reports
- Research Department
INFORME DIARIO 25 FEBRERO + RDOS. ESPAÑA Y EUROPA. IDEAS DESTACADAS Y ...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AENA, ENCE, INDRA, ROVI VIDRALA. EUROPA: N/A. 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. Europa no capitaliza el rebote Mayor estabilidad en las bolsas europeas, a pesar del rebote en las empresas de software estadounidenses como consecuen...
- Research Department
IBERIAN DAILY 25 FEBRUARY + 4Q’25 RESULTS. HIGHLIGHTS AND REST OF PREV...
NEWS SUMMARY: AENA, ENCE, INDRA, ROVI, VIDRALA. 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. Europe unable to capitalise on the rally European stock markets found greater stability, despite the rally by US software companies as a result of the overselling due to fears of a disruption brought about by AI. In the STOX...
- Research Department
INFORME DIARIO 23 FEBRERO + RDOS. ESPAÑA Y EUROPA. IDEAS DESTACADAS Y ...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ALMIRALL, INDRA SISTEMAS, SECTOR ELÉCTRICO Y ENERGÍA. EUROPA: VINCI. 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. Tensión geopolítica en Irán en aumento Las bolsas europeas frenaron en la semana su avance, afectados en cierta medida, por el ...
- Research Department
IBERIAN DAILY 23 FEBRUARY + 4Q’25 RESULTS. HIGHLIGHTS AND REST OF PREV...
NEWS SUMMARY: ALMIRALL, ELECTRICITY SECTOR, 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. Geopolitical tension rising in Iran European stock markets halted their advance over the week, affected to some extent by the geopolitical noise regarding Iran and the US army’s preparation for a possible military incursi...
- Research Department
INFORME DIARIO 20 FEBRERO + RDOS. ESPAÑA Y EUROPA. IDEAS DESTACADAS Y ...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACS, SECTOR ELÉCTRICO Y ENERGIA. EUROPA: AIR LIQUIDE, DANONE 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. Vuelven las tensiones geopolíticas Volvieron las caídas a Europa, con Irán en el foco y una posible intervención militar de EE.UU. en l...
- Research Department
IBERIAN DAILY 20 FEBRUARY + 4Q’25 RESULTS. HIGHLIGHTS AND REST OF PREV...
NEWS SUMMARY: ACS, ELECTRICITY SECTOR EUROPE. 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. Geopolitical tensions back in the spotlight European stock markets were back in the red, with Iran in the spotlight and a possible US military intervention in the next few days. In the STOXX 600, almost all sectors ended with ...
- Luis Arredondo
- Richard Jeans
accesso Technology Group (ACSO): New payments’ strategy unveiled
accesso has taken its payments’ strategy to the next level in selecting Adyen, the Dutch-based payments company, to be its long-term global financial technology platform. The platform will be white-labelled and enable accesso to offer integrated embedded payments’ capabilities across all of its products. Consequently, accesso will be able to increase wallet share from both existing and new clients. As present, accesso supports more than $5bn in annual transaction volume. We will next review our ...
- Research Department
INFORME DIARIO 19 FEBRERO + RDOS. ESPAÑA Y EUROPA. IDEAS DESTACADAS Y ...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AENA, INDRA, FERROVIAL, REPSOL, SANTANDER EUROPA: AIRBUS, PERNOD RICARD 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 sigue liderando en Europa Nueva jornada al alza de las bolsas en Europa, con los resultados empresariales ejerciendo...
- Research Department
IBERIAN DAILY 19 FEBRUARY + 4Q’25 RESULTS. HIGHLIGHTS AND REST OF PREV...
NEWS SUMMARY: AENA, FERROVIAL, INDRA, REPSOL, SANTANDER. 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 continues to lead Europe It was another bullish session on European stock markets, with business results acting as a driver and with the IBEX once again approaching record highs. In the STOXX 600, almost all th...
- 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
- Research Department
INFORME DIARIO 17 FEBRERO + RDOS. ESPAÑA Y EUROPA. IDEAS DESTACADAS Y ...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CIE AUTOMOTIVE, ENAGÁS, GRIFOLS, INDRA, SECTOR ELÉCTRICO. 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. Lunes de transición Las bolsas comenzaron la semana con escasas referencias por los festivos de EE.UU. (día de los presidentes) y China ...
- Research Department
IBERIAN DAILY 17 FEBRUARY + 4Q’25 RESULTS. HIGHLIGHTS AND REST OF PREV...
NEWS SUMMARY: CIE AUTOMOTIVE, ELECTRICITY SECTOR, ENAGAS, GRIFOLS, 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. A transitional session Stock markets kicked off the week with few references due to the US (Presidents’ Day) and Chinese (Lunar New Year) holiday, with the Ibex leading gains in Europe again. In the...
- Research Department
IBERIAN DAILY 16 FEBRUARY + 4Q’25 RESULTS. HIGHLIGHTS AND REST OF PREV...
NEWS SUMMARY: ACS, GREENING, INDRA, REPSOL. 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. Doubts continue European stock markets saw a mixed performance, with core markets faring better vs. the weakness of the peripheral segment where the Ibex questioned again the 17,700 support level. In the STOXX 600, the best-perf...
- Research Department
INFORME DIARIO 16 FEBRERO + RDOS. ESPAÑA Y EUROPA. IDEAS DESTACADAS Y ...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACS, GREENING, INDRA, REPSOL. 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. Un mercado con muchas dudas Disparidad en las bolsas europeas, con un desempeño más sólido de los mercados core frente a la debilidad de la periferia, donde el Ibex...
- Research Department
IBERIAN DAILY 12 FEBRUARY + 4Q’25 RESULTS. HIGHLIGHTS AND REST OF PREV...
NEWS SUMMARY: N/A. 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. US employment data shakes up the markets The session ended worse than it began in Europe, which after the solid US employment data and possibility of fewer rate hikes by the Fed this year, saw the drops steepen. In the STOXX 600, Household Goods and Ene...
- Research Department
IBERIAN DAILY 11 FEBRUARY + 4Q’25 RESULTS. HIGHLIGHTS AND REST OF PREV...
NEWS SUMMARY: ENDESA, INDRA, INSURANCE SECTOR, SANTANDER, 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. Ibex remains at 18,100 points Stock markets fell in a transition session, waiting the employment data to be released today in the US. In the STOXX 600, the best-performing sectors were Chemicals and Aut...
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