reports
- 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
- Christophe-Raphaël Ganet
- Pierre Tegner
- Christophe-Raphaël Ganet
- Pierre Tegner
- Louis Boujard
- CFA
- Philippe Ourpatian
REL RELX PLC
CA CARREFOUR SA
BVI BUREAU VERITAS SA
ZURN ZURICH INSURANCE GROUP LTD
MF WENDEL SE
ALV ALLIANZ SE
KBC KBC GROUP N.V.
G ASSICURAZIONI GENERALI S.P.A.
BAYN BAYER AG
BA. BAE SYSTEMS PLC
GAS NATURGY ENERGY GROUP S.A.
ELI ELIA GROUP SA/NV
ASRNL ASR NEDERLAND NV
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
INX IMCD N.V.
AD KONINKLIJKE AHOLD DELHAIZE N.V.
IHG INTERCONTINENTAL HOTELS GROUP PLC
STMN STRAUMANN HOLDING AG
PUIG PUIG BRANDS
AMRZ AMRIZE AG
AENA AENA S.M.E. SA
- Louis Boujard
- CFA
- Philippe Ourpatian
REL RELX PLC
CA CARREFOUR SA
BVI BUREAU VERITAS SA
ZURN ZURICH INSURANCE GROUP LTD
MF WENDEL SE
ALV ALLIANZ SE
KBC KBC GROUP N.V.
G ASSICURAZIONI GENERALI S.P.A.
BAYN BAYER AG
BA. BAE SYSTEMS PLC
GAS NATURGY ENERGY GROUP S.A.
ELI ELIA GROUP SA/NV
ASRNL ASR NEDERLAND NV
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
INX IMCD N.V.
AD KONINKLIJKE AHOLD DELHAIZE N.V.
IHG INTERCONTINENTAL HOTELS GROUP PLC
STMN STRAUMANN HOLDING AG
PUIG PUIG BRANDS
AMRZ AMRIZE AG
AENA AENA S.M.E. SA
- Arancha Pineiro
PUIG BRANDS: FY2025 RESULTS AND T.P. CUT (ANÁLISIS BANCO SABADELL)
4Q'25 vs. 4Q'24 Results Sales: € 1.446 Bn (+6.2% vs. +2.7% BS(e) and +2.9% consensus); FY2025 vs. FY2024 Results Sales: € 5.042 Bn (+5.3% vs. +4.3% BS(e) and +4.3% consensus); Adjusted EBITDA: € 1.045 Bn (+7.8% vs. +5.2% BS(e) and +5.1% consensus); EBIT: € 834.46 M (+36.3% vs. +30.7% BS(e) and +28.9% consensus); Net Profit: € 593.7 M (+11.8% vs. +14.3% BS(e) and +12.8% consensus);
- Rafael Bonardell
BAYER: ACUERDO PARA RESOLVER DEMANDAS POR EL GLIFOSATO (ANÁLISIS BANCO...
Acuerdo para resolver demandas por el glifosato. SOBREPONDERAR BAYN propone un acuerdo en EE. UU. para resolver demandas actuales y futuras relacionadas con el caso glifosato, aunque todavía pendiente de aprobación judicial. Las provisiones aumentarán hasta 11.800 M euros (vs 7.800 M euros anteriores) para cubrir futuros pagos durante 21 años. Con esto BAYN prevé un flujo de caja negativo en 2026 por un impacto de c. 5.000 M euros. No prevén ampliaciones de capital. Aunque las provisiones anunci...
- Christophe-Raphaël Ganet
- Pierre Tegner
- Christophe-Raphaël Ganet
- Pierre Tegner
- Arancha Pineiro
PUIG BRANDS: RDOS. 2025 Y CAMBIO DE P.O. A LA BAJA (ANÁLISIS BANCO SAB...
Rdos. 4T'25 vs 4T'24: Ventas: 1.446 M euros (+6,2% vs +2,7% BS(e) y +2,9% consenso). Rdos. 2025 vs 2024: Ventas: 5.042 M euros (+5,3% vs +4,3% BS(e) y +4,3% consenso); EBITDA ajustado: 1.045 M euros (+7,8% vs +5,2% BS(e) y +5,1% consenso); EBIT: 834,46 M euros (+36,3% vs +30,7% BS(e) y +28,9% consenso); BDI: 593,7 M euros (+11,8% vs +14,3% BS(e) y +12,8% consenso).
- Michael B. Schäfer
- Stephan Wulf
- Research Department
INFORME DIARIO 18 FEBRERO + RDOS. ESPAÑA Y EUROPA. IDEAS DESTACADAS Y ...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: MELIÁ HOTELES, MERLIN PROPERTIES, PUIG BRANDS. EUROPA: BAYER, ESSILORLUXOTTICA. 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 Ibex se prepara para atacar nuevamente los 18.000 puntos Las bolsas europeas arrancaron la sesión con dudas, per...
- Research Department
IBERIAN DAILY 18 FEBRUARY + 4Q’25 RESULTS. HIGHLIGHTS AND REST OF PREV...
NEWS SUMMARY: MELIÁ HOTELS, MERLIN PROPERTIES, PUIG BRANDS. 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 4Q’25 results to be released over the coming days in Spain. IBEX ready to attack 18,000 once again European stock markets began the session hesitantly, but ended by recovering the momentum in a session marked by the talks between the US and Iran regarding Iran’s nuclear p...
EssilorLuxottica: Déclaration de transactions sur actions propres
EssilorLuxottica: Déclaration de transactions sur actions propres Déclaration de transactions sur actions propres Paris, France (16 février 2026, 18h00) – Conformément à l’autorisation octroyée par l’Assemblée Générale du 30 avril 2025, EssilorLuxottica déclare que le 13 février 2026, les achats d’actions propres suivants ont été réalisés : Nom de l’émetteurCode identifiant de l’émetteurJour de la transactionCode identifiant de l’instrument financierVolume total journalier (en nombre d’actions)Prix pondéré moyenjournalier d'acquisitiondes actions (€) *Marché (MIC Code)ESSILORLUXOTTICA SA5...
EssilorLuxottica: Disclosure of transactions in own shares
EssilorLuxottica: Disclosure of transactions in own shares Disclosure of transactions in own shares Paris, France (February 16, 2026 - 6:00 pm) – In accordance with the authorization granted by the Annual Shareholders’ Meeting on April 30, 2025, EssilorLuxottica declares that on February 13, 2026, the following share buybacks were carried out: Name of the issuerIdentity code of the issuerDay of the transactionIdentity code of the financialinstrumentTotal daily volume (innumber of shares)Daily weighted averagepurchase price of the shares (€) *Market (MIC Code)ESSILORLUXOTTICA SA549300M3VH1...
- Bruno Cavalier
- Markus Remis
EFGN EFG INTERNATIONAL AG
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
SAF SAFRAN S.A.
CAP CAPGEMINI SE
01913 PRADA S.P.A.
MONC MONCLER SPA
STR STRABAG SE
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
ABI ANHEUSER-BUSCH INBEV SA/NV
AZN ASTRAZENECA PLC
ADYEN ADYEN NV
MRNA MODERNA INC.
UMG UNIVERSAL MUSIC GROUP NV
ZGN ERMENEGILDO ZEGNA NV
QGEN QIAGEN N.V.
- Ahmed Ben Salem
- Baptiste Lebacq
- Bruno Cavalier
OUT1V OUTOKUMPU OYJ
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
PBB DEUTSCHE PFANDBRIEFBANK AG
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
BVB BORUSSIA DORTMUND GMBH & CO. KGAA
01913 PRADA S.P.A.
ADVI ADVINI
GNFT GENFIT SA
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
TINC TINC COMM. VA
MAU ETABLISSEMENTS MAUREL & PROM SA
ZGN ERMENEGILDO ZEGNA NV
FI-N GEORG FISCHER AG
DEME DEME GROUP NV
- Ahmed Ben Salem
- Baptiste Lebacq
- Bruno Cavalier
OUT1V OUTOKUMPU OYJ
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
PBB DEUTSCHE PFANDBRIEFBANK AG
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
BVB BORUSSIA DORTMUND GMBH & CO. KGAA
01913 PRADA S.P.A.
ADVI ADVINI
GNFT GENFIT SA
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
TINC TINC COMM. VA
MAU ETABLISSEMENTS MAUREL & PROM SA
ZGN ERMENEGILDO ZEGNA NV
FI-N GEORG FISCHER AG
DEME DEME GROUP NV
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