reports
Telecom Italia Spa: 2 directors
Two Directors at Telecom Italia Spa sold 1,241,280 shares at between 0.421EUR and 0.426EUR. The significance rating of the trade was 89/100. 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 ...
- Felix Fischer
- Haidje Rustau
- Jayanth Kandalam
- Si Yong Ng
- Benoit Valleaux
- Steven Gould
SN. SMITH & NEPHEW PLC
CON CONTINENTAL AKTIENGESELLSCHAFT
INFINEON INFINEON TECHNOLOGIES AG
EBS ERSTE GROUP BANK AG
BEI BEIERSDORF AG
VNA VONOVIA SE
ZAL ZALANDO SE
FRE FRESENIUS SE & CO. KGAA
BAYN BAYER AG
RAA RATIONAL AG
TIT TELECOM ITALIA S.P.A.
AD KONINKLIJKE AHOLD DELHAIZE N.V.
BP. BP P.L.C.
CCEP COCA-COLA EUROPEAN PARTNERS PLC
ENR SIEMENS ENERGY AG
NOVO B NOVO NORDISK A/S
QGEN QIAGEN N.V.
- Benoit Valleaux
- Steven Gould
SN. SMITH & NEPHEW PLC
CON CONTINENTAL AKTIENGESELLSCHAFT
INFINEON INFINEON TECHNOLOGIES AG
EBS ERSTE GROUP BANK AG
BEI BEIERSDORF AG
VNA VONOVIA SE
ZAL ZALANDO SE
FRE FRESENIUS SE & CO. KGAA
BAYN BAYER AG
RAA RATIONAL AG
TIT TELECOM ITALIA S.P.A.
AD KONINKLIJKE AHOLD DELHAIZE N.V.
BP. BP P.L.C.
CCEP COCA-COLA EUROPEAN PARTNERS PLC
ENR SIEMENS ENERGY AG
NOVO B NOVO NORDISK A/S
QGEN QIAGEN N.V.
- Stephane Beyazian
- Stephane Beyazian
- Felix Fischer
- Haidje Rustau
- Jayanth Kandalam
- Peter Low
- James Ratzer
- Research Department
IBERIAN DAILY 05 AUGUST (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: CELLNEX, NATURGY. Stock markets pause for a break European stock markets recovered after the strong corrections seen last Friday, fuelled by banks. Thus, in the STOXX 600 most sectors (16/20) ended with gains, led by Banks and Insurance vs. Pharma and Retail that were the worst performers. On the macro side, in the euro zone, August’s Sentix dropped significantly as opposed to expectations following the tariff agreement signed with the US to the worst level since April. In the US,...
- Felix Fischer
- Filipe Botelho
- Haidje Rustau
- Si Yong Ng
- Trung Nguyen
- ING Helpdesk
Benelux Morning Notes
Belgian telcos: Telenet small positive net adds, good financials, guidance up. Kinepolis: US Cinemark strong, 5% growth in US tickets, consumption per visitor. KPN: VodafoneZiggo 2Q25 very weak, guidance maintained. PostNL: 2Q25 beats underlying slightly; FY25 guidance reiterated, EU court appeal
- Julian Dobrovolschi
- Steven Boumans
V1S ARKEMA
LHN HOLCIM AG
LR LEGRAND
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
AC ACCOR SA
ENX EURONEXT NV
VIE VEOLIA ENVIRONNEMENT SA
SGO COMPAGNIE DE SAINT-GOBAIN SA
ENGI ENGIE SA.
EDP EDP-ENERGIAS DE PORTUGAL SA
DG VINCI SA
SU SCHNEIDER ELECTRIC SE
RNO RENAULT SA
ADS ADIDAS AG
APAML APERAM SA
LI KLEPIERRE SA
COV COVIVIO SA
OUT1V OUTOKUMPU OYJ
GFC GECINA SA
NXI NEXITY SA CLASS A
FLY SOCIETE FONCIERE LYONNAISE SA
EN BOUYGUES SA
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
GLE SOCIETE GENERALE S.A. CLASS A
INEA FONCIERE INEA
WHA WERELDHAVE N.V.
TEP TELEPERFORMANCE SE
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
BLND BRITISH LAND COMPANY PLC
ITRK INTERTEK GROUP PLC
KOF KAUFMAN & BROAD SA
ALTA ALTAREA SCA
VNA VONOVIA SE
ACX ACERINOX SA
XIOR XIOR STUDENT HOUSING N.V.
SAF SAFRAN S.A.
BCP BANCO COMERCIAL PORTUGUES S.A.
HEI HEIDELBERGCEMENT AG
VER VERBUND AG CLASS A
ENEL ENEL SPA
ICAD ICADE SA
BYG BIG YELLOW GROUP PLC
COFB COFINIMMO SA
NEM NEMETSCHEK SE
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
FCC FOMENTO DE CONSTRUCCIONES Y CONTRATAS S.A.
VASTB VASTNED RETAIL BELGIUM NV
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
AMS AMADEUS IT GROUP SA CLASS A
CARM CARMILA SAS
EVK EVONIK INDUSTRIES AG
LEG LEG IMMOBILIEN AG
CPINV CARE PROPERTY INVEST SA
SAFE SAFESTORE HOLDINGS PLC
ANDR ANDRITZ AG
ARG ARGAN SA
VGP VGP NV
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
WLN WORLDLINE SA
MERLIN MERLIN PROPERTIES SOCIMI S.A.
CLNX CELLNEX TELECOM S.A.
RACE FERRARI NV
DKG DEUTSCHE KONSUM REIT-AG
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
PIRC PIRELLI & C. S.P.A.
REY REPLY S.P.A.
BBVA BANCO BILBAO VIZCAYA ARGENTARIA 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
KBX KNORR-BREMSE AG
NEXI NEXI S.P.A.
CPR DAVIDE CAMPARI-MILANO N.V.
WDP WAREHOUSES DE PAUW SCA
UMG UNIVERSAL MUSIC GROUP NV
ECMPA EUROCOMMERCIAL PROPERTIES NV
DTG DAIMLER TRUCK
CTPNV CTP NV
ONE ONE UNITED PROPERTIES SA
SHUR SHURGARD SELF STORAGE LIMITED
TEN TENARIS S.A.
- Julian Dobrovolschi
V1S ARKEMA
LHN HOLCIM AG
LR LEGRAND
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
AC ACCOR SA
ENX EURONEXT NV
VIE VEOLIA ENVIRONNEMENT SA
SGO COMPAGNIE DE SAINT-GOBAIN SA
ENGI ENGIE SA.
EDP EDP-ENERGIAS DE PORTUGAL SA
DG VINCI SA
SU SCHNEIDER ELECTRIC SE
RNO RENAULT SA
ADS ADIDAS AG
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
EN BOUYGUES SA
GLE SOCIETE GENERALE S.A. CLASS A
TEP TELEPERFORMANCE SE
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
ITRK INTERTEK GROUP PLC
ACX ACERINOX SA
SAF SAFRAN S.A.
BCP BANCO COMERCIAL PORTUGUES S.A.
HEI HEIDELBERGCEMENT AG
VER VERBUND AG CLASS A
ENEL ENEL SPA
NEM NEMETSCHEK SE
FCC FOMENTO DE CONSTRUCCIONES Y CONTRATAS S.A.
AMS AMADEUS IT GROUP SA CLASS A
EVK EVONIK INDUSTRIES AG
ANDR ANDRITZ AG
WLN WORLDLINE SA
CLNX CELLNEX TELECOM S.A.
RACE FERRARI NV
PIRC PIRELLI & C. S.P.A.
REY REPLY S.P.A.
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
KBX KNORR-BREMSE AG
NEXI NEXI S.P.A.
CPR DAVIDE CAMPARI-MILANO N.V.
UMG UNIVERSAL MUSIC GROUP NV
DTG DAIMLER TRUCK
TEN TENARIS S.A.
- Andres Bolumburu
CELLNEX: 1H’25 RESULTS (ANÁLISIS BANCO SABADELL)
2Q'25 vs. 2Q'24 Results Sales: € 978.0 M (+0.3% vs. +0.2% BS(e) and +0.4% consensus); EBITDA: € 807.0 M (+0.9% vs. +0.9% BS(e) and +1.0% consensus); Net Profit: € -66.0 M (€ -379.0 M in 1H'24); 1H'25 vs. 1H'24 Results Sales: € 1.942 Bn (+1.1% vs. +1.0% BS(e) and +1.1% consensus); EBITDA: € 1.605 Bn (+1.7% vs. +1.7% BS(e) and +1.8% consensus); Net Profit: € -115.0 M (€ -418.0 M in 1H'24);
- Andres Bolumburu
CELLNEX: RDOS. 1S’25 (ANÁLISIS BANCO SABADELL)
Rdos. 2T'25 vs 2T'24: Ventas: 978,0 M euros (+0,3% vs +0,2% BS(e) y +0,4% consenso); EBITDA: 807,0 M euros (+0,9% vs +0,9% BS(e) y +1,0% consenso); BDI: -66,0 M euros (-379,0 M euros en 1S'24). Rdos. 1S'25 vs 1S'24: Ventas: 1.942 M euros (+1,1% vs +1,0% BS(e) y +1,1% consenso); EBITDA: 1.605 M euros (+1,7% vs +1,7% BS(e) y +1,8% consenso); BDI: -115,0 M euros (-418,0 M euros en 1S'24).
- Ana Arjona-Martinez
- Research Department
IBERIAN DAILY 01 AUGUST (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: CELLNEX, IBERDROLA, REDEIA, SANTANDER. Trade matters put Europe in the red once again European stock markets fell due to trade matters. After the 01 August deadline passed, a 35% tariff was placed on Canada, 50% on Brazil, 25% on India, 20% on Taiwan and 39% on Switzerland, with another 69 trade partners facing tariffs between 10-41% if new agreements are not reached. As for Mexico, the country will continue to have a 25% tariff due to fentanyl, 25% on automobiles and 50% on steel...
- Research Department
INFORME DIARIO 01 AGOSTO + RDOS. EUROPA 2T’25. PREVIEWS (ANÁLISIS BANC...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CELLNEX, IBERDROLA, REDEIA, SANTANDER. EUROPA: AB INBEV, AXA, 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. 2T’25 que se publicarán en España y Europa en los próximos días. Europa vuelve a pérdidas por el tema comercial Cesiones en las bolsas europeas por el tema comercial. Tas vencer el deadline de...
- James Ratzer
- Ben Rickett
Inwit (Neutral, €11, +7%) 2Q25: Solid quarter, supported by DAS demand
Inwit has reported a solid set of Q2 results and confirmed all guidance. The company continues to deliver robust revenue growth (+5% YoY in Q2), with demand for indoor DAS deployments offsetting slower core anchor tenancy revenue growth.
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