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Research Department
  • Research Department

IBERIAN DAILY 22 OCTOBER + 3Q’25 RESULTS. HIGHLIGHTS AND REST OF PREVI...

NEWS SUMMARY: ACS, ELECTRICITY SECTOR, GLOBAL DOMINION, GRUPO CATALANA OCCIDENTE, ROVI. 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. Awaiting drivers It was a session of low volume and few important macro references, leaving European stock markets flat, except for the IBEX, which fell slightly following yesterday’s ...

Research Department
  • Research Department

INFORME DIARIO 22 OCTUBRE + RDOS. ESPAÑA Y EUROPA 3T’25. IDEAS DESTACA...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACS, GLOBAL DOMINION, GRUPO CATALANA OCCIDENTE, ROVI, SECTOR ELÉCTRICO. EUROPA: ADIDAS, BNP PARIBAS, L’ORÉAL, UNICREDIT. 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. A la espera de catalizadores Jornada de escaso volumen y referencias macro ...

Carole Braudeau
  • Carole Braudeau

Credit Morning 10/15/2025

Rexel: solid Q3 sales despite lack of price acceleration.|LVMH: Q3 sales exceed expectations, confident for 2026|Bouygues, Iliad and Orange make a joint bid for a large part of SFR assets|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 15/10/2025

Rexel : un bon CA T3 malgré l’absence d’accélération sur les prix.|LVMH : CA T3 supérieur aux attentes, ton plus assuré pour 2026|Bouygues, Iliad et Orange font une offre commune sur la majeure partie des actifs de SFR|

 PRESS RELEASE

ARGAN : une seconde extension au label Aut0nom® pour CELIO

ARGAN : une seconde extension au label Aut0nom® pour CELIO Communiqué de presse – Neuilly-sur-Seine, mardi 14 octobre 2025 – 17h45 ARGAN accompagne la croissance de CELIO avec une seconde extension de 12 000 m² labellisée Aut0nom® portant le site à 55 000 m² Le chantier portant sur la réalisation d’une extension de 12 000 m² ouvre le troisième chapitre d’une histoire, débutée en 2012, entre ARGAN et CELIO avec la livraison d’un site logistique de 31 000 m² sur la commune d’Amblainville (60). A la livraison de cette ultime phase, prévue pour l’été 2026, le site développera 55 000 m² avec d...

 PRESS RELEASE

ARGAN : a second Aut0nom®-labelled extension for CELIO

ARGAN : a second Aut0nom®-labelled extension for CELIO Press release – Neuilly-sur-Seine, Tuesday, October 14, 2025 – 5.45 pm ARGAN supports CELIO’s growth with a second 12,000 sq.m Aut0nom®-labelled extension, bringing the site to 55,000 sq.m  The construction of a 12,000 sq.m extension marks the third chapter of a story that began in 2012 between ARGAN and CELIO with the delivery of a 31,000 sq.m logistics site in the town of Amblainville (60). Upon delivery of this final phase, scheduled for summer 2026, the site will cover 55,000 sq.m, with CO₂ emissions reduced fourfold thanks to Au...

Research Department
  • Research Department

IBERIAN DAILY 13 OCTOBER (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: ROVI. D. Trump threatens China again European stock markets closed with losses last week in view of D. Trump’s new threats of new 100% tariffs on China last Friday and the suspension of negotiations after Beijing announced the control of rare minerals exports and an investigation into Qualcomm. The STOXX 600 ended last week with corrections, led by Autos, Media and Technology whereas defensive sectors such as Utilities, Househnold and Food saw the biggest gains. On the macro side,...

Research Department
  • Research Department

INFORME DIARIO 13 OCTUBRE + RDOS. EUROPA 3T’25. IDEAS DESTACADAS Y PRE...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ROVI. 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. Trump vuelve a amenazar a China Las bolsas de Europa cerraron la semana con caídas ante las amenazas de D. Trump el viernes de nuevos aranceles a China del 100% y la suspensión de las nego...

 PRESS RELEASE

ARGAN and Danone start the works for a new Aut0nom® logistics site in...

ARGAN and Danone start the works for a new Aut0nom® logistics site in Sorigny Press release – Neuilly-sur-Seine, Tuesday, October 7, 2025 - 5.50 pm ARGAN and Danone start the works for a new Aut0nom® logistics site in Sorigny In the presence of Alain Esnault, Mayor of Sorigny, and Éric Loizon, President of the Community of Municipalities, ARGAN and Danone symbolically laid the foundation stone of the future Aut0nom® site in Sorigny. This project marks a strategic turning point for Danone, with a doubling of its logistics capacities in the Greater West of France, while reaffirming its co...

 PRESS RELEASE

ARGAN et Danone lancent le chantier d’un nouveau site logistique Aut0n...

ARGAN et Danone lancent le chantier d’un nouveau site logistique Aut0nom® à Sorigny Communiqué de presse – Neuilly-sur-Seine, mardi 7 octobre 2025 - 17h50 ARGAN et Danone lancent le chantier d’un nouveau site logistique Aut0nom® à Sorigny En présence d’Alain Esnault, maire de Sorigny, et d’Éric Loizon, président de la Communauté de Communes, ARGAN et Danone ont posé symboliquement la première pierre du futur site Aut0nom® de Sorigny. Ce projet marque un tournant stratégique pour Danone, avec un doublement de ses capacités logistiques dans le Grand Ouest, tout en affirmant son engageme...

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