IBERIAN DAILY 05 SEPTEMBER (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: IBERDROLA, INDITEX, TELEFÓNICA. Debt truce and bullish stock markets European stock markets saw new gains, with the Ibex exceeding the 14,900-point barrier and France’s CAC hit by the political uncertainty. In the STOXX 600, Media and Telecommunications were the best-performing sectors whereas Travel&Leisure and Consumer Goods fell the most. On the macro side, in the euro zone, July’s retail sales slowed down more thn expected. In the US, August’s non-manufacturing ISM climbed mor...

Coffee, Croissants & Credit/Iberdrola

Utilities - Iberdrola: two US offshore wind farms halted

IBERIAN DAILY 04 SEPTEMBER (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: IBERDROLA. Calm after the storm European stock markets recovered some ground after Tuesday’s corrections and the widening of bond yields. The Ibex ended its negative performance after sliding -2.5% in 3 sessions. Thus, in the STOXX 600, almost all sectors (16/20) closed with gains, led by Pharma and Retail vs. the worse performance of Energy and Telecommunications. On the macro side, in the euro zone, August’s final services PMI was cut slightly. In Spain, the services PMI fell mo...

INFORME DIARIO 04 SEPTIEMBRE (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: IBERDROLA. EUROPA: SANOFI. Calma tras la tormenta Las bolsas europeas recuperaron ayer algo de terreno después de las caídas del martes propiciadas en parte por la venta de bonos soberanos en el tramo ultra largo. Tras corregir un -2,5% en tres sesiones el Ibex cortó su racha negativa para quedarse cerca de los 14.800 puntos. Casi todos los sectores del STOXX (16/20) terminaron con ganancias, lideradas por Farma y Retail frente al peor comportamien...

IBERIAN DAILY 01 SEPTEMBER (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: IBERDROLA, SANTANDER. Stock markets ended August with gains Last week the main European stock markets closed with drops >-2.0% due to the political doubts in France (a confidence vote could end with the current PM) and renewed trade tensions in the US, China and India. In the STOXX 600, Consumer Goods and Energy led the gains, whereas Banks, Construction and Chemicals recorded the biggest drops. On the macro side, in Germany, July’s retail sales fell more than expected whereas inf...

INFORME DIARIO 01 SEPTIEMBRE (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: IBERDROLA, SANTANDER. Las bolsas concluyen el mes de agosto con ganancias La semana pasada las principales bolsas europeas cerraron con pérdidas superiores al -2,0% dadas las dudas políticas en Francia con la moción de confianza que podría acabar con actual Primer Ministro y las renovadas tensiones comerciales entre EE.UU., China e India. En el STOXX 600 los sectores que más subieron fueron Bienes de Consumo y Energía, mientras que Bancos, Construc...

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 08/29/2025

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 08/29/2025

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 29/08/2025

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 29/08/2025

ODDO : Takeaways from Q2 2025 French telecoms

ODDO : Les enseignements du T2 2025 en France

Morning Crédit 26/08/2025

Credit Morning 08/26/2025

Coffee, Croissants & Credit/Orsted, Heimstaden Bostad, Telefonica

Utilities - Fitch Ratings affirms Orsted at BBB

Credit Morning 08/22/2025

Telefonica: rumors of an upcoming capital increase according to website Vozpopuli|

Morning Crédit 22/08/2025

Telefonica : rumeurs de prochaine augmentation de capital selon le site Vozpopuli|

IBERIAN DAILY 22 AUGUST (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: IAG, TELEFÓNICA. Markets doubtful awaiting Powell in Jackson Hole European stock markets closed better than they opened, with some indices like the FTSE 100 managing to end with slight gains, whereas the DAX and IBEX ended practically flat. In the STOXX 600, the sectors rising the most were Energy, Banks and Basic Materials, with the biggest drops coming in Media, Consumer Goods and Chemicals. On the macro side, in the euro zone August’s preliminary manufacturing PMI rose more tha...

INFORME DIARIO 22 AGOSTO (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: IAG, TELEFÓNICA. EUROPA: AIR LIQUIDE. Mercados dubitativos a la espera de Powell en Jacson Hole Ayer las bolsas europeas fueron de menos a más y algunos índices como el FTSE 100 lograron terminar con ligeras ganancias mientras que el DAX y el Ibex terminaron casi sin cambios. En el STOXX 600 los sectores que más subieron fueron Energía, Bancos y R. Básicos frente a las mayores caídas de Media, B. Consumo y Químicas. Por el lado macro, en Eurozona el...

IBERIAN DAILY 06 AUGUST (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: IBERDROLA, SOLARIA. Calm on stock markets European stock markets saw a decreasing performance with low volume where the earnings calendar and the possible rate cut by the Fed in September continued to set the pace. Thus, in the STOXX 600 most sectors (16/20) ended with gains, led by Autos and Basic Resources vs. Consumer Goods and Utilities that were the worst performers. On the macro side, in the euro zone, July’s final services PMI was cut although remained at levels consistent ...