reports
- Research Department
INFORME DIARIO 27 JUNIO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: IBERDROLA, OHLA, REDEIA, REPSOL. El mercado de divisas, nuevo foco de atención Jornada mixta en las bolsas europeas, que cotizaron divididas con la vista puesta en el dólar y el nuevo retroceso que sufrió ayer, cayendo a mínimos de 2022. En el STOXX 600 R. Básicos e Industriales fueron los sectores que más subieron, frente a las mayores caídas de Hogar y B. de Consumo (sectores con bastante exposición a dólar). Por el lado macro, en EE.UU. el PIB 1...
- Research Department
IBERIAN DAILY 27 JUNE (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: IBERDROLA, OHLA, REDEIA, REPSOL. Spotlight now on the currency market It was a mixed session on European stock markets, which were a mixed bag with all eyes on the dollar and the drop it suffered yesterday, falling to a low since 2022. In the STOXX 600, Basic Materials and Industrials were the sectors rising the most, with Household Goods and Consumer Goods falling the most (sectors highly exposed to the USD). On the macro side, in the US the 1Q’25 GDP was lowered in its third rea...
- ABGSC Telecom Equipment Research
- Oscar Rönnkvist
- Simon Granath
Chief People Officer, Lorna Gibb to leave Nokia
Chief People Officer, Lorna Gibb to leave Nokia Nokia CorporationStock Exchange Release26 June 2025 at 10:00 EEST Chief People Officer, Lorna Gibb to leave Nokia Espoo, Finland – Nokia today announces that its Chief People Officer, Lorna Gibb, has decided to leave the company and step down from its Group Leadership Team to pursue another opportunity, effective today. A recruitment process has begun for her successor. Lorna joined Nokia in 2020 and has been the Chief People Officer and a member of the Group Leadership Team since June 2024. She has been responsible for evolving Nokia’s peo...
Nokian henkilöstöjohtaja Lorna Gibb jättää yhtiön
Nokian henkilöstöjohtaja Lorna Gibb jättää yhtiön Nokia OyjPörssitiedote26.6.2025 klo 10:00 EEST Nokian henkilöstöjohtaja Lorna Gibb jättää yhtiön Espoo – Nokian henkilöstöjohtaja Lorna Gibb on päättänyt jättää yhtiön ja sen johtoryhmän tavoitellakseen tehtävää Nokian ulkopuolella. Päätös astuu voimaan tänään ja uuden henkilöstöjohtajan seuraajahaku on käynnistetty. Vuodesta 2020 Nokialla työskennellyt Gibb on toiminut yhtiön henkilöstöjohtajana ja johtoryhmän jäsenenä kesäkuusta 2024 vastuullaan kehittää Nokian henkilöstöstrategiaa ja johtamisohjelmia. Nokian väliaikaiseksi henkilöst...
Press Release: Riliprubart earns orphan drug designation in the US for...
Press Release: Riliprubart earns orphan drug designation in the US for antibody-mediated rejection in solid organ transplantation Riliprubart earns orphan drug designation in the US for antibody-mediated rejection in solid organ transplantation Ongoing phase 2 study evaluating riliprubart for the potential prevention and treatment of active antibody-mediated rejection in kidney transplant recipientsRiliprubart was also designated orphan drug for the investigational use in chronic inflammatory demyelinating polyneuropathy in the US and EU Paris, June 25, 2025. The US Food and Drug Administ...
Communiqué de presse : Le riliprubart est désigné comme médicament orp...
Communiqué de presse : Le riliprubart est désigné comme médicament orphelin aux États-Unis pour le rejet induit par les anticorps dans la transplantation d’organes solides Le riliprubart est désigné comme médicament orphelin aux États-Unis pour le rejet induit par les anticorps dans la transplantation d’organes solides Étude de phase 2 en cours évaluant le riliprubart pour la prévention et le traitement potentiels du rejet actif induit par les anticorps chez les receveurs de transplantation du reinLe riliprubart a également été désigné comme médicament orphelin pour l’utilisation expérimen...
Nokia selected by Verizon as hardware and software provider for Thames...
Nokia selected by Verizon as hardware and software provider for Thames Freeport multisite private 5G deal Press ReleaseNokia selected by Verizon as hardware and software provider for Thames Freeport multisite private 5G deal Verizon Business, in collaboration with Nokia, will deliver multiple Verizon Private 5G Networks to industrial campuses across the Thames Freeport, one of the UK’s busiest maritime logistics and manufacturing regions. The Thames Freeport is a designated UK “Free Trade Zone,” established to boost economic growth, create high-value jobs and attract global investment as p...
- ABGSC Telecom Equipment Research
- Oscar Rönnkvist
- Simon Granath
Muutokset Nokia Oyj:n omien osakkeiden omistuksessa
Muutokset Nokia Oyj:n omien osakkeiden omistuksessa Nokia OyjPörssitiedote23.6.2025 klo 14.00Muutokset Nokia Oyj:n omien osakkeiden omistuksessa Espoo – Nokia on tänään luovuttanut 113 390 yhtiön hallussa ollutta Nokian osaketta (NOKIA) vastikkeetta suorituksena Nokian osakepohjaisiin kannustinohjelmiin osallistuneille henkilöille ohjelmien ehtojen mukaisesti. Osakkeiden luovutus perustuu 22.11.2024 julkistettuun hallituksen päätökseen yhtiön hallussa olevien osakkeiden antamisesta ohjelmien mukaisten sitoumusten täyttämiseksi. Nokia Oyj:n hallussa olevien omien osakkeiden lukumäärä luovu...
Changes in Nokia Corporation's own shares
Changes in Nokia Corporation's own shares Nokia CorporationStock Exchange Release23 June 2025 at 14:00 EESTChanges in Nokia Corporation's own shares Espoo, Finland – A total of 113 390 Nokia shares (NOKIA) held by the company were transferred today without consideration to participants of Nokia's equity-based incentive plans in accordance with the rules of the plans. The transfer is based on the resolution of the Board of Directors to issue shares held by the company to settle its commitments to participants of the plans as announced on 22 November 2024. The number of own shares held by N...
- Research Department
IBERIAN DAILY 23 JUNE (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: AEDAS, IAG, INDRA, NEINOR, OHLA. US attacks Iran The risk of a military intervention by the US in Iran weighed on the market last week, and the 2-week deadline decided by D. Trump calmed stock markets. However, the movement of the military arsenal continued in the Middle East area, and in the end the US launched a weekend air attack on 3 Iranian nuclear targets. In the STOXX 600, Real Estate and Energy saw the biggest gains last week vs. Pharma and Retail that ended with the bigge...
- Research Department
INFORME DIARIO 23 JUNIO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AEDAS, IAG, INDRA, NEINOR, OHLA. EUROPA: SCHNEIDER ELECTRIC. EE.UU. ataca Irán El riesgo de una intervención militar de EE.UU. en Irán sobrevoló sobre el mercado durante la semana pasada y el plazo de dos semanas que se había dado D. Trump alivió a las bolsas. Sin embargo, el movimiento de arsenal militar seguía llegando a la zona de O. Medio y finalmente EE.UU. ha lanzado durante el fin de semana un ataque aéreo sobre 3 objetivos nucleares. Irán h...
Press Release: Sarclisa recommended for EU approval by the CHMP to tre...
Press Release: Sarclisa recommended for EU approval by the CHMP to treat transplant-eligible newly diagnosed multiple myeloma Sarclisa recommended for EU approval by the CHMP to treat transplant-eligible newly diagnosed multiple myeloma Recommendation based on GMMG-HD7 phase 3 study demonstrating that Sarclisa with VRd induction treatment significantly improved MRD negativity benefit and prolonged PFS compared to VRd aloneIf approved, it would represent the fourth indication in the EU and second in the front-line setting globally Paris, June 23, 2025. The European Medicines Agency’s Commi...
Communiqué de presse : Sarclisa recommandé pour approbation dans l’UE ...
Communiqué de presse : Sarclisa recommandé pour approbation dans l’UE par le CHMP pour le traitement du myélome multiple nouvellement diagnostiqué chez les patients éligibles à une greffe Sarclisa recommandé pour approbation dans l’UE par le CHMP pour le traitement du myélome multiple nouvellement diagnostiqué chez les patients éligibles à une greffe Recommandation fondée sur l’étude de phase 3 GMMG-HD7, qui a montré que l’ajout de Sarclisa au traitement d’induction VRd améliorait significativement le taux de négativité de la MRD (maladie résiduelle minimale) et prolongeait la SSP (survie ...
- Research Department
IBERIAN DAILY 20 JUNE (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: NATURGY, OHLA. Geopolitical and trade pressure The risks that the US takes part in the war between Israel and Iran and that the trade agreement with Europe is less favourable than initially expected resulted in new corrections in European stock markets. Thus, in the STOXX 600 most sectors ended in negative territory (only 3/20 closed with gains), with Energy and Pharma being the best performers vs. Travel&Leisure and Construction that saw the biggest drops. On the macro side, the ...
- Research Department
INFORME DIARIO 20 JUNIO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: NATURGY, OHLA. EUROPA: UNICREDIT. Presión desde el frente geopolítico y comercial Los riesgos de que EE.UU. intervenga en la guerra entre Israel e Irán y que el acuerdo comercial con Europa sea menos favorable a lo inicialmente esperado volvieron a llevar a las pérdidas a las bolsas europeas. Así, en una jornada más, la mayoría de los sectores del STOXX 600 terminaron en rojo (sólo 3/20 se libraron del castigo) siendo Energía y Farma los mejores fre...
Press Release: Dupixent approved in the US as the only targeted medici...
Press Release: Dupixent approved in the US as the only targeted medicine to treat patients with bullous pemphigoid Dupixent approved in the US as the only targeted medicine to treat patients with bullous pemphigoid Approval based on pivotal results showing improvements in sustained disease remission and reductions in itch and oral corticosteroid use compared to placebo in adults with BPBP is a chronic, debilitating, and relapsing rare skin disease affecting approximately 27,000 adults in the US whose disease is uncontrolled by systemic corticosteroidsDupixent is now approved in the US t...
Communiqué de presse : Dupixent est approuvé aux États-Unis comme le s...
Communiqué de presse : Dupixent est approuvé aux États-Unis comme le seul médicament ciblé pour traiter les patients atteints de pemphigoïde bulleuse Dupixent est approuvé aux États-Unis comme le seul médicament ciblé pour traiter les patients atteints de pemphigoïde bulleuse L’approbation est basée sur des résultats pivots montrant des améliorations de la rémission durable de la maladie et une réduction des démangeaisons ainsi que de l’utilisation de corticoïdes oraux par rapport au placebo chez les adultes atteints de PBLa PB est une maladie chronique rare, invalidante et récurrente de...
- Pierre FerraguÊ
The Tech Infrastructure Quarterly Bible 1Q25
We publish today our comprehensive quarterly bible: 237 pages of detailed analyses on what happened in the last 3 months, and how we interpret it, in light of our current convictions. The first section acts as a PM summary, outlining our key findings, and latest thoughts on the semi cycle, in 6 slides.
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
TSLA TESLA INC
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
LRCX LAM RESEARCH CORPORATION
NOKIA NOKIA OYJ
2330 TSMC
SOI SOITEC SA
CSCO CISCO SYSTEMS INC.
ASML ASML HOLDING NV
MBLY MOBILEYE NV
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.
TXG 10X GENOMICS INC CLASS A
ERIC-B ERICSSON LM-B SHS
0084207D UBER TECHNOLOGIES INC
ME 23ANDME HLDG CO
GRAB GRAB HLDGS LTD
ARM ARM HOLDINGS PLC
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