reports
- Chaima Ferrandon
- Sven Edelfelt
GET GETLINK SE
VIE VEOLIA ENVIRONNEMENT SA
RR. ROLLS-ROYCE HOLDINGS PLC
ENGI ENGIE SA.
EDP EDP-ENERGIAS DE PORTUGAL SA
BVI BUREAU VERITAS SA
DGE DIAGEO PLC
SU SCHNEIDER ELECTRIC SE
PUM PUMA SE
SK SEB SA
FGR EIFFAGE SA
EBS ERSTE GROUP BANK AG
EN BOUYGUES SA
LSEG LONDON STOCK EXCHANGE GROUP PLC
EOAN E.ON SE
REE RED ELECTRICA CORP. SA
ENI ENI S.P.A.
PZU POWSZECHNY ZAKLAD UBEZPIECZEN SPOLKA AKCYJNA
HEI HEIDELBERGCEMENT AG
UCB UCB S.A.
DTE DEUTSCHE TELEKOM AG
WPP WPP PLC
EDW EDP RENOVAVEIS SA
KGX KION GROUP AG
ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA
PRY PRYSMIAN S.P.A.
IBE IBERDROLA SA
PIRC PIRELLI & C. S.P.A.
ARGX ARGEN-X SE
HAG HENSOLDT AG
STLA STELLANTIS N.V.
CTPNV CTP NV
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
FER FERROVIAL SA
SYENS SYENSQO
- James Ratzer
Deutsche Telekom (Buy, €43, +28%) Should still be a core holding for ...
At a time when the European telecoms sector has been outperforming strongly, we think DT still stands out as a core holding for 2026 and there is still some 2025 “catch-up” to play out – but with the implied ex-US value at all-time highs, the upside from here now relies more on a TMUS recovery.
- Chaima Ferrandon
- Sven Edelfelt
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VIE VEOLIA ENVIRONNEMENT SA
RR. ROLLS-ROYCE HOLDINGS PLC
ENGI ENGIE SA.
EDP EDP-ENERGIAS DE PORTUGAL SA
BVI BUREAU VERITAS SA
DGE DIAGEO PLC
SU SCHNEIDER ELECTRIC SE
PUM PUMA SE
SK SEB SA
FGR EIFFAGE SA
EN BOUYGUES SA
LSEG LONDON STOCK EXCHANGE GROUP PLC
EOAN E.ON SE
REE RED ELECTRICA CORP. SA
ENI ENI S.P.A.
PZU POWSZECHNY ZAKLAD UBEZPIECZEN SPOLKA AKCYJNA
HEI HEIDELBERGCEMENT AG
UCB UCB S.A.
DTE DEUTSCHE TELEKOM AG
WPP WPP PLC
EDW EDP RENOVAVEIS SA
KGX KION GROUP AG
ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA
PRY PRYSMIAN S.P.A.
IBE IBERDROLA SA
PIRC PIRELLI & C. S.P.A.
ARGX ARGEN-X SE
HAG HENSOLDT AG
STLA STELLANTIS N.V.
CTPNV CTP NV
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
FER FERROVIAL SA
SYENS SYENSQO
- Stephane Beyazian
- Stephane Beyazian
- Research Department
INFORME DIARIO 26 FEBRERO + RDOS. ESPAÑA Y EUROPA. IDEAS DESTACADAS Y ...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACS, EBRO FOODS, FERROVIAL, INDRA, MELIÁ, NEINOR HOMES, REDEIA, SANTANDER. EUROPA: AXA, ALLIANZ, DEUTSCHE TELEKOM, ENI, SCHNEIDER ELECTRIC. 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. 4T’25 que se publicarán en España y Europa en los próximos días. El mercado se estabiliza Recuperación generalizada en la...
SU SCHNEIDER ELECTRIC SE
ALV ALLIANZ SE
EBRO EBRO FOODS SA
ENI ENI S.P.A.
DTE DEUTSCHE TELEKOM AG
ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA
SAN BANCO SANTANDER S.A.
FER FERROVIAL S.A.
MEL MELIA HOTELS INTERNATIONAL S.A.
IDR INDRA SISTEMAS S.A. CLASS A
HOME NEINOR HOMES SA
RE21 RED ELECTRICA CORP. S.A.
- Marc Lavaud
- Pierre Tegner
- Robert Jan Vos
AI AIR LIQUIDE SA
BN DANONE SA
RNO RENAULT SA
ADS ADIDAS AG
LI KLEPIERRE SA
RI PERNOD RICARD SA
HOT HOCHTIEF AG
AIR AIRBUS SE
CAP CAPGEMINI SE
REP REPSOL SA
TEC TECHNIPFMC PLC
MOL MOL HUNGARIAN OIL & GAS PLC CLASS A
SIK SIKA AG
KBX KNORR-BREMSE AG
FDJ LA FRANCAISE DES JEUX SA
TEN TENARIS S.A.
MICC MAGNUM ICE CREAM COMPANY N.V. (THE)
- Marc Lavaud
- Pierre Tegner
- Robert Jan Vos
AI AIR LIQUIDE SA
BN DANONE SA
RNO RENAULT SA
ADS ADIDAS AG
LI KLEPIERRE SA
RI PERNOD RICARD SA
HOT HOCHTIEF AG
AIR AIRBUS SE
CAP CAPGEMINI SE
REP REPSOL SA
TEC TECHNIPFMC PLC
MOL MOL HUNGARIAN OIL & GAS PLC CLASS A
SIK SIKA AG
KBX KNORR-BREMSE AG
FDJ LA FRANCAISE DES JEUX SA
TEN TENARIS S.A.
MICC MAGNUM ICE CREAM COMPANY N.V. (THE)
- Stephane Foucaud
AUCTUS ON FRIDAY - 20.02.2026
AUCTUS PUBLICATIONS ________________________________________ ADX Energy (ADX AU)C; Target price of C$0.20 per share: Gas to surface at Welchau – Hydrocarbon gas (Methane - CH4) was observed at surface from the Reifling Formation for the first time within the shallowest part of the Welchau anticline following acidization. See website for full report Condor Energies (CDR CN)C; Target price of C$5.60 per share: Strong well test results point to meaningful reserves upgrade – The K‑45 vertical well ...
TLW TULLOW OIL PLC
UPL UPLAND RESOURCES
GTE GRAN TIERRA ENERGY
ENI ENI S.P.A.
REP REPSOL SA
FO. FALCON OIL & GAS LTD.
CHAR CHARIOT OIL & GAS
RBD REABOLD RESOURCES
JAY BLUEJAY MINING
KOS KOSMOS ENERGY LTD.
ANGS ANGUS ENERGY
PNOR PETRONOR E&P LTD
ADX ADX ENERGY LTD
CDR CONDOR ENERGIES INC
PLSR PULSAR HELIUM INC.
- Olfa Taamallah
- Yan Derocles
- Olfa Taamallah
- Yan Derocles
- Ahmed Ben Salem
- Ahmed Ben Salem
- Virginia Romero
- Alvaro del Pozo
- Virginia Romero
- Charlotte Vaisse
- Equipe Sustainability
- Julian Dobrovolschi
- Marc Lavaud
ENX EURONEXT NV
PEO BANK POLSKA KASA OPIEKI SA
CA CARREFOUR SA
ADP AEROPORTS DE PARIS SA
RNO RENAULT SA
EFGN EFG INTERNATIONAL AG
COV COVIVIO SA
ORA ORANGE SA
TKA TELEKOM AUSTRIA AG
RI PERNOD RICARD SA
NESN NESTLE S.A.
WKL WOLTERS KLUWER NV
AIR AIRBUS SE
VER VERBUND AG CLASS A
REP REPSOL SA
BA. BAE SYSTEMS PLC
CRG CRH PLC
GAS NATURGY ENERGY GROUP S.A.
ACKB ACKERMANS & VAN HAAREN NV
ARCAD ARCADIS NV
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
SAN BANCO SANTANDER S.A.
RIO RIO TINTO PLC
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
KBX KNORR-BREMSE AG
MRNA MODERNA INC.
FDJ LA FRANCAISE DES JEUX SA
FER FERROVIAL SA
AGN AEGON N.V.
TEN TENARIS S.A.
PUIG PUIG BRANDS
AMRZ AMRIZE AG
- Charlotte Vaisse
- Equipe Sustainability
- Julian Dobrovolschi
- Marc Lavaud
ENX EURONEXT NV
PEO BANK POLSKA KASA OPIEKI SA
CA CARREFOUR SA
ADP AEROPORTS DE PARIS SA
RNO RENAULT SA
EFGN EFG INTERNATIONAL AG
COV COVIVIO SA
ORA ORANGE SA
TKA TELEKOM AUSTRIA AG
RI PERNOD RICARD SA
NESN NESTLE S.A.
WKL WOLTERS KLUWER NV
AIR AIRBUS SE
VER VERBUND AG CLASS A
REP REPSOL SA
BA. BAE SYSTEMS PLC
CRG CRH PLC
GAS NATURGY ENERGY GROUP S.A.
ACKB ACKERMANS & VAN HAAREN NV
ARCAD ARCADIS NV
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
SAN BANCO SANTANDER S.A.
RIO RIO TINTO PLC
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
KBX KNORR-BREMSE AG
MRNA MODERNA INC.
FDJ LA FRANCAISE DES JEUX SA
FER FERROVIAL SA
AGN AEGON N.V.
TEN TENARIS S.A.
PUIG PUIG BRANDS
AMRZ AMRIZE AG
- Olfa Taamallah
- Yan Derocles
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