Munchener Ruckversicherungs-Gesellschaft AG: 1 director

A director at Munchener Ruckversicherungs-Gesellschaft AG bought 600 shares at 519.800EUR and the significance rating of the trade was 82/100. 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 ove...

INFORME DIARIO 26 SEPTIEMBRE (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACS, INDRA, SECTOR BANCARIO, SECTOR FARMA. EUROPA: INTESA SAN PAOLO, UNICREDIT. Las bajadas de tipos pierden fuerza Caídas en las bolsas europeas, ya que la fortaleza en los datos de empleo americanos y los últimos comentarios desde la Fed enfrían las probabilidades de ver las bajadas de tipos que el mercado espera (futuros de los fed funds a dic’25 corrigen al alza hasta el 3,76%). Así, en el STOXX 600 los mejores sectores fueron R. Básicos y Ret...

Iberdrola S.A.: 1 director

A director at Iberdrola S.A. bought 5,183 shares at 15.628EUR and the significance rating of the trade was 58/100. 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...

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 09/25/2025

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 25/09/2025

Iberdrola : The path is marked out

Iberdrola : Le sillon est tracé

IBERIAN DAILY 25 SEPTEMBER (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: CAF, IBERDROLA, SANTANDER. Drivers lacking to hit new highs In a session without drivers, European stock markets were a mixed bag after Trump reaffirmed his support of NATO’s defence. In the STOXX 600, the best-performing sectors were cyclicals linked to raw materials like Basic Materials and Energy, but also the industrial subsector of Defence, whereas Construction and Financial Services ended with the biggest drops. On the macro side, in Germany the IFO worsened unexpectedly in ...

INFORME DIARIO 25 SEPTIEMBRE (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CAF, IBERDROLA, SANTANDER. EUROPA: TOTALENERGIES. Falta de catalizadores para llegar a nuevos máximos En una jornada sin catalizadores, las bolsas europeas cerraron mixtas después de que D. Trump reafirmase su apoyo a la defensa de la OTAN. En el STOXX 600 los mejores sectores fueron cíclicos ligados a las materias primas como R. Básicos y Energía pero también el subsector industrial de Defensa mientras que Construcción y S. Financieros terminaron...

IBERIAN DAILY 22 SEPTEMBER (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: ELECTRICITY SECTOR, IBERDROLA. IBEX “saves” the week Slight gains in Europe on Friday, but somewhat stronger for the IBEX, which had lagged behind in a positive week for stock markets, where we highlight the performance of the technology sector on both sides of the Atlantic. In the STOXX 600, Technology was the sector that rose the most on the week (+5%), with Media and Telecoms falling the most. On the macro side, in the UK August’s retail sales fell less than expected. In France...

INFORME DIARIO 22 SEPTIEMBRE (ANÁLISIS BANCO SABADELL)

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 09/19/2025

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 19/09/2025

Iberdrola : A robust growth trajectory out to 2031. Outperform vs Neut...

The outlines of the 2026-2031 plan, which aims to increase investment in regulated activities, particularly in the US and the UK, bolster the group's growth and resilience profile in a volatile and politically sensitive sector environment. Factoring in the first elements of the plan, unveiled at end-July , prompts us to raise our target price to € 18.7 from € 16.5, representing upside of 20.3%. As such, given the group's track record on beating its strategic trajectory, we have upgraded our reco...

Iberdrola : Une trajectoire de croissance balisée jusqu’en 2031. Surpe...

Les contours du plan 2026/2031, visant une augmentation des investissements dans les activités régulées notamment aux USA et au Royaume-Uni, confortent le profil de croissance et de résilience du groupe dans un environnement sectoriel volatil et politiquement sensible. L’intégration des premiers éléments du plan, dévoilés fin juillet, nous amène à rehausser notre OC à 18.7 € vs 16.5 €, soit un potentiel de 20.3%. Ainsi et compte tenu de la capacité historique du groupe à battre sa trajectoire st...

IBERIAN DAILY 18 SEPTEMBER (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: ACCIONA, ACCIONA ENERGÍA, INDRA. The Fed follows the script It was a session of little movement and mixed performance on European stock markets, pending the Fed meeting. In the STOXX 600, Technology and Retail were the sectors rising the most, whereas Energy and Basic Materials posted the biggest losses. On the macro side, in the euro zone, August’s final inflation fell -0.1% vs. the preliminary figure to 2.0% YoY, with the core figure unchanged at 2.3%. In the UK, August’s inflat...

INFORME DIARIO 18 SEPTIEMBRE (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACCIONA, ACCIONA ENERGÍA, INDRA. La Fed cumple con la bajada de tipos y perfila más recortes Jornada de poco movimiento y comportamiento mixto en las bolsas europeas, pendientes de la reunión de la Fed. En el STOXX 600 Tecnología y Retail fueron los sectores que más subieron frente a Energía y R. Básicos que presentaron las mayores caídas. Por el lado macro, en la Eurozona la inflación final de agosto se rebajó una décima frente al preliminar hast...

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 ...

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...

IBERIAN DAILY 12 SEPTEMBER (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: CELLNEX, ECOENER, INDRA, REPSOL. The ECB follows the script European stock markets rallied in a session in which the ECB’s message of continuity, along with the US inflation data, led the euro above 1.17. In the STOXX 600, only Technology and Media ended in the red, while the best performers were cyclicals like Construction, Autos and Retail. On the macro side, in the euro zone the ECB suggested it will keep its monetary policy unchanged, but leaving the door open to rate cuts if ...