reports
- Olfa Taamallah
- Yan Derocles
MTX MTU AERO ENGINES AG
HO THALES SA
FGA FIGEAC AERO SA
RHM RHEINMETALL AG
BRBY BURBERRY GROUP PLC
FII LISI SA
GOE GROUPE GORGE SA
SAF SAFRAN S.A.
AIR AIRBUS SE
BA. BAE SYSTEMS PLC
AIXA AIXTRON SE
VASTB VASTNED RETAIL BELGIUM NV
ARG ARGAN SA
FACC FACC AG
LDO LEONARDO SPA
DUFN DUFRY AG
HAG HENSOLDT AG
AERO MONTANA AEROSPACE AG
AM DASSAULT AVIATION
LAT LATECOERE
R3NK RENK GROUP AG
EXENS EXOSENS
CAN CANAL+
- Olfa Taamallah
- Yan Derocles
ENGI ENGIE SA.
BNP BNP PARIBAS SA CLASS A
MTX MTU AERO ENGINES AG
HO THALES SA
FGA FIGEAC AERO SA
MUV2 MUNICH REINSURANCE COMPANY
RHM RHEINMETALL AG
EL ESSILORLUXOTTICA SA
FII LISI SA
GOE GROUPE GORGE SA
G ASSICURAZIONI GENERALI S.P.A.
SCHP SCHINDLER HOLDING AG PREF
SAF SAFRAN S.A.
AIR AIRBUS SE
01913 PRADA S.P.A.
BA. BAE SYSTEMS PLC
AMS AMADEUS IT GROUP SA CLASS A
FACC FACC AG
LDO LEONARDO SPA
SIE SIEMENS AG
HAG HENSOLDT AG
AERO MONTANA AEROSPACE AG
AM DASSAULT AVIATION
LAT LATECOERE
R3NK RENK GROUP AG
EXENS EXOSENS
- Olfa Taamallah
- Yan Derocles
MTX MTU AERO ENGINES AG
HO THALES SA
FGA FIGEAC AERO SA
RHM RHEINMETALL AG
BRBY BURBERRY GROUP PLC
FII LISI SA
GOE GROUPE GORGE SA
SAF SAFRAN S.A.
AIR AIRBUS SE
BA. BAE SYSTEMS PLC
AIXA AIXTRON SE
VASTB VASTNED RETAIL BELGIUM NV
ARG ARGAN SA
FACC FACC AG
LDO LEONARDO SPA
DUFN DUFRY AG
HAG HENSOLDT AG
AERO MONTANA AEROSPACE AG
AM DASSAULT AVIATION
LAT LATECOERE
R3NK RENK GROUP AG
EXENS EXOSENS
CAN CANAL+
- Olfa Taamallah
- Yan Derocles
ENGI ENGIE SA.
BNP BNP PARIBAS SA CLASS A
MTX MTU AERO ENGINES AG
HO THALES SA
FGA FIGEAC AERO SA
MUV2 MUNICH REINSURANCE COMPANY
RHM RHEINMETALL AG
EL ESSILORLUXOTTICA SA
FII LISI SA
GOE GROUPE GORGE SA
G ASSICURAZIONI GENERALI S.P.A.
SCHP SCHINDLER HOLDING AG PREF
SAF SAFRAN S.A.
AIR AIRBUS SE
01913 PRADA S.P.A.
BA. BAE SYSTEMS PLC
AMS AMADEUS IT GROUP SA CLASS A
FACC FACC AG
LDO LEONARDO SPA
SIE SIEMENS AG
HAG HENSOLDT AG
AERO MONTANA AEROSPACE AG
AM DASSAULT AVIATION
LAT LATECOERE
R3NK RENK GROUP AG
EXENS EXOSENS
- Olfa Taamallah
- Yan Derocles
ODDO : A reassuring message on the supply chain
At the Paris Air Show, in line with expectations, sales momentum turned in Airbus' favour (248 firm orders out of a total of 381), underlining once again the strength of demand. The consensus around greater resilience in the supply chain and a visible acceleration on the aftermarket were the good surprises of the show. In this context, the civil segment presents an attractive profile and we maintain our preference for Rolls-Royce (Outperform - target price at 1,000p) and Airbus (Outperform – tar...
MTX MTU AERO ENGINES AG
HO THALES SA
FGA FIGEAC AERO SA
RHM RHEINMETALL AG
FII LISI SA
GOE GROUPE GORGE SA
SAF SAFRAN S.A.
AIR AIRBUS SE
BA. BAE SYSTEMS PLC
FACC FACC AG
LDO LEONARDO SPA
HAG HENSOLDT AG
AERO MONTANA AEROSPACE AG
AM DASSAULT AVIATION
LAT LATECOERE
R3NK RENK GROUP AG
EXENS EXOSENS
- Olfa Taamallah
- Yan Derocles
ODDO : Un message rassurant sur la chaine fournisseurs
Au salon du Bourget, conformément aux attentes, la dynamique commerciale a tourné à l’avantage d’Airbus (248 commandes fermes sur un total de 381), soulignant encore une fois la vigueur de la demande. Le consensus autour d’une meilleure résilience de la chaine fournisseurs et une accélération visible de l’après-vente sont les bonnes surprises du salon. Dans ce contexte, le segment civil présente un profil attractif et nous maintenons ainsi notre préférence pour Rolls-Royce (Surperformance – OC à...
MTX MTU AERO ENGINES AG
HO THALES SA
FGA FIGEAC AERO SA
RHM RHEINMETALL AG
FII LISI SA
GOE GROUPE GORGE SA
SAF SAFRAN S.A.
AIR AIRBUS SE
BA. BAE SYSTEMS PLC
FACC FACC AG
LDO LEONARDO SPA
HAG HENSOLDT AG
AERO MONTANA AEROSPACE AG
AM DASSAULT AVIATION
LAT LATECOERE
R3NK RENK GROUP AG
EXENS EXOSENS
- Olfa Taamallah
- Roy Külter
- Yan Derocles
EDEN EDENRED SA
TKA THYSSENKRUPP AG
RR. ROLLS-ROYCE HOLDINGS PLC
MT ARCELORMITTAL SA
CA CARREFOUR SA
BEKB BEKAERT SA
SOP SOPRA STERIA GROUP SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
MTX MTU AERO ENGINES AG
ACN ACCENTURE PLC CLASS A
HO THALES SA
SSAB A SSAB AB CLASS A
RXL REXEL SA
INF INFOTEL SA
FGA FIGEAC AERO SA
RHM RHEINMETALL AG
SZG SALZGITTER AG
WHA WERELDHAVE N.V.
SWP SWORD GROUP SE
AUB AUBAY SA
FII LISI SA
GOE GROUPE GORGE SA
ATE ALTEN SA
VOE VOESTALPINE AG
ACX ACERINOX SA
XIOR XIOR STUDENT HOUSING N.V.
SAF SAFRAN S.A.
HEI HEIDELBERGCEMENT AG
AIR AIRBUS SE
ERA ERAMET SA
CAP CAPGEMINI SE
BA. BAE SYSTEMS PLC
COFB COFINIMMO SA
VRNL VERNEUIL PARTICIPATIONS
CTAC CTAC N.V.
TIETO TIETOEVRY OYJ
NDA AURUBIS AG
ANA ACCIONA SA
HM B H&M HENNES & MAURITZ AB CLASS B
COK CANCOM SE
VASTB VASTNED RETAIL BELGIUM NV
BC8 BECHTLE AG
ADN1 ADESSO AG
MONT MONTEA SCA
AED AEDIFICA SA
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
CPINV CARE PROPERTY INVEST SA
VGP VGP NV
BC BRUNELLO CUCINELLI S.P.A.
FACC FACC AG
IDR INDRA SISTEMAS S.A. CLASS A
RIO RIO TINTO PLC
LDO LEONARDO SPA
ECONT ECONOCOM GROUP SE CLASS D
BHP BHP GROUP LTD
REY REPLY S.P.A.
AMAG AMAG AUSTRIA METALL AG
NSI NSI N.V.
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
PRX PROSUS N.V. CLASS N
HAG HENSOLDT AG
WDP WAREHOUSES DE PAUW SCA
NA9 NAGARRO
AERO MONTANA AEROSPACE AG
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
ECMPA EUROCOMMERCIAL PROPERTIES NV
AM DASSAULT AVIATION
CTPNV CTP NV
SHEL SHELL PLC
IOS IONOS GROUP SE
LAT LATECOERE
R3NK RENK GROUP AG
EXENS EXOSENS
ATO ATOS SE
AAL ANGLO AMERICAN PLC
- Olfa Taamallah
- Roy Külter
- Yan Derocles
RR. ROLLS-ROYCE HOLDINGS PLC
MT ARCELORMITTAL SA
BEKB BEKAERT SA
SOP SOPRA STERIA GROUP SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
MTX MTU AERO ENGINES AG
ACN ACCENTURE PLC CLASS A
HO THALES SA
SSAB A SSAB AB CLASS A
INF INFOTEL SA
FGA FIGEAC AERO SA
RHM RHEINMETALL AG
SZG SALZGITTER AG
WHA WERELDHAVE N.V.
SWP SWORD GROUP SE
AUB AUBAY SA
VLS VALNEVA SE
FII LISI SA
GOE GROUPE GORGE SA
ATE ALTEN SA
VOE VOESTALPINE AG
ACX ACERINOX SA
TRI TRIGANO SA
XIOR XIOR STUDENT HOUSING N.V.
SAF SAFRAN S.A.
AIR AIRBUS SE
ERA ERAMET SA
CAP CAPGEMINI SE
BA. BAE SYSTEMS PLC
COFB COFINIMMO SA
VRNL VERNEUIL PARTICIPATIONS
CTAC CTAC N.V.
TIETO TIETOEVRY OYJ
NDA AURUBIS AG
ANA ACCIONA SA
COK CANCOM SE
VASTB VASTNED RETAIL BELGIUM NV
BC8 BECHTLE AG
ADN1 ADESSO AG
MONT MONTEA SCA
AED AEDIFICA SA
KTCG KAPSCH TRAFFICCOM
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
CPINV CARE PROPERTY INVEST SA
VGP VGP NV
CSM CORBION NV
FACC FACC AG
WLN WORLDLINE SA
IDR INDRA SISTEMAS S.A. CLASS A
RIO RIO TINTO PLC
LDO LEONARDO SPA
ECONT ECONOCOM GROUP SE CLASS D
BHP BHP GROUP LTD
REY REPLY S.P.A.
AMAG AMAG AUSTRIA METALL AG
NSI NSI N.V.
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
HAG HENSOLDT AG
WDP WAREHOUSES DE PAUW SCA
VUL VULCAN ENERGY RESOURCES
NA9 NAGARRO
AERO MONTANA AEROSPACE AG
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
ECMPA EUROCOMMERCIAL PROPERTIES NV
AM DASSAULT AVIATION
CTPNV CTP NV
IOS IONOS GROUP SE
LAT LATECOERE
R3NK RENK GROUP AG
EXENS EXOSENS
ATO ATOS SE
AAL ANGLO AMERICAN PLC
- Olfa Taamallah
- Roy Külter
- Yan Derocles
EDEN EDENRED SA
TKA THYSSENKRUPP AG
RR. ROLLS-ROYCE HOLDINGS PLC
MT ARCELORMITTAL SA
CA CARREFOUR SA
BEKB BEKAERT SA
SOP SOPRA STERIA GROUP SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
MTX MTU AERO ENGINES AG
ACN ACCENTURE PLC CLASS A
HO THALES SA
SSAB A SSAB AB CLASS A
RXL REXEL SA
INF INFOTEL SA
FGA FIGEAC AERO SA
RHM RHEINMETALL AG
SZG SALZGITTER AG
WHA WERELDHAVE N.V.
SWP SWORD GROUP SE
AUB AUBAY SA
FII LISI SA
GOE GROUPE GORGE SA
ATE ALTEN SA
VOE VOESTALPINE AG
ACX ACERINOX SA
XIOR XIOR STUDENT HOUSING N.V.
SAF SAFRAN S.A.
HEI HEIDELBERGCEMENT AG
AIR AIRBUS SE
ERA ERAMET SA
CAP CAPGEMINI SE
BA. BAE SYSTEMS PLC
COFB COFINIMMO SA
VRNL VERNEUIL PARTICIPATIONS
CTAC CTAC N.V.
TIETO TIETOEVRY OYJ
NDA AURUBIS AG
ANA ACCIONA SA
HM B H&M HENNES & MAURITZ AB CLASS B
COK CANCOM SE
VASTB VASTNED RETAIL BELGIUM NV
BC8 BECHTLE AG
ADN1 ADESSO AG
MONT MONTEA SCA
AED AEDIFICA SA
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
CPINV CARE PROPERTY INVEST SA
VGP VGP NV
BC BRUNELLO CUCINELLI S.P.A.
FACC FACC AG
IDR INDRA SISTEMAS S.A. CLASS A
RIO RIO TINTO PLC
LDO LEONARDO SPA
ECONT ECONOCOM GROUP SE CLASS D
BHP BHP GROUP LTD
REY REPLY S.P.A.
AMAG AMAG AUSTRIA METALL AG
NSI NSI N.V.
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
PRX PROSUS N.V. CLASS N
HAG HENSOLDT AG
WDP WAREHOUSES DE PAUW SCA
NA9 NAGARRO
AERO MONTANA AEROSPACE AG
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
ECMPA EUROCOMMERCIAL PROPERTIES NV
AM DASSAULT AVIATION
CTPNV CTP NV
SHEL SHELL PLC
IOS IONOS GROUP SE
LAT LATECOERE
R3NK RENK GROUP AG
EXENS EXOSENS
ATO ATOS SE
AAL ANGLO AMERICAN PLC
- Olfa Taamallah
- Roy Külter
- Yan Derocles
RR. ROLLS-ROYCE HOLDINGS PLC
MT ARCELORMITTAL SA
BEKB BEKAERT SA
SOP SOPRA STERIA GROUP SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
MTX MTU AERO ENGINES AG
ACN ACCENTURE PLC CLASS A
HO THALES SA
SSAB A SSAB AB CLASS A
INF INFOTEL SA
FGA FIGEAC AERO SA
RHM RHEINMETALL AG
SZG SALZGITTER AG
WHA WERELDHAVE N.V.
SWP SWORD GROUP SE
AUB AUBAY SA
VLS VALNEVA SE
FII LISI SA
GOE GROUPE GORGE SA
ATE ALTEN SA
VOE VOESTALPINE AG
ACX ACERINOX SA
TRI TRIGANO SA
XIOR XIOR STUDENT HOUSING N.V.
SAF SAFRAN S.A.
AIR AIRBUS SE
ERA ERAMET SA
CAP CAPGEMINI SE
BA. BAE SYSTEMS PLC
COFB COFINIMMO SA
VRNL VERNEUIL PARTICIPATIONS
CTAC CTAC N.V.
TIETO TIETOEVRY OYJ
NDA AURUBIS AG
COK CANCOM SE
VASTB VASTNED RETAIL BELGIUM NV
BC8 BECHTLE AG
ADN1 ADESSO AG
MONT MONTEA SCA
AED AEDIFICA SA
KTCG KAPSCH TRAFFICCOM
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
CPINV CARE PROPERTY INVEST SA
VGP VGP NV
CSM CORBION NV
FACC FACC AG
WLN WORLDLINE SA
IDR INDRA SISTEMAS S.A. CLASS A
RIO RIO TINTO PLC
LDO LEONARDO SPA
ECONT ECONOCOM GROUP SE CLASS D
BHP BHP GROUP LTD
REY REPLY S.P.A.
AMAG AMAG AUSTRIA METALL AG
NSI NSI N.V.
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
HAG HENSOLDT AG
WDP WAREHOUSES DE PAUW SCA
VUL VULCAN ENERGY RESOURCES
NA9 NAGARRO
AERO MONTANA AEROSPACE AG
ECMPA EUROCOMMERCIAL PROPERTIES NV
AM DASSAULT AVIATION
CTPNV CTP NV
IOS IONOS GROUP SE
LAT LATECOERE
R3NK RENK GROUP AG
EXENS EXOSENS
ATO ATOS SE
AAL ANGLO AMERICAN PLC
- Olfa Taamallah
- Yan Derocles
MTX MTU AERO ENGINES AG
HO THALES SA
FGA FIGEAC AERO SA
RHM RHEINMETALL AG
FII LISI SA
GOE GROUPE GORGE SA
SAF SAFRAN S.A.
AIR AIRBUS SE
BA. BAE SYSTEMS PLC
FACC FACC AG
LDO LEONARDO SPA
HAG HENSOLDT AG
AERO MONTANA AEROSPACE AG
AM DASSAULT AVIATION
LAT LATECOERE
R3NK RENK GROUP AG
EXENS EXOSENS
- Olfa Taamallah
- Yan Derocles
MTX MTU AERO ENGINES AG
HO THALES SA
FGA FIGEAC AERO SA
RHM RHEINMETALL AG
FII LISI SA
GOE GROUPE GORGE SA
SAF SAFRAN S.A.
AIR AIRBUS SE
BA. BAE SYSTEMS PLC
FACC FACC AG
LDO LEONARDO SPA
HAG HENSOLDT AG
AERO MONTANA AEROSPACE AG
AM DASSAULT AVIATION
LAT LATECOERE
R3NK RENK GROUP AG
EXENS EXOSENS
- Carole Braudeau
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
RNO RENAULT SA
DAI DAIMLER AG
KORI KORIAN SA
GLE SOCIETE GENERALE S.A. CLASS A
KER KERING SA
VOW3 VOLKSWAGEN AG PREF
CCL CARNIVAL PLC
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
WBD WEBUILD S.P.A.
WLN WORLDLINE SA
RACE FERRARI NV
SAB BANCO DE SABADELL SA
STLA STELLANTIS N.V.
OVH OVH GROUPE
- Carole Braudeau
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
RNO RENAULT SA
DAI DAIMLER AG
KORI KORIAN SA
GLE SOCIETE GENERALE S.A. CLASS A
KER KERING SA
VOW3 VOLKSWAGEN AG PREF
CCL CARNIVAL PLC
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
WBD WEBUILD S.P.A.
WLN WORLDLINE SA
RACE FERRARI NV
SAB BANCO DE SABADELL SA
STLA STELLANTIS N.V.
OVH OVH GROUPE
- Research Department
IBERIAN DAILY 24 JUNE (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: GRIFOLS. Stock markets welcome the possible truce between Iran and Israel, as opposed to crude oil The strikes on Iran nuclear sites had a limited impact on European stock markets, which ended with drops below -0.5%. US indices saw greater gains and crude oil fell sharply after Iran’s failed missile attack to the US base in Qatar, followed by a 12-hour truce between Iran and Israel announced by D. Trump. In the STOXX 600, Utilities and Technology were the best performers whereas B...
- Research Department
INFORME DIARIO 24 JUNIO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: GRIFOLS. Las bolsas festejan la posible tregua Irán-Israel, el crudo no El bombardeo estadounidense a las plantas de desarrollo nuclear iraníes tuvo un impacto limitado entre las bolsas europeas, que cerraron con caídas inferiores al medio punto porcentual. Los índices estadounidenses acentuaron las ganancias y el petróleo registró fuertes caídas tras el ataque fallido de Irán con misiles a bases americanas en Qatar, seguida de una tregua de 12 hor...
- Carole Braudeau
- Carole Braudeau
- Research Department
INFORME DIARIO 12 JUNIO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CAIXABANK, GRIFOLS. EUROPA: UNICREDIT. El Ibex pierde los 14.200 puntos Pese a los avances comerciales entre EE.UU. y China y a un dato de inflación en EE.UU mejor de lo esperado las bolsas europeas cerraron con pérdidas, lideradas por el Ibex tras los flojos resultados de Inditex. En el STOXX 600 los mejores sectores fueron Utilities y Energía (por segundo día consecutivo), frente a Retail e Inmobliario que fueron los que más cayeron. Por el lado m...
- Research Department
IBERIAN DAILY 12 JUNE (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: CAIXABANK, CHANGES IBEX 35, GRIFOLS. The Ibex below 14,200 points Despite the progress in trade negotiations between the US and China and the better-than-expected US inflation data, European stock markets ended with losses, led by the Ibex following Inditex’s poor results. In the STOXX 600, the best-performing sectors were Utilities and Energy (for the second consecutive session), whereas Retail and Real Estate ended with the biggest drops. On the macro side, in the US, May’s gen...
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