reports
- Luis Arredondo
INFORME SECTORIAL AUTOPISTAS EUROPA: SEGUIMOS VIENDO CATALIZADORES (AN...
Seguimos viendo catalizadores. Nuestra favorita es Ferrovial. A pesar de un entorno de crecimiento económico limitado e inflación a la baja, seguimos viendo catalizadores. Ferrovial (P.O. 65,0 euros/acc; +13% potencial) es nuestra favorita por las favorables perspectivas de sus Managed Lanes y 407ETR (especialmente a nivel de tarifas), su mayor sensibilidad a tipos y mejor posicionamiento de cara a la licitación de Managed Lanes. En Sacyr (P.O. 4,60 euros/acc; +15% potencial) estamos positivos p...
- Research Department
IBERIAN DAILY 05 FEBRUARY + 4Q’25 RESULTS. PREVIEWS (ANÁLISIS BANCO SA...
NEWS SUMMARY: ARCELORMITTAL, HIGHWAY SECTOR, IAG, INDRA, SANTANDER. 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 continues to climb It was a positive session for European stock markets thanks to business results and despite mounting tension in Iran and the drops in the technology sector. In the STOXX 600, Chemi...
- Research Department
IBERIAN DAILY 19 JANUARY + 4Q’25 RESULTS. HIGHLIGHTS AND REST OF PREVI...
NEWS SUMMARY: ACS, GREENING, INDRA, MAPFRE, MERLIN PROPERTIES, 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. Between the US results season and geopolitics European stock markets had a transitional week with mixed performance, marked by the geopolitical situation in Greenland/Iran and the start of the resu...
- Research Department
INFORME DIARIO 19 ENERO + RDOS. ESPAÑA 4T’25. IDEAS DESTACADAS Y PREVI...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: GREENING, INDRA, MAPFRE, MERLIN PROPERTIES, TELEFÓNICA. EUROPA: BAYER. 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. Entre la temporada de resultados en EE.UU. y la geopolítica Las bolsas europeas tuvieron una semana de transición, con un c...
- Carine Maciol
Delivery Hero : Feedback Crédit Forum du 8 et 9 janvier 2026
Notre 29ième Forum vient de se dérouler (8 et 9 janvier) à Lyon. Il a réuni 222 sociétés. L’édition 2026 de ce Forum a accueilli près de 500 investisseurs, travaillant pour environ 200 institutions de 13 pays. Nous avons ainsi organisé l’équivalent de 5 300 investors meetings. Ce document synthétise nos feed-back concernant les émetteurs obligataires présents.
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BFSA BEFESA SA
REY REPLY S.P.A.
TFF TFF GROUP
DNP DINO POLSKA S.A.
JST JOST WERKE AG
VOD VODAFONE GROUP PLC
VOS VOSSLOH AG
SANT S&T AG
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
JEN JENOPTIK AG
WAVE WAVESTONE SA
GRE GRENERGY RENOVABLES
THEP THERMADOR HOLDING SA
FQT FREQUENTIS AG WIENER
HAG HENSOLDT AG
ALG ALLEGRO.EU SA
TE TECHNIP ENERGIES NV
AG1 AUTO1 GROUP
AERO MONTANA AEROSPACE AG
FPE3 FUCHS PETROLUB SE
SPAC 468 SPAC I SE
SPM SAIPEM S.P.A.
STM STABILUS SE
ACLN ACCELLERON INDUSTRIES LTD
PLX PLUXEE NV
PLNW PLANISWARE
EXENS EXOSENS
4X0 STEYR MOTORS AG
HAVAS HAVAS N.V
PFSE PFISTERER HOLDING SE
ATO ATOS SE
SHA SCHAEFFLER AG
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IFX INFINEON TECHNOLOGIES AG
FME FRESENIUS MEDICAL CARE AG
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FP TOTAL SE
AC ACCOR SA
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VIE VEOLIA ENVIRONNEMENT SA
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IPN IPSEN SA
DG VINCI SA
WCH WACKER CHEMIE AG
MT ARCELORMITTAL SA
GALP GALP ENERGIA SGPS SA CLASS B
BVI BUREAU VERITAS SA
NK IMERYS SA
BN DANONE SA
RNO RENAULT SA
G1A GEA GROUP AG
APAML APERAM SA
LI KLEPIERRE SA
MTX MTU AERO ENGINES AG
EO FAURECIA SA
VCT VICAT-CIMENTS VICAT SA
SK SEB SA
GFC GECINA SA
GTT GAZTRANSPORT & TECHNIGAZ SA
MF WENDEL SE
EN BOUYGUES SA
IDL ID LOGISTICS GROUP
GBF BILFINGER SE
TFI TELEVISION FRANCAISE 1 SA
KORI KORIAN SA
POM PLASTIC OMNIUM SE
AFX CARL ZEISS MEDITEC AG
SCR SCOR SE
MMK MAYR-MELNHOF KARTON AG
UTDI UNITED INTERNET AG
LXS LANXESS AG
ASY ASSYSTEM SA
GXI GERRESHEIMER AG
EL ESSILORLUXOTTICA SA
PHA PHARMAGEST INTERACTIVE SA
AMUN AMUNDI SA
SWP SWORD GROUP SE
AUB AUBAY SA
RBT ROBERTET SA
FII LISI SA
LSS LECTRA SA
GOE GROUPE GORGE SA
FNAC FNAC DARTY SA
GLO GL EVENTS SA
ALTA ALTAREA SCA
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
ZAL ZALANDO SE
ALO ALSTOM SA
A1XA4J CARBIOS SA
FR VALEO SE
ELE ENDESA S.A.
XIOR XIOR STUDENT HOUSING N.V.
RWE RWE AG
NEX NEXANS SA
VOW3 VOLKSWAGEN AG PREF
POS PORR AG
FIE FIELMANN AG
DEZ DEUTZ AG
SOI SOITEC SA
COR CORTICEIRA AMORIM SGPS SA
SIX2 SIXT SE
AIXA AIXTRON SE
NDA AURUBIS AG
DOC DO & CO AKTIENGESELLSCHAFT
KRN KRONES AG
RAA RATIONAL AG
DOKA DORMAKABA HOLDING AG
SESL SES-IMAGOTAG SA
CIE CIE AUTOMOTIVE S.A.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
EVK EVONIK INDUSTRIES AG
KGX KION GROUP AG
EDR EDREAMS ODIGEO SA
ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
WBD WEBUILD S.P.A.
ALBFR SIDETRADE SA
ANDR ANDRITZ AG
ARG ARGAN SA
IBE IBERDROLA SA
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
SMHN SUESS MICROTEC AG
FACC FACC AG
COFA COFACE SA
VLTSA VOLTALIA
CLNX CELLNEX TELECOM S.A.
SPIE SPIE SA
MEL MELIA HOTELS INTERNATIONAL S.A.
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
ABI ANHEUSER-BUSCH INBEV SA/NV
RIO RIO TINTO PLC
FTG111 FLATEXDEGIRO AG
XFAB X-FAB SILICON FOUNDRIES SE
RUI RUBIS SCA
DHER DELIVERY HERO SE
NKT NKT A/S
PIRC PIRELLI & C. S.P.A.
BFSA BEFESA SA
REY REPLY S.P.A.
TFF TFF GROUP
DNP DINO POLSKA S.A.
JST JOST WERKE AG
VOD VODAFONE GROUP PLC
VOS VOSSLOH AG
SANT S&T AG
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
JEN JENOPTIK AG
WAVE WAVESTONE SA
GRE GRENERGY RENOVABLES
THEP THERMADOR HOLDING SA
FQT FREQUENTIS AG WIENER
HAG HENSOLDT AG
ALG ALLEGRO.EU SA
TE TECHNIP ENERGIES NV
AG1 AUTO1 GROUP
AERO MONTANA AEROSPACE AG
FPE3 FUCHS PETROLUB SE
SPAC 468 SPAC I SE
SPM SAIPEM S.P.A.
STM STABILUS SE
ACLN ACCELLERON INDUSTRIES LTD
PLX PLUXEE NV
PLNW PLANISWARE
EXENS EXOSENS
4X0 STEYR MOTORS AG
HAVAS HAVAS N.V
PFSE PFISTERER HOLDING SE
ATO ATOS SE
SHA SCHAEFFLER AG
- Research Department
IBERIAN DAILY 09 JANUARY (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: IBERDROLA, SACYR. Ibex continues at record-setting pace It was a mixed session on European stock markets, where geopolitical tensions kept markets cautious. In the STOXX 600, Consumer Goods and Food led the gains, whereas Technology (after rising more than 7.0% YtD) and Energy ended with the biggest corrections. On the macro side, in the euro zone December’s economic confidence index fell unexpectedly due to worse retail business expectations. Meanwhile, November’s unemployment ra...
- Research Department
INFORME DIARIO 09 ENERO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: IBERDROLA, SACYR. El Ibex sigue a ritmo récord Sesión mixta en las bolsas europeas donde las tensiones geopolíticas mantuvieron la cautela en los mercados. En el STOXX 600, B. de Consumo y Alimentación lideraron las subidas mientras que Tecnología (tras subir más de un 7,0% en lo que llevamos de año) y Energía terminaron con las mayores correcciones. Por el lado macro, en la Eurozona el índice de confianza económica de diciembre cayó en contra de ...
- Research Department
IBERIAN DAILY 02 JANUARY (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: N/A. The Ibex ended 2025 +49% higher In a typical year-end session, shorter than usual and with low volume, the European indices that were open saw sight corrections. In the STOXX 600, almost all sectors ended with drops, led by Chemicals and Retail whereas Consumer Goods and Media were the only industries closing in positive territory. On the macro side, in the US, weekly jobless claims came in below expectations (
- Research Department
INFORME DIARIO 02 ENERO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: N/A. EUROPA: N/A. El Ibex termina un 2025 para enmarcar subiendo un +49% En una sesión típica de final de año y más corta de lo habitual y de poco volumen los índices europeos que estuvieron abiertos registraron ligeras caídas con la vista puesta en el nuevo año. En el STOXX 600, casi todos los sectores terminaron con caídas, lideradas por Químicas y Retail mientras que Bienes de Consumo y Media fueron los únicos en positivo. Por el lado macro, en E...
ACS, Actividades De Construcción y Servicios, S.A.: 1 director
A director at ACS, Actividades De Construcción y Servicios, S.A. sold 75,000 shares at 86.051EUR and the significance rating of the trade was 69/100. 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 direct...
- James Ratzer
Cellnex vs. Telefonica Cellnex (Buy, €34, +32%) Telefonica (Reduce, ...
On Wednesday, we published our European Telecoms Year Ahead note for 2026. In that note, we upgraded Cellnex to a Buy, as we think the market’s worst fears on growth are overdone, and we downgraded Telefonica to a Reduce, as we fear the low cashflow growth outlook is not being properly priced in. However, in that sector report, we missed out one important aspect to back up this diverging view of value and we now highlight that here.
- Research Department
IBERIAN DAILY 19 DECEMBER (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: ELECTRICITY SECTOR, FLUIDRA, NATURGY, VIDRALA. The Ibex returns to 17,000 points Stock markets recovered at both sides of the Atlantic in a session marked by the ECB and BoE meetings and by the good US inflation data. In the STOXX 600, all sectors except Insurance, Pharma and Autos ended with gains, led by Retail and Industrials. The ECB kept rates unchanged, as expected, raising its GDP forecast for 2026 (1.2% vs. 1.0% prev.). The BoE cut rates by 25bps, as expected, to 3.75%, a ...
- Research Department
INFORME DIARIO 19 DICIEMBRE (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: FLUIDRA, NATURGY, SECTOR ELÉCTRICO, VIDRALA. EUROPA: KERING. El Ibex recupera los 17.000 puntos Recuperaron el buen tono las bolsas a ambos lados del Atlántico en una jornada marcada por las reuniones del BCE y BoE y el buen dato de inflación en EE.UU. En el STOXX 600, todos los sectores menos Seguros, Farma y Autos terminaron con ganancias, liderados por Retail e Industriales. El BCE mantuvo los tipos de interés inalterados como esperado y mejoró l...
- Ben Rickett
- James Ratzer
- Russell Waller
Cellnex (Buy, €34, +34%) Inwit (Buy, €11.8, +56%) Both upgraded to BU...
Yesterday, we published our sector lookahead for EU telecoms names for 2026. There is a lot of material in the report, but as part of the review, we upgraded Cellnex and Inwit to Buy for the first time since 2017 and 2023 respectively.
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