reports
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...
- Research Department
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,...
- Research Department
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 ...
- Research Department
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...
- Research Department
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...
Viscofan Sa: 1 director
A director at Viscofan Sa bought 360 shares at 52.700EUR and the significance rating of the trade was 52/100. 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 show...
- Research Department
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...
- Pierre FerraguÊ
Bible 3Q25 – Autos: Limited near-term visibility, but our cycle thesis...
Today, we are publishing the Automotive section of our 29th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. We will publish sections on Hyperscale & Cloud, Telecom Equipment, Industrials, PCs, Enterprise IT, and Foundry later this week. Auto demand came in above expectations, with limited signs of an air-pock...
- Bruno Cavalier
- Jerôme Bodin
LI KLEPIERRE SA
COV COVIVIO SA
GFC GECINA SA
NXI NEXITY SA CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
EL ESSILORLUXOTTICA SA
INEA FONCIERE INEA
VIV VIVENDI SE
WHA WERELDHAVE N.V.
BLND BRITISH LAND COMPANY PLC
BRBY BURBERRY GROUP PLC
LPE LAURENT-PERRIER SA
KOF KAUFMAN & BROAD SA
KER KERING SA
ALTA ALTAREA SCA
VNA VONOVIA SE
XIOR XIOR STUDENT HOUSING N.V.
ICAD ICADE SA
01913 PRADA S.P.A.
BYG BIG YELLOW GROUP PLC
UTG UNITE GROUP PLC
COFB COFINIMMO SA
COR CORTICEIRA AMORIM SGPS SA
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
MONC MONCLER SPA
CPINV CARE PROPERTY INVEST SA
EUR EUROCASH S.A.
SAFE SAFESTORE HOLDINGS PLC
ARG ARGAN SA
VGP VGP NV
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
FACC FACC AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
NSI NSI N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
WDP WAREHOUSES DE PAUW SCA
ECMPA EUROCOMMERCIAL PROPERTIES NV
ZGN ERMENEGILDO ZEGNA NV
CTPNV CTP NV
TTS TRANSPORT TRADE SVCS
SHUR SHURGARD SELF STORAGE LIMITED
- Bruno Cavalier
- Olfa Taamallah
- Steven Boumans
- Thomas Zlowodzki
- Yan Derocles
MC LVMH MOET HENNESSY LOUIS VUITTON SE
LI KLEPIERRE SA
COV COVIVIO SA
GFC GECINA SA
NXI NEXITY SA CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
EL ESSILORLUXOTTICA SA
INEA FONCIERE INEA
WHA WERELDHAVE N.V.
BLND BRITISH LAND COMPANY PLC
BRBY BURBERRY GROUP PLC
ITRK INTERTEK GROUP PLC
KOF KAUFMAN & BROAD SA
KER KERING SA
ALTA ALTAREA SCA
VNA VONOVIA SE
ALO ALSTOM SA
XIOR XIOR STUDENT HOUSING N.V.
ICAD ICADE SA
01913 PRADA S.P.A.
BYG BIG YELLOW GROUP PLC
UTG UNITE GROUP PLC
COFB COFINIMMO SA
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
MONC MONCLER SPA
CPINV CARE PROPERTY INVEST SA
SAFE SAFESTORE HOLDINGS PLC
ARG ARGAN SA
VGP VGP NV
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
ASML ASML HOLDING NV
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
NSI NSI N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
WDP WAREHOUSES DE PAUW SCA
ECMPA EUROCOMMERCIAL PROPERTIES NV
AM DASSAULT AVIATION
ZGN ERMENEGILDO ZEGNA NV
CTPNV CTP NV
SHUR SHURGARD SELF STORAGE LIMITED
- Florent Laroche-Joubert
- Roy Külter
- Steven Boumans
COV COVIVIO SA
GFC GECINA SA
NXI NEXITY SA CLASS A
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
INEA FONCIERE INEA
WHA WERELDHAVE N.V.
BLND BRITISH LAND COMPANY PLC
KOF KAUFMAN & BROAD SA
ALTA ALTAREA SCA
VNA VONOVIA SE
XIOR XIOR STUDENT HOUSING N.V.
ICAD ICADE SA
BYG BIG YELLOW GROUP PLC
UTG UNITE GROUP PLC
COFB COFINIMMO SA
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
CPINV CARE PROPERTY INVEST SA
SAFE SAFESTORE HOLDINGS PLC
ARG ARGAN SA
VGP VGP NV
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
NSI NSI N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
WDP WAREHOUSES DE PAUW SCA
ECMPA EUROCOMMERCIAL PROPERTIES NV
CTPNV CTP NV
SHUR SHURGARD SELF STORAGE LIMITED
- Research Department
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...
- Research Department
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...
- Delphine Brault
- Jean-François Granjon
- Marc Lavaud
- Nathan Mietlicki
SU SCHNEIDER ELECTRIC SE
KNEBV KONE OYJ CLASS B
G1A GEA GROUP AG
ABB ABB LTD.
RXL REXEL SA
UNIQA INSURANCE GROUP AG
OERL OC OERLIKON CORPORATION AG
ALO ALSTOM SA
SCHP SCHINDLER HOLDING AG PREF
NEX NEXANS SA
BIG BIGBEN INTERACTIVE SA
SUN SULZER AG
TIETO TIETOEVRY OYJ
KRN KRONES AG
VIS VISCOFAN S.A.
DOKA DORMAKABA HOLDING AG
KGX KION GROUP AG
ASSA B ASSA ABLOY AB CLASS B
VIG VIENNA INSURANCE GROUP AG WIENER VERSICHERUNG GRUPPE
BCHN BURCKHARDT COMPRESSION HOLDING AG
PRY PRYSMIAN S.P.A.
ANDR ANDRITZ AG
BOSN BOSSARD HOLDING AG
SFSN SFS GROUP AG
AXS ACCSYS TECHNOLOGIES
JUN3 JUNGHEINRICH AG PREF
SIE SIEMENS AG
NKT NKT A/S
DUE DURR AG
VOS VOSSLOH AG
SANT S&T AG
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
KBX KNORR-BREMSE AG
SRAIL STADLER RAIL AG
NACON NACON SASU
ENR SIEMENS ENERGY AG
ATCO A ATLAS COPCO AB
ACLN ACCELLERON INDUSTRIES LTD
NCH2 THYSSENKRUPP NUCERA AG & CO.
ARVEN ARVERNE GROUP SA
DSPW DOOSAN SKODA POWER A.S.
PFSE PFISTERER HOLDING SE
- Delphine Brault
- Jean-François Granjon
- Marc Lavaud
- Nathan Mietlicki
SU SCHNEIDER ELECTRIC SE
KNEBV KONE OYJ CLASS B
G1A GEA GROUP AG
ABB ABB LTD.
RXL REXEL SA
UNIQA INSURANCE GROUP AG
OERL OC OERLIKON CORPORATION AG
ALO ALSTOM SA
SCHP SCHINDLER HOLDING AG PREF
NEX NEXANS SA
BIG BIGBEN INTERACTIVE SA
SUN SULZER AG
TIETO TIETOEVRY OYJ
KRN KRONES AG
VIS VISCOFAN S.A.
DOKA DORMAKABA HOLDING AG
KGX KION GROUP AG
ASSA B ASSA ABLOY AB CLASS B
VIG VIENNA INSURANCE GROUP AG WIENER VERSICHERUNG GRUPPE
BCHN BURCKHARDT COMPRESSION HOLDING AG
PRY PRYSMIAN S.P.A.
ANDR ANDRITZ AG
BOSN BOSSARD HOLDING AG
SFSN SFS GROUP AG
AXS ACCSYS TECHNOLOGIES
JUN3 JUNGHEINRICH AG PREF
SIE SIEMENS AG
NKT NKT A/S
DUE DURR AG
VOS VOSSLOH AG
SANT S&T AG
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
KBX KNORR-BREMSE AG
SRAIL STADLER RAIL AG
NACON NACON SASU
ENR SIEMENS ENERGY AG
ATCO A ATLAS COPCO AB
ACLN ACCELLERON INDUSTRIES LTD
NCH2 THYSSENKRUPP NUCERA AG & CO.
ARVEN ARVERNE GROUP SA
DSPW DOOSAN SKODA POWER A.S.
PFSE PFISTERER HOLDING SE
- Juan Ros-Padilla
- Research Department
INFORME DIARIO 25 NOVIEMBRE (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: BANKINTER, IBERDROLA, TELEFÓNICA, VISCOFAN. El mercado coge aire Ligero rebote en las bolsas europeas, ante los progresos en las negociaciones de paz en Ucrania y las expectativas de bajadas de tipos para la próxima reunión de la Fed. En el STOXX 600, los mejores sectores fueron cíclicos como R. Básicos y Ocio mientras que Media y Hogar sufrieron las mayores correcciones. Por el lado macro, en Alemania el IFO de noviembre retrocedió de forma inespe...
- Research Department
IBERIAN DAILY 25 NOVEMBER (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: BANKINTER, IBERDROLA, TELEFÓNICA, VISCOFAN. Stock markets take a break European stock markets saw a slight rally amid progress in the peace negotiations in Ukraine and rate cut expectations in the Fed’s next meeting. In the STOXX 600, cyclicals sectors such as Basic Resources and Leisure were the best performers whereas Media and Household posted the biggest drop. On the macro side, in Germany November’s IFO fell unexpectedly, with drops in the expectations component. In Europe, v...
- Carole Braudeau
- Bruno Cavalier
- Emmanuel Matot
- Jean Danjou
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
01913 PRADA S.P.A.
SOC SUBSEA 7 S.A.
AIXA AIXTRON SE
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
MONC MONCLER SPA
EUR EUROCASH S.A.
POSR POZAVAROVALNICA SAVA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
HOME NEINOR HOMES SA
MVC METROVACESA SA
AEDAS AEDAS HOMES SA
ZGN ERMENEGILDO ZEGNA NV
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