Credit Morning 07/25/2025

ELO: overview of H1 results and further details on the new financing structure|Takeover rumours around JD.com and Ceconomy become (more) concrete|Nexity reassures in H1 2025 with numerous positive signs, even though business remains weak|Entry into exclusive negotiations for the joint acquisition of the Milleis Group|

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 07/25/2025

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 25/07/2025

Morning Crédit 25/07/2025

ELO : commentaires résultats S1 et précisions sur la nouvelle structure de financement|Takeover rumours around JD.com and Ceconomy become (more) concrete|Nexity rassure au S1 2025 avec de nombreux signaux positifs, même si l’activité reste faible|Entrée en négociations exclusives en vue de l’acquisition conjointe du Groupe Milleis|

Webuild : Always aiming higher

IBERIAN DAILY 25 JULY + 2Q’25 RESULTS. HIGHLIGHTS AND REST OF PREVIEWS...

NEWS SUMMARY: ALMIRALL, COLONIAL, IBERDROLA, TALGO. 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 2Q’25 results to be released over the coming days in Spain. ECB keeps interest rates unchanged European stock markets saw a session that ended worse than it began, where the IBEX stood out with a gain of more than 1.5% to 14,250 points. Among the factors behind this performance w...

INFORME DIARIO 25 JULIO + RDOS. ESPAÑA Y EUROPA 2T’25. IDEAS DESTACADA...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ALMIRALL, COLONIAL, IBERDROLA, TALGO. EUROPA: ENI, LVMH, VOLKSWAGEN. 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. 2T’25 que se publicarán en España y Europa en los próximos días. El BCE mantiene los tipos de interés Las bolsas europeas vivieron una sesión de más a menos, con el Ibex volviendo a sobresalir...

IBERIAN DAILY 16 JULY + 2Q’25 RESULTS. PREVIEWS (ANÁLISIS BANCO SABADE...

NEWS SUMMARY: TALGO. 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 2Q’25 results to be released over the coming days in Spain. High rates worry the market European stock markets ended in the red following the release of the US inflation data. In the STOXX 600, Technology (NVIDIA received guarantees from the Trump administration that it can resume selling its H20 AI chip in Ch...

INFORME DIARIO 16 JULIO + RDOS. ESPAÑA Y EUROPA 2T’25. PREVIEWS (ANÁLI...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: TALGO. EUROPA: ASML. 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. 2T’25 que se publicarán en España y Europa en los próximos días. El mercado, preocupado por los tipos altos Las bolsas europeas terminaron en rojo tras los datos de inflación estadounidense. En el STOXX 600 lideraron las subidas Tecnologí...

Lucror Analytics - Convertibles Brief

In today's Convertibles Brief publication we comment on developments of the following high yield issuers: Nissan Motor, Air France-KLM

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: Loxam, Iceland Foods, Nissan Motor, Digi Communications, Biogroup, Assemblin, Altice International, Air France-KLM, Grupo Antolin

INFORME DIARIO 11 JULIO (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: TALGO. El Ibex rompe su racha Jornada mixta en las bolsas europeas donde la tensión por los aranceles continúa tras el gravamen al cobre y las amenazas de imponer un 50% de arancel a Brasil. En el STOXX 600 los mejores sectores fueron R. Básicos (tras liderar las caídas ayer) y Autos frente a los defensivos Telecos y Utilities que lideraron las caídas. Por el lado macro, en EE.UU. el desempleo semanal cayó en contra de lo esperado. En Brasil, la i...

IBERIAN DAILY 11 JULY (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: TALGO. Ibex rally comes to an end It was a mixed session for European stock markets where the tariff tension continued following the copper tax and the threats of a 50% tariff to Brazil. In the STOXX 600, Basic Resources (after leading drops yesterday) and Autos were the best-performing sectors vs. defensives industries such as Telecoms and Utilities. On the macro side, in the US, weekly jobless claims dropped, as opposed to expectations. D. Trump requested the Fed a new rate cut ...

Vetoquinol: 2 directors

Two Directors at Vetoquinol sold/bought 9,860 shares at 75.000EUR. The significance rating of the trade was 87/100. 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 clearl...

IBERIAN DAILY 09 JULY (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: AENA, BANKING SECTOR, CIE AUTOMOTIVE, ENDESA, INDRA, REPSOL, TALGO. Tariff uncertainty It was a session of slight gains in European stock markets whereas the change of dates for the deadlines set by D. Trump to close trade negotiations and implementation of tariff continues (with a new deadline on the 1st August). In the STOXX 600, Basic Resources and Autos were the best-performing sectors vs. the drops of Real Estate and Household. On the macro side, in the US, June’s NFIB SMEs c...

INFORME DIARIO 09 JULIO (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AENA, CIE AUTOMOTIVE, ENDESA, INDRA, REPSOL, SECTOR BANCARIO, TALGO. EUROPA: AIRBUS, ESSILORLUXOTTICA, UNICREDIT. Incertidumbre con los aranceles Jornada de tímidas subidas en las bolsas europeas mientras continúa el baile de fechas en los plazos fijados por D. Trump para cerrar las negociaciones comerciales y el comienzo de los aranceles (nuevo plazo el 1 de agosto). En el STOXX 600 Recursos Básicos y Autos fueron los que más subieron frente a las ...

Lucror Analytics - Convertibles Brief

In today's Convertibles Brief publication we comment on developments of the following high yield issuers: Air France-KLM

Lucror Analytics - Morning Views Europe

In today's Morning Views publication we comment on developments of the following high yield issuers: CMA CGM, Cirsa, Ineos, Ineos Quattro, TalkTalk, Picard, Telecom Italia, Air France-KLM