reports
- Maissa Keskes
- Stephane Houri
AC ACCOR SA
HEIA HEINEKEN NV
SGO COMPAGNIE DE SAINT-GOBAIN SA
EDEN EDENRED SA
IPN IPSEN SA
DG VINCI SA
VOLV B VOLVO AB CLASS B
SK SEB SA
KNIN KUEHNE & NAGEL INTERNATIONAL AG
SRT3 SARTORIUS AG PREF
NOKIA NOKIA OYJ
NESN NESTLE S.A.
ENI ENI S.P.A.
SCHP SCHINDLER HOLDING AG PREF
BOL BOLLORE SA
BKT BANKINTER SA
DIM SARTORIUS STEDIM BIOTECH SA
COLO B COLOPLAST A/S CLASS B
SPIE SPIE SA
SAP SAP SE
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
ADYEN ADYEN NV
ENR SIEMENS ENERGY AG
DSY DASSAULT SYSTEMES SA
SGSN SGS SA
GALD GALDERMA GROUP AG
- Maissa Keskes
- Stephane Houri
AC ACCOR SA
HEIA HEINEKEN NV
SGO COMPAGNIE DE SAINT-GOBAIN SA
EDEN EDENRED SA
IPN IPSEN SA
DG VINCI SA
VOLV B VOLVO AB CLASS B
SK SEB SA
KNIN KUEHNE & NAGEL INTERNATIONAL AG
SRT3 SARTORIUS AG PREF
NOKIA NOKIA OYJ
NESN NESTLE S.A.
ENI ENI S.P.A.
SCHP SCHINDLER HOLDING AG PREF
BOL BOLLORE SA
BKT BANKINTER SA
DIM SARTORIUS STEDIM BIOTECH SA
COLO B COLOPLAST A/S CLASS B
SPIE SPIE SA
SAP SAP SE
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
ADYEN ADYEN NV
ENR SIEMENS ENERGY AG
DSY DASSAULT SYSTEMES SA
SGSN SGS SA
GALD GALDERMA GROUP AG
- Nicolas David
- Nicolas David
- Maria Paz Ojeda
- Research Department
INFORME DIARIO 24 ABRIL + RDOS. ESPAÑA Y EUROPA 1T’26. IDEAS DESTACADA...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACCIONA, ACCIONA ENERGÍA, VISCOFAN. EUROPA: ENI, SAP, UNICREDIT, VINCI. 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. 1T’26 que se publicarán en España y Europa en los próximos días. Vuelve el castigo al software Las bolsas europeas terminaron con ligeras caídas, más influidas por la situación geopolítica ...
- Jerôme Bodin
BN DANONE SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
RI PERNOD RICARD SA
LISN CHOCOLADEFABRIKEN LINDT & SPRUENGLI AG
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
POM PLASTIC OMNIUM SE
MERY MERCIALYS SA
BEI BEIERSDORF AG
EL ESSILORLUXOTTICA SA
NESN NESTLE S.A.
VIV VIVENDI SE
BRBY BURBERRY GROUP PLC
OR L'OREAL SA
KER KERING SA
SDF K+S AG
HEN3 HENKEL AG & CO. KGAA PREF
01913 PRADA S.P.A.
MONC MONCLER SPA
ENG ENAGAS SA
CPS CYFROWY POLSAT SA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
LFDE LA FRANCAISE DE L'ENERGIE SA
CPR DAVIDE CAMPARI-MILANO N.V.
ALLFG ALLFUNDS (UK) LTD
ZGN ERMENEGILDO ZEGNA NV
CABKA CABKA N.V.
GALD GALDERMA GROUP AG
PUIG PUIG BRANDS
ATO ATOS SE
ULVR UNILEVER PLC
- Jerôme Bodin
BN DANONE SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
RI PERNOD RICARD SA
LISN CHOCOLADEFABRIKEN LINDT & SPRUENGLI AG
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
POM PLASTIC OMNIUM SE
MERY MERCIALYS SA
BEI BEIERSDORF AG
EL ESSILORLUXOTTICA SA
NESN NESTLE S.A.
VIV VIVENDI SE
BRBY BURBERRY GROUP PLC
OR L'OREAL SA
KER KERING SA
SDF K+S AG
HEN3 HENKEL AG & CO. KGAA PREF
01913 PRADA S.P.A.
MONC MONCLER SPA
ENG ENAGAS SA
CPS CYFROWY POLSAT SA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
LFDE LA FRANCAISE DE L'ENERGIE SA
CPR DAVIDE CAMPARI-MILANO N.V.
ALLFG ALLFUNDS (UK) LTD
ZGN ERMENEGILDO ZEGNA NV
CABKA CABKA N.V.
GALD GALDERMA GROUP AG
PUIG PUIG BRANDS
ATO ATOS SE
ULVR UNILEVER PLC
- Ahmed Ben Salem
FP TOTAL SE
BVI BUREAU VERITAS SA
LI KLEPIERRE SA
COV COVIVIO SA
RI PERNOD RICARD SA
GFC GECINA SA
NXI NEXITY SA CLASS A
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
INEA FONCIERE INEA
WHA WERELDHAVE N.V.
BLND BRITISH LAND COMPANY PLC
ITRK INTERTEK GROUP PLC
KOF KAUFMAN & BROAD SA
KER KERING SA
ALTA ALTAREA SCA
VNA VONOVIA SE
MOBN MOBIMO HOLDING AG
ALO ALSTOM SA
XIOR XIOR STUDENT HOUSING N.V.
ICAD ICADE SA
BYG BIG YELLOW GROUP PLC
UTG UNITE GROUP PLC
COFB COFINIMMO SA
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
ALLN ALLREAL HOLDING AG
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT AG
SPSN SWISS PRIME SITE AG
ELI ELIA GROUP SA/NV
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
IRES IRISH RESIDENTIAL PROPERTIES REIT PLC
CPINV CARE PROPERTY INVEST SA
SAFE SAFESTORE HOLDINGS PLC
ARG ARGAN SA
VGP VGP NV
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
IREN INVESTIS HOLDING SA
VACN VAT GROUP AG
SRE SIRIUS REAL ESTATE LIMITED
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
IGD IMMOBILIARE GRANDE DISTRIBUZIONE SIIQ S.P.A.
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
CTPNV CTP NV
SHUR SHURGARD SELF STORAGE LIMITED
SGSN SGS SA
IS INTERSHOP HOLDING AG
- Ahmed Ben Salem
FP TOTAL SE
BVI BUREAU VERITAS SA
LI KLEPIERRE SA
COV COVIVIO SA
RI PERNOD RICARD SA
GFC GECINA SA
NXI NEXITY SA CLASS A
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
INEA FONCIERE INEA
WHA WERELDHAVE N.V.
BLND BRITISH LAND COMPANY PLC
ITRK INTERTEK GROUP PLC
KOF KAUFMAN & BROAD SA
KER KERING SA
ALTA ALTAREA SCA
VNA VONOVIA SE
MOBN MOBIMO HOLDING AG
ALO ALSTOM SA
XIOR XIOR STUDENT HOUSING N.V.
ICAD ICADE SA
BYG BIG YELLOW GROUP PLC
UTG UNITE GROUP PLC
COFB COFINIMMO SA
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
ALLN ALLREAL HOLDING AG
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT AG
SPSN SWISS PRIME SITE AG
ELI ELIA GROUP SA/NV
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
IRES IRISH RESIDENTIAL PROPERTIES REIT PLC
CPINV CARE PROPERTY INVEST SA
SAFE SAFESTORE HOLDINGS PLC
ARG ARGAN SA
VGP VGP NV
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
IREN INVESTIS HOLDING SA
VACN VAT GROUP AG
SRE SIRIUS REAL ESTATE LIMITED
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
IGD IMMOBILIARE GRANDE DISTRIBUZIONE SIIQ S.P.A.
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
CTPNV CTP NV
SHUR SHURGARD SELF STORAGE LIMITED
SGSN SGS SA
IS INTERSHOP HOLDING AG
- Anthony Dick
- Michael Foundoukidis
- Anthony Dick
- Michael Foundoukidis
- 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...
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