reports
Press Release: Sanofi reaches agreement with the US government to lowe...
Press Release: Sanofi reaches agreement with the US government to lower medicine costs while strengthening innovation Sanofi reaches agreement with the US government to lower medicine costs while strengthening innovation Agreement delivers on President Trump’s four requests, establishing a framework for lower prices for patients in the US and a tariff-free accord for SanofiShowcases commitment to US manufacturing, innovation, and economic growth Paris, December 19, 2025. Sanofi today announced an agreement with President Donald J. Trump's Administration to help ensure American patients ha...
Communiqué de presse : Sanofi conclut un accord avec le gouvernement a...
Communiqué de presse : Sanofi conclut un accord avec le gouvernement américain pour réduire le coût des médicaments et renforcer l’innovation Sanofi conclut un accord avec le gouvernement américain pour réduire le coût des médicaments et renforcer l’innovation L’accord répond aux quatre demandes du président Trump, établit un cadre pour que les patients américains bénéficient de prix plus bas et exempte Sanofi de droits de douaneL’accord illustre l’engagement de Sanofi à soutenir la production, l’innovation et la croissance économique aux États-Unis Paris, le 19 décembre 2025. Sanofi a an...
- James Ratzer
Cellnex vs. Telefonica Cellnex (Buy, €34, +32%) Telefonica (Reduce, ...
On Wednesday, we published our European Telecoms Year Ahead note for 2026. In that note, we upgraded Cellnex to a Buy, as we think the market’s worst fears on growth are overdone, and we downgraded Telefonica to a Reduce, as we fear the low cashflow growth outlook is not being properly priced in. However, in that sector report, we missed out one important aspect to back up this diverging view of value and we now highlight that here.
- Ghada Ben Sedrine
- Nicolas David
ACN ACCENTURE PLC CLASS A
SRT3 SARTORIUS AG PREF
RBI RAIFFEISEN BANK INTERNATIONAL AG
MONC MONCLER SPA
DIM SARTORIUS STEDIM BIOTECH SA
EMSN EMS-CHEMIE HOLDING AG
SIE SIEMENS AG
CPR DAVIDE CAMPARI-MILANO N.V.
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
SDZ SANDOZ GROUP AG
AENA AENA S.M.E. SA
- Ghada Ben Sedrine
- Nicolas David
ACN ACCENTURE PLC CLASS A
SRT3 SARTORIUS AG PREF
RBI RAIFFEISEN BANK INTERNATIONAL AG
MONC MONCLER SPA
DIM SARTORIUS STEDIM BIOTECH SA
EMSN EMS-CHEMIE HOLDING AG
SIE SIEMENS AG
CPR DAVIDE CAMPARI-MILANO N.V.
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
SDZ SANDOZ GROUP AG
AENA AENA S.M.E. SA
- Delphine Brault
- Nathan Mietlicki
- Delphine Brault
- Nathan Mietlicki
- Research Department
INFORME DIARIO 19 DICIEMBRE (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: FLUIDRA, NATURGY, SECTOR ELÉCTRICO, VIDRALA. EUROPA: KERING. El Ibex recupera los 17.000 puntos Recuperaron el buen tono las bolsas a ambos lados del Atlántico en una jornada marcada por las reuniones del BCE y BoE y el buen dato de inflación en EE.UU. En el STOXX 600, todos los sectores menos Seguros, Farma y Autos terminaron con ganancias, liderados por Retail e Industriales. El BCE mantuvo los tipos de interés inalterados como esperado y mejoró l...
Kering annonce l'acquisition par étapes de Raselli Franco Group, acteu...
Kering annonce l'acquisition par étapes de Raselli Franco Group, acteur majeur de la fabrication de joaillerie COMMUNIQUÉ DE PRESSE 18 décembre 2025 KERING ANNONCE L’ACQUISITION PAR ÉTAPES DE RASELLI FRANCO GROUP, ACTEUR MAJEUR DE LA FABRICATION DE JOAILLERIE L’un des plus grands manufacturiers indépendants de joaillerie de luxe en Europe Prise de participation initiale de 20 %, avec trajectoire d’acquisition à 100% d'ici 2032 Une étape majeure pour Kering, avec la création d’une plateforme de croissance future dans la joaillerie Kering annonce la signature d'un accord en vue ...
Kering announces the staged acquisition of Raselli Franco Group, a lea...
Kering announces the staged acquisition of Raselli Franco Group, a leading jewelry manufacturer PRESS RELEASE December 18, 2025 KERING ANNOUNCES THE STAGED ACQUISITION OF RASELLI FRANCO GROUP, A LEADING JEWELRY MANUFACTURER One of the largest global independent luxury jewelry manufacturers in Europe Initial 20% stake, with pathway to full ownership by 2032 A major step for Kering, creating a sizeable platform for future growth in jewelry Kering is pleased to announce the signing of an agreement to acquire Raselli Franco Group, a family-owned company and a key partner renowned for it...
Kering: Monthly statement on the total number of shares and voting rig...
Kering: Monthly statement on the total number of shares and voting rights (December 2025) KeringSociété anonyme with a share capital of €493,683,112Head office: 40, rue de Sèvres – 75007 PARIS552 075 020 RCS PARIS December 18, 2025 Monthly statement on the total number of shares and voting rights (articles L.233-8 of the French Commercial Code and 223-16 of the General Regulation of the French Financial Markets Authority (AMF – Autorité des Marchés Financiers) Date Total number ofsharesTotal number of voting rightstheoretical 1exercisable 2December 15, 2025123,420,778176,682,223175,88...
Kering: Publication mensuelle du nombre d’actions composant le capital...
Kering: Publication mensuelle du nombre d’actions composant le capital et du nombre total de droits de vote (Décembre 2025) KeringSociété anonyme au capital de 493 683 112 €Siège social : 40, rue de Sèvres – 75007 PARIS552 075 020 RCS PARIS Le 18 décembre 2025 Publication mensuelle du nombre d’actions composant le capital et du nombre total de droits de vote (articles L. 233-8 du code de commerce et 223-16 du règlement général de l’AMF) Date d’arrêté desinformationsNombre total d’actionscomposant le capitalNombre total de droits de votethéoriques 1exerçables 2 15/12/2025 123 420 778...
- Ben Rickett
- James Ratzer
- Russell Waller
Cellnex (Buy, €34, +34%) Inwit (Buy, €11.8, +56%) Both upgraded to BU...
Yesterday, we published our sector lookahead for EU telecoms names for 2026. There is a lot of material in the report, but as part of the review, we upgraded Cellnex and Inwit to Buy for the first time since 2017 and 2023 respectively.
- Ghada Ben Sedrine
- Nicolas David
ADP AEROPORTS DE PARIS SA
SOP SOPRA STERIA GROUP SA
ACN ACCENTURE PLC CLASS A
INF INFOTEL SA
SWP SWORD GROUP SE
AUB AUBAY SA
KER KERING SA
ATE ALTEN SA
CAP CAPGEMINI SE
VRNL VERNEUIL PARTICIPATIONS
CTAC CTAC N.V.
TIETO TIETOEVRY OYJ
HM B H&M HENNES & MAURITZ AB CLASS B
COK CANCOM SE
BC8 BECHTLE AG
ADN1 ADESSO AG
IDR INDRA SISTEMAS S.A. CLASS A
ECONT ECONOCOM GROUP SE CLASS D
BP. BP P.L.C.
REY REPLY S.P.A.
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
NA9 NAGARRO
DSY DASSAULT SYSTEMES SA
AROBS AROBS TRANSILVANIA SOFTWARE SA
IOS IONOS GROUP SE
ATO ATOS SE
- Ghada Ben Sedrine
- Nicolas David
ADP AEROPORTS DE PARIS SA
SOP SOPRA STERIA GROUP SA
ACN ACCENTURE PLC CLASS A
INF INFOTEL SA
SWP SWORD GROUP SE
AUB AUBAY SA
KER KERING SA
ATE ALTEN SA
CAP CAPGEMINI SE
VRNL VERNEUIL PARTICIPATIONS
CTAC CTAC N.V.
TIETO TIETOEVRY OYJ
HM B H&M HENNES & MAURITZ AB CLASS B
COK CANCOM SE
BC8 BECHTLE AG
ADN1 ADESSO AG
IDR INDRA SISTEMAS S.A. CLASS A
ECONT ECONOCOM GROUP SE CLASS D
BP. BP P.L.C.
REY REPLY S.P.A.
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
NA9 NAGARRO
DSY DASSAULT SYSTEMES SA
AROBS AROBS TRANSILVANIA SOFTWARE SA
IOS IONOS GROUP SE
ATO ATOS SE
- Research Department
IBERIAN DAILY 18 DECEMBER (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: AEDAS HOMES, AENA, AMADEUS, CIE AUTOMOTIVE, EBRO FOODS, NATURGY, NEINOR HOMES, TELEFÓNICA. Awaiting new drivers Most European indices, with the exception of peripheral markets, ended with slight corrections in a session without macroeconomic data. In the STOXX 600, almost all sectors (16/20) ended with gains, led by Basic Resources and Telecommunications vs. the bigger drops of Technology and Construction. On the macro side, in the euro zone, November’s final inflation was cut one...
- Jean Danjou
- Research Department
INFORME DIARIO 18 DICIEMBRE (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AEDAS HOMES, AENA, AMADEUS, CIE AUTOMOTIVE, EBRO FOODS, NATURGY, NEINOR HOMES, TELEFÓNICA A la espera de nuevos catalizadores Poco movimiento en Europa en una jornada descargada de datos macro que terminó con tímidas pérdidas en la mayoría de los índices salvo para la periferia. En el STOXX 600, casi todos los sectores (16/20) terminaron con ganancias, lideradas por R. Básicos y Telecomunicaciones frente a las mayores caídas de Tecnología y Construc...
- Jean Danjou
Press release: Availability of the Q4 2025 Aide memoire
Press release: Availability of the Q4 2025 Aide memoire Availability of the Q4 2025 Aide memoire Paris, France – December 17, 2025. Sanofi announced today that its Q4 2025 Aide memoire is available on the "Investors" page of the company's website: As for each quarter, Sanofi prepared this document to assist in the financial modelling of the Group's quarterly results. This document includes a reminder on various non-comparable items, as well as the foreign currency impact and share count. Sanofi's fourth quarter & full year 2025 results will be published on January 29, 2026. About Sanof...
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