reports
- Research Department
IBERIAN DAILY 09 JANUARY (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: IBERDROLA, SACYR, UNICAJA. Slight losses with the market still affected by rising yields and awaiting employment data European stock markets, which opened with slight gains, ended up doing a 180 after Wall Street opened, awaiting tomorrow’s US employment data and with all eyes on debt yields. The first few days of the year continue to be shaky: the debate continues on at what point, with demanding stock market levels, high interest rates but a still-favourable macro backdrop, ther...
- Research Department
INFORME DIARIO 09 ENERO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: IBERDROLA, SACYR, UNICAJA. EUROPA: SANOFI. Ligeros retrocesos en bolsa por la subida de la TIR Las bolsas europeas, que abrieron con ligeras subidas, se acabaron dando la vuelta tras la apertura de Wall Street a la espera de la publicación de los datos de empleo americanos mañana y con la mirada puesta en la rentabilidad de la deuda. Se mantiene la indefinición en estos primeros compases del año y prosigue el debate sobre los niveles de valoración ...
- Javier Esteban
INFORME SECTORIAL BANCOS EUROPA: POCO MOMENTUM SECTORIAL HASTA RDOS. 4...
Poco momentum hasta que publiquen guidance 2025 en Rdos. 4T’24. A la espera del guidance’25 en Rdos. 4T’24 reina la cautela y un apetito limitado por el sector a la espera de que se descarten escenarios muy negativos, en nuestra opinión injustificados. Nosotros esperamos una caída media de ingresos de -3,3% en 2025 (vs -1% consenso) y -10% en BDI (vs -3% consenso) para un EURIBOR de 2,18%. Creemos que queda valor en un sector holgado de capital (13,3% CET1 medio) con una yield por dividendo de ~...
- Research Department
INFORME DIARIO 08 ENERO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: SECTOR BANCOS. La escalada de la rentabilidad de la deuda vuelve a presionar las bolsas Las bolsas europeas, que subían por la mañana, acabaron cediendo parte de sus ganancias al cierre tras una apertura bajista del mercado americano. El principal catalizador fue la escalada en la rentabilidad de la deuda soberana a largo plazo, tras la publicación de unos mejores datos macro en EE.UU. y ante las ventas de bonos por parte de los inversores para ha...
Intesa Sanpaolo S.p.A.: 1 director
A director at Intesa Sanpaolo S.p.A. sold 7,500 shares at 3.844EUR and the significance rating of the trade was 52/100. 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 cl...
Disclosure of transactions in on shares from December 30th, 2024 to J...
Disclosure of transactions in on shares from December 30th, 2024 to January 03rd, 2025 Nanterre, January 06th, 2025 Disclosure of transactions in on shares from December 30th, 2024 to January 03rd, 2025 Within the framework of the authorization granted by the General Meeting of VINCI SA of April 09, 2024, to trade in its shares and in accordance with the regulations relating to share buybacks, VINCI SA (LEI:213800WFQ334R8UXUG83) declares the purchases of treasury shares below (FR0000125486), carried out From December 30th ,2024 to January 03rd, 2025: I - Aggregate...
Disclosure of the Number of Shares Forming the Capital and of the To...
Disclosure of the Number of Shares Forming the Capital and of the Total Number of Voting Rights as of 31 December 2024 French public limited company (société anonyme)with a share capital of €1,454,542,075.00Registered office : 1973, boulevard de la Défense92000 Nanterre – France552 037 806 RCS Nanterre DISCLOSUREOF THE NUMBER OF SHARES FORMING THE CAPITALAND OF THE TOTAL NUMBER OF VOTING RIGHTSAS OF 31 DECEMBER 2024 Total number of shares581,816,830Theoretical number of voting rights (including treasury stock)581,816,830Number of voting rights (excluding treasury stock)562,417,394 This ...
Disclosure of transactions in on shares from December 23rd to Decembe...
Disclosure of transactions in on shares from December 23rd to December 27th, 2024 Nanterre, December 30th, 2024 Disclosure of transactions in on shares from December 23rd to December 27th, 2024 Within the framework of the authorization granted by the General Meeting of VINCI SA of April 09, 2024, to trade in its shares and in accordance with the regulations relating to share buybacks, VINCI SA (LEI:213800WFQ334R8UXUG83) declares the purchases of treasury shares below (FR0000125486), carried out From December 23rd to December 27th, 2024: I - Aggregate presentation ...
Disclosure of transactions in on shares from December 16th to Decembe...
Disclosure of transactions in on shares from December 16th to December 20th, 2024 Nanterre, December 23rd, 2024 Disclosure of transactions in on shares from December 16th to December 20th, 2024 Within the framework of the authorization granted by the General Meeting of VINCI SA of April 09, 2024, to trade in its shares and in accordance with the regulations relating to share buybacks, VINCI SA (LEI:213800WFQ334R8UXUG83) declares the purchases of treasury shares below (FR0000125486), carried out From December 16th to December 20th, 2024: I - Aggregate presentation ...
Déclaration des transactions sur actions propres du 16 Décembre au 20...
Déclaration des transactions sur actions propres du 16 Décembre au 20 Décembre 2024 Nanterre, le 23 décembre 2024 Déclaration des transactions sur actions propres du 16 Décembre au 20 Décembre 2024 Dans le cadre de l’autorisation consentie par l’Assemblée générale de VINCI SA du 9 avril 2024 pour opérer sur ses actions et conformément à la réglementation relative aux rachats d’action, VINCI SA (LEI: 213800WFQ334R8UXUG83) déclare ci-après les achats d’actions propres (FR0000125486) réalisés du 16 Décembre au 20 Décembre 2024 : I - Présentation agrégée par jour et par marché Nom de l'éme...
VINCI awarded a contract to upgrade and extend wastewater treatment fa...
VINCI awarded a contract to upgrade and extend wastewater treatment facilities in Canberra, Australia Nanterre, 23 December 2024 VINCI awarded a contract to upgrade and extend wastewater treatment facilities in Canberra, Australia Upgrade and extension of wastewater treatment facilities Increase total plant capacityA design-build contract worth AUD $385 million (€236 million) Icon Water, the Australian Capital Territory‘s supplier of water and wastewater services, has awarded Seymour Whyte and VINCI Construction Grands Projets - both VINCI Construction subsidiaries - the contract to upg...
- Research Department
IBERIAN DAILY 23 DECEMBER (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: ENAGÁS, CAF, LAR ESPAÑA. A week of corrections in view of the delay in rate cut expectations in the US US stock exchanges rallied last Friday with the good inflation data (core deflator) but slid near -1.5% last week vs. -2.0% European stock markets due to the fewer rate cuts expected by the Fed in 2025. Thus, in the STOXX 600 all sectors ended with drops last week, led by Pharma and Basic Resources vs. the better relative performance of Consumer Goods and Technology. On the macro...
- Research Department
INFORME DIARIO 23 DICIEMBRE (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CAF, ENAG, LAR ESPAÑA. Semana de caídas en bolsa ante el retraso en las expectativas de bajadas de tipos en EE.UU. Las bolsas de EE.UU. rebotaron el viernes con el buen dato de inflación (deflactor del consumo) pero se dejaron en la semana cerca de un -1,5% y las europeas un -2,0%, acusando las menores bajadas de tipos previstas para 2025 por parte de la Fed. Así, en el STOXX 600, todos los sectores cerraron la semana con caídas, lideradas por Far...
VINCI wins two transport infrastructure contracts in the Czech Republi...
VINCI wins two transport infrastructure contracts in the Czech Republic Nanterre, 19 December 2024 VINCI wins two transport infrastructure contractsin the Czech Republic Construction of the eastern section of the Prague Ring Road Modernisation of the rail hub at Česká Třebová stationTotal contract value for VINCI: €417 million VINCI Construction has been awarded two substantial transport infrastructure construction contracts for the Czech Republic’s Ministry of Transport. Eurovia CZ and Stavby mostů, two Czech VINCI Construction subsidiaries, in a 50-50 consortium with Austrian group...
- Chaima Ferrandon
- Sven Edelfelt
- Chaima Ferrandon
- Sven Edelfelt
- Chaima Ferrandon
- Sven Edelfelt
- Chaima Ferrandon
- Sven Edelfelt
VINCI opens to traffic the D4 motorway in the Czech Republic under a p...
VINCI opens to traffic the D4 motorway in the Czech Republic under a public-private partnership Nanterre, 17 December 2024 VINCI opens to traffic the D4 motorway in the Czech Republicunder a public-private partnership 32 km of new road and 16 km of refurbished road, completed in less than four years A 28-year public-private partnership associated with an approximately €530 million investment Carried out in synergy between the Group's Concessions and Construction businesses The new D4 motorway, located some 40 km south-west of Prague, was inaugurated today by the Czech Republic's Prim...
VINCI Autoroutes and VINCI Airports traffic in November 2024
VINCI Autoroutes and VINCI Airports traffic in November 2024 Nanterre, 17 December 2024 VINCI Autoroutes and VINCI Airports traffic in November 2024 I- Change in VINCI Autoroutes’ intercity networks traffic NovemberYTD at the end of November(11 months) % change 2024/2023% change 2024/2023VINCI Autoroutes+3.8%-0.2% Light vehicles+5.4%0.0% Heavy vehicles-3.7%-1.0% Traffic was buoyant in November for light vehicles, which benefited from the favourable positioning of the long weekends (1st and 11th November). The decrease for heavy vehicles traffic was due to two fewer working days tha...
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