reports
- Bruno Cavalier
- Farid Bitari
- Nicolas David
- Steven Boumans
- Thomas Zlowodzki
SGE SAGE GROUP PLC
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
MC LVMH MOET HENNESSY LOUIS VUITTON SE
LI KLEPIERRE SA
COV COVIVIO SA
ORA ORANGE SA
GFC GECINA SA
NXI NEXITY SA CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
EL ESSILORLUXOTTICA SA
INEA FONCIERE INEA
WHA WERELDHAVE N.V.
BLND BRITISH LAND COMPANY PLC
BRBY BURBERRY GROUP PLC
KOF KAUFMAN & BROAD SA
KER KERING SA
ALTA ALTAREA SCA
VNA VONOVIA SE
ENI ENI S.P.A.
ISP INTESA SANPAOLO S.P.A.
XIOR XIOR STUDENT HOUSING N.V.
ICAD ICADE SA
RY4C RYANAIR HOLDINGS PLC
01913 PRADA S.P.A.
REP REPSOL SA
BYG BIG YELLOW GROUP PLC
COFB COFINIMMO SA
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
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
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
MONC MONCLER SPA
CPINV CARE PROPERTY INVEST SA
MAP MAPFRE SA
SAFE SAFESTORE HOLDINGS PLC
ARG ARGAN SA
CABK CAIXABANK SA
VGP VGP NV
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
BP. BP P.L.C.
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
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
WDP WAREHOUSES DE PAUW SCA
ECMPA EUROCOMMERCIAL PROPERTIES NV
ZGN ERMENEGILDO ZEGNA NV
CTPNV CTP NV
SHEL SHELL PLC
LIN LINDE PUBLIC LIMITED COMPANY
SHUR SHURGARD SELF STORAGE LIMITED
- Bruno Cavalier
- Farid Bitari
- Nicolas David
- Thomas Zlowodzki
SGE SAGE GROUP PLC
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
MC LVMH MOET HENNESSY LOUIS VUITTON SE
ORA ORANGE SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
ENI ENI S.P.A.
ISP INTESA SANPAOLO S.P.A.
RY4C RYANAIR HOLDINGS PLC
01913 PRADA S.P.A.
REP REPSOL SA
MONC MONCLER SPA
MAP MAPFRE SA
CABK CAIXABANK SA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
BP. BP P.L.C.
ZGN ERMENEGILDO ZEGNA NV
SHEL SHELL PLC
LIN LINDE PUBLIC LIMITED COMPANY
- Benoit Valleaux
- Steven Gould
- Benoit Valleaux
- Steven Gould
- Benoit Valleaux
- Steven Gould
- Benoit Valleaux
- Steven Gould
- Maria Paz Ojeda
MAPFRE: 9M’25 RESULTS AND CHANGE OF RECOMMENDATION TO UNDERWEIGHT (ANÁ...
3Q'25 vs. 3Q'24 Results Premiums: € 6.436 Bn (-0.6% vs. +5.7% BS(e) and +4.5% consensus); Operating Result: € 607.36 M (+26.35% vs. +25.02% BS(e) and n/a consensus); Net Profit: € 258.5 M (+34.6% vs. +40.5% BS(e) and +55.2% consensus). 9M'25 vs. 9M'24 Results Premiums: € 22.384 Bn (+3.5% vs. +5.4% BS(e) and +5.0% consensus); Operating Result: € 1.834 Bn (+21.39% vs. +19.99% BS(e) and n/a consensus); Net Profit: € 829.0 M (+26.8% vs. +28.4% BS(e) and +31.7% consensus).
- Carole Braudeau
- Javier Esteban
CAIXABANK: 3Q’25 RESULTS (ANÁLISIS BANCO SABADELL)
3Q'25 vs. 3Q'24 Results NII: € 2.67 Bn (-4.3% vs.. -5.3% BS(e) and -4.7% consensus); Total Revenues: € 4.08 Bn (-0.4% vs. -1.9% BS(e) and -1.5% consensus); Operating Income: 2.46 Bn (-3.9% vs. -5.8% BS(e) and -5.3% consensus); Net Profit pre AT1: € 1.4 Bn (-8.1% vs. -4.4% BS(e) and -9.7% consensus). 3Q'25 vs.. 2Q'25 Results NII: € 2.67 Bn (+1.4% vs. +0.3% BS(e) and +1% consensus); Total Revenues: € 4.08 Bn (+1.2% vs. -0.4% BS(e) and 0% consensus); Operating Income: € 2.46 Bn (+1.1% vs. -0.9% BS(...
- Maria Paz Ojeda
MAPFRE: RDOS. 9MESES’25 Y CAMBIO DE RECOMENDACIÓN A INFRAPONDERAR (ANÁ...
Rdos. 3T'25 vs 3T'24: Primas: 6.436 M euros (-0,6% vs +5,7% BS(e) y +4,5% consenso); Rdo. Operativo: 607,36 M euros (+26,35% vs 25,02% BS(e) y n/a consenso); BDI: 258,5 M euros (+34,6% vs +40,5% BS(e) y +55,2% consenso). Rdos. 9meses'25 vs 9meses'24: Primas: 22.384 M euros (+3,5% vs +5,4% BS(e) y +5,0% consenso); Rdo. Operativo: 1.834 M euros (+21,39% vs +19,99% BS(e) y n/a consenso); BDI: 829,0 M euros (+26,8% vs +28,4% BS(e) y +31,7% consenso).
- Carole Braudeau
- Research Department
IBERIAN DAILY 31 OCTOBER + 3Q’25 RESULTS. PREVIEWS (ANÁLISIS BANCO SAB...
NEWS SUMMARY: BANKINTER, CAIXABANK, ELECTRICITY SECTOR, MELIÁ, PUIG BRANDS, SANTANDER, UNICAJA. 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 3Q’25 results to be released over the coming days in Spain. Profit taking after Central Bank meetings European stock markets slid amid 3Q’25 results and the Central Banks meetings. In the STOXX 600, Technology and Travel&Leisure were th...
- Javier Esteban
CAIXABANK: RDOS. 3T’25 (ANÁLISIS BANCO SABADELL)
Rdos. 3T'25 vs 3T'24: M. Intereses: 2.674 M euros (-4,3% vs -5,3% BS(e) y -4,7% consenso); M. Bruto: 4.077 M euros (-0,4% vs -1,9% BS(e) y -1,5% consenso); M. Neto: 2.458 M euros (-3,9% vs -5,8% BS(e) y -5,3% consenso); BDI pre AT1: 1.445 M euros (-8,1% vs -4,4% BS(e) y -9,7% consenso). Rdos. 3T'25 vs 2T'25: M. Intereses: 2.674 M euros (+1,4% vs +0,3% BS(e) y +1% consenso); M. Bruto: 4.077 M euros (+1,2% vs -0,4% BS(e) y 0% consenso); M. Neto: 2.458 M euros (+1,1% vs -0,9% BS(e) y -0,4% consens...
- Research Department
INFORME DIARIO 31 OCTUBRE + RDOS. ESPAÑA Y EUROPA 3T’25. PREVIEWS (ANÁ...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CAIXABANK, MELIÁ, SECTOR ELÉCTRICO, PUIG BRANDS, UNICAJA. EUROPA: AXA, BAYER, SECTOR BANCARIO, 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. 3T’25 que se publicarán en España y Europa en los próximos días. Toma de beneficios post Bancos Centrales Las bolsas a ambos lados del Atlántico se decant...
- Research Department
IBERIAN DAILY 28 OCTOBER + 3Q’25 RESULTS. HIGHLIGHTS AND REST OF PREVI...
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 3Q’25 results to be released over the coming days in Spain. Ibex 35 hits new record highs European stock markets welcomed the memorandum of understanding on trade between the US and China and the strong start to the 3Q’25 earnings season. Against this backdrop, the Ibex35 hit new record highs at 16,029 poi...
- Research Department
INFORME DIARIO 28 OCTUBRE + RDOS. ESPAÑA Y EUROPA 3T’25. IDEAS DESTACA...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CAIXABANK. EUROPA: AIR LIQUIDE, BNP PARIBAS, 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. 3T’25 que se publicarán en España y Europa en los próximos días. El Ibex 35 marca nuevos máximos históricos Las bolsas europeas celebraron el principio de acuerdo comercial entre EE.UU. y China y...
- Bruno Cavalier
- Nour El Houda Hammami
- Oliver Metzger
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
GXI GERRESHEIMER AG
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
ISP INTESA SANPAOLO S.P.A.
01913 PRADA S.P.A.
BKT BANKINTER SA
PAL PALFINGER AG
UCG UNICREDIT S.P.A.
MONC MONCLER SPA
CABK CAIXABANK SA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
BRAV BRAVIDA HOLDING AB
SAN BANCO SANTANDER S.A.
IDR INDRA SISTEMAS S.A. CLASS A
UNI UNICAJA BANCO S.A.
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
MVC METROVACESA SA
SAB BANCO DE SABADELL SA
ZGN ERMENEGILDO ZEGNA NV
VT5 VT5 ACQUISITION COMPANY AG
EXENS EXOSENS
- Ahmed Ben Salem
- Bruno Cavalier
GALP GALP ENERGIA SGPS SA CLASS B
MC LVMH MOET HENNESSY LOUIS VUITTON SE
HO THALES SA
NOVN NOVARTIS AG
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
ENI ENI S.P.A.
ISP INTESA SANPAOLO S.P.A.
SCHP SCHINDLER HOLDING AG PREF
01913 PRADA S.P.A.
BKT BANKINTER SA
UCG UNICREDIT S.P.A.
MONC MONCLER SPA
CABK CAIXABANK SA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
SAN BANCO SANTANDER S.A.
UNI UNICAJA BANCO S.A.
BHP BHP GROUP LTD
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
SAB BANCO DE SABADELL SA
SIK SIKA AG
ZGN ERMENEGILDO ZEGNA NV
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
- Ana Arjona-Martinez
- Bruno Cavalier
- Chaima Ferrandon
- Nour El Houda Hammami
- Sven Edelfelt
MC LVMH MOET HENNESSY LOUIS VUITTON SE
FGR EIFFAGE SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
GXI GERRESHEIMER AG
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
ISP INTESA SANPAOLO S.P.A.
01913 PRADA S.P.A.
SAVE SAVENCIA SA
BKT BANKINTER SA
PAL PALFINGER AG
UCG UNICREDIT S.P.A.
MONC MONCLER SPA
CABK CAIXABANK SA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
BRAV BRAVIDA HOLDING AB
SAN BANCO SANTANDER S.A.
IDR INDRA SISTEMAS S.A. CLASS A
UNI UNICAJA BANCO S.A.
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
MVC METROVACESA SA
SAB BANCO DE SABADELL SA
ZGN ERMENEGILDO ZEGNA NV
VT5 VT5 ACQUISITION COMPANY AG
EXENS EXOSENS
- Ana Arjona-Martinez
- Bruno Cavalier
- Chaima Ferrandon
- Sven Edelfelt
DG VINCI SA
GALP GALP ENERGIA SGPS SA CLASS B
MC LVMH MOET HENNESSY LOUIS VUITTON SE
HO THALES SA
NOVN NOVARTIS AG
FGR EIFFAGE SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
ENI ENI S.P.A.
ISP INTESA SANPAOLO S.P.A.
SCHP SCHINDLER HOLDING AG PREF
01913 PRADA S.P.A.
BKT BANKINTER SA
UCG UNICREDIT S.P.A.
MONC MONCLER SPA
CABK CAIXABANK SA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
SAN BANCO SANTANDER S.A.
UNI UNICAJA BANCO S.A.
BHP BHP GROUP LTD
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
SAB BANCO DE SABADELL SA
SIK SIKA AG
ZGN ERMENEGILDO ZEGNA NV
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
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