reports
- Ahmed Ben Salem
FP TOTAL SE
SGO COMPAGNIE DE SAINT-GOBAIN SA
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
BVI BUREAU VERITAS SA
GFC GECINA SA
ENI ENI S.P.A.
SAF SAFRAN S.A.
REP REPSOL SA
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
EMSN EMS-CHEMIE HOLDING AG
SAP SAP SE
BP. BP P.L.C.
UMG UNIVERSAL MUSIC GROUP NV
SHEL SHELL PLC
- Ahmed Ben Salem
FP TOTAL SE
SGO COMPAGNIE DE SAINT-GOBAIN SA
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
BVI BUREAU VERITAS SA
GFC GECINA SA
ENI ENI S.P.A.
SAF SAFRAN S.A.
REP REPSOL SA
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
EMSN EMS-CHEMIE HOLDING AG
SAP SAP SE
BP. BP P.L.C.
UMG UNIVERSAL MUSIC GROUP NV
SHEL SHELL PLC
- Nicolas David
SAP : Beyond the short-term noise, SAP is in a structurally sound posi...
Fears of disruption related to AI, amplified by a mixed but over-interpreted newsflow and Q1 results not expected to provide surprises on the upside, have taken a heavy toll on SAP YTD. Interest in native AI solutions for rapid deployment is fuelling concerns, but efficient use of AI will depend on its integration into critical systems, a focus SAP is expected to detail at the Sapphire event in May. We reiterate our Outperform rating, with a TP lowered to € 208 after the sector de-rating, while ...
- Nicolas David
SAP : Au-delà du bruit à court terme, SAP dispose d’une situation stru...
Les craintes de disruption liée à l’IA, amplifiées par un newsflow mitigé, mais surinterprété, et des résultats T1 attendus sans bonne surprise, ont fortement pesé sur SAP ytd. L’intérêt pour les solutions IA natives à déploiement rapide nourrit les inquiétudes, mais un usage efficient de l’IA reposera sur son intégration dans les systèmes critiques, un axe que SAP détaillera au Sapphire en mai. Nous réitérons notre opinion Surperformance, avec un OC abaissé à 208 €? après le derating sectoriel,...
- Research Department
IBERIAN DAILY 31 MARCH (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: AENA, CAF, GRIFOLS, NEINOR HOMES. Stock markets amid doubts of an excessive correction and the deterioration of the Gulf prospects Stock markets fluctuated within a narrow range yesterday at around last week’s close. The deterioration of prospects regarding a rapid solution to the conflict with the arrival of US troops to the region and the entry of Yemen’s Houthi rebels had a negative impact. On another note, several investment banks outlined that the correction is starting to b...
- Virginia Romero
- Research Department
INFORME DIARIO 24 MARZO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ENAGÁS, NATURGY, PUIG BRANDS. Trump provoca el rebote Giro al alza en las bolsas europeas y a la baja en el petróleo, después de que D. Trump aplazase cinco días los ataques contra las centrales eléctricas iraníes y advirtiese que las negociaciones van bien encaminadas, sugiriendo que pronto se podría poner fin al conflicto bélico. Sin embargo, el ministerio de exteriores iraní desmintió cualquier tipo de conversación como lo hizo también el influy...
- Research Department
IBERIAN DAILY 24 MARCH (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: ENAGÁS, NATURGY, PUIG BRANDS. Trump causes a rally European stock markets rallied and oil prices fell after Trump halted attacks on Iranian electricity plants for five days and stated that negotiations are progressing well, suggesting that the war could end soon. However, the Iranian foreign minister denied any type of talks, as well as the president of the Iranian Parliament, Mohammad-Bagher Ghalibaf, who would maintain talks in Pakistan. With all this in mind, the STOXX 600 ros...
Moody's Ratings announces completion of a periodic review of ratings o...
Announcement of Periodic Review: Moody's Ratings announces completion of a periodic review of ratings of SAP SE. Global Credit Research- 13 Mar 2026. Frankfurt am Main, March 13, 2026-- Moody's Ratings has completed a periodic review of the ratings of SAP SE and other ratings that are associated with this issuer.
- Jerôme Bodin
AC ACCOR SA
FRA FRAPORT AG
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
WTB WHITBREAD PLC
IDL ID LOGISTICS GROUP
STF STEF
DEC JCDECAUX SA
VIV VIVENDI SE
SWP SWORD GROUP SE
GBT GUERBET SA
ACX ACERINOX SA
ENI ENI S.P.A.
NEX NEXANS SA
REP REPSOL SA
ERG ERG S.P.A.
MLP MLP SE
KOMN KOMAX HOLDING AG
SEFER SERGEFERRARI GROUP SA
SHOT SCANDIC HOTELS GROUP
WAF SILTRONIC AG
WBD WEBUILD S.P.A.
TWEKA TKH GROUP N.V. CERT
LTA ALTAMIR ACT PORTEUR
INSD VERIMATRIX SA
SIFG SIF HOLDING NV
VLTSA VOLTALIA
MEL MELIA HOTELS INTERNATIONAL S.A.
NHH NH HOTEL GROUP SA
MAU ETABLISSEMENTS MAUREL & PROM SA
BP. BP P.L.C.
IHG INTERCONTINENTAL HOTELS GROUP PLC
SHEL SHELL PLC
- Jerôme Bodin
FP TOTAL SE
AC ACCOR SA
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
WTB WHITBREAD PLC
G ASSICURAZIONI GENERALI S.P.A.
ZAL ZALANDO SE
ENI ENI S.P.A.
GEBN GEBERIT AG
RWE RWE AG
REP REPSOL SA
RTLL RTL GROUP S.A.
SHOT SCANDIC HOTELS GROUP
MEL MELIA HOTELS INTERNATIONAL S.A.
NHH NH HOTEL GROUP SA
BP. BP P.L.C.
REY REPLY S.P.A.
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
IHG INTERCONTINENTAL HOTELS GROUP PLC
DTG DAIMLER TRUCK
SHEL SHELL PLC
- Jerôme Bodin
AC ACCOR SA
FRA FRAPORT AG
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
WTB WHITBREAD PLC
IDL ID LOGISTICS GROUP
STF STEF
DEC JCDECAUX SA
VIV VIVENDI SE
SWP SWORD GROUP SE
GBT GUERBET SA
ACX ACERINOX SA
ENI ENI S.P.A.
NEX NEXANS SA
REP REPSOL SA
ERG ERG S.P.A.
MLP MLP SE
KOMN KOMAX HOLDING AG
SEFER SERGEFERRARI GROUP SA
SHOT SCANDIC HOTELS GROUP
WAF SILTRONIC AG
WBD WEBUILD S.P.A.
TWEKA TKH GROUP N.V. CERT
LTA ALTAMIR ACT PORTEUR
INSD VERIMATRIX SA
SIFG SIF HOLDING NV
VLTSA VOLTALIA
MEL MELIA HOTELS INTERNATIONAL S.A.
NHH NH HOTEL GROUP SA
MAU ETABLISSEMENTS MAUREL & PROM SA
BP. BP P.L.C.
IHG INTERCONTINENTAL HOTELS GROUP PLC
SHEL SHELL PLC
- Jerôme Bodin
FP TOTAL SE
AC ACCOR SA
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
WTB WHITBREAD PLC
G ASSICURAZIONI GENERALI S.P.A.
ZAL ZALANDO SE
ENI ENI S.P.A.
GEBN GEBERIT AG
RWE RWE AG
REP REPSOL SA
RTLL RTL GROUP S.A.
SHOT SCANDIC HOTELS GROUP
MEL MELIA HOTELS INTERNATIONAL S.A.
NHH NH HOTEL GROUP SA
BP. BP P.L.C.
REY REPLY S.P.A.
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
IHG INTERCONTINENTAL HOTELS GROUP PLC
DTG DAIMLER TRUCK
SHEL SHELL PLC
- Jerôme Bodin
- Jerôme Bodin
- Anthony Dick
- Michael Foundoukidis
- Anthony Dick
- Michael Foundoukidis
- Ahmed Ben Salem
FP TOTAL SE
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
ZURN ZURICH INSURANCE GROUP LTD
CEZ CEZ AS
FHZN FLUGHAFEN ZURICH AG
PKO PKO BANK POLSKI S.A.
KER KERING SA
ZAL ZALANDO SE
ENI ENI S.P.A.
GEBN GEBERIT AG
RWE RWE AG
HEN3 HENKEL AG & CO. KGAA PREF
SLHN SWISS LIFE HOLDING AG
REP REPSOL SA
ITX INDUSTRIA DE DISENO TEXTIL S.A.
POST OSTERREICHISCHE POST AG
ANDR ANDRITZ AG
STR STRABAG SE
LDO LEONARDO SPA
BP. BP P.L.C.
ALG ALLEGRO.EU SA
DTG DAIMLER TRUCK
SHEL SHELL PLC
ACLN ACCELLERON INDUSTRIES LTD
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
UN0 UNIPER SE
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.