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Research Department
  • Research Department

IBERIAN DAILY 23 JUNE (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: AEDAS, IAG, INDRA, NEINOR, OHLA. US attacks Iran The risk of a military intervention by the US in Iran weighed on the market last week, and the 2-week deadline decided by D. Trump calmed stock markets. However, the movement of the military arsenal continued in the Middle East area, and in the end the US launched a weekend air attack on 3 Iranian nuclear targets. In the STOXX 600, Real Estate and Energy saw the biggest gains last week vs. Pharma and Retail that ended with the bigge...

Research Department
  • Research Department

INFORME DIARIO 23 JUNIO (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AEDAS, IAG, INDRA, NEINOR, OHLA. EUROPA: SCHNEIDER ELECTRIC. EE.UU. ataca Irán El riesgo de una intervención militar de EE.UU. en Irán sobrevoló sobre el mercado durante la semana pasada y el plazo de dos semanas que se había dado D. Trump alivió a las bolsas. Sin embargo, el movimiento de arsenal militar seguía llegando a la zona de O. Medio y finalmente EE.UU. ha lanzado durante el fin de semana un ataque aéreo sobre 3 objetivos nucleares. Irán h...

Moody's Ratings upgrades Schneider Electric to A2, outlook stable

Moody's Ratings (Moody's) has today upgraded the long-term issuer rating of Schneider Electric SE to A2 from A3 (Schneider Electric or the company). Concurrently, we changed the outlook to stable from positive. "The upgrade to A2 recognizes robust organic growth, continuous improvements of Schneid...

Research Department
  • Research Department

IBERIAN DAILY 18 JUNE (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: CIE AUTOMOTIVE, ELECTRICITY SECTOR, IAG, TALGO. Ups and downs on the market European stock markets were back in the red, while the conflict between Israel and Iran entered its fifth day, and before the Fed’s decision today. In the STOXX 600, only Energy and Real Estate ended in green numbers, whereas Banks and Travel & Leisure once again posted the biggest losses. On the macro side, in Germany the ZEW index improved more than expected in June thanks to the fiscal measures announce...

 PRESS RELEASE

Schneider Electric Accelerates the Development and Deployment of AI Fa...

Schneider Electric Accelerates the Development and Deployment of AI Factories at Scale With NVIDIA ●Research and Development initiatives underscore companies’ commitment to co-developing new cooling, power, building management and control systems for digital and physical AI data centers●Partnership will underpin Europe’s AI infrastructure ambitions, aligning with the EU Commission’s ‘AI Continent Action Plan’ and its ‘InvestAI’ initiative●Schneider Electric announces launch of new NVIDIA-enabled rack solution Paris, France, June 11, 2025 (GLOBE NEWSWIRE) -- PARIS (NVIDIA GTC), June 11, ...

Research Department
  • Research Department

IBERIAN DAILY 10 JUNE (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: AMPER, ARCELORMITTAL, CAF. All eyes on US-China negotiations The week kicked off without relevant macroeconomic data, with European stock markets sliding slightly except the Ibex that ended with sight gains. In the STOXX 600, the best-performing sectors were Travel&Leisure and Real Estate, whereas defensive industries such as Household and Utilities ended with the biggest drops. On the macro side, the Treasury Secretary S. Bessent and the Trade Secretary H. Lutnick viewed the mee...

Research Department
  • Research Department

IBERIAN DAILY 09 JUNE (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: CAIXABANK, ENCE, FERROVIAL, NATURGY, TELEFÓNICA, VISCOFAN. Stock markets try to climb above highs Despite the absence of good macroeconomic data last week, stock markets ended with gains, fuelled by the US (the S&P500 rose around +1.7%) and by the better employment data at the end of the week. In the STOXX 600, the best-performing sectors last weekk were Technology and Pharma, whereas Autos and Media ended with the biggest drops. On the macro side, in the euro zone, the 1Q’25 GDP ...

Research Department
  • Research Department

INFORME DIARIO 09 JUNIO (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CAIXABANK, ENCE, FERROVIAL, NATURGY, TELEFÓNICA, VISCOFAN. Las bolsas siguen intentando superar los máximos A pesar de una semana sin buenos datos macro, las bolsas terminaron al alza con el empuje de EE.UU. donde el S&P 500 subió un +1,1%. En el STOXX 600 los mejores sectores de la semana fueron Tecnología y Farma frente a Autos y Media que fueron los que más cayeron. En la Eurozona el PIB 1T’25 se revisó al alza 0,3 p.p. hasta el 1,5% a/a mientras...

Mateo Salcedo
  • Mateo Salcedo

Air France-KLM : Steady performance despite current market volatility

European legacy airlines started the year with the right foot, all delivering a y/y improvement in profitability supported by higher unit revenues amid the good performance in the premium segment. Other activities such as cargo and MRO also delivered a positive performance during the quarter. FCF generation was positive supported by the seasonal working capital inflows leading to an overall deleveraging of the balance sheet of all groups. Despite current market volatility, the outlook remains po...

Mateo Salcedo
  • Mateo Salcedo

Air France-KLM : Steady performance despite current market volatility

European legacy airlines started the year with the right foot, all delivering a y/y improvement in profitability supported by higher unit revenues amid the good performance in the premium segment. Other activities such as cargo and MRO also delivered a positive performance during the quarter. FCF generation was positive supported by the seasonal working capital inflows leading to an overall deleveraging of the balance sheet of all groups. Despite current market volatility, the outlook remains po...

Antoine Lebourgeois ... (+2)
  • Antoine Lebourgeois
  • Aurelien Deside

Suspension of coverage

From 2nd of June we are suspending coverage of companies below due to a reallocation of resources. Our prior estimates should no longer be used as an indicator for the company moving forward.DASSAULT SYSTEMESEKINOPSHEXAGONNEMETSCHEKSCHNEIDER ELECTRICVANTIVA

International Consolidated Airlines Group SA: 1 director

A director at International Consolidated Airlines Group SA sold 650,000 shares at 330p and the significance rating of the trade was 100/100. 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 ...

Air Liquide: 1 director

A director at Air Liquide sold 1,329 shares at 183.308EUR and the significance rating of the trade was 68/100. 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 sho...

Moody's Ratings affirms IAG's Baa3 ratings; changes outlook to positiv...

Moody's Ratings (Moody's) has today affirmed the Baa3 senior unsecured ratings and long-term issuer rating of International Consolidated Airlines Group, S.A. (IAG or the company) and changed the outlook to positive from stable. "The outlook change to positive on IAG reflects our view that the grou...

Rafael Bonardell
  • Rafael Bonardell

IAG: 1Q’25 RESULTS (ANÁLISIS BANCO SABADELL)

1Q'25 vs. 1Q'24 Results Sales: € 7.044 Bn; EBIT: € 198.0 M (+191.2% vs. +130.9% BS(e) and +95.6% consensus).

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