement/BUY

We update our model for Barco following a good 1H25 update. In our view the structural underlying improvements should more than offset any short-term tariff impact. We also welcome the changed capital allocation strategy and would not be surprised to see another buyback in the future. We reiterate our BUY rating and slightly increase our target price from €17.0 to €17.5. The planned CMD on 23 October could act as a trigger for the stock.

Steven Gould
  • Steven Gould
Steven Gould
  • Steven Gould
Louis Boujard ... (+4)
  • Louis Boujard
  • CFA
  • Philippe Ourpatian
  • Thomas Zlowodzki
Louis Boujard ... (+3)
  • Louis Boujard
  • CFA
  • Philippe Ourpatian
Benoit Valleaux ... (+2)
  • Benoit Valleaux
  • Steven Gould
Javier Esteban
  • Javier Esteban

INTESA SANPAOLO: RDOS. 2T’25 (ANÁLISIS BANCO SABADELL)

Rdos. 2T'25 vs 2T'24: M. Intereses: 3.800 M euros (-5,3% vs -7,8% BS(e)); M. Bruto: 6.997 M euros (+2,1% vs +1,4% BS(e) y -1,1% consenso); M. Neto: 4.333 M euros (+2,7% vs +2% BS(e) y -2,6% consenso); BDI: 2.601 M euros (+5,5% vs +2,5% BS(e) y -0,7% consenso); Rdos. 2T'25 vs 1T'25: M. Intereses: 3.800 M euros (+4,6% vs -1,9% BS(e)); M. Bruto: 6.997 M euros (+3% vs +2,3% BS(e) y -0,1% consenso); M. Neto: 4.333 M euros (+2,8% vs +2,1% BS(e) y -2,5% consenso); BDI: 2.601 M euros (-0,5% vs -3,3% BS(...

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