INFORME DIARIO 03 FEBRERO + RDOS. ESPAÑA Y EUROPA 4T’25. PREVIEWS (ANÁ...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AEDAS HOMES, INDRA, MELIÁ, TELEFÓNICA, UNICAJA. EUROPA: INTESA SANPAOLO, 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. 4T’25 que se publicarán en España y Europa en los próximos días. El Ibex alcanza los 18.000 puntos Jornada de menos a más en las bolsas europeas, con el Ibex liderando de nuevo...

IBERIAN DAILY 03 FEBRUARY + 4Q’25 RESULTS. PREVIEWS (ANÁLISIS BANCO SA...

NEWS SUMMARY: AEDAS HOMES, INDRA, MELIÁ, UNICAJA, TELEFÓNICA. 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 4Q’25 results to be released over the coming days in Spain. Ibex hits 18,000 points European stock markets saw an increasing performance, with the Ibex leading gains again, climbing more than +1.0% where the volatility of metals continued after the election of K. Warsh ...

Bankinter S.A.: 1 director

A director at Bankinter S.A. sold 2,198 shares at 14.380EUR and the significance rating of the trade was 52/100. 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 clearly s...

Credit Morning 01/27/2026

APCOA: new bond issuance to reduce its interest burden and pay a dividend|Fnac Darty : Conference call feedback regarding the takeover bid|OPmobility to acquire Hyundai Mobis' lighting business|Jeanbrun scheme: a real boost for new home reservations?|Italmatch: New bond issuance and rating upgrade|

Morning Crédit 27/01/2026

APCOA: new bond issuance to reduce its interest burden and pay a dividend|Fnac Darty : Feedback conference call relative à l’OPA|OPmobility va racheter l’activité d’éclairage de Hyundai Mobis|Dispositif Jeanbrun, véritable coup de pouce pour les réservations de logements neufs ?|Italmatch: New bond issuance and rating upgrade|

Coffee, Croissants & Credit/Telecoms Outlook 2026, SES, Telefonica, Ar...

Fitch downgrades SES ratings to BBB- / Telefonica's €1bn green bond bond well placed / Telecoms Outlook 2026: Communicate, work and play / Aroundtown announces €250m buyback programme

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 01/23/2026

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 23/01/2026

Bankinter : Q4 2025/2026 guidance OK... but lacklustre given the stret...

Bankinter : T4 2025/guidances 2026 OK … mais sans éclat face à une val...

Bank Brunch/HCOB senior preferred bond, Bankinter 4Q and AT1

Hamburg Commercial Bank kicks off German senior preferred supply. Bankinter reports solid numbers for 4Q25, value in Sabadell AT1

Bank Brunch/HCOB senior preferred bond, Bankinter 4Q and AT1

Hamburg Commercial Bank kicks off German senior preferred supply. Bankinter reports solid numbers for 4Q25, value in Sabadell AT1

BANKINTER: MENSAJES DE LA CONFERENCE CALL RDOS. 4T’25 (ANÁLISIS BANCO ...

En la conference call de Rdos. 4T’25 se confirma el guidance conservador que anticipábamos en nuestra idea del pasado 15/01:

Credit Morning 01/22/2026

French retail sales in December and full-year overview|Ubisoft: mega profit warning|Altice France: the Bouygues/Orange/Iliad consortium mulls sweetening their offer following due diligence (BFM)|

Morning Crédit 22/01/2026

Ventes retail de décembre en France et bilan annuel|Ubisoft : mega profit warning|Altice France: le consortium Bouygues/Orange/Iliad pourrait relever son offre après une due diligence (BFM)|

BANKINTER: 4Q’25 RESULTS (ANÁLISIS BANCO SABADELL)

4Q'25 vs. 4Q'24 Results NII: € 570 M (+3.6% vs. +2% BS(e) and +3.5% consensus); Total Revenues: € 795 M (+6% vs. +4% BS(e) and +4.7% consensus); Operating Income: € 511 M (+15.8% vs. -+12% BS(e) and +12.7% consensus); Net Profit: € 278 M (+25.5% vs. +23.4% BS(e) and +22.6% consensus). 4Q'25 vs. 3Q'25 Results NII: € 570 M (+0.7% vs. -0.9% BS(e) and +0.5% consensus); Total Revenues: € 795 M (+511% vs. +3.1% BS(e) and +3.7% consensus); Operating Income: € 511 M (+6.7% vs. +3.3% BS(e) and +3.9% cons...

BANKINTER: RDOS. 4T’25 (ANÁLISIS BANCO SABADELL)

Rdos. 4T'25 vs 4T'24: M. Intereses: 570 M euros (+3,6% vs +2% BS(e) y +3,5% consenso); M. Bruto: 795 M euros (+6% vs +4% BS(e) y +4,7% consenso); M. Neto: 511 M euros (+15,8% vs -+12% BS(e) y +12,7% consenso); BDI: 278 M euros (+25,5% vs +23,4% BS(e) y +22,6% consenso). Rdos. 4T'25 vs 3T'25: M. Intereses: 570 M euros (+0,7% vs -0,9% BS(e) y +0,5% consenso); M. Bruto: 795 M euros (+511% vs +3,1% BS(e) y +3,7% consenso); M. Neto: 511 M euros (+6,7% vs +3,3% BS(e) y +3,9% consenso); BDI: 278 M euro...

IBERIAN DAILY 22 JANUARY + 4Q’25 RESULTS. PREVIEWS (ANÁLISIS BANCO SAB...

NEWS SUMMARY: ACCIONA, ACCIONA ENERGÍA, BANKINTER, MELIÁ HOTELS, TELEFÓNICA. 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 4Q’25 results to be released over the coming days in Spain. Trump announces agreement in principle on Greenland European stock markets recovered from the initial sales and ended flat after Trump’s slightly more conciliatory message in Davos. Meanwhile, US...

INFORME DIARIO 22 ENERO + RDOS. ESPAÑA Y EUROPA 4T’25. PREVIEWS (ANÁLI...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACCIONA, ACCIONA ENERGÍA, BANKINTER, MELIÁ, TELEFÓNICA. EUROPA: DANONE, 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. 4T’25 que se publicarán en España y Europa en los próximos días. Trump anuncia un principio de acuerdo sobre Groenlandia Las bolsas europeas se fueron recuperando de las venta...

Coffee, Croissants & Credit/DLR, Telefonica, Digital Networks Act

DLR acquires data centre in Malaysia / Telefonica has appointed an advisor for the potential acquisition of Zegona / European Commission to announce the Digital Networks Act