IBERIAN DAILY 21 APRIL + 1Q’26 RESULTS. PREVIEWS (ANÁLISIS BANCO SABAD...

NEWS SUMMARY: ELECTRICITY SECTOR, ENAGAS, INDRA, NEINOR, PUIG BRANDS, TALGO. 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 1Q’26 results to be released over the coming days in Spain. Corrections ahead of the end of the truce European stock markets fell in view of the new blockade of the Strait of Hormuz and the lack of progress in negotiations. Thus, the STOXX 600 saw correc...

INFORME DIARIO 21 ABRIL + RDOS. ESPAÑA Y EUROPA 1T’26. IDEAS DESTACADA...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ENAGÁS, INDRA, NEINOR HOMES, PUIG BRANDS, SECTOR ELÉCTRICO, TALGO. EUROPA: 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. 1T’26 que se publicarán en España y Europa en los próximos días. Caídas antes del final de la tregua El nuevo bloqueo del estrecho de Ormuz y la falta de avances en las negoc...

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 04/15/2026

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 15/04/2026

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 04/15/2026

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 15/04/2026

ODDO : Q1 2026 previews for Spain's three major banks: still strong!

ODDO : Preview T1 2026 des 3 banques espagnoles ‘major’ : solidité mai...

IBERIAN DAILY 07 APRIL (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: ENERGY SECTOR, GRIFOLS, IAG, INDRA, TALGO. Stock markets lacking direction in view of the uncertainty with the war in Iran On Thursday, stock markets erased part of Wednesday’s gains in view of the disappointing messages conveyed by Trump, with the end of the war still not in sight. Nevertheless, the session ended better than it began, with a significant recovery following the opening bell on the US market. With this in mind, over the course of the week European stock markets ral...

INFORME DIARIO 07 ABRIL (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: GRIFOLS, IAG, INDRA, SECTOR ENERGÍA, TALGO. EUROPA: ASML. Las bolsas sin dirección ante un escenario bélico en Irán que sigue sin definirse El jueves las bolsas europeas desdibujaron parte de los avances del miércoles ante la decepción con los mensajes de D. Trump, que siguen sin permitir entrever el final de la guerra. Con todo, la semana pasada los índices europeos se recuperaron más de un +3% desde los mínimos al cierre de la semana anterior y to...

IBERIAN DAILY 01 APRIL (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: N/A. Stock markets continue to price in the end of the war European stock markets saw an increasing performance, pricing in D. Tump’s comments about an imminent end of the war (in 2-3 weeks) although he also stated that if the Strait of Hormuz is closed is not relevant and crude oil prices continued to hit highs. D. Trump is expected to update the conflict situation tonight. Iran’s president stated that Iran wishes to end the conflict provided that guarantees are offered the coun...

TALGO: FY2025 RESULTS (ANÁLISIS BANCO SABADELL)

4Q'25 vs. 4Q'24 Results Sales: € 175.1 M (+2.2%); EBITDA: € 3.9 M (€ -104.4 M in FY2024); FY2025 vs. FY2024 Results Sales: € 618.2 M (-7.6%); EBITDA: € 0.6 M (€ -46.7 M in FY2024); Net Profit: € -100.7 M (€ -107.9 M in FY2024);

IBERIAN DAILY 02 MARCH (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: AMADEUS, AMPER, CAF, IBERDROLA, REDEIA, TALGO, TELEFÓNICA, UNICAJA. We begin a highly volatile week European stock markets ended last week with corrections whereas doubts persist in the technology sector and the geopolitical tension between the US and Iran continues. The Ibex endured battery of earnings and ended above 18,000 points. In the STOXX 600, the best-performing sectors last week were Utilities and Real Estate, whereas Basic Materials and Telecoms had the biggest drops....

INFORME DIARIO 02 MARZO + RDOS. EUROPA. PREVIEWS (ANÁLISIS BANCO SABAD...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AMADEUS, AMPER, CAF, IBERDROLA, REDEIA, TALGO, TELEFÓNICA, UNICAJA. 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. Empezamos una semana de elevada volatilidad Las bolsas europeas cerraron la semana con pérdidas, mientras persisten las dudas e...

Credit Morning 02/27/2026

INEOS Quattro: conference call comments|NIH: improvement in certain indicators in H2, but still little visibility on M&A|Ardagh Group surprises with strong increase in glass EBITDA in Q4|Clariane : Satisfactory 2025 results thanks to strong recovery in H2 25 and B2/B+ ratings assigned by Moody’s and S&P|

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 02/27/2026

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 27/02/2026

Morning Crédit 27/02/2026

INEOS Quattro: conference call comments|NIH : amélioration de certains indicateurs au S2 mais toujours peu de visibilité sur le M&A|Ardagh Group surprend avec une forte hausse de l’EBITDA verre au T4|Clariane : Résultats 2025 satisfaisants grâce à un bon rattrapage au 2nd semestre et ratings B2/B+ attribués par Moody’s et S&P|

Allianz : Underlying operating momentum remains favourable

Allianz : La dynamique opérationnelle sous-jacente reste favorable