reports
- Carole Braudeau
- Carole Braudeau
- Luis Arredondo
INFORME SECTORIAL AUTOPISTAS EUROPA: SEGUIMOS VIENDO CATALIZADORES (AN...
Seguimos viendo catalizadores. Nuestra favorita es Ferrovial. A pesar de un entorno de crecimiento económico limitado e inflación a la baja, seguimos viendo catalizadores. Ferrovial (P.O. 65,0 euros/acc; +13% potencial) es nuestra favorita por las favorables perspectivas de sus Managed Lanes y 407ETR (especialmente a nivel de tarifas), su mayor sensibilidad a tipos y mejor posicionamiento de cara a la licitación de Managed Lanes. En Sacyr (P.O. 4,60 euros/acc; +15% potencial) estamos positivos p...
- Javier Esteban
BNP PARIBAS: RDOS. 4T’25 (ANÁLISIS BANCO SABADELL)
Rdos. 4T'25 vs 4T'24: M. Bruto: 13.113 M euros (+8% vs +6,3% BS(e) y +6% consenso); M. Explotación: 4.838 M euros (+13,3% vs +7,8% BS(e) y +9,3% consenso); BDI: 2.972 M euros (+28% vs +20,8% BS(e) y +22,1% consenso). Rdos. 4T'25 vs 3T'25: M. Bruto: 13.113 M euros (+4,3% vs +2,6% BS(e) y +2,3% consenso); M. Explotación: 4.838 M euros (-2,4% vs -7,1% BS(e) y -5,9% consenso); BDI: 2.972 M euros (-2,4% vs -7,9% BS(e) y -6,9% consenso).
- Research Department
INFORME DIARIO 05 FEBRERO + RDOS. ESPAÑA Y EUROPA 4T’25. PREVIEWS (ANÁ...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ARCELORMITTAL, IAG, INDRA, SANTANDER, SECTOR AUTOPISTAS. EUROPA: ASML, BNP. 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. 4T’25 que se publicarán en España y Europa en los próximos días. Estabilización de los mercados El Ibex no tiene techo Jornada positiva en las bolsas europeas de la mano de los resultad...
- Research Department
IBERIAN DAILY 05 FEBRUARY + 4Q’25 RESULTS. PREVIEWS (ANÁLISIS BANCO SA...
NEWS SUMMARY: ARCELORMITTAL, HIGHWAY SECTOR, IAG, INDRA, SANTANDER. 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 4Q’25 results to be released over the coming days in Spain. Ibex continues to climb It was a positive session for European stock markets thanks to business results and despite mounting tension in Iran and the drops in the technology sector. In the STOXX 600, Chemi...
- Carole Braudeau
- Carole Braudeau
Sudan litigation : BNP Paribas will file its notice of appeal by 9 Feb...
Sudan litigation : BNP Paribas will file its notice of appeal by 9 February 2026 SUDAN LITIGATION: BNP PARIBAS WILL FILE ITS NOTICE OF APPEAL BY 9 FEBRUARY 2026 Paris, 4 February 2026 In its decision made public on 8 January 2026, the Court granted BNP Paribas’ request to proceed with its appeal. BNP Paribas welcomes the Court’s decision. The proceedings are therefore progressing as expected. BNP Paribas announces that the appeal will be filed by 9 February and that the Group is fully prepared and confident in the strength of its arguments. BNP Paribas will release its fourth quarter...
Litige Soudan : BNP Paribas déposera la requête en appel d'ici le 9 f...
Litige Soudan : BNP Paribas déposera la requête en appel d'ici le 9 février 2026 LITIGE SOUDAN : BNP PARIBAS DÉPOSERA LA REQUÊTE EN APPEL D'ICI LE 9 FÉVRIER 2026 Paris, le 4 février 2026 Dans sa décision rendue publique le 8 janvier 2026, la Cour a permis à la Banque de faire appel. Cette décision a été accueillie favorablement par la Banque. La procédure se poursuit donc comme anticipé. BNP Paribas annonce qu’il déposera la requête en appel d'ici le 9 février et qu’il est pleinement préparé et confiant dans la solidité de ses arguments. BNP Paribas publiera ses résultats du 4ème tr...
GROUPE BNP PARIBAS : déclaration mensuelle des droits de vote - Janvie...
GROUPE BNP PARIBAS : déclaration mensuelle des droits de vote - Janvier 2026 Raison sociale de l'émetteur :BNP PARIBAS - SA au capital de 2 203 201 214 euros Immatriculée sous le n° 662 042 449 RCS Paris Siège social : 16, boulevard des Italiens, 75009 Paris Informations relatives au nombre total de droits de vote et d'actions prévues parl'article L.233-8 II du code de commerce et l'article 223-16 du règlement général de l'Autorité des Marchés Financiers Date Nombre d'actions composant le capital Nombre total de droits de vote 31 janvier 20261 101 600 6071 101 600 607 ...
- Pierre FerraguÊ
ASML reports transactions under its current share buyback program
ASML reports transactions under its current share buyback program ASML reports transactions under its current share buyback program VELDHOVEN, the Netherlands – ASML Holding N.V. (ASML) reports the following transactions, conducted under ASML's current share buyback program. DateTotal repurchased sharesWeighted average priceTotal repurchased value29-Jan-2621,500€1221.13€26,254,24130-Jan-2619,686€1206.22€23,745,621 ASML’s current share buyback program was announced on 28 January 2026, and details are available on our website at This regular update of the transactions conducted under the b...
- Bruno Cavalier
- Roy Külter
- Steven Boumans
BNP BNP PARIBAS SA CLASS A
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
KORI KORIAN SA
MERY MERCIALYS SA
RBI RAIFFEISEN BANK INTERNATIONAL AG
EL ESSILORLUXOTTICA SA
INEA FONCIERE INEA
BLC BASTIDE LE CONFORT MEDICAL SA
WHA WERELDHAVE N.V.
BLND BRITISH LAND COMPANY PLC
BRBY BURBERRY GROUP PLC
VIRP VIRBAC SA
VETO VETOQUINOL SA
VLS VALNEVA SE
LNA LNA SANTE SA
KOF KAUFMAN & BROAD SA
GBT GUERBET SA
KER KERING SA
ALTA ALTAREA SCA
VNA VONOVIA SE
XIOR XIOR STUDENT HOUSING N.V.
SAN SANOFI
FRE FRESENIUS SE & CO. KGAA
CAP CAPGEMINI SE
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
IRES IRISH RESIDENTIAL PROPERTIES REIT PLC
CPINV CARE PROPERTY INVEST SA
SAFE SAFESTORE HOLDINGS PLC
ARG ARGAN SA
CABK CAIXABANK 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.
INGA ING GROEP NV
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
BIM BIOMERIEUX SA
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
DWS DWS GROUP GMBH & CO. KGAA
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
EAPI EUROAPI
SHUR SHURGARD SELF STORAGE LIMITED
ORP ORPEA
ALIV SDB AUTOLIV INC.
- Bruno Cavalier
- Martial Descoutures
- Oliver Metzger
BNP BNP PARIBAS SA CLASS A
MC LVMH MOET HENNESSY LOUIS VUITTON SE
SSAB A SSAB AB CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
KORI KORIAN SA
RBI RAIFFEISEN BANK INTERNATIONAL AG
EL ESSILORLUXOTTICA SA
BLC BASTIDE LE CONFORT MEDICAL SA
BRBY BURBERRY GROUP PLC
VIRP VIRBAC SA
VETO VETOQUINOL SA
VLS VALNEVA SE
LNA LNA SANTE SA
GBT GUERBET SA
KER KERING SA
SAN SANOFI
FRE FRESENIUS SE & CO. KGAA
CAP CAPGEMINI SE
01913 PRADA S.P.A.
MONC MONCLER SPA
CABK CAIXABANK SA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
INGA ING GROEP NV
BIM BIOMERIEUX SA
DWS DWS GROUP GMBH & CO. KGAA
ZGN ERMENEGILDO ZEGNA NV
EAPI EUROAPI
ORP ORPEA
ALIV SDB AUTOLIV INC.
ASML Holding NV: 3 directors
Three Directors at ASML Holding NV sold 3,700 shares at between 1,225.000EUR and 1,300.000EUR. The significance rating of the trade was 79/100. 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 ov...
- Benoit Valleaux
- Steven Gould
- Benoit Valleaux
- Steven Gould
- Research Department
IBERIAN DAILY 02 FEBRUARY + 4Q’25 RESULTS. PREVIEWS (ANÁLISIS BANCO SA...
NEWS SUMMARY: FERROVIAL, NATURGY, REPSOL. 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 4Q’25 results to be released over the coming days in Spain. Ibex hits new record highs Last week was marked by the earnings season in both Europe and the US, and the geopolitical tensions between the US and Iran did not prevent the Ibex from hitting new record highs. In the STOXX 600, the ...
- Research Department
INFORME DIARIO 02 FEBRERO + RDOS. ESPAÑA Y EUROPA 4T’25. PREVIEWS (ANÁ...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: FERROVIAL, NATURGY, REPSOL. EUROPA: N/A. 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. 4T’25 que se publicarán en España y Europa en los próximos días. Nuevos máximos históricos del Ibex Semana marcada por la temporada de resultados y las tensiones geopolíticas entre EE.UU. e Irán lo que no impidió ver nu...
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.