reports
- Research Department
IBERIAN DAILY 24 JULY + 2Q’25 RESULTS. HIGHLIGHTS AND REST OF PREVIEWS...
NEWS SUMMARY: ACS, AEDAS HOMES, BANKINTER, CAF, COLONIAL, IBERDROLA, INDRA, REPSOL, ROVI, VIDRALA. 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 2Q’25 results to be released over the coming days in Spain. Greater expectations in trade negotiations European stock exchanges recovered the ground lost the previous session, rallying around +1.0% after the trade agreement with Japa...
Enagas SA: 1 director
A director at Enagas SA bought 7,374 shares at 13.600EUR and the significance rating of the trade was 60/100. 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 show...
- Luis de Toledo Heras
ITP INTERPARFUMS
WHA WERELDHAVE N.V.
HOT HOCHTIEF AG
A1XA4J CARBIOS SA
ISP INTESA SANPAOLO S.P.A.
TIETO TIETOEVRY OYJ
UCG UNICREDIT S.P.A.
ENG ENAGAS SA
ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA
DGM DIAGNOSTIC MEDICAL SYSTEMS
BOSN BOSSARD HOLDING AG
SFSN SFS GROUP AG
M MED LIFE
SCHOTT PHARMA AG
AQ AQUILA PART PROD COM
- Virginia Romero
- Luis de Toledo Heras
ITP INTERPARFUMS
WHA WERELDHAVE N.V.
HOT HOCHTIEF AG
A1XA4J CARBIOS SA
ISP INTESA SANPAOLO S.P.A.
TIETO TIETOEVRY OYJ
UCG UNICREDIT S.P.A.
ENG ENAGAS SA
ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA
DGM DIAGNOSTIC MEDICAL SYSTEMS
BOSN BOSSARD HOLDING AG
SFSN SFS GROUP AG
M MED LIFE
SCHOTT PHARMA AG
AQ AQUILA PART PROD COM
- Luis de Toledo Heras
- Virginia Romero
- Virginia Romero
- Research Department
INFORME DIARIO 22 JULIO + RDOS. ESPAÑA Y EUROPA 2T’25. IDEAS DESTACADA...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AMPER, ENAGÁS, GLOBAL DOMINION, IAG. EUROPA: MUNICH RE. 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. El Ibex recupera los 14.000 puntos A pesar de que la jornada fue de menos a más gracias a la apertura positiva de las bolsas en EE.UU., las ...
- Research Department
IBERIAN DAILY 22 JULY + 2Q’25 RESULTS. HIGHLIGHTS AND REST OF PREVIEWS...
NEWS SUMMARY: AMPER, ENAGAS, GLOBAL DOMINION, IAG. 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 2Q’25 results to be released over the coming days in Spain. Ibex returns to 14,000 points Despite the increasing performance seen yesterday thanks to the positive opening bell of US stock markets, European stock exchanges ended with drops in a session without macroeconomic referen...
- Luis de Toledo Heras
SCR SCOR SE
SCMN SWISSCOM AG
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
BAMNB KONINKLIJKE BAM GROEP NV
WIZZ WIZZ AIR HOLDINGS PLC
EZJ EASYJET PLC
RY4C RYANAIR HOLDINGS PLC
SIX2 SIXT SE
DLG DE'LONGHI S.P.A.
ONTEX ONTEX GROUP N.V.
ENG ENAGAS SA
FLU FLUGHAFEN WIEN AG
MOB MOBILEZONE HOLDING AG
VOS VOSSLOH AG
NSI NSI N.V.
BAR BARCO NV
AF AIR FRANCE - KLM
R3NK RENK GROUP AG
SUNN SUNRISE
- Luis de Toledo Heras
SCR SCOR SE
SCMN SWISSCOM AG
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
BAMNB KONINKLIJKE BAM GROEP NV
WIZZ WIZZ AIR HOLDINGS PLC
EZJ EASYJET PLC
RY4C RYANAIR HOLDINGS PLC
SIX2 SIXT SE
DLG DE'LONGHI S.P.A.
ONTEX ONTEX GROUP N.V.
ENG ENAGAS SA
FLU FLUGHAFEN WIEN AG
MOB MOBILEZONE HOLDING AG
VOS VOSSLOH AG
NSI NSI N.V.
BAR BARCO NV
AF AIR FRANCE - KLM
R3NK RENK GROUP AG
SUNN SUNRISE
- Luis de Toledo Heras
- Research Department
INFORME DIARIO 15 JULIO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CAF, IBERDROLA, SECTOR ELÉCTRICO. El riesgo arancelario no desaparece y las bolsas siguen depreciándolo Las bolsas europeas fueron diluyendo las pérdidas iniciales tras la amenaza de D. Trump de un arancel del 30% a la UE, para cerrar con ligeras pérdidas y el Ibex incluso en positivo. No obstante, en el STOXX 600 la mayoría de los sectores presentaron pérdidas (12/20) dirigidas por los más expuestos a las barreras arancelarias como Autos y R. Bás...
- Research Department
IBERIAN DAILY 15 JULY (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: CAF, ELECTRICITY SECTOR, IBERDROLA. The tariff risk remains, and stock markets continue to price it in European stock markets reeled in the initial losses following Trump’s threat of a 30% tariff on the EU, closing with slight losses and with the IBEX even in positive numbers. However, in the STOXX 600, most sectors (12/20) posted losses, led by those most exposed to tariffs, such as Autos and Basic Materials, whereas Banks and defensive sectors like Household Goods ended with the...
- Research Department
INFORME DIARIO 10 JULIO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AEDAS, CAF. El Ibex por encima de los 14.300 Subidas superiores al 1% en Europa en una jornada de escasa referencias macro y a pesar de que todavía no ha desaparecido la incertidumbre arancelaria. En el STOXX 600 la mayoría de sectores (17/20) terminaron con subidas, lideradas por Bancos y Construcción frente a Media y R. Básicos que fueron los que más cayeron. Por el lado macro, en EE.UU. en las Actas de la Fed varios miembros advirtieron los rie...
- Research Department
IBERIAN DAILY 10 JULY (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: AEDAS, CAF. Ibex above 14,300 points European stock markets climbed >+.10% in a session with few macroeconomic references and despite the continued tariff uncertainty. In the STOXX 600, most sectors (17/20) ended with gains, led by Banks and Construction vs. Media and Basic Resources that posted the biggest drops. On the macro side, in the US, in the Fed minutes several members warned about the risks stemming from a more persistent impact from tariffs on inflation and even though ...
- Adrien Frachette
NDX1 NORDEX SE
SCHP SECHE ENVIRONNEMENT
CVVTF COVESTRO AG
WCH WACKER CHEMIE AG
SOP SOPRA STERIA GROUP SA
APAML APERAM SA
BFIT BASIC-FIT NV
GIVN GIVAUDAN SA
SBMO SBM OFFSHORE NV
LXS LANXESS AG
VIRP VIRBAC SA
FII LISI SA
SDF K+S AG
BAS BASF SE
SOLB SOLVAY SA
ELIS ELIS SA
SY1 SYMRISE AG
GLB GLANBIA PLC
FDR FLUIDRA S.A.
EVK EVONIK INDUSTRIES AG
ENG ENAGAS SA
ANDR ANDRITZ AG
BNR BRENNTAG SE
INX IMCD N.V.
MAU ETABLISSEMENTS MAUREL & PROM SA
RUI RUBIS SCA
SANT S&T AG
AKZA AKZO NOBEL N.V.
TOM2 TOMTOM NV
ALHGR HOFFMANN GREEN CEMENT TECHNOLOGIES SA
FPE3 FUCHS PETROLUB SE
AZE AZELIS GROUP NV
ACLN ACCELLERON INDUSTRIES LTD
DSFIR KONINKLIJKE DSM N.V.
SYENS SYENSQO
PLX PLUXEE NV
ARYN ARYZTA AG
- Adrien Frachette
- Christophe-Raphaël Ganet
- Emmanuel Matot
SCHP SECHE ENVIRONNEMENT
CVVTF COVESTRO AG
WCH WACKER CHEMIE AG
SOP SOPRA STERIA GROUP SA
PUM PUMA SE
ORA ORANGE SA
GIVN GIVAUDAN SA
SBMO SBM OFFSHORE NV
LXS LANXESS AG
TEP TELEPERFORMANCE SE
VIRP VIRBAC SA
FII LISI SA
EOAN E.ON SE
SDF K+S AG
BAS BASF SE
SOLB SOLVAY SA
ELIS ELIS SA
SY1 SYMRISE AG
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
FDR FLUIDRA S.A.
EVK EVONIK INDUSTRIES AG
ENG ENAGAS SA
ANDR ANDRITZ AG
BNR BRENNTAG SE
INX IMCD N.V.
RUI RUBIS SCA
SANT S&T AG
ADYEN ADYEN NV
AKZA AKZO NOBEL N.V.
MRNA MODERNA INC.
FPE3 FUCHS PETROLUB SE
AZE AZELIS GROUP NV
ACLN ACCELLERON INDUSTRIES LTD
DSFIR KONINKLIJKE DSM N.V.
SYENS SYENSQO
- Adrien Frachette
NDX1 NORDEX SE
SCHP SECHE ENVIRONNEMENT
CVVTF COVESTRO AG
TKA THYSSENKRUPP AG
WCH WACKER CHEMIE AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
SOP SOPRA STERIA GROUP SA
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
BFIT BASIC-FIT NV
SSAB A SSAB AB CLASS A
GIVN GIVAUDAN SA
SBMO SBM OFFSHORE NV
ARYN ARYZTA AG
SZG SALZGITTER AG
LXS LANXESS AG
VIRP VIRBAC SA
FII LISI SA
VOE VOESTALPINE AG
SDF K+S AG
ACX ACERINOX SA
BAS BASF SE
SOLB SOLVAY SA
ERA ERAMET SA
ELIS ELIS SA
SY1 SYMRISE AG
GLB GLANBIA PLC
NDA AURUBIS AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
FDR FLUIDRA S.A.
EVK EVONIK INDUSTRIES AG
ENG ENAGAS SA
ANDR ANDRITZ AG
BNR BRENNTAG SE
INX IMCD N.V.
RIO RIO TINTO PLC
MAU ETABLISSEMENTS MAUREL & PROM SA
BHP BHP GROUP LTD
RUI RUBIS SCA
AMAG AMAG AUSTRIA METALL AG
SANT S&T AG
AKZA AKZO NOBEL N.V.
TOM2 TOMTOM NV
ALHGR HOFFMANN GREEN CEMENT TECHNOLOGIES SA
VUL VULCAN ENERGY RESOURCES
FPE3 FUCHS PETROLUB SE
AZE AZELIS GROUP NV
ACLN ACCELLERON INDUSTRIES LTD
DSFIR KONINKLIJKE DSM N.V.
SYENS SYENSQO
PLX PLUXEE NV
AAL ANGLO AMERICAN PLC
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