La saison de résultats ne devrait pas apporter de mauvaises surprises concernant la fin 2025 (cf. messages rassurants lors de nos conférences et des pre-close calls) mais les perspectives 2026 devraient rester prudentes face au manque de visibilité. Face à cela, les managements vont à nouveau concentrer leurs efforts sur les leviers internes et l’agilité mais le sentiment sur le secteur pourrait rester fragile à court terme, nous conduisant à maintenir nos estimations prudentes et une approche o...
Earnings season is unlikely to bring any negative surprises for the end of 2025 (cf. the reassuring messages shared during our conferences and pre-close calls). However, the outlook for 2026 is likely to remain cautious given the limited visibility. As a result, management teams are expected to once again concentrate on internal levers and operational agility. Still, sector sentiment should remain fragile in the near term, leading us to maintain our cautious estimates and a stock-picking stance....
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: IBERDROLA, INDRA. 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 Euro STOXX 50 pierde los 5.900 puntos Segunda sesión de ventas en Europa ante la amenaza de nuevos aranceles por parte de D. Trump. En el STOXX 600 sólo Tecnología y Media t...
NEWS SUMMARY: IBERDROLA, INDRA. 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. Euro STOXX 50 falls below 5,900 points European stock markets saw a second session of profit taking against the backdrop of Trump’s tariff threats. In the STOXX 600, Technology and Media were the only sectors ending in positive territory, w...
Kering announces a leadership change at Bottega Veneta PRESS RELEASE January 20, 2026 KERING ANNOUNCES A LEADERSHIP CHANGE AT BOTTEGA VENETA Kering announces that Bartolomeo Rongone, Chief Executive Officer of Bottega Veneta, will be leaving the Group as of March 31, 2026, to pursue new professional opportunities. Luca de Meo, Chief Executive Officer of Kering, stated: “I would like to thank Leo Rongone for his leadership and for the significant contribution he has made to Bottega Veneta over the past six years. During his tenure, he achieved important milestones with his team and s...
Kering annonce une évolution à la direction de Bottega Veneta COMMUNIQUÉ DE PRESSE 20 janvier 2026 KERING ANNONCE UNE ÉVOLUTION À LA DIRECTION DE BOTTEGA VENETA Kering annonce aujourd’hui que Bartolomeo Rongone, Directeur général de Bottega Veneta, quittera le groupe le 31 mars 2026, afin de se consacrer à de nouveaux projets professionnels. Luca de Meo, Directeur général de Kering, a déclaré : « Je tiens à remercier Leo Rongone pour son leadership et pour la contribution significative qu'il a apportée à Bottega Veneta ces six dernières années. Au cours de son mandat, il a franchi d...
NEWS SUMMARY: ACS, GREENING, INDRA, MAPFRE, MERLIN PROPERTIES, TELEFÓNICA. 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. Between the US results season and geopolitics European stock markets had a transitional week with mixed performance, marked by the geopolitical situation in Greenland/Iran and the start of the resu...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: GREENING, INDRA, MAPFRE, MERLIN PROPERTIES, TELEFÓNICA. 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. 4T’25 que se publicarán en España y Europa en los próximos días. Entre la temporada de resultados en EE.UU. y la geopolítica Las bolsas europeas tuvieron una semana de transición, con un c...
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