reports
- Bruno Cavalier
- Mariem Ben Nejma
- Sinan Doganli
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
01913 PRADA S.P.A.
POS PORR AG
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
FSNT FASHIONETTE AG
SPAC 468 SPAC I SE
- Bruno Cavalier
- Jean Danjou
- Bruno Cavalier
- Jean Danjou
- Bruno Cavalier
- Mariem Ben Nejma
- Sinan Doganli
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
01913 PRADA S.P.A.
POS PORR AG
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
FSNT FASHIONETTE AG
SPAC 468 SPAC I SE
- Research Department
INFORME DIARIO 25 AGOSTO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ENDESA. EUROPA: ESSILORLUXOTTICA. Las bolsas mantienen el buen performance de agosto La semana pasada las bolsas cerraron con avances, destacando sobre todo los de la bolsa china (CSI 300) y el FTSE 100. Los índices se animaron hacia final de la semana tras unos comentarios a favor de recortes de tipos por parte de J. Powell en Jackson Hole al reconocer que la actual política monetaria todavía restrictiva podría relajarse ante el deterioro del merca...
- Jean Danjou
- Jean Danjou
- Carole Braudeau
- Carole Braudeau
- Roy Külter
- Steven Boumans
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
SBS STRATEC SE
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
GN GN STORE NORD A/S
01913 PRADA S.P.A.
IMPN IMPLENIA AG
POS PORR AG
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
MONC MONCLER SPA
VGP VGP NV
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
NFN NFON AG
ALFEN ALFEN NV
SPAC 468 SPAC I SE
SUNN SUNRISE
SFZN SIEGFRIED HOLDING AG
- Konrad Zomer
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
MMK MAYR-MELNHOF KARTON AG
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
01913 PRADA S.P.A.
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
SPSN SWISS PRIME SITE AG
KGX KION GROUP AG
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
EVD CTS EVENTIM AG & CO. KGAA
AGN AEGON N.V.
- Roy Külter
- Steven Boumans
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
SBS STRATEC SE
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
GN GN STORE NORD A/S
01913 PRADA S.P.A.
IMPN IMPLENIA AG
POS PORR AG
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
MONC MONCLER SPA
VGP VGP NV
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
NFN NFON AG
ALFEN ALFEN NV
SPAC 468 SPAC I SE
SUNN SUNRISE
SFZN SIEGFRIED HOLDING AG
- Konrad Zomer
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
MMK MAYR-MELNHOF KARTON AG
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
01913 PRADA S.P.A.
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
SPSN SWISS PRIME SITE AG
KGX KION GROUP AG
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
EVD CTS EVENTIM AG & CO. KGAA
AGN AEGON N.V.
- Jean Danjou
- Jean Danjou
- Carole Braudeau
- Carole Braudeau
- Carole Braudeau
- Carole Braudeau
- Research Department
IBERIAN DAILY 15 AUGUST (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: N/A. Whether inflation will not rise or whether the Fed will be forced to cut rates in September is not so clear anymore The release of July’s industrial production prices, speeding up significantly more than expected, suggests that companies are indeed seeing the inflationary pressure from tariffs but not yet passed on to final prices, which could also have a negative impact on their margins in the 3Q’25. Following the data release, with weekly jobless claims also easing slightl...
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