reports
Iberdrola S.A.: 1 director
A director at Iberdrola S.A. sold 451,125 shares at 15.677EUR 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 last two years clearl...
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Jesse Norcross
- Nadège Tillier
- Timothy Rahill
- Research Department
IBERIAN DAILY 11 SEPTEMBER (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: IBERDROLA. Spain breaks away from the pack It was a transitional session on European stock markets, which ended mixed awaiting the ECB meeting today. By indices, the IBEX 35 once again stood out with a breakaway gap aiming at the resistance level of 15,458, thanks to the strong performance by Inditex (+6% on the day). In the STOXX 600, Retail (hailing Inditex’s results) and Banks led the gains, whereas Travel & Leisure and Chemicals suffered the biggest corrections. On the macro s...
- Research Department
INFORME DIARIO 11 SEPTIEMBRE (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CAMBIOS IBEX, IBERDROLA. España se desmarca en positivo Sesión de transición en las bolsas europeas, que terminaron con signo mixto a la espera de la comparecencia del BCE de hoy. A nivel regional, volvió a sobresalir el Ibex 35 con gap de escape apuntando a la resistencia de los 15.458 puntos gracias al buen desempeño de Inditex (+6% en el día). En el STOXX 600 dirigieron las subidas de la sesión Retail (celebrando los resultados de Inditex) y Ban...
- Research Department
INDITEX: 2Q’25 RESULTS (ANÁLISIS BANCO SABADELL)
2Q'25 vs. 2Q'24 Results Sales: € 10.083 Bn (+1.7% vs. +3.5% BS(e) and +3.4% consensus); EBIT: € 1.931 Bn (+1.4% vs. +1.5% BS(e) and +1.5% consensus); Net Profit: € 1.463 Bn (-0.7% vs. +3.1% BS(e) and +3.7% consensus); 1H'25 vs. 1H'24 Results Sales: € 18.357 Bn (+1.6% vs. +2.6% BS(e) and +2.6% consensus); EBIT: € 3.572 Bn (+0.9% vs. +1.0% BS(e) and +1.0% consensus); Net Profit: € 2.768 Bn (0.0% vs. +2.0% BS(e) and +2.3% consensus);
- Arancha Pineiro
INDITEX: RDOS. 2T’25 (ANÁLISIS BANCO SABADELL)
Rdos. 2T'25 vs 2T'24: Ventas: 10.083 M euros (+1,7% vs +3,5% BS(e) y +3,4% consenso); EBIT: 1.931 M euros (+1,4% vs +1,5% BS(e) y +1,5% consenso); BDI: 1.463 M euros (-0,7% vs +3,1% BS(e) y +3,7% consenso); Rdos. 1S'25 vs 1S'24: Ventas: 18.357 M euros (+1,6% vs +2,6% BS(e) y +2,6% consenso); EBIT: 3.572 M euros (+0,9% vs +1,0% BS(e) y +1,0% consenso); BDI: 2.768 M euros (0,0% vs +2,0% BS(e) y +2,3% consenso).
- Research Department
IBERIAN DAILY 10 SEPTEMBER (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: CHANGES IBEX, INDITEX, PUIG BRANDS, SANTANDER. IBEX holds on above 15,000 It was a session of little movement and few macro references on European stock markets after the fall of the French Govt. was confirmed. In the STOXX 600, the best-performing sectors were Basic Materials and Energy, with Autos and Construction falling the most. On the macro side, in the US, August’s SME confidence (NFIB) rose more than expected to its highest level since January. The preliminary annual revie...
- Research Department
INFORME DIARIO 10 SEPTIEMBRE (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: INDITEX, SANTANDER, PUIG. El Ibex aguanta en los 15.000 puntos Jornada de poco movimiento y escasas referencias macro significativas en las bolsas europeas, una vez confirmada la caída del Gobierno en Francia. En el STOXX 600 los mejores sectores fueron R. Básicos y Energía frente a Autos y Construcción que fueron los que más cayeron. Por el lado macro, en EE.UU. la confianza de las PyMes NFIB de agosto repuntó más de lo esperado hasta el nivel más...
- Bruno Cavalier
- Oliver Metzger
- Sinan Doganli
NDX1 NORDEX SE
FME FRESENIUS MEDICAL CARE AG
FRA FRAPORT AG
TKA THYSSENKRUPP AG
WCH WACKER CHEMIE AG
G1A GEA GROUP AG
MC LVMH MOET HENNESSY LOUIS VUITTON SE
MTX MTU AERO ENGINES AG
CBK COMMERZBANK AG
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EVT EVOTEC SE
HNR1 HANNOVER RUECK SE
GBF BILFINGER SE
STF STEF
AFX CARL ZEISS MEDITEC AG
SRT3 SARTORIUS AG PREF
GLJ GRENKE AG
UTDI UNITED INTERNET AG
LXS LANXESS AG
GXI GERRESHEIMER AG
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
VNA VONOVIA SE
ELG ELMOS SEMICONDUCTOR SE
BOSS HUGO BOSS AG
SDF K+S AG
ZAL ZALANDO SE
BAS BASF SE
FRE FRESENIUS SE & CO. KGAA
BAYN BAYER AG
HEN3 HENKEL AG & CO. KGAA PREF
01913 PRADA S.P.A.
IMPN IMPLENIA AG
DEZ DEUTZ AG
INH INDUS HOLDING AG
AIXA AIXTRON SE
KRN KRONES AG
WIE WIENERBERGER AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
BC8 BECHTLE AG
ADN1 ADESSO AG
EVK EVONIK INDUSTRIES AG
KGX KION GROUP AG
MONC MONCLER SPA
WAF SILTRONIC AG
B7E BLUE CAP
SMHN SUESS MICROTEC AG
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
HBH HORNBACH HOLDING AG & CO. KGAA
FNTN FREENET AG
JUN3 JUNGHEINRICH AG PREF
BFSA BEFESA SA
JST JOST WERKE AG
DMP DERMAPHARM HOLDING SE
VOS VOSSLOH AG
SANT S&T AG
JEN JENOPTIK AG
AEIN ALLGEIER HOLDING AG
KBX KNORR-BREMSE AG
HAG HENSOLDT AG
SFQ SAF-HOLLAND SE
NA9 NAGARRO
FPE3 FUCHS PETROLUB SE
SPAC 468 SPAC I SE
STM STABILUS SE
IOS IONOS GROUP SE
TUI TUI AG
SCHOTT PHARMA AG
- Bruno Cavalier
- Oliver Metzger
- Sinan Doganli
NDX1 NORDEX SE
FME FRESENIUS MEDICAL CARE AG
FRA FRAPORT AG
TKA THYSSENKRUPP AG
WCH WACKER CHEMIE AG
G1A GEA GROUP AG
MC LVMH MOET HENNESSY LOUIS VUITTON SE
MTX MTU AERO ENGINES AG
CBK COMMERZBANK AG
HO THALES SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EVT EVOTEC SE
HNR1 HANNOVER RUECK SE
GBF BILFINGER SE
AFX CARL ZEISS MEDITEC AG
SRT3 SARTORIUS AG PREF
GLJ GRENKE AG
UTDI UNITED INTERNET AG
LXS LANXESS AG
GXI GERRESHEIMER AG
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
VNA VONOVIA SE
ELG ELMOS SEMICONDUCTOR SE
BOSS HUGO BOSS AG
SDF K+S AG
ZAL ZALANDO SE
BAS BASF SE
FRE FRESENIUS SE & CO. KGAA
BAYN BAYER AG
HEN3 HENKEL AG & CO. KGAA PREF
01913 PRADA S.P.A.
IMPN IMPLENIA AG
DEZ DEUTZ AG
INH INDUS HOLDING AG
AIXA AIXTRON SE
KRN KRONES AG
WIE WIENERBERGER AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
BC8 BECHTLE AG
ADN1 ADESSO AG
EVK EVONIK INDUSTRIES AG
KGX KION GROUP AG
MONC MONCLER SPA
WAF SILTRONIC AG
SMHN SUESS MICROTEC AG
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
NN NN GROUP N.V.
HBH HORNBACH HOLDING AG & CO. KGAA
FNTN FREENET AG
JUN3 JUNGHEINRICH AG PREF
BFSA BEFESA SA
JST JOST WERKE AG
DMP DERMAPHARM HOLDING SE
VOS VOSSLOH AG
SANT S&T AG
JEN JENOPTIK AG
AEIN ALLGEIER HOLDING AG
KBX KNORR-BREMSE AG
HAG HENSOLDT AG
SFQ SAF-HOLLAND SE
NA9 NAGARRO
FPE3 FUCHS PETROLUB SE
SPAC 468 SPAC I SE
STM STABILUS SE
IOS IONOS GROUP SE
TUI TUI AG
SCHOTT PHARMA AG
CVC CVC CAPITAL PARTNERS PLC
- Bruno Cavalier
- Oliver Metzger
- Sinan Doganli
NDX1 NORDEX SE
FME FRESENIUS MEDICAL CARE AG
FRA FRAPORT AG
TKA THYSSENKRUPP AG
WCH WACKER CHEMIE AG
G1A GEA GROUP AG
MC LVMH MOET HENNESSY LOUIS VUITTON SE
MTX MTU AERO ENGINES AG
CBK COMMERZBANK AG
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EVT EVOTEC SE
HNR1 HANNOVER RUECK SE
GBF BILFINGER SE
STF STEF
AFX CARL ZEISS MEDITEC AG
SRT3 SARTORIUS AG PREF
GLJ GRENKE AG
UTDI UNITED INTERNET AG
LXS LANXESS AG
GXI GERRESHEIMER AG
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
VNA VONOVIA SE
ELG ELMOS SEMICONDUCTOR SE
BOSS HUGO BOSS AG
SDF K+S AG
ZAL ZALANDO SE
BAS BASF SE
FRE FRESENIUS SE & CO. KGAA
BAYN BAYER AG
HEN3 HENKEL AG & CO. KGAA PREF
01913 PRADA S.P.A.
IMPN IMPLENIA AG
DEZ DEUTZ AG
INH INDUS HOLDING AG
AIXA AIXTRON SE
KRN KRONES AG
WIE WIENERBERGER AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
BC8 BECHTLE AG
ADN1 ADESSO AG
EVK EVONIK INDUSTRIES AG
KGX KION GROUP AG
MONC MONCLER SPA
WAF SILTRONIC AG
B7E BLUE CAP
SMHN SUESS MICROTEC AG
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
HBH HORNBACH HOLDING AG & CO. KGAA
FNTN FREENET AG
JUN3 JUNGHEINRICH AG PREF
BFSA BEFESA SA
JST JOST WERKE AG
DMP DERMAPHARM HOLDING SE
VOS VOSSLOH AG
SANT S&T AG
JEN JENOPTIK AG
AEIN ALLGEIER HOLDING AG
KBX KNORR-BREMSE AG
HAG HENSOLDT AG
SFQ SAF-HOLLAND SE
NA9 NAGARRO
FPE3 FUCHS PETROLUB SE
SPAC 468 SPAC I SE
STM STABILUS SE
IOS IONOS GROUP SE
TUI TUI AG
SCHOTT PHARMA AG
- Bruno Cavalier
- Oliver Metzger
- Sinan Doganli
NDX1 NORDEX SE
FME FRESENIUS MEDICAL CARE AG
FRA FRAPORT AG
TKA THYSSENKRUPP AG
WCH WACKER CHEMIE AG
G1A GEA GROUP AG
MC LVMH MOET HENNESSY LOUIS VUITTON SE
MTX MTU AERO ENGINES AG
CBK COMMERZBANK AG
HO THALES SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EVT EVOTEC SE
HNR1 HANNOVER RUECK SE
GBF BILFINGER SE
AFX CARL ZEISS MEDITEC AG
SRT3 SARTORIUS AG PREF
GLJ GRENKE AG
UTDI UNITED INTERNET AG
LXS LANXESS AG
GXI GERRESHEIMER AG
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
VNA VONOVIA SE
ELG ELMOS SEMICONDUCTOR SE
BOSS HUGO BOSS AG
SDF K+S AG
ZAL ZALANDO SE
BAS BASF SE
FRE FRESENIUS SE & CO. KGAA
BAYN BAYER AG
HEN3 HENKEL AG & CO. KGAA PREF
01913 PRADA S.P.A.
IMPN IMPLENIA AG
DEZ DEUTZ AG
INH INDUS HOLDING AG
AIXA AIXTRON SE
KRN KRONES AG
WIE WIENERBERGER AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
BC8 BECHTLE AG
ADN1 ADESSO AG
EVK EVONIK INDUSTRIES AG
KGX KION GROUP AG
MONC MONCLER SPA
WAF SILTRONIC AG
SMHN SUESS MICROTEC AG
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
NN NN GROUP N.V.
HBH HORNBACH HOLDING AG & CO. KGAA
FNTN FREENET AG
JUN3 JUNGHEINRICH AG PREF
BFSA BEFESA SA
JST JOST WERKE AG
DMP DERMAPHARM HOLDING SE
VOS VOSSLOH AG
SANT S&T AG
JEN JENOPTIK AG
AEIN ALLGEIER HOLDING AG
KBX KNORR-BREMSE AG
HAG HENSOLDT AG
SFQ SAF-HOLLAND SE
NA9 NAGARRO
FPE3 FUCHS PETROLUB SE
SPAC 468 SPAC I SE
STM STABILUS SE
IOS IONOS GROUP SE
TUI TUI AG
SCHOTT PHARMA AG
CVC CVC CAPITAL PARTNERS PLC
- Oliver Metzger
- Sinan Doganli
ODDO : Final Feedback. The German paradox: Strong index performance, b...
While the DAX year-to-date has clearly outperformed most of the large European and US indexes (except the IBEX), many corporates presenting at the 16th edition of our Corporate Conference, hosted jointly by ODDO BHF and Commerzbank, were still focused on the macroeconomic environment, geopolitical tensions and tariffs and the related impact on their sectors. Unsurprisingly, the clearly most positive sector was defence. For others, the picture was more mixed inside the sectors. Based on the feedb...
NDX1 NORDEX SE
FME FRESENIUS MEDICAL CARE AG
FRA FRAPORT AG
TKA THYSSENKRUPP AG
WCH WACKER CHEMIE AG
G1A GEA GROUP AG
MTX MTU AERO ENGINES AG
CBK COMMERZBANK AG
EVT EVOTEC SE
HNR1 HANNOVER RUECK SE
GBF BILFINGER SE
AFX CARL ZEISS MEDITEC AG
SRT3 SARTORIUS AG PREF
GLJ GRENKE AG
UTDI UNITED INTERNET AG
LXS LANXESS AG
GXI GERRESHEIMER AG
VNA VONOVIA SE
ELG ELMOS SEMICONDUCTOR SE
BOSS HUGO BOSS AG
SDF K+S AG
ZAL ZALANDO SE
BAS BASF SE
FRE FRESENIUS SE & CO. KGAA
BAYN BAYER AG
HEN3 HENKEL AG & CO. KGAA PREF
IMPN IMPLENIA AG
DEZ DEUTZ AG
INH INDUS HOLDING AG
AIXA AIXTRON SE
KRN KRONES AG
WIE WIENERBERGER AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
BC8 BECHTLE AG
ADN1 ADESSO AG
EVK EVONIK INDUSTRIES AG
KGX KION GROUP AG
WAF SILTRONIC AG
SMHN SUESS MICROTEC AG
HBH HORNBACH HOLDING AG & CO. KGAA
FNTN FREENET AG
JUN3 JUNGHEINRICH AG PREF
BFSA BEFESA SA
JST JOST WERKE AG
DMP DERMAPHARM HOLDING SE
VOS VOSSLOH AG
SANT S&T AG
JEN JENOPTIK AG
AEIN ALLGEIER HOLDING AG
KBX KNORR-BREMSE AG
HAG HENSOLDT AG
SFQ SAF-HOLLAND SE
NA9 NAGARRO
FPE3 FUCHS PETROLUB SE
SPAC 468 SPAC I SE
STM STABILUS SE
IOS IONOS GROUP SE
TUI TUI AG
SCHOTT PHARMA AG
- Research Department
IBERIAN DAILY 08 SEPTEMBER (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: ELECTRICITY SECTOR. Stock markets volatile in first week of September Following a positive, calm August, September has started off volatile on the markets due to the no-confidence vote in France and the weak macro data in the US. In the STOXX 600, the best-performing sectors were Media and Pharma, with Energy (dragged down by the falling oil prices) and Insurance falling the most. On the macro side, in the UK, July's retail sales rose more than expected. In Germany, July's factory...
- Research Department
INFORME DIARIO 08 SEPTIEMBRE (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: SECTOR ELÉCTRICO. Las bolsas firman la primera semana de septiembre con volatilidad Tras un mes de agosto positivo y complaciente en las bolsas, septiembre se inicia con volatilidad en los mercados por la moción de confianza en Francia y la fragilidad de los datos macro en Estados Unidos. En el STOXX los mejores sectores fueron Media seguido de Farma, frente a Energía (lastrado por la caída del crudo) y Seguros que fueron los que más cayeron. Por e...
- Oliver Metzger
- Sinan Doganli
ODDO : Feedback Day 1
ODDO BHF and Commerzbank are jointly hosting the 16th edition of the Corporate Conference on 3 and 4 of September 2025 in Frankfurt am Main. This year, we are welcoming 88 German small, mid and large cap companies. Among the companies which presented during the first day, we highlight, notably, positive feedback from Adesso, BASF, Befesa, Commerzbank, Fresenius Medical Care, Fresenius SE, Fuchs, Hannover RE, Hensoldt, Implenia, Sartorius, Schott Pharma, Tonies and Zalando ADESSO (+) - Positive ...
CBK COMMERZBANK AG
EVT EVOTEC SE
HNR1 HANNOVER RUECK SE
AFX CARL ZEISS MEDITEC AG
SRT3 SARTORIUS AG PREF
GLJ GRENKE AG
UTDI UNITED INTERNET AG
ELG ELMOS SEMICONDUCTOR SE
SDF K+S AG
ZAL ZALANDO SE
BAS BASF SE
FRE FRESENIUS SE & CO. KGAA
BAYN BAYER AG
DTE DEUTSCHE TELEKOM AG
TLX TALANX AG
IMPN IMPLENIA AG
AIXA AIXTRON SE
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
BC8 BECHTLE AG
ADN1 ADESSO AG
SAX STROEER SE & CO. KGAA
EVK EVONIK INDUSTRIES AG
WAF SILTRONIC AG
SMHN SUESS MICROTEC AG
FNTN FREENET AG
DUE DURR AG
BFSA BEFESA SA
SANT S&T AG
AEIN ALLGEIER HOLDING AG
HAG HENSOLDT AG
NA9 NAGARRO
FPE3 FUCHS PETROLUB SE
SPAC 468 SPAC I SE
IOS IONOS GROUP SE
SCHOTT PHARMA AG
- Carole Braudeau
- Carole Braudeau
- Research Department
IBERIAN DAILY 05 SEPTEMBER (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: IBERDROLA, INDITEX, TELEFÓNICA. Debt truce and bullish stock markets European stock markets saw new gains, with the Ibex exceeding the 14,900-point barrier and France’s CAC hit by the political uncertainty. In the STOXX 600, Media and Telecommunications were the best-performing sectors whereas Travel&Leisure and Consumer Goods fell the most. On the macro side, in the euro zone, July’s retail sales slowed down more thn expected. In the US, August’s non-manufacturing ISM climbed mor...
- Jerôme Bodin
- Oliver Metzger
- Sinan Doganli
CBK COMMERZBANK AG
EVT EVOTEC SE
HNR1 HANNOVER RUECK SE
FGA FIGEAC AERO SA
AFX CARL ZEISS MEDITEC AG
SRT3 SARTORIUS AG PREF
GLJ GRENKE AG
UTDI UNITED INTERNET AG
PSM PROSIEBENSAT.1 MEDIA SE
ELG ELMOS SEMICONDUCTOR SE
SDF K+S AG
ZAL ZALANDO SE
BAS BASF SE
FRE FRESENIUS SE & CO. KGAA
BAYN BAYER AG
DTE DEUTSCHE TELEKOM AG
TLX TALANX AG
IMPN IMPLENIA AG
AIXA AIXTRON SE
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
BC8 BECHTLE AG
ADN1 ADESSO AG
SAX STROEER SE & CO. KGAA
EVK EVONIK INDUSTRIES AG
WAF SILTRONIC AG
ZAG ZUMTOBEL GROUP AG
SMHN SUESS MICROTEC AG
VLTSA VOLTALIA
FNTN FREENET AG
DUE DURR AG
BFSA BEFESA SA
SANT S&T AG
AEIN ALLGEIER HOLDING AG
ALHGR HOFFMANN GREEN CEMENT TECHNOLOGIES SA
HAG HENSOLDT AG
NA9 NAGARRO
FPE3 FUCHS PETROLUB SE
SPAC 468 SPAC I SE
IOS IONOS GROUP SE
SCHOTT PHARMA AG
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