reports
- Carole Braudeau
- Carole Braudeau
- Research Department
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...
- Research Department
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...
- Research Department
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...
L’Oréal finalise l’acquisition de Kering Beauté dans le cadre de son a...
L’Oréal finalise l’acquisition de Kering Beauté dans le cadre de son alliance stratégique avec Kering Clichy, le 31 mars 2026 – L’Oréal et Kering annoncent aujourd’hui l’acquisition par L’Oréal de Kering Beauté, incluant la Maison Creed, une des plus grandes Maisons de parfums de luxe, ainsi que la signature des licences exclusives d’une durée de cinquante ans pour la création, le développement et la distribution des produits parfum et beauté des marques Bottega Veneta et Balenciaga, conformément aux conditions annoncées le 19 octobre 2025. Concernant la marque Gucci et tel que précédemme...
L’Oréal completes the acquisition of Kering Beauté within the framewor...
L’Oréal completes the acquisition of Kering Beauté within the framework of its strategic alliance with Kering Clichy, France – March 31, 2026 – L’Oréal and Kering today announced the completion of L’Oréal’s acquisition of Kering Beauté, including the House of Creed, one of the world’s foremost luxury fragrance houses, as well as the signing of fifty-year exclusive licences for the creation, development and distribution of fragrance and beauty products under the Bottega Veneta and Balenciaga brands, in accordance with the terms announced on 19th October 2025. Regarding the Gucci brand, as p...
- Pierre François Merveille
Orange : Feedback 7th TMT Credit Days – 16 & 17 March 2026
On 16 & 17 March, we organized our 7th TMT credit days with ten issuers in the telecoms, media and technology sectors: ams OSRAM, Atos, Canal+, Cellnex, Eutelsat, Nexi, Orange, Telecom Italia, Worldline and Zegona (Vodafone Spain). Over 100 credit investors registered to the event. This document summarizes the minutes of the virtual meetings by issuer. If you have participated to the meetings, we thank very much for filling in the questionnaires (links on page 2). Please don’t take this reminder...
- Mateo Salcedo
Air France-KLM : Liquidity positions and low leverage cover airlines f...
European airlines closed up FY 2025 with a rather good feeling as Q4 2025 results showed good cost control capabilities which had been their main tailwind over the past 2-3 years. While the outlook for FY 2026 was to pursue the overall good performance, the war in Iran has created a different scenario. Demand continues to hold up driven by the premium segment and across all geographies. European airlines have added new capacity to the routes to and from Asia to gain market share due to Gulf airl...
- Pierre François Merveille
Orange : Feedback 7th TMT Credit Days – 16 & 17 March 2026
On 16 & 17 March, we organized our 7th TMT credit days with ten issuers in the telecoms, media and technology sectors: ams OSRAM, Atos, Canal+, Cellnex, Eutelsat, Nexi, Orange, Telecom Italia, Worldline and Zegona (Vodafone Spain). Over 100 credit investors registered to the event. This document summarizes the minutes of the virtual meetings by issuer. If you have participated to the meetings, we thank very much for filling in the questionnaires (links on page 2). Please don’t take this reminder...
- Mateo Salcedo
Air France-KLM : Liquidity positions and low leverage cover airlines f...
European airlines closed up FY 2025 with a rather good feeling as Q4 2025 results showed good cost control capabilities which had been their main tailwind over the past 2-3 years. While the outlook for FY 2026 was to pursue the overall good performance, the war in Iran has created a different scenario. Demand continues to hold up driven by the premium segment and across all geographies. European airlines have added new capacity to the routes to and from Asia to gain market share due to Gulf airl...
- Research Department
INFORME DIARIO 23 MARZO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: IAG, INDRA. EUROPA: N/A Semana de fuertes caídas Las bolsas europeas cerraron la semana con pérdidas que rondaron el -3,5% (-2,0% en el caso del Ibex) tras los ataques a instalaciones energéticas en la guerra de Irán que provocaron fuertes repuntes en el precio del petróleo y el gas. En el STOXX 600, todos los sectores menos Energía (apoyado en la fuerte subida del precio del Brent) cerraron con pérdidas, lideradas por R. Básicos y Media. En Franci...
- Research Department
IBERIAN DAILY 23 MARCH (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: IAG, INDRA. A week of sharp drops European stock markets ended the week with losses of around -3.5% (-2.0% in the case of the IBEX) after the attacks on energy infrastructures in the war in Iran, which led to heavy increases in oil and gas prices. In the STOXX 600, all the sectors except Energy (underpinned by the sharp rise in Brent prices) ended in the red, led by Basic Materials and Media. In France, the far-right party lost support in the second round of the local elections a...
- James Ratzer
Inwit (Buy, €9.5, +52%) Previously: €11.8 Relationship status: It's c...
Inwit has issued new guidance reflecting the breakdown in the relationship with the two anchor tenants (TIM and Swisscom), implying a mid-teens cut to our cash flow forecasts. But the market thinks there’s more to come, with the current share price implying a substantial cut to MSA revenue at renewal (whether that be in 2028 or 2038).
International Consolidated Airlines Group SA: 1 director
A director at International Consolidated Airlines Group SA bought 5,000 shares at 4.000EUR 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 ov...
Annual General Meeting to be held on Tuesday April 24 2026 and 2025 Un...
Annual General Meeting to be held on Tuesday April 24 2026 and 2025 Universal Registration Document Clichy, 18 March 2026 - L’Oréal, the world’s leading beauty company, announced terms of information availability regarding the Annual General Meeting to be held on Friday 24 April 2026 and the 2025 Universal Registration Document. TERMS OF INFORMATION AVAILABILITY REGARDING THE ANNUAL GENERAL MEETING OF FRIDAY 24 AVRIL 2026The Annual General Meeting of L’Oréal (hereafter the “Company”) will be held on Friday 24 April 2026 at 10 a.m. (Paris time) at Palais des Congrès de Paris (2, place de la...
Assemblée Générale Mixte du mardi 24 avril 2026 et Document d’Enregist...
Assemblée Générale Mixte du mardi 24 avril 2026 et Document d’Enregistrement Universel 2025 Clichy, le 18 mars 2026 – L'Oréal, leader mondial de la beauté, annonce les modalités de mise à disposition des informations relatives à l’Assemblée Générale Mixte des actionnaires du vendredi 24 avril 2026 et du Document d’Enregistrement Universel 2025. MODALITÉS DE MISE À DISPOSITION DES INFORMATIONS RELATIVES À L’ASSEMBLÉE GÉNÉRALE MIXTE DES ACTIONNAIRES DU VENDREDI 24 AVRIL 2026 L’Assemblée Générale Mixte de L’Oréal (ci-après la « Société ») se tiendra le vendredi 24 avril 2026 à 10 heures,...
Disclosure of total number of voting rights and number of shares in t...
Disclosure of total number of voting rights and number of shares in the capital at February 28, 2026 French limited company (Société anonyme) with registered capital of 106,756,605.60 eurosRegistered office: 14, rue Royale, 75008 Paris632 012 100 R.C.S. ParisLegal Entity Identifier: 529900JI1GG6F7RKVI53 Disclosure of total number of voting rights and number of sharesin the capital at February 28, 2026 Pursuant to article L-233-8 II of the French “Code de Commerce” and 223-16 of the AMF's General Regulations: Total number of shares533,783,028Number of real voting rights (excluding treasur...
Déclaration du nombre total de droits de vote et du nombre d’actions c...
Déclaration du nombre total de droits de vote et du nombre d’actions composant le capital au 28 février 2026 Société anonyme au capital de 106 756 605,60 euros Siège social : 14, rue Royale, 75008 Paris632 012 100 R.C.S. ParisCode LEI (Legal Entité Identifier) : 529900JI1GG6F7RKVI53 Déclaration du nombre total de droits de vote et du nombre d’actions composant le capital au 28 février 2026 Conformément aux articles L.233-8 II du Code de commerce et 223-16 du Règlement Général de l’Autorité des Marchés Financiers : Nombre d’actions composant le capital 533 783 028Nombre réel de droi...
- Research Department
INFORME DIARIO 13 MARZO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: BBVA, IAG, TELEFÓNICA. El crudo y las dudas en crédito privado lastran la confianza en las bolsas Aumentan las caídas en los índices europeos, con el S&P 500 jugándose el soporte de los 6.700 puntos. El Euro STOXX 50 tocó la referencia de los 5.750 puntos por las tensiones en Medio Oriente (el Brent volvió a los 99 d/b) y las preocupaciones sobre el crédito privado. En el STOXX 600, los mejores sectores fueron Químicas y Utilities mientras que Via...
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