reports
- Marc Lavaud
- Martin Marandon-Carlhian
- Stephane Houri
MC LVMH MOET HENNESSY LOUIS VUITTON SE
MUV2 MUNICH REINSURANCE COMPANY
EOAN E.ON SE
RWE RWE AG
BAYN BAYER AG
SLHN SWISS LIFE HOLDING AG
BA. BAE SYSTEMS PLC
LEG LEG IMMOBILIEN AG
YPSN YPSOMED HOLDING AG
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
POST OSTERREICHISCHE POST AG
BNR BRENNTAG SE
HAG HENSOLDT AG
- Michael B. Schäfer
- Stephan Wulf
- Carole Braudeau
Credit Morning 11/12/2025
Carrefour has reportedly received three offers for its Romanian business, including one from Auchan.|Permira is reportedly negotiating the sale of Golden Goose for more than € 2.5bn to Hongshan|Edenred has significantly revised downwards its EBITDA forecast for 2026 if regulatory changes in Brazil are confirmed.|
- Marc Lavaud
- Martin Marandon-Carlhian
- Stephane Houri
MC LVMH MOET HENNESSY LOUIS VUITTON SE
MUV2 MUNICH REINSURANCE COMPANY
EOAN E.ON SE
RWE RWE AG
BAYN BAYER AG
SLHN SWISS LIFE HOLDING AG
BA. BAE SYSTEMS PLC
LEG LEG IMMOBILIEN AG
YPSN YPSOMED HOLDING AG
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
BNR BRENNTAG SE
HAG HENSOLDT AG
- Carole Braudeau
Morning Crédit 12/11/2025
Carrefour aurait reçu trois offres pour son activité en Roumanie dont une d’Auchan.|Permira négocierait la cession de Golden Goose au fond Hongshang Capital pour plus de 2,5 mds EUR|Edenred revoit en forte baisse sa prévision d’EBITDA pour 2026 si les changements règlementaires au Brésil venaient à être confirmés.|
- Rafael Bonardell
BAYER: RDOS. 3T’25 (ANÁLISIS BANCO SABADELL)
Rdos. 3T'25 vs 3T'24: Ventas: 9.660 M euros (-3,1% vs -3,3% BS(e) y -2,4% consenso); EBITDA: 1.511 M euros (+20,8% vs -0,5% BS(e) y +2,0% consenso). Rdos. 9meses'25 vs 9meses'24: Ventas: 34.137 M euros (-2,1% vs -2,2% BS(e) y -1,9% consenso); EBITDA: 7.701 M euros (-0,9% vs -4,4% BS(e) y -4,0% consenso).
- Research Department
INFORME DIARIO 12 NOVIEMBRE + RDOS. ESPAÑA Y EUROPA 3T’25. IDEAS DESTA...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AMPER, IBERDROLA, MAPFRE. EUROPA: BAYER. 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. Las bolsas celebran el desbloqueo americano Fuertes subidas en los índices de Europa, que celebraron la proximidad del final al shutdown más largo de la hi...
- Carole Braudeau
- Carole Braudeau
- Emira Sagaama
- Julian Dobrovolschi
- Marc Lavaud
V1S ARKEMA
LRC LEGRAND
ENX EURONEXT NV
VIE VEOLIA ENVIRONNEMENT SA
ENGI ENGIE SA.
EDP EDP-ENERGIAS DE PORTUGAL SA
UBSN UBS GROUP AG
MT ARCELORMITTAL SA
CBK COMMERZBANK AG
RHM RHEINMETALL AG
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
HOT HOCHTIEF AG
FRE FRESENIUS SE & CO. KGAA
HEN3 HENKEL AG & CO. KGAA PREF
ANA ACCIONA SA
RAA RATIONAL AG
EDW EDP RENOVAVEIS SA
AMS AMADEUS IT GROUP SA CLASS A
OTP OTP BANK NYRT
AUTO AUTO TRADER GROUP PLC
CLNX CELLNEX TELECOM S.A.
AZN ASTRAZENECA PLC
MOL MOL HUNGARIAN OIL & GAS PLC CLASS A
PIRC PIRELLI & C. S.P.A.
DNP DINO POLSKA S.A.
MRNA MODERNA INC.
NLBR NOVA LJUBLJANSKA BANKA DD LJUBLJANA
HAG HENSOLDT AG
INPST INPOST S.A.
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
DTG DAIMLER TRUCK
UN0 UNIPER SE
- Rafael Bonardell
IAG: 3Q’25 RESULTS (ANÁLISIS BANCO SABADELL)
3Q'25 vs. 3Q'24 Results Sales: € 9.328 Bn (0.0% vs. +2.3% BS(e) and n/a consensus); EBIT: € 2.053 Bn (+2.0% vs. +12.8% BS(e) and +4.1% consensus); 9M'25 vs. 9M'24 Results Sales: € 25.234 Bn (+4.9% vs. +5.8% BS(e) and n/a consensus); EBIT: € 5.852 Bn (+76.2% vs. +24.9% BS(e) and +19.6% consensus);
- Emira Sagaama
- Julian Dobrovolschi
- Marc Lavaud
V1S ARKEMA
LRC LEGRAND
ENX EURONEXT NV
VIE VEOLIA ENVIRONNEMENT SA
ENGI ENGIE SA.
EDP EDP-ENERGIAS DE PORTUGAL SA
UBSN UBS GROUP AG
MT ARCELORMITTAL SA
DGE DIAGEO PLC
CBK COMMERZBANK AG
RHM RHEINMETALL AG
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
HOT HOCHTIEF AG
FRE FRESENIUS SE & CO. KGAA
HEN3 HENKEL AG & CO. KGAA PREF
ANA ACCIONA SA
RAA RATIONAL AG
EDW EDP RENOVAVEIS SA
AMS AMADEUS IT GROUP SA CLASS A
OTP OTP BANK NYRT
AUTO AUTO TRADER GROUP PLC
CLNX CELLNEX TELECOM S.A.
AZN ASTRAZENECA PLC
MOL MOL HUNGARIAN OIL & GAS PLC CLASS A
PIRC PIRELLI & C. S.P.A.
MRNA MODERNA INC.
NLBR NOVA LJUBLJANSKA BANKA DD LJUBLJANA
HAG HENSOLDT AG
INPST INPOST S.A.
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
DTG DAIMLER TRUCK
UN0 UNIPER SE
- Olfa Taamallah
- Yan Derocles
- Olfa Taamallah
- Yan Derocles
- Rafael Bonardell
IAG: RDOS. 3T’25 (ANÁLISIS BANCO SABADELL)
Rdos. 3T'25 vs 3T'24: Ventas: 9.328 M euros (0,0% vs +2,3% BS(e) y n/a consenso); EBIT: 2.053 M euros (+2,0% vs +12,8% BS(e) y +4,1% consenso). Rdos. 9meses'25 vs 9meses'24: Ventas: 25.234 M euros (+4,9% vs +5,8% BS(e) y n/a consenso); EBIT: 5.852 M euros (+76,2% vs +24,9% BS(e) y +19,6% consenso).
- Research Department
IBERIAN DAILY 07 NOVEMBER + 3Q'25 RESULTS. HIGHLIGHTS AND REST OF PREV...
NEWS SUMMARY: ACS, AMADEUS, CELLNEX, IAG, SACYR. At the end of today’s report, and during the entire results season, we will include a presentation with positive and negative results highlights and previews for the 3Q’25 results to be released over the coming days in Spain. Doubts persist With the results campaign entering the final stretch, the main European indices closed with losses, with the IBEX standing out as the best performer, remaining at around 16,100. In the STOXX 600, Basic Mate...
- Research Department
INFORME DIARIO 07 NOVIEMBRE + RDOS. ESPAÑA Y EUROPA 3T’25. IDEAS DESTA...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACS, AMADEUS, CELLNEX, IAG, SACYR. EUROPA: BAYER. 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. Se mantienen las dudas Con la campaña de resultados entrando en su recta final, los principales índices europeos cerraron con pérdidas, destacando...
- Felix Fischer
- Haidje Rustau
- Jayanth Kandalam
- Peter Low
- Si Yong Ng
- Trung Nguyen
- Carole Braudeau
Credit Morning 11/06/2025
Coty: Q1 earnings down sharply as expected, slightly more optimistic guidance for Q2|NIH attempts risky return to primary market|Sappi: EBITDA plummets in Q4 and the situation is unlikely to improve in the short term|Worldline presents its transformation plan and plans a capital increase of € 500m|Air Baltic: a new liquidity injection seems unavoidable|
- Emira Sagaama
- Louis Boujard
- CFA
- Philippe Ourpatian
DHL DHL GROUP
CON CONTINENTAL AKTIENGESELLSCHAFT
LRC LEGRAND
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
VIE VEOLIA ENVIRONNEMENT SA
EDEN EDENRED SA
ENGI ENGIE SA.
EDP EDP-ENERGIAS DE PORTUGAL SA
BT.A BT GROUP PLC
MT ARCELORMITTAL SA
DGE DIAGEO PLC
RNO RENAULT SA
G1A GEA GROUP AG
KPN ROYAL KPN NV
GFC GECINA SA
DAI DAIMLER AG
EBS ERSTE GROUP BANK AG
ADEN ADECCO GROUP AG
SCMN SWISSCOM AG
MMK MAYR-MELNHOF KARTON AG
RHM RHEINMETALL AG
CDR CD PROJEKT S.A.
PKO PKO BANK POLSKI S.A.
TEP TELEPERFORMANCE SE
RF EURAZEO SA
ZAL ZALANDO SE
GEBN GEBERIT AG
ORSTED ORSTED
HEI HEIDELBERGCEMENT AG
VER VERBUND AG CLASS A
VOW3 VOLKSWAGEN AG PREF
HEN3 HENKEL AG & CO. KGAA PREF
CRG CRH PLC
FCC FOMENTO DE CONSTRUCCIONES Y CONTRATAS S.A.
RAA RATIONAL AG
EDW EDP RENOVAVEIS SA
TIT TELECOM ITALIA S.P.A.
COLO B COLOPLAST A/S CLASS B
INX IMCD N.V.
LDO LEONARDO SPA
AZN ASTRAZENECA PLC
NEXI NEXI S.P.A.
STLA STELLANTIS N.V.
VWS VESTAS WIND SYSTEMS
CTPNV CTP NV
NOVO B NOVO NORDISK A/S
ARM ARM HOLDINGS PLC
SYENS SYENSQO
UN0 UNIPER SE
AENA AENA S.M.E. SA
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