reports
- Bruno Cavalier
- Roy Külter
- Steven Boumans
LI KLEPIERRE SA
COV COVIVIO SA
GFC GECINA SA
NXI NEXITY SA CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
FLY SOCIETE FONCIERE LYONNAISE SA
GYC GRAND CITY PROPERTIES SA
STF STEF
MERY MERCIALYS SA
EL ESSILORLUXOTTICA SA
WHA WERELDHAVE N.V.
BLND BRITISH LAND COMPANY PLC
BRBY BURBERRY GROUP PLC
VIRP VIRBAC SA
KOF KAUFMAN & BROAD SA
KER KERING SA
ALTA ALTAREA SCA
VNA VONOVIA SE
XIOR XIOR STUDENT HOUSING N.V.
ICAD ICADE SA
01913 PRADA S.P.A.
BYG BIG YELLOW GROUP PLC
COFB COFINIMMO SA
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
LPP LPP S.A.
DLG DE'LONGHI S.P.A.
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
MONC MONCLER SPA
CPINV CARE PROPERTY INVEST SA
SAFE SAFESTORE HOLDINGS PLC
ARG ARGAN SA
VGP VGP NV
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
DKG DEUTSCHE KONSUM REIT-AG
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
IMP IMPACT DEVELOPER & CONTRACTOR S.A.
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
NSI NSI N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
ALHGR HOFFMANN GREEN CEMENT TECHNOLOGIES SA
WDP WAREHOUSES DE PAUW SCA
ECMPA EUROCOMMERCIAL PROPERTIES NV
ALLFG ALLFUNDS (UK) LTD
CTPNV CTP NV
ONE ONE UNITED PROPERTIES SA
SHUR SHURGARD SELF STORAGE LIMITED
- Bruno Cavalier
- Delphine Brault
MC LVMH MOET HENNESSY LOUIS VUITTON SE
LI KLEPIERRE SA
COV COVIVIO SA
GFC GECINA SA
NXI NEXITY SA CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
FLY SOCIETE FONCIERE LYONNAISE SA
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
EL ESSILORLUXOTTICA SA
WHA WERELDHAVE N.V.
BLND BRITISH LAND COMPANY PLC
BRBY BURBERRY GROUP PLC
KOF KAUFMAN & BROAD SA
KER KERING SA
ALTA ALTAREA SCA
VNA VONOVIA SE
XIOR XIOR STUDENT HOUSING N.V.
ICAD ICADE SA
01913 PRADA S.P.A.
BYG BIG YELLOW GROUP PLC
COFB COFINIMMO SA
CAI CA IMMOBILIEN ANLAGEN AG
HM B H&M HENNES & MAURITZ AB CLASS B
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
LPP LPP S.A.
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
MONC MONCLER SPA
CPINV CARE PROPERTY INVEST SA
ASSA B ASSA ABLOY AB CLASS B
SAFE SAFESTORE HOLDINGS PLC
ARG ARGAN SA
VGP VGP NV
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
DKG DEUTSCHE KONSUM REIT-AG
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
IMP IMPACT DEVELOPER & CONTRACTOR S.A.
STM STMICROELECTRONICS NV
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
NSI NSI N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
WDP WAREHOUSES DE PAUW SCA
INPST INPOST S.A.
ECMPA EUROCOMMERCIAL PROPERTIES NV
DTG DAIMLER TRUCK
CTPNV CTP NV
ONE ONE UNITED PROPERTIES SA
ACLN ACCELLERON INDUSTRIES LTD
SHUR SHURGARD SELF STORAGE LIMITED
- Bruno Cavalier
- Christophe Chaput
- Hela Zarrouk
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
GYC GRAND CITY PROPERTIES SA
STF STEF
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
VIRP VIRBAC SA
KER KERING SA
01913 PRADA S.P.A.
LPP LPP S.A.
DLG DE'LONGHI S.P.A.
UBS UBM DEVELOPMENT AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
NSI NSI N.V.
ALHGR HOFFMANN GREEN CEMENT TECHNOLOGIES SA
ALLFG ALLFUNDS (UK) LTD
- Bruno Cavalier
- Delphine Brault
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
01913 PRADA S.P.A.
HM B H&M HENNES & MAURITZ AB CLASS B
LPP LPP S.A.
MONC MONCLER SPA
ASSA B ASSA ABLOY AB CLASS B
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
STM STMICROELECTRONICS NV
INPST INPOST S.A.
DTG DAIMLER TRUCK
ACLN ACCELLERON INDUSTRIES LTD
- Cedric Rossi
- Clement Genelot
- Loic Morvan
On the shelves now: Consumer Weekly #62
In this Consumer Weekly newsletter, we provide a brief overview of the key factors affecting our Consumer coverage, from Luxury & Consumer goods to Retail & E-commerce and Food & Ingredients. This week, we look at how Trump's trade war is negatively impacting US consumer sentiment. Happ
- Jean Danjou
- Jean Danjou
- Carole Braudeau
- Ahmed Ben Salem
FP TOTAL SE
IPN IPSEN SA
TKA THYSSENKRUPP AG
EQNR EQUINOR ASA
MT ARCELORMITTAL SA
GALP GALP ENERGIA SGPS SA CLASS B
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
APAML APERAM SA
ROG ROCHE HOLDING LTD
OUT1V OUTOKUMPU OYJ
SSAB A SSAB AB CLASS A
NOVN NOVARTIS AG
SZG SALZGITTER AG
KER KERING SA
VOE VOESTALPINE AG
ACX ACERINOX SA
G ASSICURAZIONI GENERALI S.P.A.
ENI ENI S.P.A.
SAN SANOFI
ERA ERAMET SA
ENEL ENEL SPA
REP REPSOL SA
NDA AURUBIS AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
ITX INDUSTRIA DE DISENO TEXTIL S.A.
BC BRUNELLO CUCINELLI S.P.A.
RIO RIO TINTO PLC
AZN ASTRAZENECA PLC
SIE SIEMENS AG
BHP BHP GROUP LTD
BP. BP P.L.C.
REY REPLY S.P.A.
AMAG AMAG AUSTRIA METALL AG
SHL SIEMENS HEALTHINEERS AG
DTG DAIMLER TRUCK
SHEL SHELL PLC
GSK GSK PLC
NOVO B NOVO NORDISK A/S
- Ahmed Ben Salem
FP TOTAL SE
IPN IPSEN SA
TKA THYSSENKRUPP AG
EQNR EQUINOR ASA
MT ARCELORMITTAL SA
GALP GALP ENERGIA SGPS SA CLASS B
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
APAML APERAM SA
ROG ROCHE HOLDING LTD
OUT1V OUTOKUMPU OYJ
SSAB A SSAB AB CLASS A
NOVN NOVARTIS AG
SZG SALZGITTER AG
KER KERING SA
VOE VOESTALPINE AG
ACX ACERINOX SA
G ASSICURAZIONI GENERALI S.P.A.
ENI ENI S.P.A.
SAN SANOFI
ERA ERAMET SA
ENEL ENEL SPA
REP REPSOL SA
NDA AURUBIS AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
ITX INDUSTRIA DE DISENO TEXTIL S.A.
BC BRUNELLO CUCINELLI S.P.A.
RIO RIO TINTO PLC
AZN ASTRAZENECA PLC
SIE SIEMENS AG
BHP BHP GROUP LTD
BP. BP P.L.C.
REY REPLY S.P.A.
AMAG AMAG AUSTRIA METALL AG
SHL SIEMENS HEALTHINEERS AG
DTG DAIMLER TRUCK
SHEL SHELL PLC
GSK GSK PLC
NOVO B NOVO NORDISK A/S
- Carole Braudeau
- Cedric Rossi
Hugo Boss: stronger emphasis on margin improvement this year
The FY25 outlook unveiled yesterday shows greater visibility on the margin improvement trajectory, thanks to further sourcing efficiencies and disciplined cost control. However, sales trends remain more volatile, as evidenced by a MSD decline in the first two months of 2025 following a strong Q4. W
- Research Department
INFORME DIARIO 14 MARZO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: FERROVIAL, INDRA. EUROPA: BMW, KERING. Trump insiste con los aranceles Sesión de caídas en los mercados, arrastradas por nuevas amenazas de D. Trump en materia arancelaria y el posible cierre parcial del Gobierno. El Ibex fue el único índice de la Eurozona que cerró con ganancias. En el STOXX 600, casi todos los sectores terminaron con caídas (14/20) lideradas por Autos e Industriales frente al mejor comportamiento de Telecos y R. Básicos. Por el la...
Kering: Demna appointed Artistic Director of Gucci
Kering: Demna appointed Artistic Director of Gucci PRESS RELEASE March 13, 2025 DEMNA APPOINTED ARTISTIC DIRECTOR OF GUCCI Kering and Gucci are delighted to announce the appointment of Demna as the House’s new Artistic Director, starting early July 2025. Demna, Artistic Director of Balenciaga since 2015, has redefined modern luxury, earning global recognition and cementing his authority on the industry. François-Henri Pinault, Chairman & CEO of Kering, stated: “Demna's contribution to the industry, to Balenciaga, and to the Group's success has been tremendous. His creativ...
Kering : Demna nommé Directeur Artistique de Gucci
Kering : Demna nommé Directeur Artistique de Gucci COMMUNIQUÉ DE PRESSE 13 mars 2025 DEMNA NOMMÉ DIRECTEUR ARTISTIQUE DE GUCCI Kering et Gucci ont le plaisir d'annoncer la nomination de Demna au poste de Directeur Artistique de la Maison à compter de début juillet 2025. Directeur Artistique de Balenciaga depuis 2015, Demna a redéfini les codes du luxe moderne, obtenant une reconnaissance mondiale et affirmant son influence dans la mode. François-Henri Pinault, Président-Directeur général de Kering, a déclaré : « Ce que Demna a apporté à la mode, à Balenciaga et au succès d...
- Cedric Rossi
Hugo Boss: Q4 numbers beat and cautious FY25 outlook
Hugo Boss has reported FY24 results this morning: Q4 sales surprised positively with a 4% beat, driven by a strong year-end in both EMEA and the Americas, while EBIT was bang in line with expectations at EUR126m. Unsurprisingly, given the volatile macro environment, the FY25 outlook is quite cautio
- Cedric Rossi
Inditex: navigating temporary sales growth hiccups
Whereas the slowdown in current trading was clearly more abrupt than expected, we believe this hiccup is temporary, as shown by the rebound in the first week of March to +7%. The latter is more consistent with our scenario of normalising sales trends towards 7% FX-n growth over the FY25-27 period,
- Cedric Rossi
Inditex: sound FY24 results but current trading has decelerated
For the fourth year in a row, Inditex achieved double-digit FX-n sales growth with +10.5% in FY24 with EBIT margin improving by 70bps to a new record level of 19.6%. FY24 total dividend amounted to EUR1.68 and matched expectations. Note that Inditex's current trading only increased by 4% FX-n, part
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