reports
- Stefano Toffano
ENGI ENGIE SA.
SU SCHNEIDER ELECTRIC SE
KNEBV KONE OYJ CLASS B
MC LVMH MOET HENNESSY LOUIS VUITTON SE
ROG ROCHE HOLDING LTD
VOLV B VOLVO AB CLASS B
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
ABB ABB LTD.
GIVN GIVAUDAN SA
SAND SANDVIK AB
RXL REXEL SA
NOKIA NOKIA OYJ
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
ALO ALSTOM SA
SCHP SCHINDLER HOLDING AG PREF
SAN SANOFI
EZJ EASYJET PLC
01913 PRADA S.P.A.
NEM NEMETSCHEK SE
HM B H&M HENNES & MAURITZ AB CLASS B
DOKA DORMAKABA HOLDING AG
LPP LPP S.A.
MOCORP METSO OUTOTEC OYJ
MONC MONCLER SPA
ASSA B ASSA ABLOY AB CLASS B
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
INGA ING GROEP NV
LDO BANCO SANTANDER S.A.
SAP LEONARDO SPA
SIE SAP SE
ASML SIEMENS AG
STM ASML HOLDING NV
VOS STMICROELECTRONICS NV
CAF VOSSLOH AG
KBX CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
SRAIL KNORR-BREMSE AG
ENR STADLER RAIL AG
ERF SIEMENS ENERGY AG
EPI A EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
ZGN EPIROC AB
ATCO A ERMENEGILDO ZEGNA NV
ATLAS COPCO AB
- Stefano Toffano
ENGI ENGIE SA.
SU SCHNEIDER ELECTRIC SE
KNEBV KONE OYJ CLASS B
MC LVMH MOET HENNESSY LOUIS VUITTON SE
ROG ROCHE HOLDING LTD
VOLV B VOLVO AB CLASS B
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
ABB ABB LTD.
GIVN GIVAUDAN SA
SAND SANDVIK AB
RXL REXEL SA
NOKIA NOKIA OYJ
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
ALO ALSTOM SA
SCHP SCHINDLER HOLDING AG PREF
SAN SANOFI
EZJ EASYJET PLC
01913 PRADA S.P.A.
NEM NEMETSCHEK SE
HM B H&M HENNES & MAURITZ AB CLASS B
DOKA DORMAKABA HOLDING AG
LPP LPP S.A.
MOCORP METSO OUTOTEC OYJ
MONC MONCLER SPA
ASSA B ASSA ABLOY AB CLASS B
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
INGA ING GROEP NV
LDO BANCO SANTANDER S.A.
SAP LEONARDO SPA
SIE SAP SE
ASML SIEMENS AG
STM ASML HOLDING NV
VOS STMICROELECTRONICS NV
CAF VOSSLOH AG
KBX CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
SRAIL KNORR-BREMSE AG
ENR STADLER RAIL AG
ERF SIEMENS ENERGY AG
EPI A EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
ZGN EPIROC AB
ATCO A ERMENEGILDO ZEGNA NV
ATLAS COPCO AB
- Ahmed Ben Salem
- Baptiste Lebacq
SU SCHNEIDER ELECTRIC SE
KNEBV KONE OYJ CLASS B
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
ABB ABB LTD.
RCO REMY COINTREAU SA
SAND SANDVIK AB
RXL REXEL SA
CEN GROUPE CRIT SA
SDG SYNERGIE SA
INF INFOTEL SA
HCO HIGHCO SA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
AUB AUBAY SA
NTG NETGEM SA
MRN MERSEN SA
MTU MANITOU BF SA
KOF KAUFMAN & BROAD SA
GOE GROUPE GORGE SA
KER KERING SA
ALO ALSTOM SA
SCHP SCHINDLER HOLDING AG PREF
01913 PRADA S.P.A.
HEIJM HEIJMANS N.V. CERT
INRN
DOKA INTERROLL HOLDING AG
DLG DORMAKABA HOLDING AG
EMMN DE'LONGHI S.P.A.
CCC EMMI AG
MOCORP CCC SA
MONC METSO OUTOTEC OYJ
ASSA B MONCLER SPA
BC ASSA ABLOY AB CLASS B
CFR BRUNELLO CUCINELLI S.P.A.
VLTSA COMPAGNIE FINANCIERE RICHEMONT SA
MAU VOLTALIA
SIE ETABLISSEMENTS MAUREL & PROM SA
VOS SIEMENS AG
CAF VOSSLOH AG
KBX CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
SRAIL KNORR-BREMSE AG
GRP STADLER RAIL AG
ZEL GREENCOAT RENEWABLES
ENR PHARMA MAR SA
AG1 SIEMENS ENERGY AG
EPI A AUTO1 GROUP
FORSE EPIROC AB
ZGN FORSEE POWER SA
ATCO A ERMENEGILDO ZEGNA NV
HAVAS ATLAS COPCO AB
HBX HAVAS N.V
HBX GROUP INTERNATIONAL PLC
- Ahmed Ben Salem
- Baptiste Lebacq
SU SCHNEIDER ELECTRIC SE
KNEBV KONE OYJ CLASS B
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
ABB ABB LTD.
RCO REMY COINTREAU SA
SAND SANDVIK AB
RXL REXEL SA
CEN GROUPE CRIT SA
SDG SYNERGIE SA
INF INFOTEL SA
HCO HIGHCO SA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
AUB AUBAY SA
NTG NETGEM SA
MRN MERSEN SA
MTU MANITOU BF SA
KOF KAUFMAN & BROAD SA
GOE GROUPE GORGE SA
KER KERING SA
ALO ALSTOM SA
SCHP SCHINDLER HOLDING AG PREF
01913 PRADA S.P.A.
HEIJM HEIJMANS N.V. CERT
INRN
DOKA INTERROLL HOLDING AG
DLG DORMAKABA HOLDING AG
EMMN DE'LONGHI S.P.A.
CCC EMMI AG
MOCORP CCC SA
MONC METSO OUTOTEC OYJ
ASSA B MONCLER SPA
BC ASSA ABLOY AB CLASS B
CFR BRUNELLO CUCINELLI S.P.A.
VLTSA COMPAGNIE FINANCIERE RICHEMONT SA
MAU VOLTALIA
SIE ETABLISSEMENTS MAUREL & PROM SA
VOS SIEMENS AG
CAF VOSSLOH AG
KBX CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
SRAIL KNORR-BREMSE AG
GRP STADLER RAIL AG
ZEL GREENCOAT RENEWABLES
ENR PHARMA MAR SA
AG1 SIEMENS ENERGY AG
EPI A AUTO1 GROUP
FORSE EPIROC AB
ZGN FORSEE POWER SA
ATCO A ERMENEGILDO ZEGNA NV
HAVAS ATLAS COPCO AB
HBX HAVAS N.V
HBX GROUP INTERNATIONAL PLC
- Delphine Brault
- Nathan Mietlicki
ODDO : 2026 : toujours une histoire de momentum
L’année 2026 verra, selon nous, une poursuite de la thématique momentum, aux dépens des styles value et qualité. Nous anticipons une accélération de l’amélioration de la marge (71 pb vs 36 pb en 2025e), tirée par le levier opérationnel, le pricing et la poursuite ou l’intensification des restructurations, ceci dans un environnement de croissance du CA toujours soutenue (5.1%e vs ~4.9% en 2025e). Si quelques dynamiques devraient rester fortes (datacenters, grid, rail, etc), d’autres émergeront (r...
SU SCHNEIDER ELECTRIC SE
KNEBV KONE OYJ CLASS B
ABB ABB LTD.
SAND SANDVIK AB
RXL REXEL SA
ALO ALSTOM SA
SCHP SCHINDLER HOLDING AG PREF
DOKA DORMAKABA HOLDING AG
MOCORP METSO OUTOTEC OYJ
ASSA B ASSA ABLOY AB CLASS B
SIE SIEMENS AG
VOS VOSSLOH AG
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
KBX KNORR-BREMSE AG
SRAIL STADLER RAIL AG
ENR SIEMENS ENERGY AG
EPI A EPIROC AB
ATCO A ATLAS COPCO AB
- Delphine Brault
- Nathan Mietlicki
ODDO : 2026: still a momentum story
We expect that 2026 will see a continuation of the momentum theme, at the expense of value and quality styles. We expect margin improvement to accelerate (71bp vs 36bp in 2025e), driven by operating leverage, pricing and continued or intensified restructuring, against a backdrop of sustained sales growth (5.1%e vs ~4.9% in 2025e). While some dynamics are likely to remain strong (data centres, grid, rail, etc), others will take shape (Europe residential and US trucks in H2) or accelerate (semicon...
SU SCHNEIDER ELECTRIC SE
KNEBV KONE OYJ CLASS B
ABB ABB LTD.
SAND SANDVIK AB
RXL REXEL SA
ALO ALSTOM SA
SCHP SCHINDLER HOLDING AG PREF
DOKA DORMAKABA HOLDING AG
MOCORP METSO OUTOTEC OYJ
ASSA B ASSA ABLOY AB CLASS B
SIE SIEMENS AG
VOS VOSSLOH AG
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
KBX KNORR-BREMSE AG
SRAIL STADLER RAIL AG
ENR SIEMENS ENERGY AG
EPI A EPIROC AB
ATCO A ATLAS COPCO AB
- Olfa Taamallah
- Yan Derocles
- Olfa Taamallah
- Yan Derocles
- Delphine Brault
- Nathan Mietlicki
- Delphine Brault
- Nathan Mietlicki
- Research Department
IBERIAN DAILY 22 DECEMBER (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: AMPER, CAF, FCC, REPSOL. The Ibex is still unstoppable European stock markets ended the week in positive numbers, underpinned by the improved economic sentiment and stability on the markets. The IBEX stood out as the best-performing index, rising +2.0% and above 17,200. In the STOXX 600, all the sectors except Technology, Autos and Energy ended the week with gains, led by Banks and Basic Materials. On the macro side, in the euro zone December’s consumer confidence fell unexpectedl...
- Research Department
INFORME DIARIO 22 DICIEMBRE (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AMPER, CAF, FCC, REPSOL. EUROPA: SANOFI. El Ibex continúa imparable Las bolsas europeas cerraron la semana con signo positivo, apoyadas en la mejora del sentimiento económico y la estabilidad en los mercados. El Ibex destacó como el índice más alcista con una subida del 2,0% por encima de los 17.200 puntos. En el STOXX 600, todos los sectores menos Tecnología, Autos y Energía cerraron la semana con ganancias, lideradas por Bancos y R. Básicos. Por ...
Motivair by Schneider Electric Announces New Range of CDUs to Meet the...
Motivair by Schneider Electric Announces New Range of CDUs to Meet the Rising Demands of HPC and AI Workloads New coolant distribution Units (CDUs) deliver scalability, and efficiency for HPC, AI Factory and data center environmentsFull range of CDUs from Motivair by Schneider Electric engineered for installation in diverse applications, offering high cooling capacities in a compact footprintCDUs enable seamless chiller plant optimization for reduced energy consumption, improved uptime, and lowered operational costs Buffalo, NY, USA, Dec. 15, 2025 (GLOBE NEWSWIRE) -- , a leading innovat...
- Delphine Brault
- Nathan Mietlicki
- Delphine Brault
- Nathan Mietlicki
- Delphine Brault
- Nathan Mietlicki
- Delphine Brault
- Nathan Mietlicki
New Study Reveals $11.28M Annual Opportunity for Industrial Companies ...
New Study Reveals $11.28M Annual Opportunity for Industrial Companies to Boost Competitiveness by Modernizing Closed Automation Systems Schneider Electric, a global energy technology leader, today unveiled new global research titled “Open vs. Closed: The $11.28M Question for Industrial Leaders.” The report reveals that closed industrial automation systems are quietly eroding competitiveness, costing mid-sized organizations an average of 7.5% of their revenue. Nuremberg, Germany, Nov. 26, 2025 (GLOBE NEWSWIRE) -- , a global energy technology leader, today unveiled new global research tit...
- 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
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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
CPG COMPASS GROUP PLC
OERL OC OERLIKON CORPORATION AG
ALO ALSTOM SA
SCHP SCHINDLER HOLDING AG PREF
NEX NEXANS SA
EZJ EASYJET PLC
SUN SULZER AG
KRN KRONES AG
DOKA DORMAKABA HOLDING AG
KGX KION GROUP AG
ASSA B ASSA ABLOY AB CLASS B
BCHN BURCKHARDT COMPRESSION HOLDING AG
PRY PRYSMIAN S.P.A.
ANDR ANDRITZ AG
BOSN BOSSARD HOLDING AG
SFSN SFS GROUP AG
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
PRX PROSUS N.V. CLASS N
SRAIL STADLER RAIL AG
ENR SIEMENS ENERGY AG
ATCO A ATLAS COPCO AB
STMN STRAUMANN HOLDING AG
ACLN ACCELLERON INDUSTRIES LTD
NOVO B NOVO NORDISK A/S
AGN AEGON N.V.
PFSE PFISTERER HOLDING SE
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