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Anthony Dick ... (+3)
  • Anthony Dick
  • Michael Foundoukidis
  • Thomas Zlowodzki
CON CONTINENTAL AKTIENGESELLSCHAFT
LHN HOLCIM AG
ZAL ZALANDO SE
CCL CARNIVAL PLC
ELI ELIA GROUP SA/NV
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
RACE FERRARI NV
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
SAB BANCO DE SABADELL SA
FDJ LA FRANCAISE DES JEUX SA
SGSN SGS SA
06/25/25 June 25, 2025 1 EN
Anthony Dick ... (+3)
  • Anthony Dick
  • Michael Foundoukidis
  • Thomas Zlowodzki
CON CONTINENTAL AKTIENGESELLSCHAFT
LHN HOLCIM AG
ZAL ZALANDO SE
CCL CARNIVAL PLC
ELI ELIA GROUP SA/NV
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
RACE FERRARI NV
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
SAB BANCO DE SABADELL SA
FDJ LA FRANCAISE DES JEUX SA
SGSN SGS SA
06/25/25 June 25, 2025 1 FR
Benoit Valleaux ... (+2)
  • Benoit Valleaux
  • Steven Gould
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
SAB BANCO DE SABADELL SA
06/25/25 June 25, 2025 1 FR
Benoit Valleaux ... (+2)
  • Benoit Valleaux
  • Steven Gould
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
SAB BANCO DE SABADELL SA
06/25/25 June 25, 2025 1 EN
Carole Braudeau
  • Carole Braudeau
PREMIUM
AXA AXA
DBG DERICHEBOURG SA ... (+7)

Credit Morning 05/28/2025

Tereos : -29% decline in EBITDA for 2024/25 and very cautious guidance for 2025/26, with leverage that could reach 5x.|IHO roadshow feedback: ContiTech monetisation could help IHO to de-lever… but earliest 2026|Emeria: Q1 2025 results reassuring despite ongoing liquidity concerns|Isabel Marant: despite a further improvement in the topline, EBITDA fell again in Q1|Tough 2025 results, withdrawal of 2026 targets, Q1 2026 revenue expected to drop by 20%, and new CFO|

AXA AXA
DBG DERICHEBOURG SA
MERY MERCIALYS SA
SOI SOITEC SA
AT1 AROUNDTOWN SA
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
AMS AMS-OSRAM AG
05/28/25 May 28, 2025 1 EN
Carole Braudeau
  • Carole Braudeau
PREMIUM
AXA AXA
DBG DERICHEBOURG SA ... (+7)

Morning Crédit 28/05/2025

Tereos : publication d’une baisse de -29% de l’EBITDA en 2024/25 et guidance très prudente pour 2025/26, avec un levier qui pourrait aller jusqu’à 5x.|IHO roadshow feedback: ContiTech monetisation could help IHO to de-lever… but earliest 2026|Emeria : un T1 2025 rassurant même si la liquidité reste critique|Isabel Marant : malgré une nouvelle amélioration de la topline, l’Ebitda est à nouveau en baisse au T1|Résultats 2025 difficiles, retrait des objectifs 2026, CA T1 2026 attendu en baisse org....

AXA AXA
DBG DERICHEBOURG SA
MERY MERCIALYS SA
SOI SOITEC SA
AT1 AROUNDTOWN SA
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
AMS AMS-OSRAM AG
05/28/25 May 28, 2025 1 FR
Research Department
  • Research Department
EUR 100.00
REP REPSOL SA
ENG ENAGAS SA ... (+3)

IBERIAN DAILY 27 MAY (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: ENAGÁS, REPSOL, TALGO. Gains return to Europe with D. Trump Without macroeconomic drivers, European stock markets recovered much of the ground lost last Friday after the shift in D. Trump’s tariff policy, postponing the threat to implement 50% tariffs to Europe until the 9th of July. Thus, in the STOXX 600 all sectors saw gains, led by Autos and industrials vs. the worse relative performance of Household and Retail. On the macro side, in China industrial profits in 2025 grew +1.4%...

REP REPSOL SA
ENG ENAGAS SA
TLGO TALGO SA
05/27/25 May 27, 2025 1 EN
Research Department
  • Research Department
EUR 100.00
REP REPSOL SA
ENG ENAGAS SA ... (+3)

INFORME DIARIO 27 MAYO (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ENAGÁS, REPSOL, TALGO. Trump devuelve las ganancias a Europa Sin referencias macro ayer las bolsas europeas recuperaron gran parte de lo perdido el viernes tras el giro en la política arancelaria de Trump de retrasar hasta el 9 de julio la amenaza de aplicar aranceles del 50% a Europa. En el STOXX 600 todos los sectores tuvieron ganancias, lideradas por Autos e Industriales frente al peor comportamiento relativo de Hogar y Retail. Por el lado macro,...

REP REPSOL SA
ENG ENAGAS SA
TLGO TALGO SA
05/27/25 May 27, 2025 1 ES
Luis de Toledo Heras
  • Luis de Toledo Heras
05/26/25 May 26, 2025 1 EN
Research Department
  • Research Department
EUR 100.00
ANA ACCIONA SA
ENG ENAGAS SA ... (+3)

IBERIAN DAILY 15 MAY (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: ACCIONA, ACCIONA ENERGÍA, ENAGÁS. The Ibex remains unstoppable Despite being a session of drops in most European stock markets, Italy and Spain rallied once again, with the IBEX breaking above 13,800 points. In the STOXX 600, most sectors (15/20) closed with losses, led by Consumer Goods and Pharma, with Construction and Banks rising the most. On the macro side, in Spain and Germany, April’s final inflation remained unchanged at the preliminary 2.2% and 2.1% YoY. From the ECB, F. ...

ANA ACCIONA SA
ENG ENAGAS SA
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
05/15/25 May 15, 2025 1 EN
Research Department
  • Research Department
EUR 100.00
ALV ALLIANZ SE
DTE Deutsche Teleko... ... (+6)

INFORME DIARIO 15 MAYO (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACCIONA, ACCIONA ENERGÍA, ENAGÁS. EUROPA: ALLIANZ, DEUTSCHE TELEKOM, SIEMENS. El Ibex sigue imparable Pese a ser una jornada de caídas en la mayoría de las bolsas europeas Italia y España sumaron otra sesión más al alza con el Ibex superando la barrera de los 13.800 puntos. En el STOXX 600 la mayoría de sectores (15/20) cerraron con pérdidas, lideradas por B. de Consumo y Farma frente a Construcción y Bancos que fueron los que más subieron. Por el ...

ALV ALLIANZ SE
DTE DEUTSCHE TELEKOM AG
ANA ACCIONA SA
ENG ENAGAS SA
SIE SIEMENS AG
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
05/15/25 May 15, 2025 1 ES
Ignacio Romero
  • Ignacio Romero
EUR 100.00
COL SM Inmobiliaria Co...

COLONIAL: 1Q’25 RESULTS (ANÁLISIS BANCO SABADELL)

1Q'25 vs. 1Q'24 Results Rental Revenues: € 97 M (+1% vs. -0.2% BS(e)); EBITDA: € 74.6 M (+3% vs. -1.0% BS(e));

COL SM INMOBILIARIA COLONIAL (COL SM)
05/09/25 May 9, 2025 1 EN
Ignacio Romero
  • Ignacio Romero
EUR 100.00
COL SM Inmobiliaria Co...

COLONIAL: RDOS. 1T’25 (ANÁLISIS BANCO SABADELL)

Rdos. 1T'25 vs 1T'24: Ingresos por rentas: 97 M euros (+1% vs -0,2% BS(e)); EBITDA: 74,6 M euros (+3% vs -1% BS(e)).

COL SM INMOBILIARIA COLONIAL (COL SM)
05/09/25 May 9, 2025 1 ES
Research Department
  • Research Department
EUR 100.00
CLNX Cellnex Telecom...
MEL Melia Hotels In... ... (+5)

IBERIAN DAILY 09 MAY + 1Q’25 RESULTS. HIGHLIGHTS AND REST OF PREVIEWS ...

NEWS SUMMARY: CAF, CELLNEX, INMOBILIARIA COLONIAL, MELIÁ. 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 1Q’25 results to be released over the coming days in Spain. Euro STOXX 50 nearing April highs European stock markets rose following the Fed meeting and progress made in tariff matters. In the STOXX 600, the best-performing sectors were Industrials and Technology, whereas d...

CLNX CELLNEX TELECOM S.A.
MEL MELIA HOTELS INTERNATIONAL S.A.
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES
COL SM S.A.
INMOBILIARIA COLONIAL (COL SM)
05/09/25 May 9, 2025 1 EN
Research Department
  • Research Department
EUR 100.00
CLNX Cellnex Telecom...
MEL Melia Hotels In... ... (+5)

INFORME DIARIO 09 MAYO + RDOS. ESPAÑA Y EUROPA 1T’25. IDEAS DESTACADAS...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CAF, CELLNEX, INMOBILIARIA COLONIAL, MELIÁ. 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’25 que se publicarán en España y Europa en los próximos días. El Euro STOXX 50 se acerca a los máximos de abril Avances en Europa tras la reunión de la Fed y los progresos en materia comercial. En el STOXX 600 lo...

CLNX CELLNEX TELECOM S.A.
MEL MELIA HOTELS INTERNATIONAL S.A.
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES
COL SM S.A.
INMOBILIARIA COLONIAL (COL SM)
05/09/25 May 9, 2025 1 ES
Virginia Romero
  • Virginia Romero
EUR 100.00
ENG ENAGAS SA

ENAGAS: 1Q’25 RESULTS (ANÁLISIS BANCO SABADELL)

1Q'25 vs. 1Q'24 Results EBITDA: € 163.9 M (-8.1% vs. -8.6% BS(e) and -9.1% consensus); Net Profit: € 65.2 M (0.0% vs. -6.4% BS(e) and -8.0% consensus); 1

04/30/25 April 30, 2025 1 EN
Luis de Toledo Heras
  • Luis de Toledo Heras
WCH WACKER CHEMIE AG
SOP SOPRA STERIA GROUP SA
APAML APERAM SA
VCT VICAT-CIMENTS VICAT SA
SSAB A SSAB AB CLASS A
RCO REMY COINTREAU SA
FLY SOCIETE FONCIERE LYONNAISE SA
HCO HIGHCO SA
PIG HAULOTTE GROUP SA
ALTA ALTAREA SCA
SDF K+S AG
FR VALEO SE
BAMNB KONINKLIJKE BAM GROEP NV
NEX NEXANS SA
GLB GLANBIA PLC
DEZ DEUTZ AG
VID VIDRALA SA
AIXA AIXTRON SE
TIETO TIETOEVRY OYJ
COK CANCOM SE
CCC CCC SA
AED AEDIFICA SA
ONTEX ONTEX GROUP N.V.
WAF SILTRONIC AG
MELE MELEXIS NV
ENG ENAGAS SA
A3TV ATRESMEDIA CORPORACION DE MEDIOS DE COMUNICACION SA
ENC ENCE ENERGIA Y CELULOSA SA
FACC FACC AG
VLTSA VOLTALIA
ALD ALD SA
WAVE WAVESTONE SA
S30 SOLUTIONS 30 SE
COP COMPUGROUP MEDICAL SE & CO. KGAA
TCH TECHNICOLOR SA
TE TECHNIP ENERGIES NV
ALHRS HYDROGEN REFUELING SOLUTIONS
FPE3 FUCHS PETROLUB SE
AF AIR FRANCE - KLM
CO CASINO GUICHARD-PERRACHON
VIRI VIRIDIEN
AMS AMS-OSRAM AG
FERGR FERRARI GROUP PUBLIC LIMITED COMPANY
04/30/25 April 30, 2025 1 EN
Ahmed Ben Salem
  • Ahmed Ben Salem
SN. SMITH & NEPHEW PLC
DHL DHL GROUP
FP TOTAL SE
EQNR EQUINOR ASA
MT ARCELORMITTAL SA
KNEBV KONE OYJ CLASS B
TKA TELEKOM AUSTRIA AG
FORTUM FORTUM OYJ
DAI DAIMLER AG
RXL REXEL SA
MMK MAYR-MELNHOF KARTON AG
OMV OMV AG
AMUN AMUNDI SA
SCHP SCHINDLER HOLDING AG PREF
SAN SANOFI
NEX NEXANS SA
VOW3 VOLKSWAGEN AG PREF
CAP CAPGEMINI SE
REP REPSOL SA
ASM ASM INTERNATIONAL N.V.
NEM NEMETSCHEK SE
KGX KION GROUP AG
AENA AENA SME SA
ANDR ANDRITZ AG
SNP PETROM S.A.
AZN ASTRAZENECA PLC
BP. BP P.L.C.
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
ADYEN ADYEN NV
STLA STELLANTIS N.V.
UMG UNIVERSAL MUSIC GROUP NV
ATCO A ATLAS COPCO AB
STMN STRAUMANN HOLDING AG
GSK GSK PLC
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
DSFIR KONINKLIJKE DSM N.V.
04/30/25 April 30, 2025 1 EN
Ahmed Ben Salem
  • Ahmed Ben Salem
SN. SMITH & NEPHEW PLC
DHL DHL GROUP
FP TOTAL SE
EQNR EQUINOR ASA
MT ARCELORMITTAL SA
GALP GALP ENERGIA SGPS SA CLASS B
KNEBV KONE OYJ CLASS B
TKA TELEKOM AUSTRIA AG
FORTUM FORTUM OYJ
DAI DAIMLER AG
RXL REXEL SA
MMK MAYR-MELNHOF KARTON AG
OMV OMV AG
AMUN AMUNDI SA
SCHP SCHINDLER HOLDING AG PREF
SAN SANOFI
NEX NEXANS SA
VOW3 VOLKSWAGEN AG PREF
CAP CAPGEMINI SE
REP REPSOL SA
ASM ASM INTERNATIONAL N.V.
NEM NEMETSCHEK SE
AENA AENA SME SA
ANDR ANDRITZ AG
SNP PETROM S.A.
AZN ASTRAZENECA PLC
BP. BP P.L.C.
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
ADYEN ADYEN NV
STLA STELLANTIS N.V.
UMG UNIVERSAL MUSIC GROUP NV
ATCO A ATLAS COPCO AB
STMN STRAUMANN HOLDING AG
GSK GSK PLC
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
DSFIR KONINKLIJKE DSM N.V.
04/30/25 April 30, 2025 1 FR
Luis de Toledo Heras
  • Luis de Toledo Heras
04/30/25 April 30, 2025 1 EN
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