reports
- Olfa Taamallah
- Roy Külter
- Yan Derocles
EDEN EDENRED SA
TKA THYSSENKRUPP AG
RR. ROLLS-ROYCE HOLDINGS PLC
MT ARCELORMITTAL SA
CA CARREFOUR SA
BEKB BEKAERT SA
SOP SOPRA STERIA GROUP SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
MTX MTU AERO ENGINES AG
ACN ACCENTURE PLC CLASS A
HO THALES SA
SSAB A SSAB AB CLASS A
RXL REXEL SA
INF INFOTEL SA
FGA FIGEAC AERO SA
RHM RHEINMETALL AG
SZG SALZGITTER AG
WHA WERELDHAVE N.V.
SWP SWORD GROUP SE
AUB AUBAY SA
FII LISI SA
GOE GROUPE GORGE SA
ATE ALTEN SA
VOE VOESTALPINE AG
ACX ACERINOX SA
XIOR XIOR STUDENT HOUSING N.V.
SAF SAFRAN S.A.
HEI HEIDELBERGCEMENT AG
AIR AIRBUS SE
ERA ERAMET SA
CAP CAPGEMINI SE
BA. BAE SYSTEMS PLC
COFB COFINIMMO SA
VRNL VERNEUIL PARTICIPATIONS
CTAC CTAC N.V.
TIETO TIETOEVRY OYJ
NDA AURUBIS AG
ANA ACCIONA SA
HM B H&M HENNES & MAURITZ AB CLASS B
COK CANCOM SE
VASTB VASTNED RETAIL BELGIUM NV
BC8 BECHTLE AG
ADN1 ADESSO AG
MONT MONTEA SCA
AED AEDIFICA SA
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
CPINV CARE PROPERTY INVEST SA
VGP VGP NV
BC BRUNELLO CUCINELLI S.P.A.
FACC FACC AG
IDR INDRA SISTEMAS S.A. CLASS A
RIO RIO TINTO PLC
LDO LEONARDO SPA
ECONT ECONOCOM GROUP SE CLASS D
BHP BHP GROUP LTD
REY REPLY S.P.A.
AMAG AMAG AUSTRIA METALL AG
NSI NSI N.V.
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
PRX PROSUS N.V. CLASS N
HAG HENSOLDT AG
WDP WAREHOUSES DE PAUW SCA
NA9 NAGARRO
AERO MONTANA AEROSPACE AG
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
ECMPA EUROCOMMERCIAL PROPERTIES NV
AM DASSAULT AVIATION
CTPNV CTP NV
SHEL SHELL PLC
IOS IONOS GROUP SE
LAT LATECOERE
R3NK RENK GROUP AG
EXENS EXOSENS
ATO ATOS SE
AAL ANGLO AMERICAN PLC
- Olfa Taamallah
- Roy Külter
- Yan Derocles
RR. ROLLS-ROYCE HOLDINGS PLC
MT ARCELORMITTAL SA
BEKB BEKAERT SA
SOP SOPRA STERIA GROUP SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
MTX MTU AERO ENGINES AG
ACN ACCENTURE PLC CLASS A
HO THALES SA
SSAB A SSAB AB CLASS A
INF INFOTEL SA
FGA FIGEAC AERO SA
RHM RHEINMETALL AG
SZG SALZGITTER AG
WHA WERELDHAVE N.V.
SWP SWORD GROUP SE
AUB AUBAY SA
VLS VALNEVA SE
FII LISI SA
GOE GROUPE GORGE SA
ATE ALTEN SA
VOE VOESTALPINE AG
ACX ACERINOX SA
TRI TRIGANO SA
XIOR XIOR STUDENT HOUSING N.V.
SAF SAFRAN S.A.
AIR AIRBUS SE
ERA ERAMET SA
CAP CAPGEMINI SE
BA. BAE SYSTEMS PLC
COFB COFINIMMO SA
VRNL VERNEUIL PARTICIPATIONS
CTAC CTAC N.V.
TIETO TIETOEVRY OYJ
NDA AURUBIS AG
ANA ACCIONA SA
COK CANCOM SE
VASTB VASTNED RETAIL BELGIUM NV
BC8 BECHTLE AG
ADN1 ADESSO AG
MONT MONTEA SCA
AED AEDIFICA SA
KTCG KAPSCH TRAFFICCOM
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
CPINV CARE PROPERTY INVEST SA
VGP VGP NV
CSM CORBION NV
FACC FACC AG
WLN WORLDLINE SA
IDR INDRA SISTEMAS S.A. CLASS A
RIO RIO TINTO PLC
LDO LEONARDO SPA
ECONT ECONOCOM GROUP SE CLASS D
BHP BHP GROUP LTD
REY REPLY S.P.A.
AMAG AMAG AUSTRIA METALL AG
NSI NSI N.V.
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
HAG HENSOLDT AG
WDP WAREHOUSES DE PAUW SCA
VUL VULCAN ENERGY RESOURCES
NA9 NAGARRO
AERO MONTANA AEROSPACE AG
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
ECMPA EUROCOMMERCIAL PROPERTIES NV
AM DASSAULT AVIATION
CTPNV CTP NV
IOS IONOS GROUP SE
LAT LATECOERE
R3NK RENK GROUP AG
EXENS EXOSENS
ATO ATOS SE
AAL ANGLO AMERICAN PLC
- Olfa Taamallah
- Roy Külter
- Yan Derocles
EDEN EDENRED SA
TKA THYSSENKRUPP AG
RR. ROLLS-ROYCE HOLDINGS PLC
MT ARCELORMITTAL SA
CA CARREFOUR SA
BEKB BEKAERT SA
SOP SOPRA STERIA GROUP SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
MTX MTU AERO ENGINES AG
ACN ACCENTURE PLC CLASS A
HO THALES SA
SSAB A SSAB AB CLASS A
RXL REXEL SA
INF INFOTEL SA
FGA FIGEAC AERO SA
RHM RHEINMETALL AG
SZG SALZGITTER AG
WHA WERELDHAVE N.V.
SWP SWORD GROUP SE
AUB AUBAY SA
FII LISI SA
GOE GROUPE GORGE SA
ATE ALTEN SA
VOE VOESTALPINE AG
ACX ACERINOX SA
XIOR XIOR STUDENT HOUSING N.V.
SAF SAFRAN S.A.
HEI HEIDELBERGCEMENT AG
AIR AIRBUS SE
ERA ERAMET SA
CAP CAPGEMINI SE
BA. BAE SYSTEMS PLC
COFB COFINIMMO SA
VRNL VERNEUIL PARTICIPATIONS
CTAC CTAC N.V.
TIETO TIETOEVRY OYJ
NDA AURUBIS AG
ANA ACCIONA SA
HM B H&M HENNES & MAURITZ AB CLASS B
COK CANCOM SE
VASTB VASTNED RETAIL BELGIUM NV
BC8 BECHTLE AG
ADN1 ADESSO AG
MONT MONTEA SCA
AED AEDIFICA SA
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
CPINV CARE PROPERTY INVEST SA
VGP VGP NV
BC BRUNELLO CUCINELLI S.P.A.
FACC FACC AG
IDR INDRA SISTEMAS S.A. CLASS A
RIO RIO TINTO PLC
LDO LEONARDO SPA
ECONT ECONOCOM GROUP SE CLASS D
BHP BHP GROUP LTD
REY REPLY S.P.A.
AMAG AMAG AUSTRIA METALL AG
NSI NSI N.V.
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
PRX PROSUS N.V. CLASS N
HAG HENSOLDT AG
WDP WAREHOUSES DE PAUW SCA
NA9 NAGARRO
AERO MONTANA AEROSPACE AG
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
ECMPA EUROCOMMERCIAL PROPERTIES NV
AM DASSAULT AVIATION
CTPNV CTP NV
SHEL SHELL PLC
IOS IONOS GROUP SE
LAT LATECOERE
R3NK RENK GROUP AG
EXENS EXOSENS
ATO ATOS SE
AAL ANGLO AMERICAN PLC
- Olfa Taamallah
- Roy Külter
- Yan Derocles
RR. ROLLS-ROYCE HOLDINGS PLC
MT ARCELORMITTAL SA
BEKB BEKAERT SA
SOP SOPRA STERIA GROUP SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
MTX MTU AERO ENGINES AG
ACN ACCENTURE PLC CLASS A
HO THALES SA
SSAB A SSAB AB CLASS A
INF INFOTEL SA
FGA FIGEAC AERO SA
RHM RHEINMETALL AG
SZG SALZGITTER AG
WHA WERELDHAVE N.V.
SWP SWORD GROUP SE
AUB AUBAY SA
VLS VALNEVA SE
FII LISI SA
GOE GROUPE GORGE SA
ATE ALTEN SA
VOE VOESTALPINE AG
ACX ACERINOX SA
TRI TRIGANO SA
XIOR XIOR STUDENT HOUSING N.V.
SAF SAFRAN S.A.
AIR AIRBUS SE
ERA ERAMET SA
CAP CAPGEMINI SE
BA. BAE SYSTEMS PLC
COFB COFINIMMO SA
VRNL VERNEUIL PARTICIPATIONS
CTAC CTAC N.V.
TIETO TIETOEVRY OYJ
NDA AURUBIS AG
COK CANCOM SE
VASTB VASTNED RETAIL BELGIUM NV
BC8 BECHTLE AG
ADN1 ADESSO AG
MONT MONTEA SCA
AED AEDIFICA SA
KTCG KAPSCH TRAFFICCOM
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
CPINV CARE PROPERTY INVEST SA
VGP VGP NV
CSM CORBION NV
FACC FACC AG
WLN WORLDLINE SA
IDR INDRA SISTEMAS S.A. CLASS A
RIO RIO TINTO PLC
LDO LEONARDO SPA
ECONT ECONOCOM GROUP SE CLASS D
BHP BHP GROUP LTD
REY REPLY S.P.A.
AMAG AMAG AUSTRIA METALL AG
NSI NSI N.V.
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
HAG HENSOLDT AG
WDP WAREHOUSES DE PAUW SCA
VUL VULCAN ENERGY RESOURCES
NA9 NAGARRO
AERO MONTANA AEROSPACE AG
ECMPA EUROCOMMERCIAL PROPERTIES NV
AM DASSAULT AVIATION
CTPNV CTP NV
IOS IONOS GROUP SE
LAT LATECOERE
R3NK RENK GROUP AG
EXENS EXOSENS
ATO ATOS SE
AAL ANGLO AMERICAN PLC
- Nicolas David
- Nicolas Thorez
ACN ACCENTURE PLC CLASS A
INF INFOTEL SA
SWP SWORD GROUP SE
AUB AUBAY SA
ATE ALTEN SA
CAP CAPGEMINI SE
VRNL VERNEUIL PARTICIPATIONS
CTAC CTAC N.V.
TIETO TIETOEVRY OYJ
COK CANCOM SE
BC8 BECHTLE AG
ADN1 ADESSO AG
IDR INDRA SISTEMAS S.A. CLASS A
ECONT ECONOCOM GROUP SE CLASS D
REY REPLY S.P.A.
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
NA9 NAGARRO
IOS IONOS GROUP SE
ATO ATOS SE
- Nicolas David
- Nicolas Thorez
ACN ACCENTURE PLC CLASS A
INF INFOTEL SA
SWP SWORD GROUP SE
AUB AUBAY SA
ATE ALTEN SA
CAP CAPGEMINI SE
VRNL VERNEUIL PARTICIPATIONS
CTAC CTAC N.V.
TIETO TIETOEVRY OYJ
COK CANCOM SE
BC8 BECHTLE AG
ADN1 ADESSO AG
IDR INDRA SISTEMAS S.A. CLASS A
ECONT ECONOCOM GROUP SE CLASS D
REY REPLY S.P.A.
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
NA9 NAGARRO
IOS IONOS GROUP SE
ATO ATOS SE
- Suvi Platerink Kosonen
Bank Capital/It's getting hot in here
We take a look at the broad developments in euro-denominated AT1 markets. So far this year the tight trading levels have reflected as banks continuing to remain very active in primary markets. With the uncertain geopolitical landscape, we would remain selective on issuers and in terms of bonds.
- Research Department
IBERIAN DAILY 23 JUNE (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: AEDAS, IAG, INDRA, NEINOR, OHLA. US attacks Iran The risk of a military intervention by the US in Iran weighed on the market last week, and the 2-week deadline decided by D. Trump calmed stock markets. However, the movement of the military arsenal continued in the Middle East area, and in the end the US launched a weekend air attack on 3 Iranian nuclear targets. In the STOXX 600, Real Estate and Energy saw the biggest gains last week vs. Pharma and Retail that ended with the bigge...
- Research Department
INFORME DIARIO 23 JUNIO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AEDAS, IAG, INDRA, NEINOR, OHLA. EUROPA: SCHNEIDER ELECTRIC. EE.UU. ataca Irán El riesgo de una intervención militar de EE.UU. en Irán sobrevoló sobre el mercado durante la semana pasada y el plazo de dos semanas que se había dado D. Trump alivió a las bolsas. Sin embargo, el movimiento de arsenal militar seguía llegando a la zona de O. Medio y finalmente EE.UU. ha lanzado durante el fin de semana un ataque aéreo sobre 3 objetivos nucleares. Irán h...
- Carole Braudeau
- Carole Braudeau
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Jesse Norcross
- Nadège Tillier
- Timothy Rahill
- Research Department
IBERIAN DAILY 16 JUNE (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: AEDAS HOMES, CAIXABANK, CHANGES IBEX, ELECTRICITY SECTOR, NEINOR HOMES, TELEFÓNICA. Geopolitical tensions in the Middle East halt stock market gains The trade agreement between the US and China, and the solid inflation data in the US, were overshadowed by the increased geopolitical tensions between Iran and Israel. In the STOXX 600, the best-performing sectors and the only ones in positive territory were Energy, Utilities and Pharma, with Financial Services and Telecoms falling th...
- Research Department
INFORME DIARIO 16 JUNIO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AEDAS, CAIXABANK, CAMBIOS IBEX, NEINOR, SECTOR ELECTRICO ESPAÑA, TELEFÓNICA. EUROPA: KERING, UNICREDIT. La tensión geopolítica en Oriente Medio frena la subidas de las bolsas El acuerdo comercial entre EE.UU. y China y los buenos datos de inflación en EE.UU. se vieron ensombrecidos por el incremento de las tensiones geopolíticas entre Irán e Israel. En el STOXX 600 los mejores sectores y los únicos en positivo fueron Energía, Utilities y Farma, fr...
- Jeroen van den Broek
- Timothy Rahill
Credit Outlook update/An unstoppable force against an immovable object
As we approach summer and reflect upon the already very busy and volatile first half of the year, we review our Credit Markets Outlook for 2025 and offer an update on our views, positioning and forecasts for the remainder of the year. We include our Picks and Pans on the Utilities, TMT, Real Estate and Bank sectors.
GFC GECINA SA
PBB DEUTSCHE PFANDBRIEFBANK AG
PSA PUBLIC STORAGE
RBI RAIFFEISEN BANK INTERNATIONAL AG
WKL WOLTERS KLUWER NV
ORSTED ORSTED
DTE DEUTSCHE TELEKOM AG
ICAD ICADE SA
DLR DIGITAL REALTY TRUST INC.
TEF TELEFONICA SA
SAB BANCO DE SABADELL SA
GRDDY GRAND CITY PROPERTIES SA
- Carole Braudeau
- Carole Braudeau
- Research Department
IBERIAN DAILY 09 JUNE (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: CAIXABANK, ENCE, FERROVIAL, NATURGY, TELEFÓNICA, VISCOFAN. Stock markets try to climb above highs Despite the absence of good macroeconomic data last week, stock markets ended with gains, fuelled by the US (the S&P500 rose around +1.7%) and by the better employment data at the end of the week. In the STOXX 600, the best-performing sectors last weekk were Technology and Pharma, whereas Autos and Media ended with the biggest drops. On the macro side, in the euro zone, the 1Q’25 GDP ...
- Research Department
INFORME DIARIO 09 JUNIO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CAIXABANK, ENCE, FERROVIAL, NATURGY, TELEFÓNICA, VISCOFAN. Las bolsas siguen intentando superar los máximos A pesar de una semana sin buenos datos macro, las bolsas terminaron al alza con el empuje de EE.UU. donde el S&P 500 subió un +1,1%. En el STOXX 600 los mejores sectores de la semana fueron Tecnología y Farma frente a Autos y Media que fueron los que más cayeron. En la Eurozona el PIB 1T’25 se revisó al alza 0,3 p.p. hasta el 1,5% a/a mientras...
- Research Department
IBERIAN DAILY 04 JUNE (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: ACS, ELECTRICITY SECTOR, INDRA, SOLARIA. Sideways markets, awaiting news Except for the IBEX, which saw profit taking (-0.7%), European stock markets rose slightly awaiting progress in trade talks (Xi Jinping and D. Trump would talk next Friday). In the STOXX 600, the best-performing sectors were Energy (leader for the second straight day, with Brent rallying above US$ 65.80) and Technology, whereas Media and Basic Materials suffered the biggest losses. On the macro side, in the e...
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