reports
- Research Department
INFORME DIARIO 27 JUNIO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: IBERDROLA, OHLA, REDEIA, REPSOL. El mercado de divisas, nuevo foco de atención Jornada mixta en las bolsas europeas, que cotizaron divididas con la vista puesta en el dólar y el nuevo retroceso que sufrió ayer, cayendo a mínimos de 2022. En el STOXX 600 R. Básicos e Industriales fueron los sectores que más subieron, frente a las mayores caídas de Hogar y B. de Consumo (sectores con bastante exposición a dólar). Por el lado macro, en EE.UU. el PIB 1...
- Research Department
IBERIAN DAILY 27 JUNE (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: IBERDROLA, OHLA, REDEIA, REPSOL. Spotlight now on the currency market It was a mixed session on European stock markets, which were a mixed bag with all eyes on the dollar and the drop it suffered yesterday, falling to a low since 2022. In the STOXX 600, Basic Materials and Industrials were the sectors rising the most, with Household Goods and Consumer Goods falling the most (sectors highly exposed to the USD). On the macro side, in the US the 1Q’25 GDP was lowered in its third rea...
- ABGSC Telecom Equipment Research
- Oscar Rönnkvist
- Simon Granath
Chief People Officer, Lorna Gibb to leave Nokia
Chief People Officer, Lorna Gibb to leave Nokia Nokia CorporationStock Exchange Release26 June 2025 at 10:00 EEST Chief People Officer, Lorna Gibb to leave Nokia Espoo, Finland – Nokia today announces that its Chief People Officer, Lorna Gibb, has decided to leave the company and step down from its Group Leadership Team to pursue another opportunity, effective today. A recruitment process has begun for her successor. Lorna joined Nokia in 2020 and has been the Chief People Officer and a member of the Group Leadership Team since June 2024. She has been responsible for evolving Nokia’s peo...
Nokian henkilöstöjohtaja Lorna Gibb jättää yhtiön
Nokian henkilöstöjohtaja Lorna Gibb jättää yhtiön Nokia OyjPörssitiedote26.6.2025 klo 10:00 EEST Nokian henkilöstöjohtaja Lorna Gibb jättää yhtiön Espoo – Nokian henkilöstöjohtaja Lorna Gibb on päättänyt jättää yhtiön ja sen johtoryhmän tavoitellakseen tehtävää Nokian ulkopuolella. Päätös astuu voimaan tänään ja uuden henkilöstöjohtajan seuraajahaku on käynnistetty. Vuodesta 2020 Nokialla työskennellyt Gibb on toiminut yhtiön henkilöstöjohtajana ja johtoryhmän jäsenenä kesäkuusta 2024 vastuullaan kehittää Nokian henkilöstöstrategiaa ja johtamisohjelmia. Nokian väliaikaiseksi henkilöst...
Neinor secures €225mn with record €1.2bn demand to fund the AEDAS Tend...
Neinor secures €225mn with record €1.2bn demand to fund the AEDAS Tender Offer acquisition It has successfully executed an accelerated bookbuild (ABB) with over €1.2bn of demand and c.6x oversubscribed Neinor Homes sets a new benchmark in the equity capital markets pricing the ABB at a +10% premium to pre-tender offer announcement levels - raising capital at €15.25/share The capital raise was 100% allocated to top tier institutional investors, increasing Neinor’s free float to ~€600 million, a key milestone in enhancing trading depth, index relevance, and long-term investor alignment ...
- Research Department
IBERIAN DAILY 25 JUNE (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: ACCIONA/ACCIONA ENERGÍA, AMPER, IBERDROLA, NEINOR HOMES. Stock markets looking to return to 2025 highs The ceasefire between Iran and Israel continued to fuel stock markets at both sides of the Atlantic, with the Ibex returning to 14,000 points. Thus, in the STOXX 600, all sectors except Energy (due to the drop in oil prices) saw gains, led by Travel&Leisure and Construction. On the macro side, in Germany the IFO index climbed slightly more than expected for the sixth consecutive ...
- Research Department
INFORME DIARIO 25 JUNIO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACCIONA, ACCIONA ENERGÍA, AMPER, IBERDROLA, NEINOR HOMES. Las bolsas con ganas de volver a los máximos del año El alto el fuego entre Irán e Israel siguió impulsando las bolsas a ambos lados del Atlántico, con el Ibex recuperando los 14.000 puntos. En el STOXX 600 todos los sectores menos Energía (por la caída del precio del petróleo) subieron, liderados por Viajes&Ocio y Construcción. Por el lado macro, en Alemania el IFO repuntó ligeramente más d...
Nokia selected by Verizon as hardware and software provider for Thames...
Nokia selected by Verizon as hardware and software provider for Thames Freeport multisite private 5G deal Press ReleaseNokia selected by Verizon as hardware and software provider for Thames Freeport multisite private 5G deal Verizon Business, in collaboration with Nokia, will deliver multiple Verizon Private 5G Networks to industrial campuses across the Thames Freeport, one of the UK’s busiest maritime logistics and manufacturing regions. The Thames Freeport is a designated UK “Free Trade Zone,” established to boost economic growth, create high-value jobs and attract global investment as p...
- Ahmed Ben Salem
- Jeremy Garnier
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
IDL ID LOGISTICS GROUP
KCO KLOECKNER & CO SE
SWP SWORD GROUP SE
CDA COMPAGNIE DES ALPES SA
BOSS HUGO BOSS AG
ENI ENI S.P.A.
ISP INTESA SANPAOLO S.P.A.
REP REPSOL SA
ROS ROSENBAUER INTERNATIONAL AG
TUB TUBACEX S.A.
NDA AURUBIS AG
UCG UNICREDIT S.P.A.
AXS ACCSYS TECHNOLOGIES
TRE TECNICAS REUNIDAS SA
BP. BP P.L.C.
DSC1 DUTCH STAR C SHAR
OVH OVH GROUPE
SHEL SHELL PLC
DSPW DOOSAN SKODA POWER A.S.
- Ahmed Ben Salem
- Jeremy Garnier
SGO COMPAGNIE DE SAINT-GOBAIN SA
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
IDL ID LOGISTICS GROUP
KCO KLOECKNER & CO SE
SWP SWORD GROUP SE
CDA COMPAGNIE DES ALPES SA
KER KERING SA
ENI ENI S.P.A.
ISP INTESA SANPAOLO S.P.A.
REP REPSOL SA
ROS ROSENBAUER INTERNATIONAL AG
TUB TUBACEX S.A.
UCG UNICREDIT S.P.A.
TRE TECNICAS REUNIDAS SA
BP. BP P.L.C.
PRX PROSUS N.V. CLASS N
DSC1 DUTCH STAR C SHAR
CPR DAVIDE CAMPARI-MILANO N.V.
SHEL SHELL PLC
DSPW DOOSAN SKODA POWER A.S.
- Ahmed Ben Salem
- Jeremy Garnier
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
IDL ID LOGISTICS GROUP
KCO KLOECKNER & CO SE
SWP SWORD GROUP SE
CDA COMPAGNIE DES ALPES SA
BOSS HUGO BOSS AG
ENI ENI S.P.A.
ISP INTESA SANPAOLO S.P.A.
REP REPSOL SA
ROS ROSENBAUER INTERNATIONAL AG
TUB TUBACEX S.A.
NDA AURUBIS AG
UCG UNICREDIT S.P.A.
AXS ACCSYS TECHNOLOGIES
TRE TECNICAS REUNIDAS SA
BP. BP P.L.C.
CLA CLARANOVA SE
DSC1 DUTCH STAR C SHAR
OVH OVH GROUPE
SHEL SHELL PLC
DSPW DOOSAN SKODA POWER A.S.
- Ahmed Ben Salem
- Jeremy Garnier
SGO COMPAGNIE DE SAINT-GOBAIN SA
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
IDL ID LOGISTICS GROUP
KCO KLOECKNER & CO SE
SWP SWORD GROUP SE
CDA COMPAGNIE DES ALPES SA
KER KERING SA
ENI ENI S.P.A.
ISP INTESA SANPAOLO S.P.A.
REP REPSOL SA
ROS ROSENBAUER INTERNATIONAL AG
TUB TUBACEX S.A.
UCG UNICREDIT S.P.A.
TRE TECNICAS REUNIDAS SA
BP. BP P.L.C.
PRX PROSUS N.V. CLASS N
DSC1 DUTCH STAR C SHAR
CPR DAVIDE CAMPARI-MILANO N.V.
SHEL SHELL PLC
DSPW DOOSAN SKODA POWER A.S.
- ABGSC Telecom Equipment Research
- Oscar Rönnkvist
- Simon Granath
- Jeremy Garnier
ODDO : Small caps poised for a big comeback?
The market environment remains fragile but small caps are showing encouraging signs, staging indeed a return to their old outperformance YTD in 2025. We expect this asset class to maintain the rebound initiated a few months ago, thanks to : 1/ discounted valuations, 2/ a growth premium, and 3/ the potential for a return of flows. After an outperformance of 9% in H1 (+2.8 points in vs MSCI small cap Europe), we are adjusting our H2 2025 Nextcap conviction list, which now includes : CM.com, Compag...
- Jeremy Garnier
ODDO : Le retour en fanfare des small caps ?
Le contexte de marché demeure encore fragile, mais les signaux sont encourageants sur les small caps qui affichent un retour à une surperformance YTD 2025. Nous pensons que cette classe d’actifs devrait continuer son rebond initié depuis quelques mois grâce à : 1/ des valorisations toujours décotées, 2/ une certaine prime de croissance et 3/ un potentiel retour des flux. Après une surperformance de 9% (+2.8 points vs MSCI small cap Europe) au S1, nous ajustons notre liste de convictions Nextcap ...
Muutokset Nokia Oyj:n omien osakkeiden omistuksessa
Muutokset Nokia Oyj:n omien osakkeiden omistuksessa Nokia OyjPörssitiedote23.6.2025 klo 14.00Muutokset Nokia Oyj:n omien osakkeiden omistuksessa Espoo – Nokia on tänään luovuttanut 113 390 yhtiön hallussa ollutta Nokian osaketta (NOKIA) vastikkeetta suorituksena Nokian osakepohjaisiin kannustinohjelmiin osallistuneille henkilöille ohjelmien ehtojen mukaisesti. Osakkeiden luovutus perustuu 22.11.2024 julkistettuun hallituksen päätökseen yhtiön hallussa olevien osakkeiden antamisesta ohjelmien mukaisten sitoumusten täyttämiseksi. Nokia Oyj:n hallussa olevien omien osakkeiden lukumäärä luovu...
Changes in Nokia Corporation's own shares
Changes in Nokia Corporation's own shares Nokia CorporationStock Exchange Release23 June 2025 at 14:00 EESTChanges in Nokia Corporation's own shares Espoo, Finland – A total of 113 390 Nokia shares (NOKIA) held by the company were transferred today without consideration to participants of Nokia's equity-based incentive plans in accordance with the rules of the plans. The transfer is based on the resolution of the Board of Directors to issue shares held by the company to settle its commitments to participants of the plans as announced on 22 November 2024. The number of own shares held by N...
- 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
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...
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