reports
- Research Department
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 ...
- Research Department
INFORME DIARIO 06 AGOSTO + RDOS. EUROPA 2T’25. PREVIEWS (ANÁLISIS BANC...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: IBERDROLA, SOLARIA. EUROPA: AHOLD DELHAIZE, 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. Poco movimiento en los mercados Jornada de más a menos y de escaso volumen en las bolsas europeas, donde el calendario de Rdos. y la posible baja...
BRE MBANK SA
CS AXA
VONN VONTOBEL HOLDING AG
ENX EURONEXT NV
SGO COMPAGNIE DE SAINT-GOBAIN SA
PEO BANK POLSKA KASA OPIEKI SA
RR. ROLLS-ROYCE HOLDINGS PLC
ENGI ENGIE SA.
UBSN UBS GROUP AG
JMT JERONIMO MARTINS SGPS S.A.
BNP BNP PARIBAS SA CLASS A
MC LVMH MOET HENNESSY LOUIS VUITTON SE
DBK DEUTSCHE BANK AG
CBK COMMERZBANK AG
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
PBB DEUTSCHE PFANDBRIEFBANK AG
EBS ERSTE GROUP BANK AG
LSEG LONDON STOCK EXCHANGE GROUP PLC
GLE SOCIETE GENERALE S.A. CLASS A
KBC KBC GROUP N.V.
EL ESSILORLUXOTTICA SA
PKO PKO BANK POLSKI S.A.
KOMB KOMERCNI BANKA A.S.
BRBY BURBERRY GROUP PLC
KER KERING SA
G ASSICURAZIONI GENERALI S.P.A.
ISP INTESA SANPAOLO S.P.A.
BCP BANCO COMERCIAL PORTUGUES S.A.
DTE DEUTSCHE TELEKOM AG
SPL SANTANDER BANK POLSKA SA
01913 PRADA S.P.A.
MIL BANK MILLENNIUM SA
BKT BANKINTER SA
VLK VAN LANSCHOT KEMPEN NV CERT. OF SHS
UCG UNICREDIT S.P.A.
MONC MONCLER SPA
OTP OTP BANK NYRT
CABK CAIXABANK SA
BC BRUNELLO CUCINELLI S.P.A.
ALR ALIOR BANK SA
CFR COMPAGNIE FINANCIERE RICHEMONT SA
INGA ING GROEP NV
BRD BRD-GROUPE SOCIETE GENERALE
SAN BANCO SANTANDER S.A.
TLV BANCA TRANSILVANIA S.A.
UNI UNICAJA BANCO S.A.
BG BAWAG GROUP AG
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
SAB BANCO DE SABADELL SA
MRNA MODERNA INC.
NLBR NOVA LJUBLJANSKA BANKA DD LJUBLJANA
ALLFG ALLFUNDS (UK) LTD
DTG DAIMLER TRUCK
LIN LINDE PUBLIC LIMITED COMPANY
CVC CVC CAPITAL PARTNERS PLC
TRIO TRIODOS BANK N.V.
- Steven Gould
BRE MBANK SA
VONN VONTOBEL HOLDING AG
ENX EURONEXT NV
PEO BANK POLSKA KASA OPIEKI SA
UBSN UBS GROUP AG
BNP BNP PARIBAS SA CLASS A
MC LVMH MOET HENNESSY LOUIS VUITTON SE
DBK DEUTSCHE BANK AG
CBK COMMERZBANK AG
GTT GAZTRANSPORT & TECHNIGAZ SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
PBB DEUTSCHE PFANDBRIEFBANK AG
EBS ERSTE GROUP BANK AG
LSEG LONDON STOCK EXCHANGE GROUP PLC
GLE SOCIETE GENERALE S.A. CLASS A
KBC KBC GROUP N.V.
EL ESSILORLUXOTTICA SA
PKO PKO BANK POLSKI S.A.
KOMB KOMERCNI BANKA A.S.
BRBY BURBERRY GROUP PLC
NRG NRJ GROUP SA
KER KERING SA
ISP INTESA SANPAOLO S.P.A.
PNL POSTNL NV
BON BONDUELLE SCA
BCP BANCO COMERCIAL PORTUGUES S.A.
SPL SANTANDER BANK POLSKA SA
01913 PRADA S.P.A.
MIL BANK MILLENNIUM SA
GMM GRAMMER AG
ERG ERG S.P.A.
BKT BANKINTER SA
VLK VAN LANSCHOT KEMPEN NV CERT. OF SHS
UCG UNICREDIT S.P.A.
MONC MONCLER SPA
OTP OTP BANK NYRT
CABK CAIXABANK SA
BC BRUNELLO CUCINELLI S.P.A.
ALR ALIOR BANK SA
CFR COMPAGNIE FINANCIERE RICHEMONT SA
CSM CORBION NV
INGA ING GROEP NV
BRD BRD-GROUPE SOCIETE GENERALE
SAN BANCO SANTANDER S.A.
TLV BANCA TRANSILVANIA S.A.
UNI UNICAJA BANCO S.A.
BG BAWAG GROUP AG
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
SAB BANCO DE SABADELL SA
NLBR NOVA LJUBLJANSKA BANKA DD LJUBLJANA
FUR FUGRO NV
ALLFG ALLFUNDS (UK) LTD
STM STABILUS SE
CVC CVC CAPITAL PARTNERS PLC
ATO ATOS SE
TRIO TRIODOS BANK N.V.
BRE MBANK SA
CS AXA
VONN VONTOBEL HOLDING AG
ENX EURONEXT NV
SGO COMPAGNIE DE SAINT-GOBAIN SA
PEO BANK POLSKA KASA OPIEKI SA
RR. ROLLS-ROYCE HOLDINGS PLC
ENGI ENGIE SA.
UBSN UBS GROUP AG
JMT JERONIMO MARTINS SGPS S.A.
BNP BNP PARIBAS SA CLASS A
MC LVMH MOET HENNESSY LOUIS VUITTON SE
DBK DEUTSCHE BANK AG
CBK COMMERZBANK AG
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
PBB DEUTSCHE PFANDBRIEFBANK AG
EBS ERSTE GROUP BANK AG
LSEG LONDON STOCK EXCHANGE GROUP PLC
GLE SOCIETE GENERALE S.A. CLASS A
KBC KBC GROUP N.V.
EL ESSILORLUXOTTICA SA
PKO PKO BANK POLSKI S.A.
KOMB KOMERCNI BANKA A.S.
BRBY BURBERRY GROUP PLC
KER KERING SA
G ASSICURAZIONI GENERALI S.P.A.
ISP INTESA SANPAOLO S.P.A.
BCP BANCO COMERCIAL PORTUGUES S.A.
VER VERBUND AG CLASS A
DTE DEUTSCHE TELEKOM AG
SPL SANTANDER BANK POLSKA SA
01913 PRADA S.P.A.
MIL BANK MILLENNIUM SA
BKT BANKINTER SA
VLK VAN LANSCHOT KEMPEN NV CERT. OF SHS
UCG UNICREDIT S.P.A.
MONC MONCLER SPA
OTP OTP BANK NYRT
CABK CAIXABANK SA
BC BRUNELLO CUCINELLI S.P.A.
ALR ALIOR BANK SA
CFR COMPAGNIE FINANCIERE RICHEMONT SA
INGA ING GROEP NV
BRD BRD-GROUPE SOCIETE GENERALE
SAN BANCO SANTANDER S.A.
TLV BANCA TRANSILVANIA S.A.
UNI UNICAJA BANCO S.A.
BG BAWAG GROUP AG
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
SAB BANCO DE SABADELL SA
MRNA MODERNA INC.
NLBR NOVA LJUBLJANSKA BANKA DD LJUBLJANA
ALLFG ALLFUNDS (UK) LTD
DTG DAIMLER TRUCK
LIN LINDE PUBLIC LIMITED COMPANY
CVC CVC CAPITAL PARTNERS PLC
TRIO TRIODOS BANK N.V.
- Steven Gould
BRE MBANK SA
VONN VONTOBEL HOLDING AG
ENX EURONEXT NV
PEO BANK POLSKA KASA OPIEKI SA
UBSN UBS GROUP AG
BNP BNP PARIBAS SA CLASS A
MC LVMH MOET HENNESSY LOUIS VUITTON SE
DBK DEUTSCHE BANK AG
CBK COMMERZBANK AG
GTT GAZTRANSPORT & TECHNIGAZ SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
PBB DEUTSCHE PFANDBRIEFBANK AG
EBS ERSTE GROUP BANK AG
LSEG LONDON STOCK EXCHANGE GROUP PLC
GLE SOCIETE GENERALE S.A. CLASS A
KBC KBC GROUP N.V.
EL ESSILORLUXOTTICA SA
PKO PKO BANK POLSKI S.A.
KOMB KOMERCNI BANKA A.S.
BRBY BURBERRY GROUP PLC
NRG NRJ GROUP SA
KER KERING SA
ISP INTESA SANPAOLO S.P.A.
PNL POSTNL NV
BON BONDUELLE SCA
BCP BANCO COMERCIAL PORTUGUES S.A.
SPL SANTANDER BANK POLSKA SA
01913 PRADA S.P.A.
MIL BANK MILLENNIUM SA
GMM GRAMMER AG
ERG ERG S.P.A.
BKT BANKINTER SA
VLK VAN LANSCHOT KEMPEN NV CERT. OF SHS
UCG UNICREDIT S.P.A.
MONC MONCLER SPA
OTP OTP BANK NYRT
CABK CAIXABANK SA
BC BRUNELLO CUCINELLI S.P.A.
ALR ALIOR BANK SA
CFR COMPAGNIE FINANCIERE RICHEMONT SA
CSM CORBION NV
INGA ING GROEP NV
BRD BRD-GROUPE SOCIETE GENERALE
SAN BANCO SANTANDER S.A.
TLV BANCA TRANSILVANIA S.A.
UNI UNICAJA BANCO S.A.
BG BAWAG GROUP AG
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
SAB BANCO DE SABADELL SA
NLBR NOVA LJUBLJANSKA BANKA DD LJUBLJANA
FUR FUGRO NV
ALLFG ALLFUNDS (UK) LTD
STM STABILUS SE
CVC CVC CAPITAL PARTNERS PLC
ATO ATOS SE
TRIO TRIODOS BANK N.V.
- Jean Danjou
EssilorLuxottica: EssilorLuxottica acquires Automation & Robotics, adv...
EssilorLuxottica: EssilorLuxottica acquires Automation & Robotics, advancing high-performance solutions in ophthalmic manufacturing EssilorLuxottica acquires Automation & Robotics,advancing high-performance solutions in ophthalmic manufacturing Paris, France (4 August 2025) – EssilorLuxottica announces today the acquisition of Automation & Robotics (A&R), a renowned player in the design and manufacture of automated systems for optical lens quality control, serving both mass production facilities and prescription laboratories. Headquartered in Belgium and operating since 1983, A&R has bui...
EssilorLuxottica: Avec l’acquisition d’Automation & Robotics, EssilorL...
EssilorLuxottica: Avec l’acquisition d’Automation & Robotics, EssilorLuxottica progresse dans les solutions de haute performance pour la production en optique ophtalmique Avec l’acquisition d’Automation & Robotics,EssilorLuxottica progresse dans les solutions de haute performance pour la production en optique ophtalmique Paris, France (4 août 2025) – EssilorLuxottica a annoncé aujourd’hui l’acquisition d’Automation & Robotics (A&R), un acteur reconnu dans la conception et la fabrication de systèmes automatisés de contrôle qualité des verres optiques, utilisés par les laboratoires de prescr...
EssilorLuxottica: EssilorLuxottica acquisisce Automation & Robotics e ...
EssilorLuxottica: EssilorLuxottica acquisisce Automation & Robotics e cresce nelle tecnologie avanzate per la produzione di lenti oftalmiche EssilorLuxottica acquisisce Automation & Robotics e cresce nelle tecnologie avanzate per la produzione di lenti oftalmiche Parigi, Francia (4 agosto 2025) – EssilorLuxottica annuncia l'acquisizione di Automation & Robotics (A&R), azienda specializzata nella progettazione e produzione di sistemi automatizzati per il controllo qualità delle lenti da vista, utilizzati sia in ambito industriale sia all'interno dei laboratori oftalmici. Fondata nel 1983...
- Jean Danjou
- Virginia Romero
- 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...
- Luis Arredondo
FERROVIAL: 2Q’25 RESULTS (ANÁLISIS BANCO SABADELL)
2Q'25 vs. 2Q'24 Results Sales: € 2.41 Bn (+0.9% vs. +3.3% BS(e) and +3.8% consensus); EBITDA: € 346.0 M (-0.9% vs. +7.9% BS(e) and +9.2% consensus); EBIT: € 232.0 M (-41.9% vs. -34.3% BS(e) and -32.8% consensus); 1H'25 vs. 1H'24 Results Sales: € 4.469 Bn (+4.7% vs. +6.1% BS(e) and +6.3% consensus); EBITDA: € 655.0 M (+8.6% vs. +13.7% BS(e) and +14.4% consensus); EBIT: € 431.0 M (-21.8% vs. -16.3% BS(e) and -15.2% consensus); Net Profit: € 540.0 M;
- Luis Arredondo
FERROVIAL: RDOS. 2T’25 (ANÁLISIS BANCO SABADELL)
Rdos. 2T'25 vs 2T'24: Ventas: 2.410 M euros (+0,9% vs +3,3% BS(e) y +3,8% consenso); EBITDA: 346,0 M euros (-0,9% vs +7,9% BS(e) y +9,2% consenso); EBIT: 232,0 M euros (-41,9% vs -34,3% BS(e) y -32,8% consenso). Rdos. 1S'25 vs 1S'24: Ventas: 4.469 M euros (+4,7% vs +6,1% BS(e) y +6,3% consenso); EBITDA: 655,0 M euros (+8,6% vs +13,7% BS(e) y +14,4% consenso); EBIT: 431,0 M euros (-21,8% vs -16,3% BS(e) y -15,2% consenso); BDI: 540,0 M euros (n/a vs n/a BS(e) y n/a consenso).
- Research Department
INFORME DIARIO 30 JULIO + RDOS. ESPAÑA Y EUROPA 2T’25. IDEAS DESTACADA...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CAIXABANK, FERROVIAL, GRIFOLS, REDEIA, SACYR, SANTANDER, TALGO, TELEFÓNICA. EUROPA: ADIDAS, DANONE, KERING, L’ORÉAL, MERCEDES BENZ GROUP. 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. Los resultados toman el relevo Recuperación marcada por el...
- Research Department
IBERIAN DAILY 30 JULY + 2Q’25 RESULTS. HIGHLIGHTS AND REST OF PREVIEWS...
NEWS SUMMARY: CAIXABANK, FERROVIAL, GRIFOLS, REDEIA, SACYR, SANTANDER, TALGO, TELEFÓNICA. 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 2Q’25 results to be released over the coming days in Spain. Results take centre stage Recovery in Europe in a session marked by the results calendar and news on the trade negotiations of the US with China and the EU. In the STOXX 600, the ral...
EssilorLuxottica: Publication of the 2025 Interim Financial Report
EssilorLuxottica: Publication of the 2025 Interim Financial Report Publication of the 2025 Interim Financial Report Paris, France (29 July 2025 – 6:30 pm) – The Board of Directors of EssilorLuxottica met on July 28, 2025 to approve the condensed consolidated interim financial statements for the six-month period ended June 30, 2025. EssilorLuxottica’s 2025 Interim Financial Report has been published today. The Interim Financial Report comprises the First-half 2025 Management Report, the Condensed Consolidated Interim Financial Statements, the Statutory Auditors’ Review Report on the Interi...
EssilorLuxottica: Mise à disposition du Rapport financier semestriel 2...
EssilorLuxottica: Mise à disposition du Rapport financier semestriel 2025 Mise à disposition du Rapport financier semestriel 2025 Paris, France (29 juillet 2025 – 18h30) – Le Conseil d’administration d’EssilorLuxottica, qui s’est réuni le 28 juillet 2025, a arrêté les comptes consolidés résumés du premier semestre 2025. EssilorLuxottica a publié aujourd’hui son Rapport financier semestriel 2025. Le Rapport financier semestriel comprend le Rapport d’activité semestriel 2025, les États financiers semestriels consolidés résumés, le Rapport des commissaires aux comptes sur l’information finan...
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