reports
- Dave Nicoski
- Ross LaDuke
Vital Signs: Actionable charts
In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.
TWI TITAN INTERNATIONAL INC.
TTMI TTM TECHNOLOGIES INC.
TPH TRI POINTE HOMES INC.
TDOC TELADOC HEALTH INC.
NTRS NORTHERN TRUST CORPORATION
LINC LINCOLN EDUCATIONAL SERVICES
PLNT PLANET FITNESS INC. CLASS A
GOGO GOGO INC.
FHN FIRST HORIZON CORPORATION
EXEL EXELIXIS INC.
EVH EVOLENT HEALTH INC CLASS A
DY DYCOM INDUSTRIES INC.
CRM SALESFORCE.COM INC.
BZH BEAZER HOMES USA INC.
APEI AMERICAN PUBLIC EDUCATION
CIVB CIVISTA BANCSHARES
ALV ALLIANZ SE
CW CURTISS-WRIGHT CORPORATION
PARR PAR PACIFIC HOLDINGS INC
TAYD TAYLOR DEVICES INC.
VVV VALVOLINE INC.
IRTC IRHYTHM TECHNOLOGIES INC.
LAUR LAUREATE EDUCATION INC. CLASS A
MCB METROPOLITAN BANK HOLDING
BKNG BOOKING HOLDINGS INC.
HOV HOVNANIAN ENTERPRISES INC. CLASS A
HWM HOWMET AEROSPACE INC.
TSO TESORO RESOURCES
FWONA LIBERTY FORMULA ONE
- Research Department
IBERIAN DAILY 23 JUNE (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: AEDAS, IAG, INDRA, NEINOR, OHLA. US attacks Iran The risk of a military intervention by the US in Iran weighed on the market last week, and the 2-week deadline decided by D. Trump calmed stock markets. However, the movement of the military arsenal continued in the Middle East area, and in the end the US launched a weekend air attack on 3 Iranian nuclear targets. In the STOXX 600, Real Estate and Energy saw the biggest gains last week vs. Pharma and Retail that ended with the bigge...
- Research Department
INFORME DIARIO 23 JUNIO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AEDAS, IAG, INDRA, NEINOR, OHLA. EUROPA: SCHNEIDER ELECTRIC. EE.UU. ataca Irán El riesgo de una intervención militar de EE.UU. en Irán sobrevoló sobre el mercado durante la semana pasada y el plazo de dos semanas que se había dado D. Trump alivió a las bolsas. Sin embargo, el movimiento de arsenal militar seguía llegando a la zona de O. Medio y finalmente EE.UU. ha lanzado durante el fin de semana un ataque aéreo sobre 3 objetivos nucleares. Irán h...
- Christian Arnold
- Tobias Fahrenholz
LHN HOLCIM AG
CLN CLARIANT AG
DKSH DKSH HOLDING AG
NOVN NOVARTIS AG
GIVN GIVAUDAN SA
LONN LONZA GROUP AG
IDL ID LOGISTICS GROUP
ARYN ARYZTA AG
ITP INTERPARFUMS
NESN NESTLE S.A.
BEN BENETEAU SA
OERL OC OERLIKON CORPORATION AG
GEBN GEBERIT AG
BAS BASF SE
IMPN IMPLENIA AG
SUN SULZER AG
RIEN RIETER HOLDING AG
DOKA DORMAKABA HOLDING AG
YPSN YPSOMED HOLDING AG
BCHN BURCKHARDT COMPRESSION HOLDING AG
FLU FLUGHAFEN WIEN AG
BOSN BOSSARD HOLDING AG
SFSN SFS GROUP AG
VACN VAT GROUP AG
COPN COSMO PHARMACEUTICALS NV
SIK SIKA AG
MEDCL MEDINCELL SA
SRAIL STADLER RAIL AG
STMN STRAUMANN HOLDING AG
ACLN ACCELLERON INDUSTRIES LTD
DSFIR KONINKLIJKE DSM N.V.
SGSN SGS SA
SFZN SIEGFRIED HOLDING AG
- Christian Arnold
- Tobias Fahrenholz
LHN HOLCIM AG
FME FRESENIUS MEDICAL CARE AG
CLN CLARIANT AG
BVI BUREAU VERITAS SA
ROG ROCHE HOLDING LTD
DKSH DKSH HOLDING AG
NOVN NOVARTIS AG
GIVN GIVAUDAN SA
LONN LONZA GROUP AG
ARYN ARYZTA AG
NESN NESTLE S.A.
OERL OC OERLIKON CORPORATION AG
REE RED ELECTRICA CORP. SA
GEBN GEBERIT AG
BAS BASF SE
SAN SANOFI
IMPN IMPLENIA AG
SUN SULZER AG
RIEN RIETER HOLDING AG
DOKA DORMAKABA HOLDING AG
LPP LPP S.A.
YPSN YPSOMED HOLDING AG
BCHN BURCKHARDT COMPRESSION HOLDING AG
BOSN BOSSARD HOLDING AG
SFSN SFS GROUP AG
VACN VAT GROUP AG
COPN COSMO PHARMACEUTICALS NV
AZN ASTRAZENECA PLC
SIK SIKA AG
SRAIL STADLER RAIL AG
STMN STRAUMANN HOLDING AG
GSK GSK PLC
ACLN ACCELLERON INDUSTRIES LTD
DSFIR KONINKLIJKE DSM N.V.
SGSN SGS SA
NOVO B NOVO NORDISK A/S
SFZN SIEGFRIED HOLDING AG
- Christian Arnold
- Tobias Fahrenholz
LHN HOLCIM AG
CLN CLARIANT AG
DKSH DKSH HOLDING AG
NOVN NOVARTIS AG
GIVN GIVAUDAN SA
LONN LONZA GROUP AG
IDL ID LOGISTICS GROUP
ARYN ARYZTA AG
ITP INTERPARFUMS
NESN NESTLE S.A.
BEN BENETEAU SA
OERL OC OERLIKON CORPORATION AG
GEBN GEBERIT AG
BAS BASF SE
IMPN IMPLENIA AG
SUN SULZER AG
RIEN RIETER HOLDING AG
DOKA DORMAKABA HOLDING AG
YPSN YPSOMED HOLDING AG
BCHN BURCKHARDT COMPRESSION HOLDING AG
FLU FLUGHAFEN WIEN AG
BOSN BOSSARD HOLDING AG
SFSN SFS GROUP AG
VACN VAT GROUP AG
COPN COSMO PHARMACEUTICALS NV
SIK SIKA AG
MEDCL MEDINCELL SA
SRAIL STADLER RAIL AG
STMN STRAUMANN HOLDING AG
ACLN ACCELLERON INDUSTRIES LTD
DSFIR KONINKLIJKE DSM N.V.
SGSN SGS SA
SFZN SIEGFRIED HOLDING AG
- Christian Arnold
- Tobias Fahrenholz
LHN HOLCIM AG
FME FRESENIUS MEDICAL CARE AG
CLN CLARIANT AG
BVI BUREAU VERITAS SA
ROG ROCHE HOLDING LTD
DKSH DKSH HOLDING AG
NOVN NOVARTIS AG
GIVN GIVAUDAN SA
LONN LONZA GROUP AG
ARYN ARYZTA AG
NESN NESTLE S.A.
OERL OC OERLIKON CORPORATION AG
REE RED ELECTRICA CORP. SA
GEBN GEBERIT AG
BAS BASF SE
SAN SANOFI
IMPN IMPLENIA AG
SUN SULZER AG
RIEN RIETER HOLDING AG
DOKA DORMAKABA HOLDING AG
LPP LPP S.A.
YPSN YPSOMED HOLDING AG
BCHN BURCKHARDT COMPRESSION HOLDING AG
BOSN BOSSARD HOLDING AG
SFSN SFS GROUP AG
VACN VAT GROUP AG
COPN COSMO PHARMACEUTICALS NV
AZN ASTRAZENECA PLC
SIK SIKA AG
SRAIL STADLER RAIL AG
STMN STRAUMANN HOLDING AG
GSK GSK PLC
ACLN ACCELLERON INDUSTRIES LTD
DSFIR KONINKLIJKE DSM N.V.
SGSN SGS SA
NOVO B NOVO NORDISK A/S
SFZN SIEGFRIED HOLDING AG
- Christian Arnold
- Tobias Fahrenholz
ODDO : Swiss Equities Conference Feedback – Difficult Q2 but some H2 2...
ODDO BHF and Commerzbank jointly hosted the Swiss Equities Conference in Interlaken, Switzerland, from 10 to 12 June 2025. The event was attended by 64 companies (out of which 59 are listed, and with BASF one non-Swiss company). Some 125 investors met mostly (85%) C-level management in 440 meetings (one-on-one, one-to-few) and plenary sessions, resulting in some 1,100 interactions. Based on our positive assessments for Q2 & H2 2025 as well as beyond, we would like to highlight Accelleron (poten...
LHN HOLCIM AG
CLN CLARIANT AG
DKSH DKSH HOLDING AG
NOVN NOVARTIS AG
GIVN GIVAUDAN SA
LONN LONZA GROUP AG
ARYN ARYZTA AG
NESN NESTLE S.A.
OERL OC OERLIKON CORPORATION AG
GEBN GEBERIT AG
BAS BASF SE
IMPN IMPLENIA AG
SUN SULZER AG
RIEN RIETER HOLDING AG
DOKA DORMAKABA HOLDING AG
YPSN YPSOMED HOLDING AG
BCHN BURCKHARDT COMPRESSION HOLDING AG
BOSN BOSSARD HOLDING AG
SFSN SFS GROUP AG
VACN VAT GROUP AG
COPN COSMO PHARMACEUTICALS NV
SIK SIKA AG
SRAIL STADLER RAIL AG
STMN STRAUMANN HOLDING AG
ACLN ACCELLERON INDUSTRIES LTD
DSFIR KONINKLIJKE DSM N.V.
SGSN SGS SA
SFZN SIEGFRIED HOLDING AG
- Research Department
IBERIAN DAILY 18 JUNE (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: CIE AUTOMOTIVE, ELECTRICITY SECTOR, IAG, TALGO. Ups and downs on the market European stock markets were back in the red, while the conflict between Israel and Iran entered its fifth day, and before the Fed’s decision today. In the STOXX 600, only Energy and Real Estate ended in green numbers, whereas Banks and Travel & Leisure once again posted the biggest losses. On the macro side, in Germany the ZEW index improved more than expected in June thanks to the fiscal measures announce...
- Jeroen van den Broek
- Timothy Rahill
Credit Outlook update/An unstoppable force against an immovable object
As we approach summer and reflect upon the already very busy and volatile first half of the year, we review our Credit Markets Outlook for 2025 and offer an update on our views, positioning and forecasts for the remainder of the year. We include our Picks and Pans on the Utilities, TMT, Real Estate and Bank sectors.
GFC GECINA SA
PBB DEUTSCHE PFANDBRIEFBANK AG
PSA PUBLIC STORAGE
RBI RAIFFEISEN BANK INTERNATIONAL AG
WKL WOLTERS KLUWER NV
ORSTED ORSTED
DTE DEUTSCHE TELEKOM AG
ICAD ICADE SA
DLR DIGITAL REALTY TRUST INC.
TEF TELEFONICA SA
SAB BANCO DE SABADELL SA
GRDDY GRAND CITY PROPERTIES SA
- Research Department
IBERIAN DAILY 09 JUNE (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: CAIXABANK, ENCE, FERROVIAL, NATURGY, TELEFÓNICA, VISCOFAN. Stock markets try to climb above highs Despite the absence of good macroeconomic data last week, stock markets ended with gains, fuelled by the US (the S&P500 rose around +1.7%) and by the better employment data at the end of the week. In the STOXX 600, the best-performing sectors last weekk were Technology and Pharma, whereas Autos and Media ended with the biggest drops. On the macro side, in the euro zone, the 1Q’25 GDP ...
- Research Department
INFORME DIARIO 09 JUNIO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CAIXABANK, ENCE, FERROVIAL, NATURGY, TELEFÓNICA, VISCOFAN. Las bolsas siguen intentando superar los máximos A pesar de una semana sin buenos datos macro, las bolsas terminaron al alza con el empuje de EE.UU. donde el S&P 500 subió un +1,1%. En el STOXX 600 los mejores sectores de la semana fueron Tecnología y Farma frente a Autos y Media que fueron los que más cayeron. En la Eurozona el PIB 1T’25 se revisó al alza 0,3 p.p. hasta el 1,5% a/a mientras...
- Mateo Salcedo
Air France-KLM : Steady performance despite current market volatility
European legacy airlines started the year with the right foot, all delivering a y/y improvement in profitability supported by higher unit revenues amid the good performance in the premium segment. Other activities such as cargo and MRO also delivered a positive performance during the quarter. FCF generation was positive supported by the seasonal working capital inflows leading to an overall deleveraging of the balance sheet of all groups. Despite current market volatility, the outlook remains po...
- Mateo Salcedo
Air France-KLM : Steady performance despite current market volatility
European legacy airlines started the year with the right foot, all delivering a y/y improvement in profitability supported by higher unit revenues amid the good performance in the premium segment. Other activities such as cargo and MRO also delivered a positive performance during the quarter. FCF generation was positive supported by the seasonal working capital inflows leading to an overall deleveraging of the balance sheet of all groups. Despite current market volatility, the outlook remains po...
BASF SE: 1 director
A director at BASF SE bought 9,700 shares at 41.619EUR and the significance rating of the trade was 90/100. 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 showin...
- Research Department
IBERIAN DAILY 04 JUNE (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: ACS, ELECTRICITY SECTOR, INDRA, SOLARIA. Sideways markets, awaiting news Except for the IBEX, which saw profit taking (-0.7%), European stock markets rose slightly awaiting progress in trade talks (Xi Jinping and D. Trump would talk next Friday). In the STOXX 600, the best-performing sectors were Energy (leader for the second straight day, with Brent rallying above US$ 65.80) and Technology, whereas Media and Basic Materials suffered the biggest losses. On the macro side, in the e...
- Research Department
INFORME DIARIO 04 JUNIO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACS, INDRA, SECTOR ELÉCTRICO, SOLARIA. EUROPA: CAMBIOS EURO STOXX 50. Mercados laterales a la espera de noticias A excepción del Ibex que recogió beneficios (-0,7%) se vieron tímidas subidas en Europa mientras se esperan avances en las negociaciones comerciales (Xi Jinping y D. Trump hablarían este viernes). En el STOXX 600 los mejores sectores fueron Energía (líder por segunda jornada consecutiva, el Brent recuperó los 65,8 d/b) y Tecnología, mient...
- Research Department
IBERIAN DAILY 03 JUNE (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: ACS, BANKINTER. Trade situation raising doubts European stock markets ended with slight drops, except the IBEX 35, which once again saw gains. Meanwhile, the EC regretted the expected doubling on steel tariffs and would be readying countermeasures on € 95 Bn of imports in addition to the € 21 Bn already announced (but suspended awaiting trade negotiations). In the STOXX 600, the best-performing sectors were Energy (taking advantage of the oil rally) and Insurance, whereas Autos an...
- Research Department
INFORME DIARIO 03 JUNIO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACS, BANKINTER. EUROPA: AIRBUS. El tema comercial genera dudas Las bolsas europeas terminaron con leves caídas, con la excepción del Ibex 35 que volvió a desmarcarse con subidas. Mientras, la CE lamentó la duplicación prevista sobre los aranceles sobre el acero, y estaría preparando contramedidas sobre 95.000 M de euros de importaciones adicionales a los 21.000 M de euros ya anunciados (pero suspendidos a la espera de las negociaciones comerciales)....
- Ahmed Ben Salem
- Bruno Cavalier
- Steven Boumans
TKA THYSSENKRUPP AG
EQNR EQUINOR ASA
MT ARCELORMITTAL SA
GALP GALP ENERGIA SGPS SA CLASS B
APAML APERAM SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
LI KLEPIERRE SA
COV COVIVIO SA
ROG ROCHE HOLDING LTD
OUT1V OUTOKUMPU OYJ
GFC GECINA SA
SSAB A SSAB AB CLASS A
NXI NEXITY SA CLASS A
NOVN NOVARTIS AG
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
FLY SOCIETE FONCIERE LYONNAISE SA
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
SZG SALZGITTER AG
EL ESSILORLUXOTTICA SA
WHA WERELDHAVE N.V.
KCO KLOECKNER & CO SE
BLND BRITISH LAND COMPANY PLC
BRBY BURBERRY GROUP PLC
KOF KAUFMAN & BROAD SA
JCQ JACQUET METALS SA
KER KERING SA
ALTA ALTAREA SCA
VNA VONOVIA SE
VOE VOESTALPINE AG
ACX ACERINOX SA
ENI ENI S.P.A.
XIOR XIOR STUDENT HOUSING N.V.
BAS BASF SE
SAN SANOFI
ICAD ICADE SA
01913 PRADA S.P.A.
REP REPSOL SA
BYG BIG YELLOW GROUP PLC
COFB COFINIMMO SA
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
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
MONC MONCLER SPA
CPINV CARE PROPERTY INVEST SA
SAFE SAFESTORE HOLDINGS PLC
ARG ARGAN SA
VGP VGP NV
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
NN NN GROUP N.V.
MERLIN MERLIN PROPERTIES SOCIMI S.A.
DKG DEUTSCHE KONSUM REIT-AG
AZN ASTRAZENECA PLC
BP. BP P.L.C.
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
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
WDP WAREHOUSES DE PAUW SCA
DSY DASSAULT SYSTEMES SA
ECMPA EUROCOMMERCIAL PROPERTIES NV
CTPNV CTP NV
SHEL SHELL PLC
ONE ONE UNITED PROPERTIES SA
GSK GSK PLC
SHUR SHURGARD SELF STORAGE LIMITED
H2O HIDROELECTRICA S.A.
NOVO B NOVO NORDISK A/S
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