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Daimler Truck : Sustainability Weekly 8 - 12 September 2025
Last week, we published a report in which we propose ideas on the theme of sustainable sovereignty. Technip Energies signed an agreement to acquire the Advanced Materials & Catalysts business of Ecovyst Inc, a global leader in specialty catalysts and advanced materials. The IEA is expected to reintroduce its slow transition scenario, ‘Current Policies’, in its next World Energy Outlook, probably under pressure from the Trump administration. German Chancellor Merz has hinted at a slowdown in the ...
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
FP TOTAL SE
ENX EURONEXT NV
VIE VEOLIA ENVIRONNEMENT SA
SGO COMPAGNIE DE SAINT-GOBAIN SA
EDEN EDENRED SA
TKA THYSSENKRUPP AG
DG VINCI SA
MT ARCELORMITTAL SA
NK IMERYS SA
BN DANONE SA
SU SCHNEIDER ELECTRIC SE
RNO RENAULT SA
G1A GEA GROUP AG
APAML APERAM SA
HO THALES SA
FGR EIFFAGE SA
DAI DAIMLER AG
LONN LONZA GROUP AG
KOF KAUFMAN & BROAD SA
SDF K+S AG
RWE RWE AG
SOLB SOLVAY SA
NEX NEXANS SA
ERA ERAMET SA
CAP CAPGEMINI SE
ENEL ENEL SPA
WPP WPP PLC
RY4C RYANAIR HOLDINGS PLC
SOI SOITEC SA
ERG ERG S.P.A.
ANA ACCIONA SA
ELI ELIA GROUP SA/NV
IBE IBERDROLA SA
LDO LEONARDO SPA
BHP BHP GROUP LTD
ASML ASML HOLDING NV
STLA STELLANTIS N.V.
TE TECHNIP ENERGIES NV
ALAFY AFYREN
OVH OVH GROUPE
DTG DAIMLER TRUCK
DSFIR KONINKLIJKE DSM N.V.
NOVO B NOVO NORDISK A/S
EXENS EXOSENS
AAL ANGLO AMERICAN PLC
Daimler Truck : Sustainability Weekly 8 – 12 septembre 2025
La semaine passée, nous avons publié une étude où nous proposons des idées pour la thématique de la souveraineté durable. Technip a signé un accord en vue d'acquérir l'activité Advanced Materials & Catalysts d'Ecovyst Inc, leader mondial des catalyseurs spéciaux et des matériaux avancés. L'AIE devrait réintroduire son scénario de transition lente « Current Policies » dans son prochain World Energy Outlook, probablement sous la pression de l'administration Trump. Le chancelier allemand Merz a lai...
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
FP TOTAL SE
ENX EURONEXT NV
VIE VEOLIA ENVIRONNEMENT SA
SGO COMPAGNIE DE SAINT-GOBAIN SA
EDEN EDENRED SA
TKA THYSSENKRUPP AG
DG VINCI SA
MT ARCELORMITTAL SA
NK IMERYS SA
BN DANONE SA
SU SCHNEIDER ELECTRIC SE
RNO RENAULT SA
G1A GEA GROUP AG
APAML APERAM SA
HO THALES SA
FGR EIFFAGE SA
DAI DAIMLER AG
LONN LONZA GROUP AG
KOF KAUFMAN & BROAD SA
SDF K+S AG
RWE RWE AG
SOLB SOLVAY SA
NEX NEXANS SA
ERA ERAMET SA
CAP CAPGEMINI SE
ENEL ENEL SPA
WPP WPP PLC
RY4C RYANAIR HOLDINGS PLC
SOI SOITEC SA
ERG ERG S.P.A.
ANA ACCIONA SA
ELI ELIA GROUP SA/NV
IBE IBERDROLA SA
LDO LEONARDO SPA
BHP BHP GROUP LTD
ASML ASML HOLDING NV
STLA STELLANTIS N.V.
TE TECHNIP ENERGIES NV
ALAFY AFYREN
OVH OVH GROUPE
DTG DAIMLER TRUCK
DSFIR KONINKLIJKE DSM N.V.
NOVO B NOVO NORDISK A/S
EXENS EXOSENS
AAL ANGLO AMERICAN PLC
- Research Department
IBERIAN DAILY 09 SEPTEMBER (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: CHANGES IBEX, FERROVIAL, TELEFÓNICA. Stock markets erase Friday’s losses European stock markets rallied, offsetting the losses from Friday and driven by the expectations of rate cuts by the Fed. In the STOXX 600, the best-performing sectors were Retail and Construction, whereas defensive sectors like Pharma and Food fell the most. On the macro side, in Germany industrial output rose more than expected in July. However, the trade surplus in July was reduced unexpectedly in view of ...
- Research Department
IBERIAN DAILY 05 SEPTEMBER (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: IBERDROLA, INDITEX, TELEFÓNICA. Debt truce and bullish stock markets European stock markets saw new gains, with the Ibex exceeding the 14,900-point barrier and France’s CAC hit by the political uncertainty. In the STOXX 600, Media and Telecommunications were the best-performing sectors whereas Travel&Leisure and Consumer Goods fell the most. On the macro side, in the euro zone, July’s retail sales slowed down more thn expected. In the US, August’s non-manufacturing ISM climbed mor...
- Stephane Beyazian
ETL EUTELSAT COMMUNICATIONS SA
BT.A BT GROUP PLC
SESGL SES SA FDR (CLASS A)
PROX PROXIMUS SA DE DROIT PUBLIC
KPN ROYAL KPN NV
ORA ORANGE SA
TKA TELEKOM AUSTRIA AG
EN BOUYGUES SA
SCMN SWISSCOM AG
UTDI UNITED INTERNET AG
GAMA GAMMA COMMUNICATIONS
HAL HAL TRUST
DTE DEUTSCHE TELEKOM AG
ACKB ACKERMANS & VAN HAAREN NV
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
BC BRUNELLO CUCINELLI S.P.A.
MOB MOBILEZONE HOLDING AG
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
DHER DELIVERY HERO SE
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
SUNN SUNRISE
- Hela Zarrouk
- Oliver Metzger
O2D TELEFONICA DEUTSCHLAND HOLDING AG
ETL EUTELSAT COMMUNICATIONS SA
BT.A BT GROUP PLC
SESGL SES SA FDR (CLASS A)
PROX PROXIMUS SA DE DROIT PUBLIC
KPN ROYAL KPN NV
ORA ORANGE SA
TKA TELEKOM AUSTRIA AG
PBB DEUTSCHE PFANDBRIEFBANK AG
EN BOUYGUES SA
SCMN SWISSCOM AG
UTDI UNITED INTERNET AG
GAMA GAMMA COMMUNICATIONS
ALLAN LANSON-BCC
DTE DEUTSCHE TELEKOM AG
FIE FIELMANN AG
VLK VAN LANSCHOT KEMPEN NV CERT. OF SHS
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
SIFG SIF HOLDING NV
MOB MOBILEZONE HOLDING AG
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
SFG SPHERA FRANCHISE GROUP SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
MRX MISTER SPEX SE
ECMPA EUROCOMMERCIAL PROPERTIES NV
SUNN SUNRISE
- Stephane Beyazian
ETL EUTELSAT COMMUNICATIONS SA
BT.A BT GROUP PLC
SESGL SES SA FDR (CLASS A)
PROX PROXIMUS SA DE DROIT PUBLIC
KPN ROYAL KPN NV
ORA ORANGE SA
TKA TELEKOM AUSTRIA AG
EN BOUYGUES SA
SCMN SWISSCOM AG
UTDI UNITED INTERNET AG
GAMA GAMMA COMMUNICATIONS
HAL HAL TRUST
DTE DEUTSCHE TELEKOM AG
ACKB ACKERMANS & VAN HAAREN NV
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
BC BRUNELLO CUCINELLI S.P.A.
MOB MOBILEZONE HOLDING AG
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
DHER DELIVERY HERO SE
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
SUNN SUNRISE
- Hela Zarrouk
- Oliver Metzger
O2D TELEFONICA DEUTSCHLAND HOLDING AG
ETL EUTELSAT COMMUNICATIONS SA
BT.A BT GROUP PLC
SESGL SES SA FDR (CLASS A)
PROX PROXIMUS SA DE DROIT PUBLIC
KPN ROYAL KPN NV
ORA ORANGE SA
TKA TELEKOM AUSTRIA AG
PBB DEUTSCHE PFANDBRIEFBANK AG
EN BOUYGUES SA
SCMN SWISSCOM AG
UTDI UNITED INTERNET AG
GAMA GAMMA COMMUNICATIONS
ALLAN LANSON-BCC
DTE DEUTSCHE TELEKOM AG
FIE FIELMANN AG
VLK VAN LANSCHOT KEMPEN NV CERT. OF SHS
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
SIFG SIF HOLDING NV
MOB MOBILEZONE HOLDING AG
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
SFG SPHERA FRANCHISE GROUP SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
MRX MISTER SPEX SE
ECMPA EUROCOMMERCIAL PROPERTIES NV
SUNN SUNRISE
- Konrad Zomer
- Stephane Beyazian
ETL EUTELSAT COMMUNICATIONS SA
BT.A BT GROUP PLC
SESGL SES SA FDR (CLASS A)
PROX PROXIMUS SA DE DROIT PUBLIC
KPN ROYAL KPN NV
ORA ORANGE SA
TKA TELEKOM AUSTRIA AG
EN BOUYGUES SA
SCMN SWISSCOM AG
UTDI UNITED INTERNET AG
GAMA GAMMA COMMUNICATIONS
DTE DEUTSCHE TELEKOM AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
MOB MOBILEZONE HOLDING AG
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
SUNN SUNRISE
- Research Department
IBERIAN DAILY 29 AUGUST (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: ACCIONA. IBEX 35 back above 15,000 It was a transitional session on European stock markets, with the Euro STOXX 50 consolidating at 5,400 points and better performance from the French and Spanish indices. In the STOXX 600, Basic Materials, Autos and Consumer Goods led the gains, whereas Real Estate and Telecoms recorded the biggest drops. On the macro side, in the euro zone July’s M3 index rose less than expected (with solid performance in consumer and corporate lending). August’s...
- Research Department
INFORME DIARIO 29 AGOSTO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACCIONA. El Ibex 35 recupera los 15.000 puntos Jornada de transición en las bolsas europeas, con el Euro STOXX 50 consolidando la zona de los 5.400 puntos y un mejor desempeño de los activos franceses y españoles. En el STOXX 600, R. Básicos, Autos y B. de Consumo lideraron las subidas mientras que Inmobiliario y Telecos registraron las mayores cesiones. Por el lado macro, en la Eurozona la M3 se aceleró en julio menos de lo esperado (con buen comp...
- Konrad Zomer
- Stephane Beyazian
ETL EUTELSAT COMMUNICATIONS SA
BT.A BT GROUP PLC
SESGL SES SA FDR (CLASS A)
PROX PROXIMUS SA DE DROIT PUBLIC
KPN ROYAL KPN NV
ORA ORANGE SA
TKA TELEKOM AUSTRIA AG
EN BOUYGUES SA
SCMN SWISSCOM AG
UTDI UNITED INTERNET AG
GAMA GAMMA COMMUNICATIONS
DTE DEUTSCHE TELEKOM AG
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
TIT TELECOM ITALIA S.P.A.
MOB MOBILEZONE HOLDING AG
CLNX CELLNEX TELECOM S.A.
FNTN FREENET AG
VOD VODAFONE GROUP PLC
OBEL ORANGE BELGIUM SA
TEF TELEFONICA SA
NFN NFON AG
DRI 1&1 DRILLISCH AG
SUNN SUNRISE
- Research Department
IBERIAN DAILY 27 AUGUST (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: ACCIONA. Political instability returns in France European stock markets fell, where we once again highlight the CAC (-1.7%), hit by the rising political risk. In the STOXX 600, 16 of 20 sectors fell, led by financials (Banks and Insurance), while defensive sectors like Telecoms and Consumer Goods showed the biggest gains. On the macro side, in France the finance minister, E. Lombard, suggested there is risk of an intervention by the IMF if Bayrou’s government falls in the no confi...
- Research Department
INFORME DIARIO 27 AGOSTO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACCIONA. La inestabilidad política vuelve a Francia Caídas en las bolsas europeas, entre las que volvió a destacar el CAC (-1,7%) perjudicado por el repunte del riesgo político. En el STOXX 600 nueva sesión de pérdidas en 16 de los 20 sectores, dirigidas por los financieros (Bancos y Seguros) mientras que defensivos como Telecomunicaciones y B. Consumo presentaron las mayores subidas. Por el lado macro, en Francia el ministro de finanzas E. Lombard ...
- Carole Braudeau
- Carole Braudeau
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Jesse Norcross
- Nadège Tillier
- Timothy Rahill
- Carole Braudeau
- Carole Braudeau
- Research Department
IBERIAN DAILY 22 AUGUST (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: IAG, TELEFÓNICA. Markets doubtful awaiting Powell in Jackson Hole European stock markets closed better than they opened, with some indices like the FTSE 100 managing to end with slight gains, whereas the DAX and IBEX ended practically flat. In the STOXX 600, the sectors rising the most were Energy, Banks and Basic Materials, with the biggest drops coming in Media, Consumer Goods and Chemicals. On the macro side, in the euro zone August’s preliminary manufacturing PMI rose more tha...
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