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...

Banco Bilbao Vizcaya Argentaria, S.A.: Update following rating upgrade

Our credit view of Banco Bilbao Vizcaya Argentaria, S.A. reflects its strong profitability and high geographical diversification, with an elevated exposure to emerging markets

Banco Bilbao Vizcaya Argentaria SA: 1 director

A director at Banco Bilbao Vizcaya Argentaria SA sold 104,451 shares at 19.143EUR and the significance rating of the trade was 100/100. 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 l...

IBERIAN DAILY 17 DECEMBER (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: GRIFOLS, INDRA. Doubts do not disappear they change Calm prevailed at both sides of the Atlantic with a battery of macroeconomic data that did not convince the market. In the STOXX 600, almost all sectors (16/20) ended with drops, led by Energy and Industrials vs. the larger gains of Consumer Goods, Financial Services and Retail Estate. On the macro side, in the euro zone, November’s PMI fell more than expected (the manufacturing PMI was at its lowest level in 8 months) but the co...

INFORME DIARIO 17 DICIEMBRE (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: GRIFOLS, INDRA Las dudas no desaparecen, se transforman Volvió la cautela a ambos lados del Atlántico con una batería de datos macro que no convenció al mercado. En el STOXX 600, casi todos los sectores (16/20) terminaron con caídas, lideradas por Energía e Industriales frente a las mayores ganancias de B. de Consumo, Servicios Financieros e Inmobiliario. Por el lado macro, en la Eurozona los PMI’s de noviembre cayeron más de lo esperado (manufactur...

L''Oreal: 1 director

A director at L'Oreal sold 6,600 shares at 373.921EUR and the significance rating of the trade was 68/100. 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 showing...

IBERIAN DAILY 15 DECEMBER (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: FERROVIAL, GREENING, REPSOL, TALGO. The Fed continues to underpin stock markets The Fed’s dovish message underpinned the weekly gains of stock markets, conveying confidence on lower rates in 2026 and higher liquidity with the Fed’s short-term asset purchase. This led the Ibex to climb above 17,000 points. In the STOXX 600, Banks and Insurance, closely followed by Travel&Leisure, led the gains whereas Autos and Real Estate were the only sectors ending with drops. On the macro side,...

INFORME DIARIO 15 DICIEMBRE (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: FERROVIAL, GREENING, REPSOL, TALGO. EUROPA: SANOFI. La Fed sigue apoyando el mercado El mensaje dovish de la Fed apoyó a las bolsas en la semana, transmitiendo confianza a los mercados en que habrá tipos más bajos en 2026 y más liquidez con la compra de activos a corto plazo. No obstante, las dudas en torno a las tecnológicas provocaron tomas de beneficios en la recta final. Así, en el STOXX 600, los mejores sectores fueron Bancos y Seguros seguido ...

IBERIAN DAILY 12 DECEMBER (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: CELLNEX, FERROVIAL, GRUPO SANJOSE, REPSOL, TELEFÓNICA, VIDRALA. The Ibex near 17,000 points European stock markets climbed near 1% yesterday after the Fed’s rate cut and despite doubts surrounding the technology sector after the poor reception of Oracle’s results. In the STOXX 600, Construction (that rallied after being the worst-performing sector last Wednesday) and Leisure, closely followed by Banks led the gains whereas Utilities and Energy were almost the only sectors ending w...

INFORME DIARIO 12 DICIEMBRE (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CELLNEX, FERROVIAL, GRUPO SANJOSE, REPSOL, TELEFÓNICA, VIDRALA. EUROPA: BNP PARIBAS. El Ibex enfila los 17.000 puntos Las bolsas europeas avanzaron ayer cerca de un 1% tras la bajada de tipos por parte de la Fed y pese a las dudas en las tecnológicas tras la mala acogida de los resultados de Oracle. En el STOXX 600, los mejores sectores fueron Construcción (rebotó tras ser el miércoles el peor sector) y Ocio seguido de cerca por los Bancos mientras...

IBERIAN DAILY 09 DECEMBER (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: N/A. Stock markets await the Fed meeting It was a transition session for European stock markets, awaiting the Fed’s meeting and newsflow on the war between Russia and Ukraine. In the STOXX 600, Industrial and Banks led the gains whereas Real Estate and Consumer Goods were the worst performers. On the macro side, in Germany, October’s industrial output rose much more than expected. In the euro zone, December’s SENTIX index climbed in line with expectations and even though it remain...

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 12/08/2025

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 08/12/2025

L'Oreal : CMD feedback: optimism on the potential of the US. Global ma...

L'Oréal : Feedback CMD : optimisme sur le potentiel des USA. Marché mo...