reports
- 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...
- Research Department
INFORME DIARIO 28 MARZO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: FLUIDRA, GRUPO CATALANA OCCIDENTE, IAG, METROVACESA, NATURGY, OHLA, REPSOL, SECTOR ELÉCTRICO. Los aranceles no ceden el protagonismo Nueva jornada de caídas en las bolsas europeas (a excepción del Ibex y MIB italiano que cerraron planos) y marcada por el anuncio de D. Trump de aranceles del 25% a los coches importados. Así, en el STOXX 600, Retail y Utilites tuvieron las mayores ganancias, frente a Autos y Construcción que lideraron las caídas. Por...
- Mateo Salcedo
Air France-KLM : More upsides than downsides for European airlines
Airlines finished up a challenging FY 2024 with a strong performance in Q4, market by higher unit revenues and good passenger demand, on top of a stellar cargo activity. Looking into 2025, the good momentum has continued with yields stabilizing (or even up). As per managements’ comments, demand remains strong and a significant improvement in profitability is expected this year. Other external factors (German economic package & a potential end of the war in Ukraine) provide with an upside potenti...
- Mateo Salcedo
Air France-KLM : More upsides than downsides for European airlines
Airlines finished up a challenging FY 2024 with a strong performance in Q4, market by higher unit revenues and good passenger demand, on top of a stellar cargo activity. Looking into 2025, the good momentum has continued with yields stabilizing (or even up). As per managements’ comments, demand remains strong and a significant improvement in profitability is expected this year. Other external factors (German economic package & a potential end of the war in Ukraine) provide with an upside potenti...
- Research Department
IBERIAN DAILY 21 MARCH (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: CIE AUTOMOTIVE, IAG. Bad digestion after the Fed European stock markets saw profit taking, led by cyclical sectors. In the STOXX 600, defensive sectors such as Food and Utilities were the best-performing industries whereas Autos and Banks were the worst performers. On the macro side, in the UK, the BoE kept the benchmark rate unchanged at 4.50%, as expected, with governor M. Bailey warning about lower rates but through a very gradual pattern. On another note, February’s number o...
- Research Department
INFORME DIARIO 21 MARZO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CIE AUTOMOTIVE, IAG. EUROPA: MUNICH RE. Mala digestión después de la Fed Toma de beneficios en las bolsas europeas, lideradas por los sectores cíclicos. Así, en el STOXX 600, los mejores fueron defensivos como Alimentación y Utilities mientras que Autos y Bancos sufrieron las mayores ventas. Por el lado macro, en R. Unido, el BoE mantuvo el tipo de referencia en el 4,50% como se esperaba. En la conferencia posterior, el gobernador M. Bailey advirti...
Deutsche Lufthansa AG: 1 director
A director at Deutsche Lufthansa AG bought 7,000 shares at 7.800EUR and the significance rating of the trade was 55/100. 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 c...
- Carole Braudeau
- Carole Braudeau
- Carole Braudeau
Credit Morning 03/12/2025
Avolta: strong set of full-year earnings, medium-term targets confirmed|Fnac Darty: S&P revised the outlook to stable on BB+ rating|Wendel announced the forward sale of Bureau Veritas shares representing 6.7% of the capital.|Branicks FY 24 results: Vacancy deteriorated further (7.4%), aims EUR 600-800m in asset sales|GCP FY 24 results: Solid year and overall in good shape|Viridien: pricing of the bond offering|
- Carole Braudeau
Morning Crédit 12/03/2025
Avolta : solides résultats annuels, objectifs moyen terme confirmés|Fnac Darty : S&P a relevé la perspective à stable sur la note BB+|Wendel a annoncé la Vente à Terme d’actions Bureau Veritas représentant 6,7 % du capital|Branicks FY 24 results: Vacancy deteriorated further (7.4%), aims EUR 600-800m in asset sales|GCP FY 24 results: Solid year and overall in good shape|Viridien: pricing of the bond offering|
- Carole Braudeau
- Carole Braudeau
International Consolidated Airlines Group SA: 1 director
A director at International Consolidated Airlines Group SA sold 316,420 shares at 352p 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 ...
- Carole Braudeau
- Ahmed Ben Salem
- Baptiste Lebacq
SCHP SECHE ENVIRONNEMENT
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
RNO RENAULT SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
EO FAURECIA SA
SSAB A SSAB AB CLASS A
DAI DAIMLER AG
POM PLASTIC OMNIUM SE
SCR SCOR SE
SZG SALZGITTER AG
TYRES NOKIAN RENKAAT OYJ
EKI EKINOPS SA
MTU MANITOU BF SA
GLO GL EVENTS SA
VOE VOESTALPINE AG
ACX ACERINOX SA
FR VALEO SE
BON BONDUELLE SCA
SOLB SOLVAY SA
VOW3 VOLKSWAGEN AG PREF
ERA ERAMET SA
ELIS ELIS SA
TUB TUBACEX S.A.
NDA AURUBIS AG
PAL PALFINGER AG
CIE CIE AUTOMOTIVE S.A.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
CPINV CARE PROPERTY INVEST SA
WAF SILTRONIC AG
ZAG ZUMTOBEL GROUP AG
ALR ALIOR BANK SA
SPIE SPIE SA
RACE FERRARI NV
COPN COSMO PHARMACEUTICALS NV
RIO RIO TINTO PLC
MAU ETABLISSEMENTS MAUREL & PROM SA
BHP BHP GROUP LTD
DUE DURR AG
PIRC PIRELLI & C. S.P.A.
AMAG AMAG AUSTRIA METALL AG
GEST GESTAMP AUTOMOCION S.A.
FQT FREQUENTIS AG WIENER
GRP GREENCOAT RENEWABLES
COP COMPUGROUP MEDICAL SE & CO. KGAA
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
STLA STELLANTIS N.V.
FUR FUGRO NV
EAPI EUROAPI
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
AF AIR FRANCE - KLM
ALIV SDB AUTOLIV INC.
BRE BREMBO S.P.A.
HAVAS HAVAS N.V
- Carole Braudeau
- Ahmed Ben Salem
- Baptiste Lebacq
SCHP SECHE ENVIRONNEMENT
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
RNO RENAULT SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
EO FAURECIA SA
SSAB A SSAB AB CLASS A
DAI DAIMLER AG
POM PLASTIC OMNIUM SE
SCR SCOR SE
SZG SALZGITTER AG
TYRES NOKIAN RENKAAT OYJ
EKI EKINOPS SA
MTU MANITOU BF SA
GLO GL EVENTS SA
VOE VOESTALPINE AG
ACX ACERINOX SA
FR VALEO SE
BON BONDUELLE SCA
SOLB SOLVAY SA
VOW3 VOLKSWAGEN AG PREF
ERA ERAMET SA
ELIS ELIS SA
TUB TUBACEX S.A.
NDA AURUBIS AG
PAL PALFINGER AG
CIE CIE AUTOMOTIVE S.A.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
CPINV CARE PROPERTY INVEST SA
WAF SILTRONIC AG
ZAG ZUMTOBEL GROUP AG
ALR ALIOR BANK SA
SPIE SPIE SA
RACE FERRARI NV
COPN COSMO PHARMACEUTICALS NV
RIO RIO TINTO PLC
MAU ETABLISSEMENTS MAUREL & PROM SA
BHP BHP GROUP LTD
DUE DURR AG
PIRC PIRELLI & C. S.P.A.
AMAG AMAG AUSTRIA METALL AG
GEST GESTAMP AUTOMOCION S.A.
FQT FREQUENTIS AG WIENER
GRP GREENCOAT RENEWABLES
COP COMPUGROUP MEDICAL SE & CO. KGAA
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
STLA STELLANTIS N.V.
FUR FUGRO NV
EAPI EUROAPI
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
AF AIR FRANCE - KLM
ALIV SDB AUTOLIV INC.
BRE BREMBO S.P.A.
HAVAS HAVAS N.V
- Anthony Dick
- Michael Foundoukidis
CON CONTINENTAL AKTIENGESELLSCHAFT
LHA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
GET GETLINK SE
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
RNO RENAULT SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
EO FAURECIA SA
SSAB A SSAB AB CLASS A
DAI DAIMLER AG
EN BOUYGUES SA
POM PLASTIC OMNIUM SE
SZG SALZGITTER AG
TYRES NOKIAN RENKAAT OYJ
MRK MERCK KGAA
VOE VOESTALPINE AG
ACX ACERINOX SA
ZAL ZALANDO SE
FR VALEO SE
GEBN GEBERIT AG
VOW3 VOLKSWAGEN AG PREF
ERA ERAMET SA
NDA AURUBIS AG
SPSN SWISS PRIME SITE AG
CIE CIE AUTOMOTIVE S.A.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
ANDR ANDRITZ AG
RACE FERRARI NV
RIO RIO TINTO PLC
BHP BHP GROUP LTD
PIRC PIRELLI & C. S.P.A.
AMAG AMAG AUSTRIA METALL AG
GEST GESTAMP AUTOMOCION S.A.
FDJ LA FRANCAISE DES JEUX SA
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
STLA STELLANTIS N.V.
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
ALIV SDB AUTOLIV INC.
BRE BREMBO S.P.A.
- Anthony Dick
- Michael Foundoukidis
CON CONTINENTAL AKTIENGESELLSCHAFT
LHA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
GET GETLINK SE
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
RNO RENAULT SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
EO FAURECIA SA
SSAB A SSAB AB CLASS A
DAI DAIMLER AG
EN BOUYGUES SA
POM PLASTIC OMNIUM SE
SZG SALZGITTER AG
TYRES NOKIAN RENKAAT OYJ
RF EURAZEO SA
MRK MERCK KGAA
VOE VOESTALPINE AG
ACX ACERINOX SA
ZAL ZALANDO SE
FR VALEO SE
GEBN GEBERIT AG
VOW3 VOLKSWAGEN AG PREF
ERA ERAMET SA
NDA AURUBIS AG
SPSN SWISS PRIME SITE AG
CIE CIE AUTOMOTIVE S.A.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
ANDR ANDRITZ AG
RACE FERRARI NV
RIO RIO TINTO PLC
BHP BHP GROUP LTD
PIRC PIRELLI & C. S.P.A.
AMAG AMAG AUSTRIA METALL AG
GEST GESTAMP AUTOMOCION S.A.
FDJ LA FRANCAISE DES JEUX SA
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
STLA STELLANTIS N.V.
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
ALIV SDB AUTOLIV INC.
BRE BREMBO S.P.A.
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