reports
- Benoit Valleaux
- Steven Gould
- Thomas Zlowodzki
CON CONTINENTAL AKTIENGESELLSCHAFT
ADP AEROPORTS DE PARIS SA
DGE DIAGEO PLC
VOLV B VOLVO AB CLASS B
RI PERNOD RICARD SA
WTB WHITBREAD PLC
ABB ABB LTD.
RCO REMY COINTREAU SA
RXL REXEL SA
EL ESSILORLUXOTTICA SA
NESN NESTLE S.A.
MRK MERCK KGAA
CLNX CELLNEX TELECOM S.A.
VACN VAT GROUP AG
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
CPR DAVIDE CAMPARI-MILANO N.V.
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
FER FERROVIAL SA
- Benoit Valleaux
- Steven Gould
- Thomas Zlowodzki
CON CONTINENTAL AKTIENGESELLSCHAFT
ADP AEROPORTS DE PARIS SA
DGE DIAGEO PLC
VOLV B VOLVO AB CLASS B
RI PERNOD RICARD SA
WTB WHITBREAD PLC
ABB ABB LTD.
RCO REMY COINTREAU SA
RXL REXEL SA
EL ESSILORLUXOTTICA SA
NESN NESTLE S.A.
MRK MERCK KGAA
CLNX CELLNEX TELECOM S.A.
VACN VAT GROUP AG
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
CPR DAVIDE CAMPARI-MILANO N.V.
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
FER FERROVIAL SA
- Ana Arjona-Martinez
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Jesse Norcross
- Nadège Tillier
- Timothy Rahill
- Jean Danjou
- Jean Danjou
- Oscar Rodriguez
- Research Department
IBERIAN DAILY 17 OCTOBER + 3Q’25 RESULTS. PREVIEWS (ANÁLISIS BANCO SAB...
NEWS SUMMARY: CELLNEX, FERROVIAL, IBERDROLA. 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 3Q’25 results to be released over the coming days in Spain. S. Lecornu’s government survives for the time being European stock markets climbed, benefiting from the lower political risk in France, the expectation of rate cuts by the Fed and the good start to the 3Q’25 earnings season whe...
- Research Department
INFORME DIARIO 17 OCTUBRE + RDOS. ESPAÑA Y EUROPA 3T’25. PREVIEWS (ANÁ...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CELLNEX, FERROVIAL, IBERDROLA. EUROPA: ESSILORLUXOTTICA, INTESA SANPAOLO, UNICREDIT. 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. 3T’25 que se publicarán en España y Europa en los próximos días. El gobierno de Lecornu sobrevive por ahora Ganancias en las bolsas europeas, que se beneficiaron del menor rie...
EssilorLuxottica: Q3/9M 2025 Revenue - Revenue up 11.7% in the third q...
EssilorLuxottica: Q3/9M 2025 Revenue - Revenue up 11.7% in the third quarter, best quarterly performance ever for the Group Revenue up 11.7% in the third quarter Best quarterly performance ever for the Group Group’s revenue +11.7% in the third quarter at constant exchange rates1, +8.8% in the nine monthsWearables major boost, enlarging the portfolio with a strong pipeline of product innovationVision care and sunglasses growing 5% at constant exchange rates1 and perimeterNorth America and EMEA up double digits in both PS and DTC channelsStellest supported by strong clinical results, “de no...
EssilorLuxottica: Chiffre d'affaires T3/9M 2025 - Chiffre d'affaires e...
EssilorLuxottica: Chiffre d'affaires T3/9M 2025 - Chiffre d'affaires en hausse de 11,7 % au T3, meilleure performance trimestrielle du Groupe depuis sa création Chiffre d'affaires en hausse de 11,7 % au T3Meilleure performance trimestrielle du Groupe depuis sa création Chiffre d'affaires T3 du Groupe à +11,7 % à taux de change constants1, +8,8 % sur les neuf premiers moisForte contribution des lunettes avec IA, une gamme en expansion et un solide pipeline d'innovation produitCatégories Optique et Solaire à +5 % à taux de change constants1 et à périmètre constantCroissance à deux chiffres d...
EssilorLuxottica: Fatturato del terzo trimestre e dei nove mesi 2025 -...
EssilorLuxottica: Fatturato del terzo trimestre e dei nove mesi 2025 - Fatturato in crescita dell'11,7% nel terzo trimestre, il Gruppo registra la miglior performance trimestrale di sempre Fatturato in crescita dell'11,7% nel terzo trimestre Il Gruppo registra la miglior performance trimestrale di sempre Fatturato del terzo trimestre a +11,7% a cambi costanti1, +8,8% nei nove mesiWearable in forte crescita, con un portafoglio in espansione supportato da una solida pipeline di innovazione di prodottoI business vista e sole in crescita del 5% a perimetro e cambi costanti1 Nord America ed EM...
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Jesse Norcross
- Nadège Tillier
- Timothy Rahill
- Research Department
IBERIAN DAILY 16 OCTOBER + 3Q’25 RESULTS. PREVIEWS (ANÁLISIS BANCO SAB...
NEWS SUMMARY: FERROVIAL, IBERDROLA, UNICAJA. 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 3Q’25 results to be released over the coming days in Spain. Mixed performance ahead of results European stock markets saw significant dispersion, the CAC climbed +2.0%, the Ibex ended flat and the DAX fell. In the STOXX 600, which ended higher, the heavy gains of Consumer Goods stood ou...
- Research Department
INFORME DIARIO 16 OCTUBRE + RDOS. ESPAÑA Y EUROPA 3T’25. PREVIEWS (ANÁ...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: FERROVIAL, IBERDROLA, UNICAJA. EUROPA: PERNOD RICARD. 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. 3T’25 que se publicarán en España y Europa en los próximos días. Saldo mixto antes de los resultados Fuerte dispersión en las bolsas europeas, mientras el CAC rebotó un +2,0%, el Ibex terminó plano y el DAX...
- James Ratzer
EssilorLuxottica acquires RetinAI, accelerating transformative AI and ...
EssilorLuxottica acquires RetinAI, accelerating transformative AI and data-powered eye health solutions EssilorLuxottica acquires RetinAI,accelerating transformative AI and data-powered eye health solutions Paris, France (15 October 2025) – EssilorLuxottica announces the acquisition of Ikerian AG, a health technology company, operating under the RetinAI brand, specializing in AI and data management in eyecare. This move reinforces the Group’s med-tech journey, adding advanced software powered by machine learning and computer vision. These solutions streamline clinical, research and pharmac...
EssilorLuxottica acquiert RetinAI, accélérant dans les solutions trans...
EssilorLuxottica acquiert RetinAI, accélérant dans les solutions transformatrices de santé de l’œil portées par l'IA et la data EssilorLuxottica acquiert RetinAI, accélérant dans les solutions transformatrices de santé de l’œil portées par l'IA et la data Paris, France (15 octobre 2025) – EssilorLuxottica annonce l'acquisition d'Ikerian AG, une entreprise experte en technologies de santé opérant sous la marque RetinAI, spécialisée dans l'IA et la data. Cette opération renforce la trajectoire med-tech du Groupe, avec des logiciels avancés utilisant des technologies de machine learning et de...
EssilorLuxottica acquisisce RetinAI e accelera sullo sviluppo di soluz...
EssilorLuxottica acquisisce RetinAI e accelera sullo sviluppo di soluzioni per la salute degli occhi basate su IA e data science EssilorLuxottica acquisisce RetinAI e accelera sullo sviluppodi soluzioni per la salute degli occhi basate su IA e data science Parigi, Francia (15 ottobre 2025) – EssilorLuxottica annuncia l'acquisizione di Ikerian AG, società che opera con il marchio RetinAI, attiva nell’ambito delle tecnologie medicali e specializzata in IA e gestione dei dati per il settore ottico. L’operazione rafforza la strategia med-tech del Gruppo, integrando software avanzati basati su ...
- Research Department
INFORME DIARIO 15 OCTUBRE + RDOS. EUROPA 3T’25. PREVIEWS (ANÁLISIS BAN...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ENAGÁS, INMOBILIARIA COLONIAL, VISCOFAN. EUROPA: ASML, INTESA SANPAOLO, LVMH, UNICREDIT. 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. 3T’25 que se publicarán en España y Europa en los próximos días. De nuevo, el frente comercial Correcciones en los índices de Europa, enfrascados en el enfrentamiento come...
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