reports
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 18 DECEMBER (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: AEDAS HOMES, AENA, AMADEUS, CIE AUTOMOTIVE, EBRO FOODS, NATURGY, NEINOR HOMES, TELEFÓNICA. Awaiting new drivers Most European indices, with the exception of peripheral markets, ended with slight corrections in a session without macroeconomic data. In the STOXX 600, almost all sectors (16/20) ended with gains, led by Basic Resources and Telecommunications vs. the bigger drops of Technology and Construction. On the macro side, in the euro zone, November’s final inflation was cut one...
- Research Department
INFORME DIARIO 18 DICIEMBRE (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AEDAS HOMES, AENA, AMADEUS, CIE AUTOMOTIVE, EBRO FOODS, NATURGY, NEINOR HOMES, TELEFÓNICA A la espera de nuevos catalizadores Poco movimiento en Europa en una jornada descargada de datos macro que terminó con tímidas pérdidas en la mayoría de los índices salvo para la periferia. En el STOXX 600, casi todos los sectores (16/20) terminaron con ganancias, lideradas por R. Básicos y Telecomunicaciones frente a las mayores caídas de Tecnología y Construc...
- Research Department
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...
- Research Department
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...
VINCI: Disclosure of transactions in on shares from December 08th to D...
VINCI: Disclosure of transactions in on shares from December 08th to December 12th,2025 Nanterre, December 15th, 2025 Disclosure of transactions in on shares from December 08th to December 12th,2025 Within the framework of the authorization granted by the General Meeting of VINCI SA of April 17th, 2025, to trade in its shares and in accordance with the regulations relating to share buybacks, VINCI SA (LEI:213800WFQ334R8UXUG83) declares the purchases of treasury shares below (FR0000125486), carried out from December 08th to December 12th,2025: I - Aggregate prese...
VINCI : Déclaration des transactions sur actions propres Du 08 Décembr...
VINCI : Déclaration des transactions sur actions propres Du 08 Décembre au 12 Décembre 2025 Nanterre, le 15 décembre 2025 Déclaration des transactions sur actions propres Du 08 Décembre au 12 Décembre 2025 Dans le cadre de l’autorisation consentie par l’Assemblée générale de VINCI SA du 17 avril 2025 pour opérer sur ses actions et conformément à la réglementation relative aux rachats d’action, VINCI SA (LEI: 213800WFQ334R8UXUG83) déclare ci-après les achats d’actions propres (FR0000125486) réalisés du 08 Décembre au 12 Décembre 2025 : I - Présentation agrégée par jour et par marché Nom...
VINCI Autoroutes and VINCI Airports traffic in November 2025
VINCI Autoroutes and VINCI Airports traffic in November 2025 Nanterre, 16 December 2025 VINCI Autoroutes and VINCI Airports traffic in November 2025 I- Change in VINCI Autoroutes’ intercity networks traffic NovemberYTD at the end of November (11 months) % change 2025/2024% change 2025/2024VINCI Autoroutes−3.4%+1.1% Light vehicles−3.7%+1.2% Heavy vehicles−1.6%+0.5% In November, the decline in traffic at VINCI Autoroutes was due to a different positioning of public holidays compared with last year*. Despite this unfavourable calendar effect, traffic has risen by 1.1% since the sta...
Trafics de VINCI Autoroutes et de VINCI Airports en novembre 2025
Trafics de VINCI Autoroutes et de VINCI Airports en novembre 2025 Nanterre, le 16 décembre 2025 Trafics de VINCI Autoroutes et de VINCI Airports en novembre 2025 I- Évolution du trafic des réseaux interurbains de VINCI Autoroutes NovembreCumul à fin novembre(11 mois) % Variation 2025/2024% Variation 2025/2024VINCI Autoroutes−3,4 %+1,1 % Véhicules légers−3,7 %+1,2 % Poids lourds−1,6 %+0,5 % En novembre, le recul du trafic de VINCI Autoroutes est la conséquence d’un positionnement des jours fériés différent de celui de l’année dernière*. Malgré cet effet calendaire défavorable, le...
- Research Department
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,...
- Research Department
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 ...
- Research Department
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...
- Research Department
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...
VINCI: Disclosure of transactions in on shares from December 01st to D...
VINCI: Disclosure of transactions in on shares from December 01st to December 05th,2025 Nanterre, December 08th, 2025 Disclosure of transactions in on shares from December 01st to December 05th,2025 Within the framework of the authorization granted by the General Meeting of VINCI SA of April 17th, 2025, to trade in its shares and in accordance with the regulations relating to share buybacks, VINCI SA (LEI:213800WFQ334R8UXUG83) declares the purchases of treasury shares below (FR0000125486), carried out from December 01st to December 05th,2025: I - Aggregate prese...
VINCI : Déclaration des transactions sur actions propres Du 01 Décembr...
VINCI : Déclaration des transactions sur actions propres Du 01 Décembre au 05 Décembre 2025 Nanterre, le 08 décembre 2025 Déclaration des transactions sur actions propres Du 01 Décembre au 05 Décembre 2025 Dans le cadre de l’autorisation consentie par l’Assemblée générale de VINCI SA du 17 avril 2025 pour opérer sur ses actions et conformément à la réglementation relative aux rachats d’action, VINCI SA (LEI: 213800WFQ334R8UXUG83) déclare ci-après les achats d’actions propres (FR0000125486) réalisés du 01 Décembre au 05 Décembre 2025 : I - Présentation agrégée par jour et par marché Nom...
- Research Department
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...
- Research Department
IBERIAN DAILY 04 DECEMBER (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: AEDAS, CIE AUTOMOTIVE. IBEX on verge of new high The Spanish index once again stood out among European stock markets thanks to Inditex, thus stringing together its seventh straight session of gains. In the STOXX 600, Retail and Basic Resources were the best-performing sectors, with Financials falling the most. On the macro side, in the euro zone, November’s final services PMI was raised thanks to the improvements in Italy, Spain and France, which reached levels consistent with exp...
- Research Department
INFORME DIARIO 04 DICIEMBRE (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AEDAS HOMES, CIE AUTOMOTIVE, NEINOR HOMES. EUROPA: LVMH. El Ibex roza nuevos máximos El selectivo español volvió a sobresalir en las bolsas europeas de la mano de Inditex, sumando así su séptima sesión consecutiva al alza. En el STOXX 600, Retail y R. Básicos fueron los sectores que mejor comportamiento relativo tuvieron, frente a los Financieros (Seguros y Bancos) que fueron los que más cayeron. Por el lado macro, en la Eurozona el PMI de servici...
VINCI - DISCLOSURE OF THE NUMBER OF SHARES FORMING THE CAPITAL AND O...
VINCI - DISCLOSURE OF THE NUMBER OF SHARES FORMING THE CAPITAL AND OF THE TOTAL NUMBER OF VOTING RIGHTS AS OF 30 NOVEMBER 2025 French public limited company (société anonyme)with a share capital of €1,467,334,437.50Registered office : 1973, boulevard de la Défense92000 Nanterre – France552 037 806 RCS Nanterre DISCLOSUREOF THE NUMBER OF SHARES FORMING THE CAPITALAND OF THE TOTAL NUMBER OF VOTING RIGHTS AS OF 30 NOVEMBER 2025 Total number of shares586,933,775Theoretical number of voting rights (including treasury stock)586,933,775Number of voting rights (excluding treasury stock)556,992,...
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