Munchener Ruckversicherungs-Gesellschaft AG: 2 directors

Two Directors at Munchener Ruckversicherungs-Gesellschaft AG bought 971 shares at between 535.000EUR and 542.600EUR. The significance rating of the trade was 84/100. 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 ...

Telefonica: A new strategic plan/Before the CMD, grand plans were disc...

Last week, Telefonica held its capital markets day and presented its long-awaited new strategy and 3Q25 results. Ahead of the CMD, a radical change in direction, including M&A, was discussed in the media but any such grand plans were missing from its new Strategic Plan. Notably, Telefonica has cut its dividend, but this seems more of a way to deal with weaker free cash flow than a way to cut indebtedness. Also, its outlook for growth remains muted. We are disappointed by Telefonica's outlook for...

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 11/12/2025

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 12/11/2025

Munich Re : Q3 2025 with strong underlying profitability but adverse v...

MUNICH RE: RDOS. 3T’25 (ANÁLISIS BANCO SABADELL)

Rdos. 3T'25 vs 3T'24: Primas: 14.575 M euros (-5,9% vs +1,5% BS(e) y +1,3% consenso); Rdo. Operativo: 3.036 M euros (+136,3% vs +103,3% BS(e) y +123,8% consenso); BDI: 1.997 M euros (+104,0% vs +74,0% BS(e) y +96,7% consenso). Rdos. 9meses'25 vs 9meses'24: Primas: 45.161 M euros (-0,8% vs +1,8% BS(e) y +1,7% consenso); Rdo. Operativo: 7.204 M euros (-6,8% vs -11,9% BS(e) y -8,8% consenso); BDI: 5.176 M euros (-8,7% vs -13,9% BS(e) y -10,0% consenso).

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 11/11/2025

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 11/11/2025

INFORME DIARIO 11 NOVIEMBRE + RDOS. ESPAÑA Y EUROPA 3T’25. IDEAS DESTA...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: SANTANDER. EUROPA: MUNICH RE, NOKIA. 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. La expectativa de que termine el shutdown en EE.UU. el viernes anima a las bolsas Varios senadores demócratas terminaron claudicando y votando a favor de mante...

Almirall SA : Q3 earnings above expectations. FY 2025 guidance confirm...

ALMIRALL: MENSAJES DE LA CONFERENCE CALL RDOS. 3T’25 (ANÁLISIS BANCO S...

De la conference call de Rdos. 3T’25 destacamos:

ALMIRALL: 3Q’25 RESULTS (ANÁLISIS BANCO SABADELL)

3Q'25 vs. 3Q'24 Results Sales: € 260.2 M (+12.9% vs. +12.3% BS(e) and +13.1% consensus); EBITDA: € 58.9 M (+56.2% vs. +39.4% BS(e) and +41.1% consensus); EBIT: € 22.0 M (+746.2% vs. +405.8% BS(e) and +519.2% consensus); Net Profit: € 10.7 M (€ -5.5 M in 3Q’24 vs. € 5.91 M BS(e) and € 6.0 M consensus); 9M'25 vs. 9M'24 Results Sales: € 820.7 M (+12.8% vs. +12.6% BS(e) and +12.8% consensus); EBITDA: € 180.7 M (+27.1% vs. +22.6% BS(e) and +23.1% consensus); EBIT: € 67.4 M (+75.1% vs. +52.1% BS(e) an...

ALMIRALL: RDOS. 3T’25 (ANÁLISIS BANCO SABADELL)

Rdos. 3T'25 vs 3T'24: Ventas: 260,2 M euros (+12,9% vs +12,3% BS(e) y +13,1% consenso); EBITDA: 58,9 M euros (+56,2% vs +39,4% BS(e) y +41,1% consenso); EBIT: 22,0 M euros (+746,2% vs +405,8% BS(e) y +519,2% consenso); BDI: 10,7 M euros (-5,5 M euros en 9meses'24 vs 5,91 M euros BS(e) y 6,0 M euros consenso); Rdos. 9meses'25 vs 9meses'24: Ventas: 820,7 M euros (+12,8% vs +12,6% BS(e) y +12,8% consenso); EBITDA: 180,7 M euros (+27,1% vs +22,6% BS(e) y +23,1% consenso); EBIT: 67,4 M euros (+75,1% ...

IBERIAN DAILY 10 NOVEMBER + 3Q’25 RESULTS. HIGHLIGHTS AND REST OF PREV...

NEWS SUMMARY: ALMIRALL, GREENING, TALGO, VISCOFAN. 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 3Q’25 results to be released over the coming days in Spain. Tech stocks raise doubts on markets It was a week of drops on both sides of the Atlantic, with the IBEX falling below 16,000 against a backdrop of growing uncertainty surrounding company valuations, especially those linke...

INFORME DIARIO 10 NOVIEMBRE + RDOS. ESPAÑA Y EUROPA 3T’25. IDEAS DESTA...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ALMIRALL, GREENING, TALGO, VISCOFAN. EUROPA: AIRBUS, UNICREDIT. 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. Las tecnológicas hacen dudar al mercado, pero el final del shutdown apunta a rebote Semana de caídas a ambos lados del Atlántico, co...

Credit Morning 11/07/2025

Altarea: residential revenue grows for the first time in Q3|

Morning Crédit 07/11/2025

Altarea : le CA logement est pour la première fois en croissance au T3|

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 11/07/2025

IAG: 3Q’25 RESULTS (ANÁLISIS BANCO SABADELL)

3Q'25 vs. 3Q'24 Results Sales: € 9.328 Bn (0.0% vs. +2.3% BS(e) and n/a consensus); EBIT: € 2.053 Bn (+2.0% vs. +12.8% BS(e) and +4.1% consensus); 9M'25 vs. 9M'24 Results Sales: € 25.234 Bn (+4.9% vs. +5.8% BS(e) and n/a consensus); EBIT: € 5.852 Bn (+76.2% vs. +24.9% BS(e) and +19.6% consensus);

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 07/11/2025