reports
- Luis de Toledo Heras
ITP INTERPARFUMS
RWE RWE AG
AALB AALBERTS N.V.
SEFER SERGEFERRARI GROUP SA
SSO SCATEC ASA
ENG ENAGAS SA
DGM DIAGNOSTIC MEDICAL SYSTEMS
GLPG GALAPAGOS NV
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
COPN COSMO PHARMACEUTICALS NV
HOME NEINOR HOMES SA
GRE GRENERGY RENOVABLES
DSC1 DUTCH STAR C SHAR
OVH OVH GROUPE
ALLFG ALLFUNDS (UK) LTD
FLOW FLOW TRADERS LTD
PLNW PLANISWARE
ATO ATOS SE
- Luis de Toledo Heras
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
ITP INTERPARFUMS
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
RWE RWE AG
01913 PRADA S.P.A.
AALB AALBERTS N.V.
MONC MONCLER SPA
SEFER SERGEFERRARI GROUP SA
SSO SCATEC ASA
ENG ENAGAS SA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
DGM DIAGNOSTIC MEDICAL SYSTEMS
GLPG GALAPAGOS NV
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
COPN COSMO PHARMACEUTICALS NV
HOME NEINOR HOMES SA
GRE GRENERGY RENOVABLES
DSC1 DUTCH STAR C SHAR
OVH OVH GROUPE
ALLFG ALLFUNDS (UK) LTD
ZGN ERMENEGILDO ZEGNA NV
FLOW FLOW TRADERS LTD
PLNW PLANISWARE
ATO ATOS SE
- Luis de Toledo Heras
- Virginia Romero
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Jesse Norcross
- Nadège Tillier
- Timothy Rahill
- Virginia Romero
- Research Department
IBERIAN DAILY 21 OCTOBER + 3Q’25 RESULTS. PREVIEWS (ANÁLISIS BANCO SAB...
NEWS SUMMARY: ENAGÁS, TELEFÓNICA, VIDRALA. 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’25 results to be released over the coming days in Spain. IBEX looking up at 16,000 points Following the strong session in Asia (Japan hit a new record high), the euphoria continued in Europe, which rose more than +1.3% thanks to the German DAX and the IBEX. In the STOXX 600, all the se...
- Research Department
INFORME DIARIO 21 OCTUBRE + RDOS. ESPAÑA Y EUROPA 3T’25. PREVIEWS (ANÁ...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ENAGÁS, TELEFÓNICA, VIDRALA. EUROPA: BNP PARIBAS. 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’25 que se publicarán en España y Europa en los próximos días. El Ibex mira a los 16.000 puntos Tras la buena jornada asiática (Japón renovó sus máximos históricos), la euforia continuó en Europa, que subió ...
- Carole Braudeau
- Carole Braudeau
- Luis de Toledo Heras
- Thomas Zlowodzki
- Luis de Toledo Heras
- Thomas Zlowodzki
- Luis de Toledo Heras
- Research Department
IBERIAN DAILY 15 OCTOBER (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: COLONIAL, ENAGÁS, VISCOFAN. All eyes on the trade front again European stock markets fell, dragged down by the trade war. Meanwhile, BoFA’s investors survey suggested underweighting of liquidity at highs from Dec’24 and the most bullish investor sentiment since Feb’25 although the bubble in AI shares is seen as the main risk for the first time. In the STOXX 600 Telecoms and Insurance were the best performers whereas cyclical sectors such as Basic Resources and Autos saw the bigge...
- Research Department
INFORME DIARIO 15 OCTUBRE + RDOS. EUROPA 3T’25. PREVIEWS (ANÁLISIS BAN...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ENAGÁS, INMOBILIARIA COLONIAL, VISCOFAN. EUROPA: ASML, INTESA SANPAOLO, LVMH, UNICREDIT. 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’25 que se publicarán en España y Europa en los próximos días. De nuevo, el frente comercial Correcciones en los índices de Europa, enfrascados en el enfrentamiento come...
- Ben Rickett
- James Ratzer
1&1 (Neutral, €22, +10%) United Internet (Neutral, €31, +13%) Telefoni...
With the Telefonica CMD around the corner (4 November), we revisit our 1&1 valuation and reassess potential synergies from German mobile consolidation. We estimate a transaction could value 1&1 equity at €6.7bn (€38/ share, +90% upside) assuming synergies are split equally, or potentially higher if Vodafone were also to bid.
- Carole Braudeau
- Carole Braudeau
- Carole Braudeau
- Bruno Cavalier
- Emmanuel Matot
- Nicolas David
- Philippe Ourpatian
- Thomas Zlowodzki
EDP EDP-ENERGIAS DE PORTUGAL SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
BEI BEIERSDORF AG
EL ESSILORLUXOTTICA SA
OMV OMV AG
BRBY BURBERRY GROUP PLC
KER KERING SA
ACX ACERINOX SA
EBRO EBRO FOODS SA
REE RED ELECTRICA CORP. SA
ELE ENDESA S.A.
01913 PRADA S.P.A.
FAE FAES FARMA S.A.
REP REPSOL SA
COR CORTICEIRA AMORIM SGPS SA
BKT BANKINTER SA
ANA ACCIONA SA
LPP LPP S.A.
CCC CCC SA
CIE CIE AUTOMOTIVE S.A.
FDR FLUIDRA S.A.
AMS AMADEUS IT GROUP SA CLASS A
MONC MONCLER SPA
EDR EDREAMS ODIGEO SA
LOG COMPANIA DE DISTRIBUCION INTEGRAL LOGISTA HOLDINGS S.A.
NVG NAVIGATOR COMPANY SA
ENG ENAGAS SA
ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA
EUR EUROCASH S.A.
A3TV ATRESMEDIA CORPORACION DE MEDIOS DE COMUNICACION SA
MAP MAPFRE SA
ENC ENCE ENERGIA Y CELULOSA SA
RENE REDES ENERGETICAS NACIONAIS SA
CABK CAIXABANK SA
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
COL INMOBILIARIA COLONIAL SOCIMI SA
MERLIN MERLIN PROPERTIES SOCIMI S.A.
CLNX CELLNEX TELECOM S.A.
MEL MELIA HOTELS INTERNATIONAL S.A.
ALM ALMIRALL SA
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
IDR INDRA SISTEMAS S.A. CLASS A
PSG PROSEGUR COMPANIA DE SEGURIDAD SA
UNI UNICAJA BANCO S.A.
CASH PROSEGUR CASH SA
HOME NEINOR HOMES SA
BFSA BEFESA SA
DNP DINO POLSKA S.A.
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
MVC METROVACESA SA
SFG SPHERA FRANCHISE GROUP SA
ATRY ATRYS HEALTH
GEST GESTAMP AUTOMOCION S.A.
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
EAT AMREST HOLDINGS SE
GRE GRENERGY RENOVABLES
ALG ALLEGRO.EU SA
ANR ANSWEAR.COM
ZGN ERMENEGILDO ZEGNA NV
FER FERROVIAL SA
ENER GRUPO ECOENER S.A.
HBX HBX GROUP INTERNATIONAL PLC
AENA AENA S.M.E. SA
CIRSA CIRSA ENTERPRISES S.A.
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