IBERIAN DAILY 20 MARCH (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: IBERDROLA, INDRA. The Fed kept rates unchanged and Powell shows calm European stock markets ended with gains, although awaiting the Fed meeting and peace talks about the war in Ukraine. In the STOXX 600, Retail and Energy were the best-performing sectors whereas Telecoms and Chemicals were the worst performers. On the macro side, in the US, the Fed kept rates unchanged (moderating the balance sheet reduction from sovereign debt), cutting the 4Q’25 GDP forecast by 4 tenths to 1.7%...

INFORME DIARIO 20 MARZO (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME:ESPAÑA: IBERDROLA, INDRA. EUROPA: ALLIANZ, AXA. La Fed mantiene los tipos y Powell se muestra tranquiloLos índices europeos lograron cerrar con ganancias, aunque pendientes de la Fed y de las conversaciones de paz sobre la guerra de Ucrania. En el STOXX 600, los mejores sectores fueron Retail y Energía mientras queTelecomunicaciones y Químicas mostraron el peor comportamiento del día. Por el lado macro en EE.UU., la Fed mantuvo los tipos inalterados (aunque ...

IBERIAN DAILY 14 MARCH (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: FERROVIAL, INDRA. Trump continues with tariffs Stock markets fell, dragged down by new tariff threats from Donald Trump and the possible partial government shutdown. The IBEX was the only index in the euro zone to close with gains. In the STOXX 600, almost all the sectors ended in the red (14/20), led by Autos and Industrials, with Telecoms and Basic Materials being the best performers. On the macro side, in the euro zone January’s industrial output rose more than expected. In th...

INFORME DIARIO 14 MARZO (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: FERROVIAL, INDRA. EUROPA: BMW, KERING. Trump insiste con los aranceles Sesión de caídas en los mercados, arrastradas por nuevas amenazas de D. Trump en materia arancelaria y el posible cierre parcial del Gobierno. El Ibex fue el único índice de la Eurozona que cerró con ganancias. En el STOXX 600, casi todos los sectores terminaron con caídas (14/20) lideradas por Autos e Industriales frente al mejor comportamiento de Telecos y R. Básicos. Por el la...

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 03/13/2025

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 13/03/2025

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 03/13/2025

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 13/03/2025

ODDO : Results of the T-4 bid tender for 2028-29: Fiercer competition ...

ODDO : Résultats de l’appel d’offres T-4 2028/29 : Concurrence accrue ...

INFORME DIARIO 12 MARZO + RDOS. EUROPA 4T’24. PREVIEWS (ANÁLISIS BANCO...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: IBERDROLA, INDITEX. 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’24 que se publicarán en España y Europa en los próximos días. Trump aumenta los aranceles y pasa factura a la complacencia en Europa Nueva jornada de caídas a ambos lados del Atlántico tras el nuevo anuncio de D. Trump que duplicaría los ...

IBERIAN DAILY 12 MARCH (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: IBERDROLA, INDITEX. Trump raises tariffs and takes a toll on Europe’s complacence Another session of drops on both sides of the Atlantic after Trump’s new announcement ensuring he will double tariffs on steel and aluminium from Canada to 50% starting today. In the STOXX 600, all the sectors ended in the red, led by Travel & Leisure and Pharma, with Utilities and Energy the best performers. On the macro side, in the US February’s NFIB SME confidence fell more than expected, but fo...

Morning Crédit 11/03/2025

Viridien launches its bond refinancing; positive rating actions taken by all agencies|

INFORME DIARIO 11 MARZO + RDOS. EUROPA 4T’24. PREVIEWS (ANÁLISIS BANCO...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AEDAS, IBERDROLA. EUROPA: VOLKSWAGEN. 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’24 que se publicarán en España y Europa en los próximos días. Trump no descarta una recesión en EE.UU. Comenzó la semana en Europa con pérdidas cercanas al -1,20%, penalizadas por la amenaza de recesión en EE.UU. y con ...

IBERIAN DAILY 11 MARCH (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: AEDAS HOMES, IBERDROLA. Trump not ruling out a recession in the US The week kicked off in Europe with losses of close to -1.2%, hit by the threat of a recession in the US and with the Nasdaq technology index falling by as much as -4.0%. In the STOXX 600, Autos and Utilities led the gains, with Technology (biggest rout in the past five months) and Banks falling the most. On the macro side, in Europe March’s Sentix index recovered more than expected, although still in negative terr...

ODDO : Feedback from 9th ODDO BHF TMT Forum

Our two-day 9th virtual TMT Forum was attended by 32 listed companies and 292 investors. The trends in media seem to point to a correct start to the year. Telecom players are optimistic on the regulatory front (intra-market consolidation). Software & IT services and semis continue to see mixed trends, apart from in AI and some hopes that a few companies will benefit from the rise of defence spending. In terms of companies, the main positive messages came from Auto1, CMCOM, Indra, Infineon, Telec...

Iberdrola S.A.: 1 director

A director at Iberdrola S.A. sold 4,045,541 shares at 13.654EUR and the significance rating of the trade was 75/100. 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 the last two years clear...

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 03/10/2025

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 03/10/2025

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 10/03/2025