reports
- Research Department
INFORME DIARIO 13 FEBRERO + RDOS. ESPAÑA. IDEAS DESTACADAS Y PREVIEWS ...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: REPSOL, TELEFÓNICA. EUROPA: HERMÈS INT., L’ORÉAL, SAFRAN. 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. 4T’25 que se publicarán en España y Europa en los próximos días. Siguen las dudas sobre la rentabilidad de la IA Las bolsas europeas revertieron las ganancias en el tramo final de la sesión, presionadas...
- Research Department
IBERIAN DAILY 13 FEBRUARY + 4Q’25 RESULTS. HIGHLIGHTS AND REST OF PREV...
NEWS SUMMARY: REPSOL, 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 4Q’25 results to be released over the coming days in Spain. Doubts on AI profitability continue European stock markets reversed the gains at the end of the session, pressured by the uncertainty surrounding margins in the US tech sector (the Nasdaq fell -2.0%) and by sales in commodities and crypto...
- Roy Külter
- Steven Boumans
OUT1V OUTOKUMPU OYJ
TYRES NOKIAN RENKAAT OYJ
FAGR FAGRON SA
LSS LECTRA SA
ERA ERAMET SA
KWS KWS SAAT SE & CO KGAA
TIETO TIETOEVRY OYJ
DOC DO & CO AKTIENGESELLSCHAFT
COK CANCOM SE
MONT MONTEA SCA
KENDR KENDRION NV
ONTEX ONTEX GROUP N.V.
FLU FLUGHAFEN WIEN AG
ECONT ECONOCOM GROUP SE CLASS D
BFSA BEFESA SA
PWG PRODWAYS GROUP SA
CLA CLARANOVA SE
AERO MONTANA AEROSPACE AG
VT5 VT5 ACQUISITION COMPANY AG
FLOW FLOW TRADERS LTD
- Roy Külter
- Steven Boumans
OUT1V OUTOKUMPU OYJ
TYRES NOKIAN RENKAAT OYJ
FAGR FAGRON SA
LSS LECTRA SA
ERA ERAMET SA
KWS KWS SAAT SE & CO KGAA
TIETO TIETOEVRY OYJ
DOC DO & CO AKTIENGESELLSCHAFT
COK CANCOM SE
MONT MONTEA SCA
KENDR KENDRION NV
ONTEX ONTEX GROUP N.V.
FLU FLUGHAFEN WIEN AG
ECONT ECONOCOM GROUP SE CLASS D
BFSA BEFESA SA
PWG PRODWAYS GROUP SA
CLA CLARANOVA SE
AERO MONTANA AEROSPACE AG
VT5 VT5 ACQUISITION COMPANY AG
FLOW FLOW TRADERS LTD
- Maxime Kogge
BNP Paribas: 1 director
A director at BNP Paribas bought 200 shares at 93.390EUR and the significance rating of the trade was 52/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly show...
Eramet : Informations relatives au nombre total de droits de vote et d...
Eramet : Informations relatives au nombre total de droits de vote et d’actions au 31 janvier 2026 Dénomination sociale de l'émetteur : ERAMET SA10 boulevard de Grenelle75015 Paris632 045 381 RCS PARIS Informations relatives au nombre total de droits de vote et d’actions prévues par l’article L. 223-8 II du code de commerce et l’article 223-16 du règlement général de l’Autorité des marchés financiers N° LEI : 549300LUH78PG2MP6N64 Date d'arrêté des informationsNombre total d'actions composant le capitalNombre total de droits de vote 31 janvier 2026 28 755 047Nombre de droits de vote théo...
- Carole Braudeau
- Carole Braudeau
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Jesse Norcross
- Nadège Tillier
- Timothy Rahill
Coffee, Croissants & Credit/Alphabet, Telefonica, Gecina, WP Carey
Alphabet goes with CHF and GBP – but Reverse Yankee supply is still set to rise / Telefonica has agreed to sell Telefonica Chile / Gecina FY25: solid results, notes momentum continues to build in Paris prime offices / WP Carey 4Q25: beats consensus and increases 2026 guidance
- Chris Hoare
Millicom (Buy, TP: $70, +7%) Millicom acquires Telefonica Chile: A po...
Millicom has announced today that it has acquired a 49% stake in Telefonica Chile, with the option to buy the remaining 51% in year 5 and 6 post closing. We see this deal as a potentially valuable option, though market may have concerns Millicom is stretching management too thinly.
Eramet: reaction to the initial production and sales volumes granted b...
Eramet: reaction to the initial production and sales volumes granted by the Indonesian authorities to its joint-venture PT Weda Bay Nickel Paris, February 11, 2026, 8:45am PRESS RELEASE Eramet: reaction to the initial production and sales volumes granted by the Indonesian authorities to its joint-venture PT Weda Bay Nickel Eramet informs the market that its joint-venture PT Weda Bay Nickel (“PT WBN”) has received an initial notification from the Indonesian authorities to proceed with the submission of a Work Plan and Budget (RKAB) reflecting an annual production and sales (internal an...
Eramet : réaction aux volumes initiaux de production et de vente accor...
Eramet : réaction aux volumes initiaux de production et de vente accordés par les autorités indonésiennes à la co-entreprise PT Weda Bay Nickel Paris, le 11 février 2026, 8h45 COMMUNIQUÉ DE PRESSE Eramet : réaction aux volumes initiaux de production et de vente accordés par les autorités indonésiennes à la co-entreprise PT Weda Bay Nickel Eramet informe le marché que sa co-entreprise PT Weda Bay Nickel (« PT WBN ») a reçu une notification initiale des autorités indonésiennes de procéder au dépôt d’un Plan de Travail et de Budget (RKAB) reflétant un volume annuel de production et de ven...
- Research Department
IBERIAN DAILY 11 FEBRUARY + 4Q’25 RESULTS. HIGHLIGHTS AND REST OF PREV...
NEWS SUMMARY: ENDESA, INDRA, INSURANCE SECTOR, SANTANDER, 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 4Q’25 results to be released over the coming days in Spain. Ibex remains at 18,100 points Stock markets fell in a transition session, waiting the employment data to be released today in the US. In the STOXX 600, the best-performing sectors were Chemicals and Aut...
- Research Department
INFORME DIARIO 11 FEBRERO + RDOS. ESPAÑA Y EUROPA 4T’25. IDEAS DESTACA...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ENDESA, INDRA, SANTANDER, SECTOR SEGUROS, TELEFÓNICA. 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. 4T’25 que se publicarán en España y Europa en los próximos días. El Ibex mantiene los 18.100 puntos Ligeras caídas en los mercados en una jornada de transición a la espera de l...
- Chris Hoare
- David Lopes
- Suvi Platerink Kosonen
European banks/Larger banks lead in the non-bank sector
The substantial growth in non-bank assets has outpaced that of bank assets globally. Larger European banks are very much involved in this sector. In addition to the growth potential, this involvement comes with potential risks should the sector see a more substantial weakening.
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