View 
FILTERS (0)
* Not connected to ResearchPool

MORE FILTERS

  
reports
Research Department
  • Research Department

IBERIAN DAILY 28 NOVEMBER (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: GRIFOLS, OHLA, REIT SECTOR, TALGO, TELEFÓNICA. Europe falling once again, with the IBEX back below 11,600 European stock markets fell after the news of the Trump administration’s tariff plans and the political and fiscal uncertainty in France. In the STOXX 600, the best-performing sectors were Real Estate and Household Goods, while Technology and Construction suffered the biggest losses. On the macro side, from the ECB, I. Schnabel pushed to ease monetary policy gradually and come...

Research Department
  • Research Department

INFORME DIARIO 28 NOVIEMBRE (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: GRIFOLS, OHLA, SOCIMIS, TALGO, TELEFÓNICA. De nuevo Europa a la baja y el Ibex pierde los 11.600 puntos Caídas en los mercados europeos con la resaca de los planes arancelarios de la administración Trump y la incertidumbre política y fiscal de Francia. En el STOXX 600, los mejores sectores fueron Inmobiliario y Hogar mientras que Tecnología y Construcción sufrieron las mayores correcciones. Por el lado macro, desde el BCE, I. Schnabel abogó por rela...

Research Department
  • Research Department

IBERIAN DAILY 26 NOVEMBER (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: FLUIDRA, TALGO, TELEFÓNICA. EuroSTOXX 50 back above 4,800 points The possibility of new stimulus measures in China and the more moderate messages on the geopolitical front spurred gains in Europe. In the STOXX 600, the best-performing sectors were Consumer Goods and Travel & Leisure, whereas Retail and Energy (Israel and Lebanon would be seeking an agreement to end the war that is dragging down Brent prices) suffered the biggest losses. On the macro side, in Germany November’s IFO...

Research Department
  • Research Department

INFORME DIARIO 26 NOVIEMBRE (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: FLUIDRA, TALGO, TELEFÓNICA. El Euro STOXX 50 recupera los 4.800 puntos La posibilidad de nuevas medidas de estímulo de China y los mensajes más moderados en el plano geopolítico animaron las subidas en Europa. En el STOXX 600, los mejores sectores fueron B. Consumo y Viajes&Ocio mientras que Retail y Energía (Israel y el Líbano estarían buscando un acuerdo para poner fin a la guerra, lo que lastró al Brent), sufrieron las mayores caídas. Por el lado...

James Ratzer
  • James Ratzer

Telefonica Peru bond initiation: Speculative Buy on further parent sup...

Telefonica faces an interesting conundrum in Peru and will face an imminent decision that could help to unlock value – either for Telefonica’s parent company equity or for the Telefonica Peru bonds.

Carole Braudeau
  • Carole Braudeau

Credit Morning 11/21/2024

Fnac Darty: Vesa Equity Investment's stake rises to 30.8% without triggering the takeover threshold>...

Carole Braudeau
  • Carole Braudeau

Morning Crédit 21/11/2024

Fnac Darty : Vesa Equity Investment monte à 30,8% du capital sans déclencher le seuil d’OPA>...

 PRESS RELEASE

EQS-News: Branicks Group AG sells former Horten-Kaufhaus in Bremen cit...

EQS-News: Branicks Group AG / Key word(s): Real Estate/Disposal Branicks Group AG sells former Horten-Kaufhaus in Bremen city center 20.11.2024 / 13:00 CET/CEST The issuer is solely responsible for the content of this announcement. Frankfurt am Main, November 20, 2024 Press release of the Branicks Group AG Branicks Group AG sells former Horten-Kaufhaus in Bremen city center BRESTADT Stadtentwicklungs- und Realisierungsgesellschaft takes over central city center property Sale from the Commercial Portfolio Further step towards strategic optimization of properties in ow...

 PRESS RELEASE

EQS-News: Branicks Group AG verkauft ehemaliges Horten-Kaufhaus in Bre...

EQS-News: Branicks Group AG / Schlagwort(e): Immobilien/Verkauf Branicks Group AG verkauft ehemaliges Horten-Kaufhaus in Bremer City 20.11.2024 / 13:00 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. Frankfurt am Main, 20. November 2024 Presseinformation der Branicks Group AG Branicks Group AG verkauft ehemaliges Horten-Kaufhaus in Bremer City BRESTADT Stadtentwicklungs- und Realisierungsgesellschaft übernimmt zentrales Innenstadtobjekt Verkauf aus dem Commercial Portfolio Weiterer Schritt zur strategischen Optimierung der Objekt...

Marine Leleux ... (+3)
  • Marine Leleux
  • Maureen Schuller
  • Suvi Platerink Kosonen

Bank Brunch/Insurers role in liquidity shocks, AT1 issuance

ECB on insurance companies' mitigation role in liquidity shocks. European banks active in AT1 markets in both euros and dollars

Marine Leleux ... (+3)
  • Marine Leleux
  • Maureen Schuller
  • Suvi Platerink Kosonen

Bank Brunch/Insurers role in liquidity shocks, AT1 issuance

ECB on insurance companies' mitigation role in liquidity shocks. European banks active in AT1 markets in both euros and dollars.

Martin Marandon-Carlhian ... (+3)
  • Martin Marandon-Carlhian
  • Stephane Houri
  • Steven Boumans

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 11/13/2024

We maintain our Outperform rating on CaixaBank, one of our Top Picks in the sector, with a higher target of € 7.2 vs € 6.7 and ahead of the CMD on 19 November. We are lifting our net income estimates by 7% for 2025-2026, to 7% above the consensus. The strategic update is set to highlight the wisdom of the business model diversification (long-term savings) to address the current transition phase on rates. Despite a solid market performance, the profile does not look to be fully reflec...

Loading...
New interest

Save your current filters as a new Interest

Please enter a name for this interest

Email alerts

Would you like to receive real-time email alerts when a new report is published under this interest?

Save This Search

These search results will show up under 'Saved searches' in the left panel

Please enter a name for this saved search

ResearchPool Subscriptions

Get the most out of your insights

Get in touch