reports
- Johanna Jourdain
LUFTHANSA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
EDEN EDENRED SA
IPN IPSEN SA
PEO BANK POLSKA KASA OPIEKI SA
ADP AEROPORTS DE PARIS SA
RMS HERMES INTERNATIONAL SCA
DAI DAIMLER AG
OR L'OREAL SA
HAL HAL TRUST
EOAN E.ON SE
RWE RWE AG
SAF SAFRAN S.A.
CAP CAPGEMINI SE
HM B H&M HENNES & MAURITZ AB CLASS B
MOCORP METSO OUTOTEC OYJ
MAP MAPFRE SA
SIE SIEMENS AG
SHL SIEMENS HEALTHINEERS AG
NLBR NOVA LJUBLJANSKA BANKA DD LJUBLJANA
UN0 UNIPER SE
PLX PLUXEE NV
ULVR UNILEVER PLC
- Johanna Jourdain
LUFTHANSA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
EDEN EDENRED SA
IPN IPSEN SA
PEO BANK POLSKA KASA OPIEKI SA
ADP AEROPORTS DE PARIS SA
RMS HERMES INTERNATIONAL SCA
DAI DAIMLER AG
OR L'OREAL SA
HAL HAL TRUST
EOAN E.ON SE
RWE RWE AG
SAF SAFRAN S.A.
CAP CAPGEMINI SE
HM B H&M HENNES & MAURITZ AB CLASS B
MOCORP METSO OUTOTEC OYJ
MAP MAPFRE SA
SIE SIEMENS AG
SHL SIEMENS HEALTHINEERS AG
NLBR NOVA LJUBLJANSKA BANKA DD LJUBLJANA
UN0 UNIPER SE
PLX PLUXEE NV
ULVR UNILEVER PLC
- Benoit Valleaux
- Steven Gould
- Benoit Valleaux
- Steven Gould
- Maria Paz Ojeda
MAPFRE: FY2025 RESULTS (ANÁLISIS BANCO SABADELL)
4Q'25 vs. 4Q'24 Results Premiums: € 6.761 Bn (+2.6% vs. +2.5% BS(e) and +2.0% consensus); Net Profit: € 250.0 M (+0.8% vs. -18.4% BS(e) and +9.7% consensus); FY2025 vs. FY2024 Results Premiums: € 29.145 Bn (+3.3% vs. +3.3% BS(e) and +3.2% consensus); Net Profit: € 1.079 Bn (+19.6% vs. +14.3% BS(e) and +22.1% consensus);
- Maria Paz Ojeda
MAPFRE: RDOS. 2025 (ANÁLISIS BANCO SABADELL)
Rdos. 4T'25 vs 4T'24: Primas: 6.761 M euros (+2,6% vs +2,5% BS(e) y +2,0% consenso); BDI: 250,0 M euros (+0,8% vs -18,4% BS(e) y +9,7% consenso); Rdos. 2025 vs 2024: Primas: 29.145 M euros (+3,6% vs +3,3% BS(e) y +3,2% consenso); BDI: 1.079 M euros (+19,6% vs +14,3% BS(e) y +22,1% consenso).
- Research Department
INFORME DIARIO 09 FEBRERO + RDOS. ESPAÑA Y EUROPA 4T’25. IDEAS DESTACA...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: MAPFRE, TALGO. EUROPA: DANONE, 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. 4T’25 que se publicarán en España y Europa en los próximos días. Continúa la volatilidad en las bolsas Semana de volatilidad en las bolsas europeas tras los vaivenes en las materias primas y las dudas sobre las valoraci...
- Research Department
IBERIAN DAILY 09 FEBRUARY + 4Q’25 RESULTS. HIGHLIGHTS (ANÁLISIS BANCO ...
NEWS SUMMARY: MAPFRE, TALGO. 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 4Q’25 results to be released over the coming days in Spain. Stock markets remain volatile It was a volatile week on European stock markets after the ups and downs in basic materials and doubts about the valuation of AI companies. In the STOXX 600, the best-performing sectors were Food and Telecoms (tra...
- Maissa Keskes
- Stephane Houri
FP TOTAL SE
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
DGE DIAGEO PLC
ADS ADIDAS AG
RI PERNOD RICARD SA
FGR EIFFAGE SA
UHR SWATCH GROUP LTD. BEARER
ABB ABB LTD.
NOKIA NOKIA OYJ
ENI ENI S.P.A.
REP REPSOL SA
KGX KION GROUP AG
SAP SAP SE
BP. BP P.L.C.
STM STMICROELECTRONICS NV
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
SHEL SHELL PLC
- Maissa Keskes
- Stephane Houri
FP TOTAL SE
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
DGE DIAGEO PLC
ADS ADIDAS AG
RI PERNOD RICARD SA
FGR EIFFAGE SA
UHR SWATCH GROUP LTD. BEARER
ABB ABB LTD.
NOKIA NOKIA OYJ
ENI ENI S.P.A.
REP REPSOL SA
KGX KION GROUP AG
SAP SAP SE
BP. BP P.L.C.
STM STMICROELECTRONICS NV
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
SHEL SHELL PLC
- Benoit Valleaux
- Roland Pfaender
- MBA
- CFA
- CCRA
- Benoit Valleaux
- Roland Pfaender
- MBA
- CFA
- CCRA
Munchener Ruckversicherungs-Gesellschaft AG: 1 director
A director at Munchener Ruckversicherungs-Gesellschaft AG sold 898 shares at 520.267EUR and the significance rating of the trade was 86/100. 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 ...
- Bruno Cavalier
- Hela Zarrouk
- Oliver Metzger
- Roy Külter
FME FRESENIUS MEDICAL CARE AG
LUFTHANSA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
FRA FRAPORT AG
TKA THYSSENKRUPP AG
WCH WACKER CHEMIE AG
DGE DIAGEO PLC
DB1 DEUTSCHE BOERSE AG
RNO RENAULT SA
ADS ADIDAS AG
G1A GEA GROUP AG
MC LVMH MOET HENNESSY LOUIS VUITTON SE
MTX MTU AERO ENGINES AG
CBK COMMERZBANK AG
RI PERNOD RICARD SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
DAI DAIMLER AG
RCO REMY COINTREAU SA
HNR1 HANNOVER RUECK SE
GBF BILFINGER SE
UTDI UNITED INTERNET AG
RHM RHEINMETALL AG
ALV ALLIANZ SE
LXS LANXESS AG
GXI GERRESHEIMER AG
EL ESSILORLUXOTTICA SA
KCO KLOECKNER & CO SE
BRBY BURBERRY GROUP PLC
MRK MERCK KGAA
KER KERING SA
VNA VONOVIA SE
EOAN E.ON SE
BOSS HUGO BOSS AG
SDF K+S AG
ZAL ZALANDO SE
G24 SCOUT24 AG
BAS BASF SE
RWE RWE AG
HEI HEIDELBERGCEMENT AG
BAYN BAYER AG
VOW3 VOLKSWAGEN AG PREF
HEN3 HENKEL AG & CO. KGAA PREF
DTE DEUTSCHE TELEKOM AG
TLX TALANX AG
SY1 SYMRISE AG
01913 PRADA S.P.A.
COFB COFINIMMO SA
FIE FIELMANN AG
DEZ DEUTZ AG
AIXA AIXTRON SE
NDA AURUBIS AG
KRN KRONES AG
NEM NEMETSCHEK SE
AED AEDIFICA SA
LEG LEG IMMOBILIEN AG
KGX KION GROUP AG
MONC MONCLER SPA
CPINV CARE PROPERTY INVEST SA
BNR BRENNTAG SE
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
RACE FERRARI NV
JUN3 JUNGHEINRICH AG PREF
FTG111 FLATEXDEGIRO AG
SIE SIEMENS AG
DUE DURR AG
SHL SIEMENS HEALTHINEERS AG
S92 SMA SOLAR TECHNOLOGY AG
JEN JENOPTIK AG
KBX KNORR-BREMSE AG
HAG HENSOLDT AG
CPR DAVIDE CAMPARI-MILANO N.V.
ENR SIEMENS ENERGY AG
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
STLA STELLANTIS N.V.
FPE3 FUCHS PETROLUB SE
BEAN BELIMO HOLDING AG
DTG DAIMLER TRUCK
ZGN ERMENEGILDO ZEGNA NV
STM STABILUS SE
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
TUI TUI AG
NCH2 THYSSENKRUPP NUCERA AG & CO.
SCHOTT PHARMA AG
R3NK RENK GROUP AG
QGEN QIAGEN N.V.
PFSE PFISTERER HOLDING SE
SHA SCHAEFFLER AG
TKMS TKMS AG & CO. KGAA
- Bruno Cavalier
- Hela Zarrouk
- Oliver Metzger
- Roy Külter
FME FRESENIUS MEDICAL CARE AG
LUFTHANSA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
FRA FRAPORT AG
TKA THYSSENKRUPP AG
WCH WACKER CHEMIE AG
DB1 DEUTSCHE BOERSE AG
RNO RENAULT SA
ADS ADIDAS 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
DAI DAIMLER AG
HNR1 HANNOVER RUECK SE
GBF BILFINGER SE
UTDI UNITED INTERNET AG
RHM RHEINMETALL AG
ALV ALLIANZ SE
LXS LANXESS AG
GXI GERRESHEIMER AG
EL ESSILORLUXOTTICA SA
KCO KLOECKNER & CO SE
FAGR FAGRON SA
BRBY BURBERRY GROUP PLC
MRK MERCK KGAA
KER KERING SA
ALLAN LANSON-BCC
VNA VONOVIA SE
EOAN E.ON SE
BOSS HUGO BOSS AG
SDF K+S AG
ZAL ZALANDO SE
G24 SCOUT24 AG
BAS BASF SE
RWE RWE AG
HEI HEIDELBERGCEMENT AG
BAYN BAYER AG
VOW3 VOLKSWAGEN AG PREF
HEN3 HENKEL AG & CO. KGAA PREF
DTE DEUTSCHE TELEKOM AG
TLX TALANX AG
SY1 SYMRISE AG
01913 PRADA S.P.A.
COFB COFINIMMO SA
FIE FIELMANN AG
DEZ DEUTZ AG
AIXA AIXTRON SE
NDA AURUBIS AG
KRN KRONES AG
NEM NEMETSCHEK SE
MMT METROPOLE TELEVISION SA
AED AEDIFICA SA
LEG LEG IMMOBILIEN AG
KGX KION GROUP AG
MONC MONCLER SPA
CPINV CARE PROPERTY INVEST SA
TWEKA TKH GROUP N.V. CERT
BNR BRENNTAG SE
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
RACE FERRARI NV
JUN3 JUNGHEINRICH AG PREF
FTG111 FLATEXDEGIRO AG
SIE SIEMENS AG
DUE DURR AG
TGN SOCIETATEA NATIONALA DE TRANSPORT GAZE NATURALE TRANSGAZ S.A.
SHL SIEMENS HEALTHINEERS AG
S92 SMA SOLAR TECHNOLOGY AG
JEN JENOPTIK AG
KBX KNORR-BREMSE AG
HAG HENSOLDT AG
ENR SIEMENS ENERGY AG
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
STLA STELLANTIS N.V.
FPE3 FUCHS PETROLUB SE
DTG DAIMLER TRUCK
ZGN ERMENEGILDO ZEGNA NV
STM STABILUS SE
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
TUI TUI AG
NCH2 THYSSENKRUPP NUCERA AG & CO.
SCHOTT PHARMA AG
R3NK RENK GROUP AG
QGEN QIAGEN N.V.
PFSE PFISTERER HOLDING SE
SHA SCHAEFFLER AG
TKMS TKMS AG & CO. KGAA
- Bruno Cavalier
- Hela Zarrouk
- Oliver Metzger
- Roy Külter
FME FRESENIUS MEDICAL CARE AG
LUFTHANSA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
FRA FRAPORT AG
TKA THYSSENKRUPP AG
WCH WACKER CHEMIE AG
DGE DIAGEO PLC
DB1 DEUTSCHE BOERSE AG
RNO RENAULT SA
ADS ADIDAS AG
G1A GEA GROUP AG
MC LVMH MOET HENNESSY LOUIS VUITTON SE
MTX MTU AERO ENGINES AG
CBK COMMERZBANK AG
RI PERNOD RICARD SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
DAI DAIMLER AG
RCO REMY COINTREAU SA
HNR1 HANNOVER RUECK SE
GBF BILFINGER SE
UTDI UNITED INTERNET AG
RHM RHEINMETALL AG
ALV ALLIANZ SE
LXS LANXESS AG
GXI GERRESHEIMER AG
EL ESSILORLUXOTTICA SA
KCO KLOECKNER & CO SE
BRBY BURBERRY GROUP PLC
MRK MERCK KGAA
KER KERING SA
VNA VONOVIA SE
EOAN E.ON SE
BOSS HUGO BOSS AG
SDF K+S AG
ZAL ZALANDO SE
G24 SCOUT24 AG
BAS BASF SE
RWE RWE AG
HEI HEIDELBERGCEMENT AG
BAYN BAYER AG
VOW3 VOLKSWAGEN AG PREF
HEN3 HENKEL AG & CO. KGAA PREF
DTE DEUTSCHE TELEKOM AG
TLX TALANX AG
SY1 SYMRISE AG
01913 PRADA S.P.A.
COFB COFINIMMO SA
FIE FIELMANN AG
DEZ DEUTZ AG
AIXA AIXTRON SE
NDA AURUBIS AG
KRN KRONES AG
NEM NEMETSCHEK SE
AED AEDIFICA SA
LEG LEG IMMOBILIEN AG
KGX KION GROUP AG
MONC MONCLER SPA
CPINV CARE PROPERTY INVEST SA
BNR BRENNTAG SE
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
RACE FERRARI NV
JUN3 JUNGHEINRICH AG PREF
FTG111 FLATEXDEGIRO AG
SIE SIEMENS AG
DUE DURR AG
SHL SIEMENS HEALTHINEERS AG
S92 SMA SOLAR TECHNOLOGY AG
JEN JENOPTIK AG
KBX KNORR-BREMSE AG
HAG HENSOLDT AG
CPR DAVIDE CAMPARI-MILANO N.V.
ENR SIEMENS ENERGY AG
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
STLA STELLANTIS N.V.
FPE3 FUCHS PETROLUB SE
BEAN BELIMO HOLDING AG
DTG DAIMLER TRUCK
ZGN ERMENEGILDO ZEGNA NV
STM STABILUS SE
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
TUI TUI AG
NCH2 THYSSENKRUPP NUCERA AG & CO.
SCHOTT PHARMA AG
R3NK RENK GROUP AG
QGEN QIAGEN N.V.
PFSE PFISTERER HOLDING SE
SHA SCHAEFFLER AG
TKMS TKMS AG & CO. KGAA
- Bruno Cavalier
- Hela Zarrouk
- Oliver Metzger
- Roy Külter
FME FRESENIUS MEDICAL CARE AG
LUFTHANSA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
FRA FRAPORT AG
TKA THYSSENKRUPP AG
WCH WACKER CHEMIE AG
DB1 DEUTSCHE BOERSE AG
RNO RENAULT SA
ADS ADIDAS 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
DAI DAIMLER AG
HNR1 HANNOVER RUECK SE
GBF BILFINGER SE
UTDI UNITED INTERNET AG
RHM RHEINMETALL AG
ALV ALLIANZ SE
LXS LANXESS AG
GXI GERRESHEIMER AG
EL ESSILORLUXOTTICA SA
KCO KLOECKNER & CO SE
FAGR FAGRON SA
BRBY BURBERRY GROUP PLC
MRK MERCK KGAA
KER KERING SA
ALLAN LANSON-BCC
VNA VONOVIA SE
EOAN E.ON SE
BOSS HUGO BOSS AG
SDF K+S AG
ZAL ZALANDO SE
G24 SCOUT24 AG
BAS BASF SE
RWE RWE AG
HEI HEIDELBERGCEMENT AG
BAYN BAYER AG
VOW3 VOLKSWAGEN AG PREF
HEN3 HENKEL AG & CO. KGAA PREF
DTE DEUTSCHE TELEKOM AG
TLX TALANX AG
SY1 SYMRISE AG
01913 PRADA S.P.A.
COFB COFINIMMO SA
FIE FIELMANN AG
DEZ DEUTZ AG
AIXA AIXTRON SE
NDA AURUBIS AG
KRN KRONES AG
NEM NEMETSCHEK SE
MMT METROPOLE TELEVISION SA
AED AEDIFICA SA
LEG LEG IMMOBILIEN AG
KGX KION GROUP AG
MONC MONCLER SPA
CPINV CARE PROPERTY INVEST SA
TWEKA TKH GROUP N.V. CERT
BNR BRENNTAG SE
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
RACE FERRARI NV
JUN3 JUNGHEINRICH AG PREF
FTG111 FLATEXDEGIRO AG
SIE SIEMENS AG
DUE DURR AG
TGN SOCIETATEA NATIONALA DE TRANSPORT GAZE NATURALE TRANSGAZ S.A.
SHL SIEMENS HEALTHINEERS AG
S92 SMA SOLAR TECHNOLOGY AG
JEN JENOPTIK AG
KBX KNORR-BREMSE AG
HAG HENSOLDT AG
ENR SIEMENS ENERGY AG
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
STLA STELLANTIS N.V.
FPE3 FUCHS PETROLUB SE
DTG DAIMLER TRUCK
ZGN ERMENEGILDO ZEGNA NV
STM STABILUS SE
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
TUI TUI AG
NCH2 THYSSENKRUPP NUCERA AG & CO.
SCHOTT PHARMA AG
R3NK RENK GROUP AG
QGEN QIAGEN N.V.
PFSE PFISTERER HOLDING SE
SHA SCHAEFFLER AG
TKMS TKMS AG & CO. KGAA
- Research Department
IBERIAN DAILY 19 JANUARY + 4Q’25 RESULTS. HIGHLIGHTS AND REST OF PREVI...
NEWS SUMMARY: ACS, GREENING, INDRA, MAPFRE, MERLIN PROPERTIES, TELEFÓNICA. 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 4Q’25 results to be released over the coming days in Spain. Between the US results season and geopolitics European stock markets had a transitional week with mixed performance, marked by the geopolitical situation in Greenland/Iran and the start of the resu...
- Research Department
INFORME DIARIO 19 ENERO + RDOS. ESPAÑA 4T’25. IDEAS DESTACADAS Y PREVI...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: GREENING, INDRA, MAPFRE, MERLIN PROPERTIES, TELEFÓNICA. EUROPA: BAYER. 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. 4T’25 que se publicarán en España y Europa en los próximos días. Entre la temporada de resultados en EE.UU. y la geopolítica Las bolsas europeas tuvieron una semana de transición, con un c...
- Research Department
INFORME DIARIO 14 ENERO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: MAPFRE. EUROPA: ESSILORLUXOTTICA. Arranca la temporada de resultados en EE.UU. Estabilidad en las bolsas europeas en el arranque de la temporada de resultados de EE.UU. y con D. Trump arengando a continuar las protestas en Irán. En el STOXX 600 los mejores sectores fueron Energía (impulsado por la subida del Brent) y R. Básicos mientras que Construcción (lastrado por rebaja de recomendación de una casa de análisis) y Telecomunicaciones registraron ...
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