reports
- Haidje Rustau
- Jayanth Kandalam
- Peter Low
- Si Yong Ng
- Tanvi Arora
- Emira Sagaama
- Robert Jan Vos
- Thomas Zlowodzki
MC LVMH MOET HENNESSY LOUIS VUITTON SE
ORA ORANGE SA
TKA TELEKOM AUSTRIA AG
GFC GECINA SA
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
EN BOUYGUES SA
RXL REXEL SA
AMUN AMUNDI SA
BLND BRITISH LAND COMPANY PLC
CARL B CARLSBERG A/S CLASS B
AIR AIRBUS SE
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
ASML ASML HOLDING NV
VK VALLOUREC SA
TEN TENARIS S.A.
- Emira Sagaama
- Robert Jan Vos
- Thomas Zlowodzki
MC LVMH MOET HENNESSY LOUIS VUITTON SE
ORA ORANGE SA
TKA TELEKOM AUSTRIA AG
GFC GECINA SA
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
EN BOUYGUES SA
RXL REXEL SA
AMUN AMUNDI SA
BLND BRITISH LAND COMPANY PLC
CARL B CARLSBERG A/S CLASS B
AIR AIRBUS SE
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
ASML ASML HOLDING NV
VK VALLOUREC SA
TEN TENARIS S.A.
- Jerôme Bodin
- Jerôme Bodin
- Julian Dobrovolschi
PUB PUBLICIS GROUPE SA
GIVN GIVAUDAN SA
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
ADEN ADECCO GROUP AG
LSEG LONDON STOCK EXCHANGE GROUP PLC
FHZN FLUGHAFEN ZURICH AG
RAND RANDSTAD NV
ZAL ZALANDO SE
RIO RIO TINTO PLC
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
AGN AEGON N.V.
- Julian Dobrovolschi
PUB PUBLICIS GROUPE SA
GIVN GIVAUDAN SA
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
ADEN ADECCO GROUP AG
LSEG LONDON STOCK EXCHANGE GROUP PLC
FHZN FLUGHAFEN ZURICH AG
RAND RANDSTAD NV
ZAL ZALANDO SE
RIO RIO TINTO PLC
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
AGN AEGON N.V.
- Jerôme Bodin
- Jerôme Bodin
- Research Department
IBERIAN DAILY 14 OCTOBER (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: CELLNEX, ELECTRICITY SECTO, ENDESA, NATURGY, SANTANDER. Remaining confident in a trade agreement European stock markets rallied, remaining confident that the US and China will reach a trade agreement. In the STOXX 600 Basic Resources and Technology were the best performers whereas Telecoms and Autos saw the biggest drops. On the macro side, no relevant data was released, with all eyes on the trade front, where the secretary of the Treasury S. Bessent confirmed that president D. Tr...
- Research Department
INFORME DIARIO 14 OCTUBRE + RDOS. EUROPA 3T’25. IDEAS DESTACADAS Y PRE...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CELLNEX, ENDESA, NATURGY, SANTANDER, SECTOR ELÉCTRICO. 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. Confianza en un acuerdo comercial Rebote en las bolsas europeas, confiadas en que EE.UU. y China seguirán negociando un acuerdo comercial. ...
Publicis Groupe : Third Quarter 2025 Revenue
Publicis Groupe : Third Quarter 2025 Revenue N Very strong Q3 at +5.7% organic growth Further guidance upgrade on strength of client demand for AI products and services October 14, 2025 +5.7% organic growth in Q3, exceeding expectations Ahead of +5.2% 5-year Q3 CAGR All key regions performed well, with U.S. accelerating to +7.1%Upgrading FY’25 organic growth guidance to +5.0% to +5.5%, thanks to sustained demand for AI capabilitiesConfirming industry-leading financial KPIs for FY’25: Operating margin slightly above 18.0%, including investments in M&A and talentF...
Publicis Groupe : Revenu du troisième trimestre 2025
Publicis Groupe : Revenu du troisième trimestre 2025 . Croissance organique très solidede +5,7 % au 3ème trimestre Relèvement des prévisionsgrâce à la demande soutenue en IA 14 octobre 2025 +5,7 % de croissance organique au T3, au-delà des attentes Supérieur à la croissance annuelle moyenne sur 5 ans de +5,2 % du T3 Bonnes performances dans les régions clés, avec une accélération aux États-Unis à +7,1 %Relèvement de l’objectif de croissance organique pour l’année 2025 à +5,0 % à +5,5 %, grâce à la demande soutenue pour nos produits et services IAMaintien des ratios financier...
- Bruno Cavalier
MC LVMH MOET HENNESSY LOUIS VUITTON SE
HO THALES SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
TEP TELEPERFORMANCE SE
BRBY BURBERRY GROUP PLC
KER KERING SA
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
BAS BASF SE
01913 PRADA S.P.A.
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
MONC MONCLER SPA
WAF SILTRONIC AG
MELE MELEXIS NV
SMHN SUESS MICROTEC AG
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
MERLIN MERLIN PROPERTIES SOCIMI S.A.
RACE FERRARI NV
VACN VAT GROUP AG
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
BIM BIOMERIEUX SA
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
SIK SIKA AG
JEN JENOPTIK AG
STLA STELLANTIS N.V.
ZGN ERMENEGILDO ZEGNA NV
ARM ARM HOLDINGS PLC
AMS AMS-OSRAM AG
- Bruno Cavalier
MC LVMH MOET HENNESSY LOUIS VUITTON SE
HO THALES SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
TEP TELEPERFORMANCE SE
BRBY BURBERRY GROUP PLC
KER KERING SA
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
BAS BASF SE
01913 PRADA S.P.A.
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
PFV PFEIFFER VACUUM TECHNOLOGY AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
MONC MONCLER SPA
WAF SILTRONIC AG
MELE MELEXIS NV
SMHN SUESS MICROTEC AG
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
MERLIN MERLIN PROPERTIES SOCIMI S.A.
RACE FERRARI NV
VACN VAT GROUP AG
XFAB X-FAB SILICON FOUNDRIES SE
ASML ASML HOLDING NV
BIM BIOMERIEUX SA
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
SIK SIKA AG
JEN JENOPTIK AG
STLA STELLANTIS N.V.
ZGN ERMENEGILDO ZEGNA NV
ARM ARM HOLDINGS PLC
AMS AMS-OSRAM AG
- Olfa Taamallah
- Yan Derocles
- Olfa Taamallah
- Yan Derocles
- Research Department
IBERIAN DAILY 09 OCTOBER (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: INDRA, REPSOL. Europe returns to positive territory European stock markets rallied, nearing last week’s highs (with the resistance level for the Euro STOXX50 at 5,650 points), whereas the Ibex35 continues to soar. In the STOXX 600, Consumer Goods, Basic Resources and Banks led gains whereas Autos, Real Estate and Technology were the only sectors ending in negative territory. On the macro side, in Germany, August’s industrial output slowed down more than expected. On another note, ...
- Research Department
INFORME DIARIO 08 OCTUBRE (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: SANTANDER, SECTOR ACERO. EUROPA: BMW, INTESA SAN PAOLO, UNICREDIT. Francia se mantiene en una sesión de ventas Con la mayoría de los índices europeos a la baja, sorprendió la estabilidad del CAC francés a pesar de que no se atisban soluciones a la paralización política de Francia. Mientras, EE.UU. se vio lastrado por otro nuevo día de shutdown y la noticia de Oracle de deterioro de márgenes en centros de datos con chips de Nvidia. En el STOXX 600 l...
- Research Department
IBERIAN DAILY 08 OCTOBER (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: SANTANDER, STEEL SECTOR. France weathering the selling storm With most European stock markets falling, the stability of the French CAC was surprising, despite the fact that no solution to the political crisis in the country is in sight. Meanwhile, the US was dragged down by another day of shutdown and the news from Oracle regarding deteriorating margins in data centres with Nvidia chips. In the STOXX 600, the best-performing sectors were Consumer Goods and defensive ones like Food...
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