reports
Iberdrola S.A.: 1 director
A director at Iberdrola S.A. bought 10,000 shares at 13.740EUR and the significance rating of the trade was 64/100. 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 clearl...
- Research Department
IBERIAN DAILY 05 NOVEMBER + 3Q’24 RESULTS. HIGHLIGHTS AND REST OF PREV...
NEWS SUMMARY: 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 3Q’24 results to be released over the coming days in Spain. Calm ahead of the elections It was a calm session with moderate corrections in Europe ahead of the US elections (with a tight race) and the Fed meeting to be held next Thursday. In the STOXX 600, Banks and Energy saw the biggest gains vs. Tech...
- Research Department
INFORME DIARIO 05 NOVIEMBRE + RDOS. ESPAÑA Y EUROPA 3T’24. IDEAS DESTA...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: FLUIDRA, NATURGY, OHLA. EUROPA: DHL GROUP. 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. 3T’24 que se publicarán en España y Europa en los próximos días. Calma antes de las elecciones Sesión de poco movimiento y cautela con caídas moderadas en Europa en la jornada previa a las elecciones en Estados Unidos...
- Luis Arredondo
- Konrad Zomer
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 30/10/2024
Le scrutin présidentiel US reste incertain, mais le momentum semble être du côté de Donald Trump depuis début octobre : le candidat est désormais en tête dans 6 des 7 swing states, vient de dépasser Kamala Harris dans le vote national et est donné gagnant à 63% chez les parieurs. Nous rappelons les valeurs européennes à privilégier ou à éviter en cas de victoire de Donald Trump, et avons également listé les valeurs européennes ayant une base de production aux US, par nature moins expo...
SGO COMPAGNIE DE SAINT-GOBAIN SA
SU SCHNEIDER ELECTRIC SE
ADS ADIDAS AG
FORTUM FORTUM OYJ
WKL WOLTERS KLUWER NV
REE RED ELECTRICA CORP. SA
ELE ENDESA S.A.
BAS BASF SE
VOW3 VOLKSWAGEN AG PREF
CAP CAPGEMINI SE
ASM ASM INTERNATIONAL N.V.
KGX KION GROUP AG
MONC MONCLER SPA
AENA AENA SME SA
SKF B SKF AB CLASS B
SAN BANCO SANTANDER S.A.
BP. BP P.L.C.
BIM BIOMERIEUX SA
CPR DAVIDE CAMPARI-MILANO N.V.
GSK GSK PLC
FER FERROVIAL SA
PUIG PUIG BRANDS
- Rafael Bonardell
AENA: 3Q’24 RESULTS (ANÁLISIS BANCO SABADELL)
3Q'24 vs. 3Q'23 Results Sales: € 1.65 Bn (+14.1% vs. +14.0% BS(e) and +14.5% consensus); EBITDA: € 1.108 Bn (+17.4% vs. +16.4% BS(e) and +17.6% consensus); 9M'24 vs. 9M'23 Results Sales: € 4.397 Bn (+16.3% vs. +16.3% BS(e) and +16.5% consensus); EBITDA: € 2.663 Bn (+26.0% vs. +25.5% BS(e) and +26.1% consensus);
- Konrad Zomer
- Thomas Zlowodzki
ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 10/30/2024
The outcome of the US presidential election hangs in the balance, but the momentum seems to be with Donald Trump since the beginning of October: the candidate is now in the lead in six of the seven swing states, has just overtaken Kamala Harris in the national vote while 63% of punters are tipping him to win. We recap in the present note on the European stocks to play or avoid in the event of Donald Trump's victory and have also listed European stocks with a production base in the US,...
SGO COMPAGNIE DE SAINT-GOBAIN SA
SU SCHNEIDER ELECTRIC SE
ADS ADIDAS AG
FORTUM FORTUM OYJ
WKL WOLTERS KLUWER NV
REE RED ELECTRICA CORP. SA
BAS BASF SE
VOW3 VOLKSWAGEN AG PREF
CAP CAPGEMINI SE
ASM ASM INTERNATIONAL N.V.
KGX KION GROUP AG
MONC MONCLER SPA
AENA AENA SME SA
SKF B SKF AB CLASS B
SAN BANCO SANTANDER S.A.
BP. BP P.L.C.
BIM BIOMERIEUX SA
CPR DAVIDE CAMPARI-MILANO N.V.
GSK GSK PLC
FER FERROVIAL SA
PUIG PUIG BRANDS
- Ana Arjona-Martinez
- Yan Derocles
AENA : Q3 results showing no surprises; target price increase on the b...
>Results completely in line... - Aena reported Q3 2024 results in line with both our estimates and the consensus: revenues and EBITDA were 0.8% and 1.0% (or € 13m and € 11m) ahead of our estimates and 0.6% or 0.2% below the company-compiled consensus. The Spanish network main divisions reported results in line (€ 23m or 1.6% and € 13m or 1.3% above revenues and EBITDA respectively), with the minimum beat driven by the aviation (€ 6m above at EBITDA level) and the comm...
L’ORÉAL SUCCESSFULLY PRICES A 1.25 BILLION EURO DUAL TRANCHE BOND
L’ORÉAL SUCCESSFULLY PRICES A 1.25 BILLION EURO DUAL TRANCHE BOND NEWS RELEASE NOT FOR RELEASE, PUBLICATION OR DISTRIBUTION, DIRECTLY OR INDIRECTLY, IN OR INTO THE UNITED STATES, CANADA, JAPAN OR AUSTRALIA L’ORÉAL SUCCESSFULLY PRICES A 1.25 BILLION EURO DUAL TRANCHE BOND Clichy, 29 October 2024 – L’Oréal today announces that it has successfully priced a public bond offering for an aggregate nominal amount of €1.25 billion. The offering is composed of two tranches: - A €750 million 3-year fixed rate bond paying a coupon of 2.50 % p.a. - A €500 million 7-year fixed rate bond paying a co...
L’ORÉAL RÉALISE AVEC SUCCÈS UNE ÉMISSION OBLIGATAIRE EN DEUX TRANCHES ...
L’ORÉAL RÉALISE AVEC SUCCÈS UNE ÉMISSION OBLIGATAIRE EN DEUX TRANCHES POUR UN MONTANT TOTAL DE 1,25 MILLIARD D’EUROS COMMUNIQUÉ NE PAS DIFFUSER, PUBLIER OU DISTRIBUER, DIRECTEMENT OU INDIRECTEMENT, AUX ETATS-UNIS, AU CANADA, AU JAPON OU EN AUSTRALIE L’ORÉAL RÉALISE AVEC SUCCÈS UNE ÉMISSION OBLIGATAIRE EN DEUX TRANCHES POUR UN MONTANT TOTAL DE 1,25 MILLIARD D’EUROS Clichy, le 29 octobre 2024 – L’Oréal a procédé aujourd’hui avec succès au placement d’une émission obligataire d’un montant nominal total de 1,25 milliard d’euros. L’offre est composée de deux tranches :- Une tranche de 750...
- Rafael Bonardell
AENA: RDOS. 3T’24 (ANÁLISIS BANCO SABADELL)
Rdos. 3T'24 vs 3T'23: Ventas: 1.650 M euros (+14,1% vs +14,0% BS(e) y +14,5% consenso); EBITDA: 1.108 M euros (+17,4% vs +16,4% BS(e) y +17,6% consenso). Rdos. 9meses'24 vs 9meses'23: Ventas: 4.397 M euros (+16,3% vs +16,3% BS(e) y +16,5% consenso); EBITDA: 2.663 M euros (+26,0% vs +25,5% BS(e) y +26,1% consenso).
- Research Department
IBERIAN DAILY 30 OCTOBER + 3Q’24 RESULTS. PREVIEWS (ANÁLISIS BANCO SAB...
NEWS SUMMARY: AENA, ENCE, ENDESA, FERROVIAL, GREENING, INDRA, METROVACESA, PUIG BRANDS, REDEIA, UNICAJA. 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 3Q’24 results to be released over the coming days in Spain. Market moved by earnings releases European stock markets closed with slight drops, highly conditioned by the business results calendar and penalised by the new rise in...
- Research Department
INFORME DIARIO 30 0CTUBRE + RDOS. ESPAÑA Y EUROPA 3T’24. PREVIEWS (ANÁ...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AENA, ENCE, ENDESA, FERROVIAL, GREENING, INDRA, METROVACESA, PUIG BRANDS, REDEIA, UNICAJA. EUROPA: BASF, KERING, SCHNEIDER ELECTRIC, VOLKSWAGEN. 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. 3T’24 que se publicarán en España y Europa en los próximos días. El mercado al son de los beneficios empresariales ...
- Cedric Rossi
- Clement Genelot
- Loic Morvan
- Philippine Adam
On the shelves now: Consumer Weekly #45
In this Consumer Weekly newsletter, we provide a brief overview of the key factors affecting our Consumer coverage, from Luxury & Consumer goods to Retail & E-commerce and Food & Ingredients. This week we look at spending patterns in Europe, which show a clear reallocation towards the f
- Konrad Zomer
AI AIR LIQUIDE SA
EDEN EDENRED SA
EQNR EQUINOR ASA
CA CARREFOUR SA
BVI BUREAU VERITAS SA
BN DANONE SA
KNEBV KONE OYJ CLASS B
RNO RENAULT SA
ORA ORANGE SA
SSAB A SSAB AB CLASS A
ULVR UNILEVER PLC
SW SODEXO SA
LSEG LONDON STOCK EXCHANGE GROUP PLC
BEI BEIERSDORF AG
KER KERING SA
DTE DEUTSCHE TELEKOM AG
WPP WPP PLC
MOCORP METSO OUTOTEC OYJ
ASSA B ASSA ABLOY AB CLASS B
IBE IBERDROLA SA
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
DSY DASSAULT SYSTEMES SA
AZE AZELIS GROUP NV
SHEL SHELL PLC
ATCO A ATLAS COPCO AB
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
- Konrad Zomer
AI AIR LIQUIDE SA
EDEN EDENRED SA
EQNR EQUINOR ASA
CA CARREFOUR SA
BVI BUREAU VERITAS SA
BN DANONE SA
KNEBV KONE OYJ CLASS B
RNO RENAULT SA
ORA ORANGE SA
SSAB A SSAB AB CLASS A
ULVR UNILEVER PLC
SW SODEXO SA
LSEG LONDON STOCK EXCHANGE GROUP PLC
BEI BEIERSDORF AG
KER KERING SA
DTE DEUTSCHE TELEKOM AG
WPP WPP PLC
MOCORP METSO OUTOTEC OYJ
ASSA B ASSA ABLOY AB CLASS B
IBE IBERDROLA SA
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
DSY DASSAULT SYSTEMES SA
AZE AZELIS GROUP NV
SHEL SHELL PLC
ATCO A ATLAS COPCO AB
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
- Research Department
IBERIAN DAILY 24 OCTOBER + 3Q’24 RESULTS. HIGHLIGHTS AND REST OF PREVI...
NEWS SUMMARY: IBERDROLA, ROVI, VISCOFAN. 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 3Q’24 results to be released over the coming days in Spain. IBEX leading the way once again It was a negative session on both sides of the Atlantic, except for the IBEX, in another day with all eyes on results. In the Stoxx 600, most of the sectors (15/20) ended with losses, led by Basic Ma...
- Louis Boujard
- CFA
- Philippe Ourpatian
Iberdrola : 9M 24 légèrement meilleur et trajectoire 2024 conforme aux...
>Opinion Neutre et OC à 15.3 € maintenus - Les résultats du 9M 24 sont ressortis un peu au-dessus de nos attentes et de celles du consensus. Comme attendu, la stratégie de résilience du groupe lui permet de bénéficier, sur les trois premiers trimestres, de la progression des activités régulées grâce à la croissance de la base d’actifs et aux révisions tarifaires. Cela a permis de largement compenser une activité de génération bénéficiant certes d’un bon niveau d’hydro...
- Research Department
INFORME DIARIO 24 0CTUBRE + RDOS. ESPAÑA Y EUROPA 3T’24. IDEAS DESTACA...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: IBERDROLA, ROVI, VISCOFAN. EUROPA: DANONE, DEUTSCHE TELEKOM, KERING, SIEMENS. 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. 3T’24 que se publicarán en España y Europa en los próximos días. El Ibex volvió a liderar Jornada negativa a ambos lados del Atlántico salvo para el Ibex en una nueva sesión descarg...
- Louis Boujard
- CFA
- Philippe Ourpatian
Iberdrola : Slightly better 9M 2024 and FY 2024 looks to be in line ov...
>Neutral recommendation and € 15.3 target price maintained - Earnings for the first nine months of 2024 came in slightly higher than we and the consensus had forecast. As expected, the group’s strategy to become more resilient allowed it to benefit over the first three quarters from an increase in regulated activities thanks to growth in the asset base and revised tariffs. This handily offset the generation business, which although it benefited from satisfactory hydro...
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