reports
- Jerôme Bodin
EVT EVOTEC SE
FGA FIGEAC AERO SA
DEC JCDECAUX SA
TYRES NOKIAN RENKAAT OYJ
ALDEL DELFINGEN INDUSTRY SA
KCO KLOECKNER & CO SE
VLS VALNEVA SE
LNA LNA SANTE SA
BOSS HUGO BOSS AG
BON BONDUELLE SCA
WPP WPP PLC
FAE FAES FARMA S.A.
VLK VAN LANSCHOT KEMPEN NV CERT. OF SHS
RIEN RIETER HOLDING AG
FDR FLUIDRA S.A.
TWEKA TKH GROUP N.V. CERT
JUN3 JUNGHEINRICH AG PREF
IDR INDRA SISTEMAS S.A. CLASS A
PSG PROSEGUR COMPANIA DE SEGURIDAD SA
CASH PROSEGUR CASH SA
AMAG AMAG AUSTRIA METALL AG
SANT S&T AG
GRP GREENCOAT RENEWABLES
HAG HENSOLDT AG
AG1 AUTO1 GROUP
PLNW PLANISWARE
SPG SPRINGER NATURE AG & CO. KGAA
HAVAS HAVAS N.V
- Jerôme Bodin
EVT EVOTEC SE
FGA FIGEAC AERO SA
DEC JCDECAUX SA
TYRES NOKIAN RENKAAT OYJ
ALDEL DELFINGEN INDUSTRY SA
KCO KLOECKNER & CO SE
VLS VALNEVA SE
LNA LNA SANTE SA
BOSS HUGO BOSS AG
BON BONDUELLE SCA
WPP WPP PLC
FAE FAES FARMA S.A.
RIEN RIETER HOLDING AG
FDR FLUIDRA S.A.
TWEKA TKH GROUP N.V. CERT
JUN3 JUNGHEINRICH AG PREF
IDR INDRA SISTEMAS S.A. CLASS A
PSG PROSEGUR COMPANIA DE SEGURIDAD SA
CASH PROSEGUR CASH SA
AMAG AMAG AUSTRIA METALL AG
SANT S&T AG
GRP GREENCOAT RENEWABLES
HAG HENSOLDT AG
AG1 AUTO1 GROUP
PLNW PLANISWARE
SPG SPRINGER NATURE AG & CO. KGAA
HAVAS HAVAS N.V
- Luis de Toledo Heras
- Ignacio Romero
- Ignacio Romero
- Research Department
IBERIAN DAILY 07 MAY + 1Q’25 RESULTS. HIGHLIGHTS AND REST OF PREVIEWS ...
NEWS SUMMARY: ENDESA, FLUIDRA, OHLA. 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. New chancellor in Germany Bearish session in European stock markets, with peripheral markets outperforming core. In the STOXX 600, the best-performing sectors were Energy (Brent rallying +3.9%) and Food, whereas Pharma and Basic Mater...
- Research Department
INFORME DIARIO 07 MAYO + RDOS. ESPAÑA Y EUROPA 1T’25. IDEAS DESTACADAS...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ENDESA, FLUIDRA, OHLA. EUROPA: AHOLD DELHAIZE, AXA, BMW, INTESA SAN PAOLO. 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. Nuevo canciller en Alemania Sesión a la baja en las bolsas de Europa con un mejor comportamiento de la periferia frente...
- Charlotte Vaisse
- Oddo Sustainability Team
- Stephane Houri
VIE VEOLIA ENVIRONNEMENT SA
TEMN TEMENOS AG
SU SCHNEIDER ELECTRIC SE
RNO RENAULT SA
ADS ADIDAS AG
LI KLEPIERRE SA
COV COVIVIO SA
ORA ORANGE SA
BFIT BASIC-FIT NV
GFC GECINA SA
NXI NEXITY SA CLASS A
RCO REMY COINTREAU SA
LONN LONZA GROUP AG
FLY SOCIETE FONCIERE LYONNAISE SA
MF WENDEL SE
IDL ID LOGISTICS GROUP
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
WHA WERELDHAVE N.V.
FAGR FAGRON SA
BLND BRITISH LAND COMPANY PLC
VIRP VIRBAC SA
KOF KAUFMAN & BROAD SA
ALTA ALTAREA SCA
VNA VONOVIA SE
XIOR XIOR STUDENT HOUSING N.V.
GEBN GEBERIT AG
RWE RWE AG
SAF SAFRAN S.A.
BOL BOLLORE SA
ICAD ICADE SA
BYG BIG YELLOW GROUP PLC
COFB COFINIMMO SA
CRG CRH PLC
TUB TUBACEX S.A.
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
SLIGR SLIGRO FOOD GROUP N.V.
FDR FLUIDRA S.A.
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
KGX KION GROUP AG
CPINV CARE PROPERTY INVEST SA
ALVDM VOYAGEURS DU MONDE SA
SAFE SAFESTORE HOLDINGS PLC
ANDR ANDRITZ AG
ARG ARGAN SA
VGP VGP NV
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
CLNX CELLNEX TELECOM S.A.
RACE FERRARI NV
DKG DEUTSCHE KONSUM REIT-AG
SAE SHOP APOTHEKE EUROPE NV
ASML ASML HOLDING NV
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
IMP IMPACT DEVELOPER & CONTRACTOR S.A.
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
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
FQT FREQUENTIS AG WIENER
WDP WAREHOUSES DE PAUW SCA
NXFIL NX FILTRATION HLDG BV
ECMPA EUROCOMMERCIAL PROPERTIES NV
CTPNV CTP NV
ONE ONE UNITED PROPERTIES SA
DEME DEME GROUP NV
STM STABILUS SE
SHUR SHURGARD SELF STORAGE LIMITED
- Charlotte Vaisse
- Oddo Sustainability Team
- Stephane Houri
VIE VEOLIA ENVIRONNEMENT SA
TEMN TEMENOS AG
SU SCHNEIDER ELECTRIC SE
RNO RENAULT SA
ADS ADIDAS AG
ORA ORANGE SA
BFIT BASIC-FIT NV
RCO REMY COINTREAU SA
LONN LONZA GROUP AG
MF WENDEL SE
IDL ID LOGISTICS GROUP
FAGR FAGRON SA
VIRP VIRBAC SA
GEBN GEBERIT AG
RWE RWE AG
SAF SAFRAN S.A.
BOL BOLLORE SA
COFB COFINIMMO SA
CRG CRH PLC
TUB TUBACEX S.A.
AED AEDIFICA SA
SLIGR SLIGRO FOOD GROUP N.V.
FDR FLUIDRA S.A.
KGX KION GROUP AG
CPINV CARE PROPERTY INVEST SA
ALVDM VOYAGEURS DU MONDE SA
ANDR ANDRITZ AG
CLNX CELLNEX TELECOM S.A.
RACE FERRARI NV
SAE SHOP APOTHEKE EUROPE NV
ASML ASML HOLDING NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
FQT FREQUENTIS AG WIENER
NXFIL NX FILTRATION HLDG BV
DEME DEME GROUP NV
STM STABILUS SE
- Luis de Toledo Heras
- Research Department
INFORME DIARIO 09 ABRIL (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: FLUIDRA, GREENING, SANTANDER. Rebote de corta duración con la entrada en vigor de los aranceles Hoy entran en vigor los aranceles recíprocos en Europa (20%) y en China (104%, donde el arancel a “minimis” se elevan un 90% frente al 30% inicial) pero ayer las bolsas de Europa y EE.UU. rebotaban con subidas superiores al +2,5% con la esperanza de posibles cesiones a ambos lados del Atlántico mientras duran las negociaciones. El Ibex recuperó los 12.00...
- Research Department
IBERIAN DAILY 09 APRIL (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: FLUIDRA, GREENING, SANTANDER. Short-lived rally with tariffs going into force Today the reciprocal tariffs on Europe (20%) and China (104%, where the de minimis tariff rises to 90% vs. the initial 30%), but yesterday European and US stock markets rallied with gains of more than +2.5% with the hope of possible concessions on both sides of the Atlantic in the ongoing negotiations. The IBEX rose back above 12,000 points. In the STOXX 600, all the sectors closed with gains, led by In...
- Jerôme Bodin
- Thomas Zlowodzki
- Jerôme Bodin
- Thomas Zlowodzki
- Research Department
INFORME DIARIO 02 ABRIL (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CELLNEX, GRIFOLS, FLUIDRA. EUROPA: BNP PARIBAS. Llega el “Liberation Day” Recuperación en los principales índices europeos dirigidos por los sectores cíclicos y financieros a la espera de novedades sobre los aranceles de D. Trump que se deberían conocer hoy a partir de las 22:00h. En el STOXX 600, los mejores sectores fueron Tecnología y Bancos mientras que Media fue el único sector en rojo y Hogar terminó prácticamente plano. Por el lado macro, en ...
- Research Department
IBERIAN DAILY 02 APRIL (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: CELLNEX, GRIFOLS, FLUIDRA. Liberation Day has come The main European indices recovered, fuelled by cyclical and financial sectors, awaiting news on D. Trump’s tariffs that should be made public today at 22:00 (CET). Thus, in the STOXX 600, Technology and Banks were the best-performing sectors whereas Media was the only industry ending in negative territory and Household closed practically flat. On the macro side, in the euro zone, March’s final manufacturing PMI was cut one tenth...
- Luis de Toledo Heras
- Bruno Cavalier
- Jerôme Bodin
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
POM PLASTIC OMNIUM SE
EL ESSILORLUXOTTICA SA
VIV VIVENDI SE
BRBY BURBERRY GROUP PLC
GBT GUERBET SA
KER KERING SA
01913 PRADA S.P.A.
LPP LPP S.A.
FDR FLUIDRA S.A.
MONC MONCLER SPA
BRNL BRUNEL INTERNATIONAL N.V.
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
MAU ETABLISSEMENTS MAUREL & PROM SA
ATRY ATRYS HEALTH
HGEA HGEARS AG
- Luis de Toledo Heras
- Research Department
IBERIAN DAILY 28 MARCH (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: FLUIDRA, GRUPO CATALANA OCCIDENTE, ELECTRICITY SECTOR, IAG, METROVACESA, NATURGY, OHLA, REPSOL. Tariffs remain in the spotlight European stock markets fell once again (except the peripheral indices IBEX and Italian Mib, which closed with minimal gains), marked by Trump’s announcement of 25% tariffs on imported cars. Thus, in the STOXX 600, Retail and Utilities posted the biggest gains, with Autos and Construction leading the drops. On the macro side, in the euro zone February’s M...
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