ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 10/15/2025

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 15/10/2025

Airbus Group : Q3 preview – A solid quarter that lends credibility to ...

Airbus Group : Preview T3 2025 – Un solide trimestre qui crédibilise l...

Moody’s Ratings assigns an A1(hyb) rating to AXA’s Tier 2 notes

Frankfurt am Main , October 14, 2025 – Moody's Ratings (Moody's) has today assigned an A1(hyb) rating to dated subordinated notes due 2056 to be issued by AXA SA (AXA, rated Aa2 for insurance financial strength rating (IFSR) and Aa3 for senior unsecured debt, outlook stable) under its €20 billion Eu...

Moody’s Ratings assigns a A3(hyb) rating to AXA SA’s Restricted Tier 1...

Frankfurt am Main , October 14, 2025 – Moody's Ratings (Moody's) has today assigned a A3(hyb) rating to the resettable fixed rate restricted Tier 1 perpetual notes to be issued by AXA SA (AXA, rated Aa2 for insurance financial strength rating (IFSR) and Aa3 for senior unsecured debt, outlook stable)...

IBERIAN DAILY 14 OCTOBER (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: CELLNEX, ELECTRICITY SECTO, ENDESA, NATURGY, SANTANDER. Remaining confident in a trade agreement European stock markets rallied, remaining confident that the US and China will reach a trade agreement. In the STOXX 600 Basic Resources and Technology were the best performers whereas Telecoms and Autos saw the biggest drops. On the macro side, no relevant data was released, with all eyes on the trade front, where the secretary of the Treasury S. Bessent confirmed that president D. Tr...

INFORME DIARIO 14 OCTUBRE + RDOS. EUROPA 3T’25. IDEAS DESTACADAS Y PRE...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CELLNEX, ENDESA, NATURGY, SANTANDER, SECTOR ELÉCTRICO. 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. Confianza en un acuerdo comercial Rebote en las bolsas europeas, confiadas en que EE.UU. y China seguirán negociando un acuerdo comercial. ...

CaixaBank, S.A.: Update following rating action

Our credit view of this issuer reflects it sleading bancassurance franchise which underpins stable and recurrent earnings, its improved asset quality metrics and its modest capital levels

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 10/10/2025

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 10/10/2025

INFORME DIARIO 10 OCTUBRE + RDOS. EUROPA 3T’25. IDEAS DESTACADAS Y PRE...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: FCC. EUROPA: 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. Europa pierde algo de altura A excepción del DAX que cerró en positivo se registraron caídas de cerca de medio punto en las principales bolsas de Europa ante las señales d...

FCC : 25% stake disposal of Enviromental Services business for € 1bn

IBERIAN DAILY 10 OCTOBER (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: FCC. Slight drops in Europe Except for the DAX, which closed in positive numbers, the main European stock markets closed with losses of around -0.5% in view of the complacent markets and the political shutdown in France. In the STOXX 600, Construction and Utilities led the gains, while Autos (-4.5% on the day) and Consumer Goods suffered the biggest routs. On the macro side, in the euro zone, the ECB’s meeting minutes suggested the monetary policy is ready to respond to the change...

INFORME DIARIO 09 OCTUBRE + RDOS. EUROPA 3T’25. IDEAS DESTACADAS Y PRE...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: INDRA, REPSOL. EUROPA: AIRBUS. 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. Europa vuelve al verde Rebote en las bolsas europeas, que las acercan a los máximos de la semana pasada (zona de resistencia 5.650 Euro STOXX 50) mientras el Ibex 3...

AXA SA: Update to credit analysis following the upgrade of the IFSR to...

Our credit view of this issuer reflects its very strong global franchise, earnings and capital adequacy.

Credit Morning 10/08/2025

SoftBank Group signs an agreement to buy ABB Robotics for $ 5.4bn|AXA announces repayment of the Legacy Perp TEC|

Morning Crédit 08/10/2025

SoftBank Group signe un accord pour l’acquisition d’ABB Robotics pour 5,4 mds USD|AXA annonce le remboursement du Perp legacy TEC|

Ebro Foods S.A: 2 directors

Two Directors at Ebro Foods S.A bought 320,000 shares at 17.800EUR. The significance rating of the trade was 67/100. 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 clear...

IBERIAN DAILY 07 OCTOBER (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: ECOENER, FERROVIAL, INDRA, MAPFRE, NATURGY, OHLA, SACYR, UNICAJA. Risk of snap election in France Most European stock markets fell, with the French CAC performing the worst due to the political instability of Macron’s Govt. In the STOXX 600, Energy (Brent rallied after OPEC+ “only” raised production by 137,000 b/d), Technology (boosted by the agreement between AMD and OpenAI) and Insurance led the gains, while Consumer Goods, Banks and Chemicals suffered the biggest drops. On the ...