ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 10/17/2025

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 17/10/2025

Cellnex : Disposal of part of its data-centre unit in France for € 391...

Coffee, Croissants & Credit/Cellnex

Telecom - Cellnex enters into option strategy which enables the sales of its French data centres

IBERIAN DAILY 17 OCTOBER + 3Q’25 RESULTS. PREVIEWS (ANÁLISIS BANCO SAB...

NEWS SUMMARY: CELLNEX, FERROVIAL, IBERDROLA. 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. S. Lecornu’s government survives for the time being European stock markets climbed, benefiting from the lower political risk in France, the expectation of rate cuts by the Fed and the good start to the 3Q’25 earnings season whe...

INFORME DIARIO 17 OCTUBRE + RDOS. ESPAÑA Y EUROPA 3T’25. PREVIEWS (ANÁ...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CELLNEX, FERROVIAL, IBERDROLA. EUROPA: ESSILORLUXOTTICA, INTESA SANPAOLO, 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. El gobierno de Lecornu sobrevive por ahora Ganancias en las bolsas europeas, que se beneficiaron del menor rie...

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 10/16/2025

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 16/10/2025

Cellnex (Reduce) Implications from the SFR offer

Following the initial offer for SFR, we discuss potential implications for Cellnex given that 4-3 consolidation has been seen as a risk for the tower sector.

Fluidra : FX headwind to limit growth within guidance range, organic i...

Acciona SA: 1 director

A director at Acciona SA sold 707 shares at 184.000EUR and the significance rating of the trade was 60/100. 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 directors over the last two years clearly showin...

IBERIAN DAILY 14 OCTOBER (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: CELLNEX, ELECTRICITY SECTO, ENDESA, NATURGY, SANTANDER. Remaining confident in a trade agreement European stock markets rallied, remaining confident that the US and China will reach a trade agreement. In the STOXX 600 Basic Resources and Technology were the best performers whereas Telecoms and Autos saw the biggest drops. On the macro side, no relevant data was released, with all eyes on the trade front, where the secretary of the Treasury S. Bessent confirmed that president D. Tr...

INFORME DIARIO 14 OCTUBRE + RDOS. EUROPA 3T’25. IDEAS DESTACADAS Y PRE...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CELLNEX, ENDESA, NATURGY, SANTANDER, 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. 3T’25 que se publicarán en España y Europa en los próximos días. Confianza en un acuerdo comercial Rebote en las bolsas europeas, confiadas en que EE.UU. y China seguirán negociando un acuerdo comercial. ...

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,...

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...

1&1 (Neutral, €22, +10%) United Internet (Neutral, €31, +13%) Telefoni...

With the Telefonica CMD around the corner (4 November), we revisit our 1&1 valuation and reassess potential synergies from German mobile consolidation. We estimate a transaction could value 1&1 equity at €6.7bn (€38/ share, +90% upside) assuming synergies are split equally, or potentially higher if Vodafone were also to bid.

Coffee, Croissants & Credit/TMT bond supply, Cellnex, Verizon, Equinix...

Strategy – TMT bond supply: Euro debt markets in favour with tech firms in 2025

Credit Morning 10/08/2025

SoftBank Group signs an agreement to buy ABB Robotics for $ 5.4bn|AXA announces repayment of the Legacy Perp TEC|

Morning Crédit 08/10/2025

SoftBank Group signe un accord pour l’acquisition d’ABB Robotics pour 5,4 mds USD|AXA annonce le remboursement du Perp legacy TEC|

Credit Morning 10/06/2025

Seb issues a second major profit warning for this year|Isabel Marant steps back from designing collections|