View 
FILTERS (0)
* Not connected to ResearchPool

MORE FILTERS

  
reports
Research Department
  • Research Department

IBERIAN DAILY 28 AUGUST (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: CAF. CAC rallies thanks to Luxury, underpinning Euro STOXX 50 Despite being mired in a new political crisis, the French stock market recovered slightly in a session marked by the drops in the rest of the indices (IBEX -0.66%, DAX -0.53%) and lacking macro references. In the STOXX 600, the best-performing sectors were Consumer Goods, Pharma and Technology, while Banks and Travel & Leisure fell the most. On the macro side, J. Williams of the New York Fed commented it is necessary to...

Research Department
  • Research Department

INFORME DIARIO 28 AGOSTO (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CAF. EUROPA: PERNOD RICARD. El CAC rebota gracias al lujo y apuntala al Euro STOXX 50 A pesar de estar inmerso en una nueva crisis política, la bolsa francesa se recuperó ligeramente en una sesión marcada por las caídas en el resto de plazas (Ibex -0,66%, DAX -0,53%) en una sesión sin referencias macro. En el STOXX 600 los mejores sectores fueron B. Consumo, Farma y Tecnología mientras que Bancos y Viajes&Ocio mostraron las mayores cesiones. Por el ...

 PRESS RELEASE

Philips launches Transcend Plus for EPIQ CVx and Affiniti CVx, deliver...

Philips launches Transcend Plus for EPIQ CVx and Affiniti CVx, delivering breakthrough image quality and FDA-cleared AI enhancements in cardiovascular ultrasound August 27, 2025  Next-generation 2D and 3D imaging and intelligent automation empower clinicians to make faster, more confident decisions in cardiac care Amsterdam, the Netherlands – (NYSE: PHG, AEX: PHIA), a global leader in health technology, today announced the release of Transcend Plus, the next generation its EPIQ CVx and Affiniti CVx cardiovascular ultrasound systems. Transcend Plus delivers major advancements in image qua...

Research Department
  • Research Department

IBERIAN DAILY 06 AUGUST (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: IBERDROLA, SOLARIA. Calm on stock markets European stock markets saw a decreasing performance with low volume where the earnings calendar and the possible rate cut by the Fed in September continued to set the pace. Thus, in the STOXX 600 most sectors (16/20) ended with gains, led by Autos and Basic Resources vs. Consumer Goods and Utilities that were the worst performers. On the macro side, in the euro zone, July’s final services PMI was cut although remained at levels consistent ...

Research Department
  • Research Department

INFORME DIARIO 06 AGOSTO + RDOS. EUROPA 2T’25. PREVIEWS (ANÁLISIS BANC...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: IBERDROLA, SOLARIA. EUROPA: AHOLD DELHAIZE, BAYER. 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. 2T’25 que se publicarán en España y Europa en los próximos días. Poco movimiento en los mercados Jornada de más a menos y de escaso volumen en las bolsas europeas, donde el calendario de Rdos. y la posible baja...

Marc Hesselink ... (+3)
  • Marc Hesselink
  • CFA
  • Thymen Rundberg

Philips/Volatile results/HOLD

Philips reported a better-than-expected 2Q25 update. We increase our target price to €23 per share (from €21) but keep our Hold rating. The results are surprisingly volatile in our view with large quarterly fluctuations. We believe valuation is fair relative to peers given its lower growth and margin profile.

Steven Gould
  • Steven Gould
Steven Gould
  • Steven Gould
Research Department
  • Research Department

IBERIAN DAILY 04 AUGUST (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: BANKING SECTOR, SANTANDER, TALGO, TELEFÓNICA. Trump and the job market lead to another market selloff The tariff rise approved by D. Trump to dozens of countries instead of lower tariffs as part of the negotiations under way and the slowdown signs of the US economy led to losses >-2.5% in European stock markets. Thus, in the STOXX 600 last week was marked by the earnings calendar and by Friday’s sell-off where energy was the only sector not ending in negative territory, whereas A...

Research Department
  • Research Department

INFORME DIARIO 04 AGOSTO + RDOS. EUROPA 2T’25. PREVIEWS (ANÁLISIS BANC...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: SANTANDER, SECTOR BANCARIO, TALGO, TELEFÓNICA. 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. 2T’25 que se publicarán en España y Europa en los próximos días. Trump y el mercado laboral provocan otro sell-off en el mercado El incremento arancelario aprobado por D. Trump a decenas de países en lugar de reduc...

Virginia Romero
  • Virginia Romero

IBERDROLA: VENTA DEL NEGOCIO DE MÉXICO (ANÁLISIS BANCO SABADELL)

IBE ha suscrito un contrato de compraventa de los negocios en México con COX ABG Group..

Research Department
  • Research Department

IBERIAN DAILY 01 AUGUST (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: CELLNEX, IBERDROLA, REDEIA, SANTANDER. Trade matters put Europe in the red once again European stock markets fell due to trade matters. After the 01 August deadline passed, a 35% tariff was placed on Canada, 50% on Brazil, 25% on India, 20% on Taiwan and 39% on Switzerland, with another 69 trade partners facing tariffs between 10-41% if new agreements are not reached. As for Mexico, the country will continue to have a 25% tariff due to fentanyl, 25% on automobiles and 50% on steel...

Research Department
  • Research Department
AXA AXA
BAYN BAYER AG ... (+7)

INFORME DIARIO 01 AGOSTO + RDOS. EUROPA 2T’25. PREVIEWS (ANÁLISIS BANC...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CELLNEX, IBERDROLA, REDEIA, SANTANDER. EUROPA: AB INBEV, AXA, BAYER. 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. 2T’25 que se publicarán en España y Europa en los próximos días. Europa vuelve a pérdidas por el tema comercial Cesiones en las bolsas europeas por el tema comercial. Tas vencer el deadline de...

Louis Boujard ... (+4)
  • Louis Boujard
  • CFA
  • Philippe Ourpatian
  • Thomas Zlowodzki
Louis Boujard ... (+3)
  • Louis Boujard
  • CFA
  • Philippe Ourpatian
Benoit Valleaux ... (+2)
  • Benoit Valleaux
  • Steven Gould
Loading...
New interest

Save your current filters as a new Interest

Please enter a name for this interest

Email alerts

Would you like to receive real-time email alerts when a new report is published under this interest?

Save This Search

These search results will show up under 'Saved searches' in the left panel

Please enter a name for this saved search

ResearchPool Subscriptions

Get the most out of your insights

Get in touch