ACS, Actividades De Construcción y Servicios, S.A.: 1 director

A director at ACS, Actividades De Construcción y Servicios, S.A. sold 75,000 shares at 86.051EUR and the significance rating of the trade was 69/100. 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 direct...

IBERIAN DAILY 15 DECEMBER (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: FERROVIAL, GREENING, REPSOL, TALGO. The Fed continues to underpin stock markets The Fed’s dovish message underpinned the weekly gains of stock markets, conveying confidence on lower rates in 2026 and higher liquidity with the Fed’s short-term asset purchase. This led the Ibex to climb above 17,000 points. In the STOXX 600, Banks and Insurance, closely followed by Travel&Leisure, led the gains whereas Autos and Real Estate were the only sectors ending with drops. On the macro side,...

INFORME DIARIO 15 DICIEMBRE (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: FERROVIAL, GREENING, REPSOL, TALGO. EUROPA: SANOFI. La Fed sigue apoyando el mercado El mensaje dovish de la Fed apoyó a las bolsas en la semana, transmitiendo confianza a los mercados en que habrá tipos más bajos en 2026 y más liquidez con la compra de activos a corto plazo. No obstante, las dudas en torno a las tecnológicas provocaron tomas de beneficios en la recta final. Así, en el STOXX 600, los mejores sectores fueron Bancos y Seguros seguido ...

IBERIAN DAILY 12 DECEMBER (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: CELLNEX, FERROVIAL, GRUPO SANJOSE, REPSOL, TELEFÓNICA, VIDRALA. The Ibex near 17,000 points European stock markets climbed near 1% yesterday after the Fed’s rate cut and despite doubts surrounding the technology sector after the poor reception of Oracle’s results. In the STOXX 600, Construction (that rallied after being the worst-performing sector last Wednesday) and Leisure, closely followed by Banks led the gains whereas Utilities and Energy were almost the only sectors ending w...

INFORME DIARIO 12 DICIEMBRE (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CELLNEX, FERROVIAL, GRUPO SANJOSE, REPSOL, TELEFÓNICA, VIDRALA. EUROPA: BNP PARIBAS. El Ibex enfila los 17.000 puntos Las bolsas europeas avanzaron ayer cerca de un 1% tras la bajada de tipos por parte de la Fed y pese a las dudas en las tecnológicas tras la mala acogida de los resultados de Oracle. En el STOXX 600, los mejores sectores fueron Construcción (rebotó tras ser el miércoles el peor sector) y Ocio seguido de cerca por los Bancos mientras...

IBERIAN DAILY 09 DECEMBER (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: N/A. Stock markets await the Fed meeting It was a transition session for European stock markets, awaiting the Fed’s meeting and newsflow on the war between Russia and Ukraine. In the STOXX 600, Industrial and Banks led the gains whereas Real Estate and Consumer Goods were the worst performers. On the macro side, in Germany, October’s industrial output rose much more than expected. In the euro zone, December’s SENTIX index climbed in line with expectations and even though it remain...

IBERIAN DAILY 26 NOVEMBER (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: ACCIONA, ACCIONA ENERGÍA, FERROVIAL, NEINOR, TELEFÓNICA. Stock markets remain confident that the Fed will end up cutting rates European stock markets rose, welcoming higher rate cut expectations in the Fed’s next meeting, especially after the weakness of the US data released yesterday. In the STOXX 600, Construction and Retail were the best performers whereas cyclicals sectors such as Technology and Energy posted the biggest drop. On the macro side, in the US September’s retail sa...

INFORME DIARIO 26 NOVIEMBRE (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACCIONA, ACCIONA ENERGÍA, FERROVIAL, NEINOR HOMES, TELEFÓNICA. EUROPA: ENI, UNICREDIT. Confianza en que la Fed terminará bajando tipos Avances en las bolsas europeas, que siguen celebrando las mayores expectativas de bajadas de tipos para la próxima reunión de la Fed, especialmente después de la debilidad de los datos estadounidenses de hoy. En el STOXX 600, los mejores sectores fueron Construcción y Retail mientras que cíclicos como Tecnología y En...

IBERIAN DAILY 24 NOVEMBER (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: AEDAS, FERROVIAL, NEINOR. Stock markets far from highs Stock markets saw profit taking last week due to the doubts surrounding the Fed’s decision in December and the overvaluation of the US technology sector despite NVIDIA’s good results. In the STOXX 600, Financials was the only sector in positive territory last week, followed by Household, which reported the smallest corrections whereas the US AI selloff had a contagion effect on the Technology sector (-5%), followed by Energy. ...

INFORME DIARIO 24 NOVIEMBRE (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AEDAS, FERROVIAL, NEINOR, EUROPA: BAYER, PROSUS, UNICREDIT Las bolsas se alejan de máximos Toma de beneficios en mercado en la semana, provocada por las dudas sobre la decisión de la Fed de diciembre y la sobrevaloración acumulada del tecnológico estadounidense. En una semana de caídas en el STOXX 600, sólo S. Financieros se mantuvo en verde seguido por Hogar con las menores pérdidas mientras que el selloff de la IA estadounidense contagió a Tecno...

IBERIAN DAILY 20 NOVEMBER (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: N/A. Market relief European markets ended with gains yesterday after several sessions of corrections, also underpinned by rumours about a possible peace offer to Ukraine agreed between the US and Russia. Amid doubts surrounding AI the attention turned towards Nvidia’s results release after yesterday’s closing bell, which beat expectations and raised its 4Q guidance. In the STOXX 600, all the sectors except Telecoms, Utilities and Energy closed with gains, led by Media and Travel&L...

ACS: CMD'25 CENTROS DE DATOS (ANÁLISIS BANCO SABADELL)

Centros de datos y Managed Lanes como motores del crecimiento. INFRAPONDERAR.

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 17/11/2025

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 11/17/2025

ACS : ACS outlines strategy, investment plan and DC growth ambitions

IBERIAN DAILY 17 NOVEMBER + 3Q’25 RESULTS. PREVIEWS (ANÁLISIS BANCO SA...

NEWS SUMMARY: ACS, 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 3Q’25 results to be released over the coming days in Spain. Fear of AI bubble brings volatility Following the record highs reached last week thanks to the hope of an end to the shutdown in the US and the solid business results, stock markets reeled in part of the gains due to the concerns of a bubble...

INFORME DIARIO 17 NOVIEMBRE + RDOS. ESPAÑA 3T’25. PREVIEWS (ANÁLISIS B...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACS, TELEFÓNICA. EUROPA: AIRBUS, PROSUS. 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. El temor a una burbuja en la IA genera volatilidad en las bolsas Tras los máximos históricos alcanzados en la semana gracias a la esperanza de una resoluci...

ACS: 3Q’25 RESULTS (ANÁLISIS BANCO SABADELL)

3Q'25 vs. 3Q'24 Results Sales: € 12.65 Bn (15.4% vs. 17.6% BS(e) and 9.1% consensus); EBITDA: € 783 M (50.0% vs. 54.2% BS(e) and 48.7% consensus); EBIT: € 555 M (104.0% vs. 98.5% BS(e) and 49.3% consensus); Net Profit: € 205 M (8.5% vs. 6.3% BS(e) and 8.7% consensus); 9M'25 vs. 9M'24 Results Sales: € 36.75 Bn (23.7% vs. 24.5% BS(e) and 21.4% consensus); EBITDA: € 2.22 Bn (32.0% vs. 33.4% BS(e) and 31.6% consensus); EBIT: € 1.5 Bn (38.7% vs. 37.3% BS(e) and 33.5% consensus); Net Profit: € 655 M...

COLONIAL: 9M’25 RESULTS (ANÁLISIS BANCO SABADELL)

3Q'25 vs. 3Q'24 Results Rental Revenues: € 98.7 M (-3.0% vs. -3.7% BS(e)); EBITDA: € 83.6 M (-3.8% vs. -3.3% BS(e)); Recurring EPS: € 0.08 M (-12.5% vs. -11.2% BS(e)); 9M'25 vs. 9M'24 Results Rental Revenues: € 295.7 M (+1.0% vs. +0.8% BS(e)); EBITDA: € 242.6 M (+1.1% vs. +1.3% BS(e)); Recurring EPS: € 0.25 M (-3.9% vs. -3.5% BS(e));

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 11/14/2025