reports
- Research Department
IBERIAN DAILY 26 SEPTEMBER (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: ACS, BANKING SECTOR, INDRA, PHARMA SECTOR. Rate cuts lose steam European stock markets fell, as the strong US employment data and the latest comments from the Fed have cooled the likelihood of seeing the amount of rate cuts the market expects (fed fund futures through Dec’25 rising to 3.76%). Thus, in the STOXX 600, the best-performing sectors were Basic Materials and Retail, whereas Pharma and Construction suffered the biggest drops. On the macro side, in the euro zone August’s M...
- Research Department
INFORME DIARIO 26 SEPTIEMBRE (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACS, INDRA, SECTOR BANCARIO, SECTOR FARMA. EUROPA: INTESA SAN PAOLO, UNICREDIT. Las bajadas de tipos pierden fuerza Caídas en las bolsas europeas, ya que la fortaleza en los datos de empleo americanos y los últimos comentarios desde la Fed enfrían las probabilidades de ver las bajadas de tipos que el mercado espera (futuros de los fed funds a dic’25 corrigen al alza hasta el 3,76%). Así, en el STOXX 600 los mejores sectores fueron R. Básicos y Ret...
Iberdrola S.A.: 1 director
A director at Iberdrola S.A. bought 5,183 shares at 15.628EUR and the significance rating of the trade was 58/100. 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...
- Ahmed Ben Salem
- Ahmed Ben Salem
- Louis Boujard
- CFA
- Philippe Ourpatian
- Louis Boujard
- CFA
- Philippe Ourpatian
- Research Department
IBERIAN DAILY 25 SEPTEMBER (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: CAF, IBERDROLA, SANTANDER. Drivers lacking to hit new highs In a session without drivers, European stock markets were a mixed bag after Trump reaffirmed his support of NATO’s defence. In the STOXX 600, the best-performing sectors were cyclicals linked to raw materials like Basic Materials and Energy, but also the industrial subsector of Defence, whereas Construction and Financial Services ended with the biggest drops. On the macro side, in Germany the IFO worsened unexpectedly in ...
- Research Department
INFORME DIARIO 25 SEPTIEMBRE (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CAF, IBERDROLA, SANTANDER. EUROPA: TOTALENERGIES. Falta de catalizadores para llegar a nuevos máximos En una jornada sin catalizadores, las bolsas europeas cerraron mixtas después de que D. Trump reafirmase su apoyo a la defensa de la OTAN. En el STOXX 600 los mejores sectores fueron cíclicos ligados a las materias primas como R. Básicos y Energía pero también el subsector industrial de Defensa mientras que Construcción y S. Financieros terminaron...
LVMH: Share transactions disclosure
LVMH: Share transactions disclosure Paris, September 23rd, 2025 The disclosure of share transactions carried out from September 15th to September 19th, 2025, was sent to the AMF on September 23rd, 2025. As required by current law, this document is publically available and can be consulted on the Company’s website () under the section «regulated information». LVMH LVMH Moët Hennessy Louis Vuitton is represented in Wines and Spirits by a portfolio of brands that includes Moët & Chandon, Dom Pérignon, Veuve Clicquot, Krug, Ruinart, Mercier, Château d’Yquem, Domaine du Clos des Lambrays, Châ...
LVMH : Déclaration des transactions sur actions propres
LVMH : Déclaration des transactions sur actions propres Paris, le 23 septembre 2025 La déclaration des transactions sur actions propres réalisées du 15 au 19 septembre 2025 a été adressée à l’Autorité des Marchés Financiers le 23 septembre 2025. Ce document est tenu à la disposition du public dans les conditions prévues par la réglementation en vigueur et peut être consulté dans la rubrique «information réglementée» du site internet de la Société (). LVMH LVMH Moët Hennessy Louis Vuitton est présent dans les Vins & Spiritueux au travers notamment des Maisons Moët & Chandon, Dom Pérignon,...
- Bruno Cavalier
- Ghada Ben Sedrine
- Nicolas David
MC LVMH MOET HENNESSY LOUIS VUITTON SE
ACN ACCENTURE PLC CLASS A
SSAB A SSAB AB CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
FLY SOCIETE FONCIERE LYONNAISE SA
INF INFOTEL SA
ASY ASSYSTEM SA
EL ESSILORLUXOTTICA SA
FAGR FAGRON SA
SWP SWORD GROUP SE
BRBY BURBERRY GROUP PLC
AUB AUBAY SA
KER KERING SA
ATE ALTEN SA
CAP CAPGEMINI SE
01913 PRADA S.P.A.
SAVE SAVENCIA SA
VRNL VERNEUIL PARTICIPATIONS
CTAC CTAC N.V.
TIETO TIETOEVRY OYJ
COK CANCOM SE
BC8 BECHTLE AG
ADN1 ADESSO AG
GNFT GENFIT SA
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
IDR INDRA SISTEMAS S.A. CLASS A
ECONT ECONOCOM GROUP SE CLASS D
REY REPLY S.P.A.
AGR AGRANA BETEILIGUNGS-AG
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
NA9 NAGARRO
FUR FUGRO NV
HDF HYDROGENE DE FRANCE
ZGN ERMENEGILDO ZEGNA NV
STM STABILUS SE
IOS IONOS GROUP SE
ATO ATOS SE
TRIO TRIODOS BANK N.V.
- Bruno Cavalier
- Ghada Ben Sedrine
- Nicolas David
MC LVMH MOET HENNESSY LOUIS VUITTON SE
ACN ACCENTURE PLC CLASS A
SSAB A SSAB AB CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
FLY SOCIETE FONCIERE LYONNAISE SA
INF INFOTEL SA
ASY ASSYSTEM SA
EL ESSILORLUXOTTICA SA
FAGR FAGRON SA
SWP SWORD GROUP SE
BRBY BURBERRY GROUP PLC
AUB AUBAY SA
KER KERING SA
ATE ALTEN SA
CAP CAPGEMINI SE
01913 PRADA S.P.A.
SAVE SAVENCIA SA
VRNL VERNEUIL PARTICIPATIONS
CTAC CTAC N.V.
TIETO TIETOEVRY OYJ
COK CANCOM SE
BC8 BECHTLE AG
ADN1 ADESSO AG
GNFT GENFIT SA
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
IDR INDRA SISTEMAS S.A. CLASS A
ECONT ECONOCOM GROUP SE CLASS D
REY REPLY S.P.A.
AGR AGRANA BETEILIGUNGS-AG
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
NA9 NAGARRO
FUR FUGRO NV
HDF HYDROGENE DE FRANCE
ZGN ERMENEGILDO ZEGNA NV
STM STABILUS SE
IOS IONOS GROUP SE
ATO ATOS SE
TRIO TRIODOS BANK N.V.
- Research Department
IBERIAN DAILY 22 SEPTEMBER (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: ELECTRICITY SECTOR, IBERDROLA. IBEX “saves” the week Slight gains in Europe on Friday, but somewhat stronger for the IBEX, which had lagged behind in a positive week for stock markets, where we highlight the performance of the technology sector on both sides of the Atlantic. In the STOXX 600, Technology was the sector that rose the most on the week (+5%), with Media and Telecoms falling the most. On the macro side, in the UK August’s retail sales fell less than expected. In France...
- Research Department
- Jean Danjou
- Jean Danjou
TotalEnergies : Sustainability Weekly 15-19 September 2025
Last week, we published a flash note on the latest IEA study on oil and gas field declines. The UN published a report recommending that its member states take legal action against companies involved in the genocide in Gaza. Eurosif, EFAMA and PRI are calling for the establishment of a credible voluntary standard for sustainability reporting for small and mid-cap companies. Norges Bank announced the exclusion of Eramet due to an ‘unacceptable risk that the company contributes to or is responsible...
TotalEnergies : Sustainability Weekly 15 – 19 septembre 2025
La semaine dernière, nous avons publié un flash portant sur la dernière étude de l’AIE sur les déclins des champs pétroliers & gaziers. L’ONU a publié un rapport recommandant à ses Etats membres d’engager des actions en justice contre les entreprises impliquées dans le génocide à Gaza. Eurosif, EFAMA et PRI appellent à la mise en place d'une norme volontaire crédible en matière de reporting sur le développement durable pour les petites et moyennes capitalisations. La Norges Bank a annoncé l'excl...
- Delphine Brault
- Marc Lavaud
- Nathan Mietlicki
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