reports
- Javier Esteban
SANTANDER: RDOS. 1T’26 (ANÁLISIS BANCO SABADELL)
Rdos. 1T'26 vs 1T'25: M. Intereses: 11.019 M euros (+3,6% vs +1,6% BS(e) y +2,1% consenso); M. Bruto: 15.140 M euros (+4% vs +2,7% BS(e) y +3,1% consenso); M. Neto: 8.656 M euros (+9,7% vs +7,3% BS(e) y +6,8% consenso); BDI ajustado de plusvalías por Polonia: 3.560 M euros (+4,6% vs -0,7% BS(e) y +1,9% consenso). Rdos. 1T'26 vs 4T'25: M. Intereses: 11.019 M euros (+2% vs +0% BS(e) y +0,5% consenso); M. Bruto: 15.140 M euros (+0,5% vs -0,8% BS(e) y -0,4% consenso); M. Neto: 8.656 M euros (+4,6% v...
- Research Department
INFORME DIARIO 29 ABRIL + RDOS. ESPAÑA Y EUROPA 1T’26. IDEAS DESTACADA...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ENDESA, METROVACESA, PUIG BRANDS, REDEIA, SANTANDER, SOLARIA. EUROPA: ADIDAS, AIRBUS, BNP PARIBAS, DEUTSCHE TELEKOM, MERCEDES BENZ GROUP, 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. 1T’26 que se publicarán en España y Europa en los próximos días. El Ibex resiste por los bancos Las bolsas e...
- Research Department
IBERIAN DAILY 29 APRIL + 1Q’26 RESULTS. HIGHLIGHTS AND REST OF PREVIEW...
NEWS SUMMARY: ENDESA, METROVACESA, PUIG BRANDS, REDEIA, SANTANDER, SOLARIA. 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’26 results to be released over the coming days in Spain. IBEX resisting thanks to banks European stock markets were in the red after a poor opening in the US, where doubts dragged down the semiconductor sector following the rally from the past few week...
BNP Paribas GROUP: BNP PARIBAS ANNOUNCES THE COMPLETION OF THE IMPLEME...
BNP Paribas GROUP: BNP PARIBAS ANNOUNCES THE COMPLETION OF THE IMPLEMENTATION OF ITS LONG-TERM PARTNERSHIP WITH AGEAS BNP PARIBAS ANNOUNCES THE COMPLETION OF THE IMPLEMENTATION OF ITS LONG-TERM PARTNERSHIP WITH AGEAS PRESS RELEASE Paris, 28 April 2026 Following the signature on 7th December 2025 of a framework agreement between the BNP Paribas and Ageas Groups, BNP Paribas Fortis sold today its 25% stake in AG Insurance for a total amount of EUR 1.9 billion and renewed its historical partnership in bancassurance (savings, protection and property & casualty insurance) with AG Insurance i...
GROUPE BNP Paribas : LE GROUPE BNP PARIBAS ANNONCE AVOIR FINALISE LA M...
GROUPE BNP Paribas : LE GROUPE BNP PARIBAS ANNONCE AVOIR FINALISE LA MISE EN PLACE DE SON PARTENARIAT DE LONG TERME AVEC LE GROUPE AGEAS LE GROUPE BNP PARIBAS ANNONCE AVOIR FINALISÉ LA MISE EN PLACE DE SON PARTENARIAT DE LONG TERME AVEC LE GROUPE AGEAS COMMUNIQUE DE PRESSE Paris, le 28 avril 2026 Suite à la signature le 7 décembre 2025 d’un accord-cadre entre les Groupes BNP Paribas et Ageas, BNP Paribas Fortis a cédé aujourd’hui à Ageas sa participation de 25% dans AG Insurance pour un montant de 1,9 milliard d’euros et a renouvelé son partenariat historique de bancassurance (épargne, p...
BNP PARIBAS CONFIRMS ITS CET1 RATIO TRAJECTORY FOLLOWING THE UPDATE O...
BNP PARIBAS CONFIRMS ITS CET1 RATIO TRAJECTORY FOLLOWING THE UPDATE OF THE ECB O-SII FRAMEWORK BNP PARIBAS CONFIRMS ITS CET1 RATIO TRAJECTORY FOLLOWING THE UPDATE OF THE ECB O-SII FRAMEWORK PRESS RELEASEParis, 28th April 2026 On the 20th December 2024, the European Central Bank (ECB) published an updated framework for the assessment of capital buffer requirements applicable to Other Systemically Important Institutions (O-SIIs). On the 28th April 2026, the ECB released the O-SII scores under this framework. BNP Paribas has been assigned an O-SII score of 911 points, putting it in buck...
BNP PARIBAS CONFIRME SA TRAJECTOIRE DE RATIO CET1 A LA SUITE DE L’ACT...
BNP PARIBAS CONFIRME SA TRAJECTOIRE DE RATIO CET1 A LA SUITE DE L’ACTUALISATION DU CADRE O-SII DE LA BCE COMMUNIQUÉ DE PRESSEParis, le 28 avril 2026 Le 20 décembre 2024, la Banque centrale européenne (BCE) a publié un cadre actualisé relatif à l’évaluation des coussins de fonds propres applicables aux « autres institutions systémiques importantes » (O-SII). Le 28 avril 2026, la BCE a publié les scores O‑SII dans ce cadre. BNP Paribas s’est vu attribuer un score de 911 points, le plaçant dans le bucket 8 de la méthodologie plancher de la BCE, correspondant à une exigence de buffer O‑SII ...
- Research Department
INFORME DIARIO 27 ABRIL + RDOS. ESPAÑA Y EUROPA 1T’26. IDEAS DESTACADA...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: SANTANDER. 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’26 que se publicarán en España y Europa en los próximos días. El Ibex el peor de la semana pasada Las bolsas europeas cerraron la semana en negativo con caídas superiores al -4,0% en el caso del Ibex mientras que EE.UU. logró capear las pérdidas ...
- Research Department
IBERIAN DAILY 27 APRIL + 1Q’26 RESULTS. HIGHLIGHTS AND REST OF PREVIEW...
NEWS SUMMARY: SANTANDER. 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’26 results to be released over the coming days in Spain. IBEX the worst-performing index last week European stock markets ended the week in the red, with the IBEX dropping more than -4.0%, while the US managed to weather the storm thanks to the solid results campaign. In the STOXX 600, the best-perform...
Bankinter S.A.: 2 directors
A director at Bankinter S.A. bought 3,512 shares at 14.160EUR and the significance rating of the trade was 55/100. 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...
- Maissa Keskes
- Stephane Houri
AC ACCOR SA
HEIA HEINEKEN NV
SGO COMPAGNIE DE SAINT-GOBAIN SA
EDEN EDENRED SA
IPN IPSEN SA
DG VINCI SA
VOLV B VOLVO AB CLASS B
SK SEB SA
KNIN KUEHNE & NAGEL INTERNATIONAL AG
SRT3 SARTORIUS AG PREF
NOKIA NOKIA OYJ
NESN NESTLE S.A.
ENI ENI S.P.A.
SCHP SCHINDLER HOLDING AG PREF
BOL BOLLORE SA
BKT BANKINTER SA
DIM SARTORIUS STEDIM BIOTECH SA
COLO B COLOPLAST A/S CLASS B
SPIE SPIE SA
SAP SAP SE
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
ADYEN ADYEN NV
ENR SIEMENS ENERGY AG
DSY DASSAULT SYSTEMES SA
SGSN SGS SA
GALD GALDERMA GROUP AG
- Maissa Keskes
- Stephane Houri
AC ACCOR SA
HEIA HEINEKEN NV
SGO COMPAGNIE DE SAINT-GOBAIN SA
EDEN EDENRED SA
IPN IPSEN SA
DG VINCI SA
VOLV B VOLVO AB CLASS B
SK SEB SA
KNIN KUEHNE & NAGEL INTERNATIONAL AG
SRT3 SARTORIUS AG PREF
NOKIA NOKIA OYJ
NESN NESTLE S.A.
ENI ENI S.P.A.
SCHP SCHINDLER HOLDING AG PREF
BOL BOLLORE SA
BKT BANKINTER SA
DIM SARTORIUS STEDIM BIOTECH SA
COLO B COLOPLAST A/S CLASS B
SPIE SPIE SA
SAP SAP SE
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
ADYEN ADYEN NV
ENR SIEMENS ENERGY AG
DSY DASSAULT SYSTEMES SA
SGSN SGS SA
GALD GALDERMA GROUP AG
- Research Department
INFORME DIARIO 24 ABRIL + RDOS. ESPAÑA Y EUROPA 1T’26. IDEAS DESTACADA...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACCIONA, ACCIONA ENERGÍA, VISCOFAN. EUROPA: ENI, SAP, UNICREDIT, VINCI. 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’26 que se publicarán en España y Europa en los próximos días. Vuelve el castigo al software Las bolsas europeas terminaron con ligeras caídas, más influidas por la situación geopolítica ...
- Benoit Valleaux
- Steven Gould
- Benoit Valleaux
- Steven Gould
- Maissa Keskes
- Stephane Houri
HEIA HEINEKEN NV
GET GETLINK SE
EDEN EDENRED SA
IPN IPSEN SA
CA CARREFOUR SA
BVI BUREAU VERITAS SA
BN DANONE SA
BNP BNP PARIBAS SA CLASS A
RNO RENAULT SA
ORA ORANGE SA
CBK COMMERZBANK AG
GFC GECINA SA
ABB ABB LTD.
SAND SANDVIK AB
RXL REXEL SA
LSEG LONDON STOCK EXCHANGE GROUP PLC
SRT3 SARTORIUS AG PREF
NOKIA NOKIA OYJ
EL ESSILORLUXOTTICA SA
NESN NESTLE S.A.
OR L'OREAL SA
SCHP SCHINDLER HOLDING AG PREF
SAN SANOFI
SAF SAFRAN S.A.
MOCORP METSO OUTOTEC OYJ
DIM SARTORIUS STEDIM BIOTECH SA
BIM BIOMERIEUX SA
BG BAWAG GROUP AG
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
DSY DASSAULT SYSTEMES SA
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
SGSN SGS SA
GALD GALDERMA GROUP AG
ROG ROCHE HOLDING AG
- Maissa Keskes
- Stephane Houri
HEIA HEINEKEN NV
GET GETLINK SE
EDEN EDENRED SA
IPN IPSEN SA
CA CARREFOUR SA
BVI BUREAU VERITAS SA
BN DANONE SA
BNP BNP PARIBAS SA CLASS A
RNO RENAULT SA
ORA ORANGE SA
CBK COMMERZBANK AG
GFC GECINA SA
ABB ABB LTD.
SAND SANDVIK AB
RXL REXEL SA
LSEG LONDON STOCK EXCHANGE GROUP PLC
SRT3 SARTORIUS AG PREF
NOKIA NOKIA OYJ
EL ESSILORLUXOTTICA SA
NESN NESTLE S.A.
OR L'OREAL SA
SCHP SCHINDLER HOLDING AG PREF
SAN SANOFI
SAF SAFRAN S.A.
MOCORP METSO OUTOTEC OYJ
DIM SARTORIUS STEDIM BIOTECH SA
BIM BIOMERIEUX SA
BG BAWAG GROUP AG
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
DSY DASSAULT SYSTEMES SA
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
SGSN SGS SA
GALD GALDERMA GROUP AG
ROG ROCHE HOLDING AG
- Javier Esteban
- Javier Esteban
BANKINTER: 1Q’26 RESULTS (ANÁLISIS BANCO SABADELL)
1Q’26 vs. 1Q’25: NII: € 571 M (+5.5% vs. +5.8% BS(e) and +5.8% consensus); Total Revenues: € 779 M (+6.5% vs. +5.4% BS(e) and +6.3% consensus); Operating Income: € 503 M (+8.7% vs. -+6.8% BS(e) and +7.8% consensus); Net Profit: € 291 M (+7.6% vs. +4.4% BS(e) and +5.1% consensus). 1Q’26 vs. 4Q’25: NII: € 571 M (+0.1% vs. +0.4% BS(e) and +0.4% consensus); Total Revenues: € 779 M (-2.1% vs. -3.0% BS(e) and -2.2% consensus); Operating Income: € 503 M (-1.5% vs. -3.2% BS(e) and -2.3% consensus); Net ...
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