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CaixaBank, S.A.: Update following rating action

Our credit view of this issuer reflects its leading bancassurance franchise which underpins stable and recurrent earnings, its improved asset quality metrics and modest capital levels.

 PRESS RELEASE

DANONE : Assemblée Générale 2026 de Danone : approbation de toutes les...

DANONE : Assemblée Générale 2026 de Danone : approbation de toutes les résolutions          Communiqué de presse – Paris, le 23 avril 2026, à 17h35 Assemblée Générale 2026 de Danone : approbation de toutes les résolutions L’Assemblée Générale des actionnaires de Danone s’est réunie à Paris ce jour, sous la présidence de Gilles Schnepp, Président du Conseil d’Administration. 73.08% du capital social de Danone était présent ou représenté à cette Assemblée Générale. L’Assemblée Générale a approuvé l'ensemble des résolutions soumises au vote notamment les comptes sociaux et les comptes cons...

 PRESS RELEASE

Danone: 2026 Danone Shareholders’ Meeting: approval of all resolutions

Danone: 2026 Danone Shareholders’ Meeting: approval of all resolutions Press release – Paris, April 23, 2026, at 5:35 PM CEST 2026 Danone Shareholders’ Meeting: approval of all resolutions Danone’s Shareholders’ Meeting was held today, chaired by Gilles Schnepp, Chairman of the Board of Directors. 73.08% of Danone’s total outstanding share capital was present or represented in this Shareholders’ Meeting. Danone’s shareholders approved all the resolutions put to the vote, including the statutory and consolidated financial statements for the 2025 fiscal year and the distribution of a divid...

Pierre Tegner
  • Pierre Tegner
James Ratzer
  • James Ratzer

Deutsche Glasfaser: New refinancing details and new disclosure

The FT has published an article suggesting that EQT/ Omers are trying to unblock the Deutsche Glasfaser refinancing process with a new equity funding proposal and at the same time scale back the rollout plans.

Blair Levin
  • Blair Levin

DT/TMUS Government Review

DT is considering a transaction that would merge DT with TMUS. Our New Street colleagues have already provided their quick thoughts on the financial aspects of the transaction. In this note, we provide a quick assessment of the different reviews that the US Government would undertake before the deal would be allowed.

Pierre Tegner
  • Pierre Tegner
David Barden ... (+2)
  • David Barden
  • James Ratzer

DT (Buy)/ T-Mobile (Buy) DT to merge with TMUS? Our thoughts

Bloomberg is reporting that DT and T-Mobile are considering merging into a single entity. In this note, we give our thoughts on what structure could make sense and why they might be considering this.

Arancha Pineiro
  • Arancha Pineiro

DANONE: VENTAS 1T’26 Y CAMBIO DE P.O. A LA BAJA (ANÁLISIS BANCO SABADE...

Rdos. 1T'26 vs 1T'25: Ventas: 6.708 M euros (-2,0% vs -2,1% BS(e) y -2,6% consenso). V

Research Department
  • Research Department

INFORME DIARIO 22 ABRIL + RDOS. ESPAÑA Y EUROPA 1T’26. IDEAS DESTACADA...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CAIXABANK. EUROPA: ALLIANZ, DANONE, DEUTSCHE TELEKOM, UNICREDIT. 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. 1T’26 que se publicarán en España y Europa en los próximos días. Pendientes de las negociaciones Las bolsas europeas fueron borrando las subidas de la apertura, a la espera de las negociaciones e...

 PRESS RELEASE

Danone: Solid Q1 performance amid a challenging context

Danone: Solid Q1 performance amid a challenging context 2026 First Quarter SalesPress release – Paris, April 22, 2026, at 7:30am CEST Solid Q1 performance amid a challenging context Sales of €6,708m in Q1 2026, up +2.7% on a like-for-like (LFL) basisGrowth led by volume/mix (+1.5%), with positive price (+1.2%); positive volume/mix in all categoriesResilient performance in Europe, Middle East and Africa (EMEA), amid the impact of the infant milk formula (IMF) recall and the conflict in the Middle EastImproved growth in the Americas, driven by continued strong performance in Latin America ...

 PRESS RELEASE

DANONE : Solide performance au premier trimestre dans un environnement...

DANONE : Solide performance au premier trimestre dans un environnement difficile Chiffre d’affaires du 1er trimestre 2026Communiqué de presse – Paris, le 22 avril 2026, à 7h30 Solide performance au premier trimestre dans un environnement difficile Chiffre d’affaires de 6 708 millions d’euros au T1 2026, en progression de +2,7% en données comparablesCroissance tirée par un volume/mix de +1,5%, avec un effet prix de +1,2% ; Volume/mix positif dans toutes les catégoriesRésilience de la performance en Europe, Moyen-Orient et Afrique (EMEA), dans un contexte marqué par les rappels de laits in...

Research Department
  • Research Department

IBERIAN DAILY 22 APRIL + 1Q’26 RESULTS. HIGHLIGHTS AND REST OF PREVIEW...

NEWS SUMMARY: CAIXABANK. 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 1Q’26 results to be released over the coming days in Spain. Awaiting talks The gains of European stock markets faded away, awaiting talks between Iran and the US. The STOXX 600 saw corrections, where Energy, Insurance, Technology and Utilities were the only sectors ending in positive territory, whereas de...

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