reports
- Christophe-Raphaël Ganet
- Stephane Beyazian
SZG SALZGITTER AG
MRN MERSEN SA
ALCLS CELLECTIS SA
SDF K+S AG
MIL BANK MILLENNIUM SA
SIX2 SIXT SE
COK CANCOM SE
VASTB VASTNED RETAIL BELGIUM NV
KENDR KENDRION NV
TWEKA TKH GROUP N.V. CERT
ALM ALMIRALL SA
DUE DURR AG
BSGR B&S GROUP S.A.
ALFEN ALFEN NV
JEN JENOPTIK AG
HGEA HGEARS AG
IOS IONOS GROUP SE
SPG SPRINGER NATURE AG & CO. KGAA
- Christophe-Raphaël Ganet
- Stephane Beyazian
SZG SALZGITTER AG
MRN MERSEN SA
ALCLS CELLECTIS SA
SDF K+S AG
MIL BANK MILLENNIUM SA
SIX2 SIXT SE
COK CANCOM SE
VASTB VASTNED RETAIL BELGIUM NV
KENDR KENDRION NV
TWEKA TKH GROUP N.V. CERT
ALM ALMIRALL SA
DUE DURR AG
BSGR B&S GROUP S.A.
ALFEN ALFEN NV
JEN JENOPTIK AG
HGEA HGEARS AG
IOS IONOS GROUP SE
SPG SPRINGER NATURE AG & CO. KGAA
- Martijn Den Drijver
- Bruno Cavalier
- Jerôme Bodin
OUT1V OUTOKUMPU OYJ
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
UTDI UNITED INTERNET AG
SZG SALZGITTER AG
DEC JCDECAUX SA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
01913 PRADA S.P.A.
NDA AURUBIS AG
ADN1 ADESSO AG
TECN TECAN GROUP AG
CCC CCC SA
MONC MONCLER SPA
LOG COMPANIA DE DISTRIBUCION INTEGRAL LOGISTA HOLDINGS S.A.
POST OSTERREICHISCHE POST AG
FYB FORMYCON AG
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
HGEA HGEARS AG
ONE ONE UNITED PROPERTIES SA
ORP ORPEA
- Bruno Cavalier
- Jerôme Bodin
OUT1V OUTOKUMPU OYJ
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
UTDI UNITED INTERNET AG
SZG SALZGITTER AG
DEC JCDECAUX SA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
01913 PRADA S.P.A.
NDA AURUBIS AG
ADN1 ADESSO AG
TECN TECAN GROUP AG
CCC CCC SA
MONC MONCLER SPA
LOG COMPANIA DE DISTRIBUCION INTEGRAL LOGISTA HOLDINGS S.A.
POST OSTERREICHISCHE POST AG
FYB FORMYCON AG
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
HGEA HGEARS AG
ONE ONE UNITED PROPERTIES SA
ORP ORPEA
- Martijn Den Drijver
- Olfa Taamallah
- Yan Derocles
MT ARCELORMITTAL SA
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
SSAB A SSAB AB CLASS A
LEI LEIFHEIT AG
ARYN ARYZTA AG
SCR SCOR SE
SZG SALZGITTER AG
LXS LANXESS AG
VOE VOESTALPINE AG
ACX ACERINOX SA
BAMNB KONINKLIJKE BAM GROEP NV
SOLB SOLVAY SA
ERA ERAMET SA
LNZ LENZING AG
COR CORTICEIRA AMORIM SGPS SA
NDA AURUBIS AG
CIE CIE AUTOMOTIVE S.A.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
SSO SCATEC ASA
POST OSTERREICHISCHE POST AG
GCO GRUPO CATALANA OCCIDENTE S.A.
SMHN SUESS MICROTEC AG
DIC DIC ASSET AG
RIO RIO TINTO PLC
BHP BHP GROUP LTD
AMAG AMAG AUSTRIA METALL AG
INS INSTONE REAL ESTATE GROUP AG
HAG HENSOLDT AG
SFQ SAF-HOLLAND SE
AERO MONTANA AEROSPACE AG
YOU ABOUT YOU HLDG AG
CTPNV CTP NV
ADTN ADTRAN HOLDINGS INC
ACAG AUSTRIACARD HOLDINGS AG
SHA SCHAEFFLER AG
- Olfa Taamallah
- Yan Derocles
MT ARCELORMITTAL SA
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
SSAB A SSAB AB CLASS A
LEI LEIFHEIT AG
ARYN ARYZTA AG
SCR SCOR SE
SZG SALZGITTER AG
LXS LANXESS AG
VOE VOESTALPINE AG
ACX ACERINOX SA
BAMNB KONINKLIJKE BAM GROEP NV
SOLB SOLVAY SA
ERA ERAMET SA
LNZ LENZING AG
COR CORTICEIRA AMORIM SGPS SA
NDA AURUBIS AG
CIE CIE AUTOMOTIVE S.A.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
SSO SCATEC ASA
POST OSTERREICHISCHE POST AG
GCO GRUPO CATALANA OCCIDENTE S.A.
SMHN SUESS MICROTEC AG
DIC DIC ASSET AG
RIO RIO TINTO PLC
BHP BHP GROUP LTD
AMAG AMAG AUSTRIA METALL AG
INS INSTONE REAL ESTATE GROUP AG
HAG HENSOLDT AG
SFQ SAF-HOLLAND SE
AERO MONTANA AEROSPACE AG
YOU ABOUT YOU HLDG AG
ADTN ADTRAN HOLDINGS INC
ACAG AUSTRIACARD HOLDINGS AG
SHA SCHAEFFLER AG
- Anthony Dick
- Michael Foundoukidis
- Anthony Dick
- Michael Foundoukidis
- Ignacio Romero
CIE AUTOMOTIVE: VEMOS VALOR EN MEDIO DE LA TORMENTA (ANÁLISIS BANCO SA...
Vemos valor en medio de la tormenta. SOBREPONDERAR. La acción ha sufrido un derating en valoración por las dudas acerca del crecimiento de la industria del automóvil. Así, cotiza a EV/EBITDA’25e de 6x y PER’25e de 9x vs media histórica de 8x y 13x respectivamente. Creemos que CIE debería salir mejor parada de lo que podría estar descontando el mercado y, aunque rebajamos el P.O. un -12% hasta 29,61 euros/acc. (potencial +27%), reiteramos nuestra recomendación de SOBREPONDERAR porque consideramos...
- Research Department
INFORME DIARIO 05 MAYO + RDOS. ESPAÑA Y EUROPA 1T’25. IDEAS DESTACADAS...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CIE AUTOMOTIVE, GREENING. 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. 1T’25 que se publicarán en España y Europa en los próximos días. El empleo americano les da impulso a las bolsas Semana de avances en las bolsas a ambos lados del Atlántico ante la relajación del riesgo arancelario y una campaña de re...
- Research Department
IBERIAN DAILY 05 MAY + 1Q’25 RESULTS. HIGHLIGHTS AND REST OF PREVIEWS ...
NEWS SUMMARY: CIE AUTOMOTIVE, GREENING. 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 1Q’25 results to be released over the coming days in Spain. US employment data spurs markets It was a week of gains on both sides of the Atlantic in view of the waning tariff risk and a results season that has acted as a support. On the macro side, in the euro zone April’s preliminary gener...
- Jean-François Granjon
SCHP SECHE ENVIRONNEMENT
VAC PIERRE & VACANCES SA
NXI NEXITY SA CLASS A
MF WENDEL SE
TNG TRANSGENE SA
BIO BB BIOTECH AG
KORI KORIAN SA
STF STEF
ITP INTERPARFUMS
SWP SWORD GROUP SE
CGM CEGEDIM SA
VETO VETOQUINOL SA
MRN MERSEN SA
MTU MANITOU BF SA
FII LISI SA
LSS LECTRA SA
GBT GUERBET SA
CDA COMPAGNIE DES ALPES SA
ATE ALTEN SA
XIOR XIOR STUDENT HOUSING N.V.
COFB COFINIMMO SA
SAVE SAVENCIA SA
HEIJM HEIJMANS N.V. CERT
MBWS
PAL MARIE BRIZARD WINE & SPIRITS SA
GNFT PALFINGER AG
SEFER GENFIT SA
LIGHT SERGEFERRARI GROUP SA
11B SIGNIFY NV
INSD 11 BIT STUDIOS S.A.
ALR VERIMATRIX SA
SPIE ALIOR BANK SA
LFDE SPIE SA
TEC LA FRANCAISE DE L'ENERGIE SA
FTG111 TECHNIPFMC PLC
TKO FLATEXDEGIRO AG
VOS TIKEHAU CAPITAL SCA
AGR VOSSLOH AG
RBO AGRANA BETEILIGUNGS-AG
ZEL ROCHE BOBOIS INTERNATIONAL SAS
WDP PHARMA MAR SA
FUR WAREHOUSES DE PAUW SCA
FUGRO NV
- Jean-François Granjon
SCHP SECHE ENVIRONNEMENT
VAC PIERRE & VACANCES SA
NXI NEXITY SA CLASS A
MF WENDEL SE
TNG TRANSGENE SA
BIO BB BIOTECH AG
KORI KORIAN SA
STF STEF
ITP INTERPARFUMS
SWP SWORD GROUP SE
CGM CEGEDIM SA
VETO VETOQUINOL SA
MRN MERSEN SA
MTU MANITOU BF SA
FII LISI SA
LSS LECTRA SA
CDA COMPAGNIE DES ALPES SA
ATE ALTEN SA
XIOR XIOR STUDENT HOUSING N.V.
COFB COFINIMMO SA
SAVE SAVENCIA SA
HEIJM HEIJMANS N.V. CERT
MBWS
PAL MARIE BRIZARD WINE & SPIRITS SA
GNFT PALFINGER AG
SEFER GENFIT SA
LIGHT SERGEFERRARI GROUP SA
11B SIGNIFY NV
INSD 11 BIT STUDIOS S.A.
ALR VERIMATRIX SA
SPIE ALIOR BANK SA
LFDE SPIE SA
TEC LA FRANCAISE DE L'ENERGIE SA
FTG111 TECHNIPFMC PLC
TKO FLATEXDEGIRO AG
VOS TIKEHAU CAPITAL SCA
AGR VOSSLOH AG
RBO AGRANA BETEILIGUNGS-AG
ZEL ROCHE BOBOIS INTERNATIONAL SAS
WDP PHARMA MAR SA
FUR WAREHOUSES DE PAUW SCA
FUGRO NV
- Anis Zgaya
- Louis Boujard
- CFA
- Anis Zgaya
- Louis Boujard
- CFA
- Stefano Toffano
- Thomas Zlowodzki
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
DGE DIAGEO PLC
AAL ANGLO AMERICAN PLC
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
RI PERNOD RICARD SA
SSAB A SSAB AB CLASS A
RCO REMY COINTREAU SA
CEN GROUPE CRIT SA
IDL ID LOGISTICS GROUP
SDG SYNERGIE SA
SBS STRATEC SE
GYC GRAND CITY PROPERTIES SA
POM PLASTIC OMNIUM SE
SCR SCOR SE
SZG SALZGITTER AG
ITP INTERPARFUMS
AUB AUBAY SA
FNAC FNAC DARTY SA
VNA VONOVIA SE
VOE VOESTALPINE AG
ACX ACERINOX SA
MBB MBB INDUSTRIES SE
BB SOCIETE BIC SA
ERA ERAMET SA
ROS ROSENBAUER INTERNATIONAL AG
VRNL VERNEUIL PARTICIPATIONS
CTAC CTAC N.V.
NDA AURUBIS AG
TPS ORANGE POLSKA S.A.
TEG TAG IMMOBILIEN AG
SESL SES-IMAGOTAG SA
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
LEG LEG IMMOBILIEN AG
PYT POLYTEC HOLDING
CSM CORBION NV
WLN WORLDLINE SA
COFA COFACE SA
GLPG GALAPAGOS NV
RIO RIO TINTO PLC
XFAB X-FAB SILICON FOUNDRIES SE
BHP BHP GROUP LTD
AMAG AMAG AUSTRIA METALL AG
VOS VOSSLOH AG
VRLA VERALLIA SAS
CPR DAVIDE CAMPARI-MILANO N.V.
FUR FUGRO NV
AZE AZELIS GROUP NV
SPM SAIPEM S.P.A.
FLOW FLOW TRADERS LTD
- Anis Zgaya
- Louis Boujard
- CFA
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