reports
- Research Department
IBERIAN DAILY 09 APRIL (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: INDRA, NEINOR HOMES. Markets celebrate ceasefire, although with doubts about its compliance Stock markets rallied after the ceasefire between the US and Iran and the reopening of the Strait of Hormuz, with oil seeing one of the largest drops in history (more than -15%) and the IBEX rising back above 18,000. In the STOXX 600, all the sectors except Energy ended with gains, led by Travel & Leisure and Industrials. On the macro side, in the euro zone February’s retail sales slowed t...
- Research Department
INFORME DIARIO 09 ABRIL + RDOS. EUROPA 1T’26. PREVIEWS (ANÁLISIS BANCO...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: INDRA, NEINOR HOMES. Las bolsas festejan la tregua y miran de reojo su cumplimiento Rally en las bolsas tras el alto el fuego entre EE.UU. e Irán y la reapertura del Estrecho de Ormuz, con el petróleo registrando una de las mayores caídas de la historia (>-15%) y el Ibex recuperando los 18.000 puntos. En el STOXX 600, todos los sectores menos energía cerraron con ganancias, lideradas por Viajes&Ocio e Industriales. Con todo, ayer Trump amenazó con ...
Neinor Homes reiterates 2026–27 guidance backed by strong visibility, ...
Neinor Homes reiterates 2026–27 guidance backed by strong visibility, resilient margins and robust housing market fundamentals Strong earnings visibility for 2026-27 supported by forward sales order book, low cancellation rates and turnkey construction agreements Sustained commercial momentum in 1Q26, with +1,100# pre-sold for c.€450mn, while sales activity remained resilient through March despite geopolitical uncertaintyResilient margin outlook, with c.5% annual house price growth expected over 2026–27 to offset any cost inflation and support Neinor’s track record of industry-leading profi...
- Research Department
IBERIAN DAILY 08 APRIL (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: AEDAS HOMES, ALMIRALL, INDRA, REPSOL, TELEFÓNICA. Rally on the markets thanks to the two-week ceasefire European stock markets began the session with gains, then losing ground and ending with losses, with no announcement of a deal to end the ultimatum. Late last night it was learned that Iran and the US agreed to a two-week ceasefire that includes opening the Strait of Hormuz, while Israel, which supports the ceasefire, will continue to attack Lebanon. In the STOXX 600, most sect...
- Research Department
INFORME DIARIO 08 ABRIL (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AEDAS HOMES, ALMIRALL, INDRA, REPSOL, TELEFÓNICA. EUROPA: DANONE. Los mercados rebotan por la tregua de dos semanas Las bolsas europeas comenzaron la jornada con ganancias, pero fueron perdiendo terreno hasta terminar con pérdidas a la espera de que se anunciase un acuerdo que pusiera fin al ultimátum. Pasada la medianoche se conocía que Irán y EE.UU. acordaban una tregua por 2 semanas que incluye el desbloqueo del estrecho de Ormuz mientras que Is...
- Research Department
IBERIAN DAILY 07 APRIL (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: ENERGY SECTOR, GRIFOLS, IAG, INDRA, TALGO. Stock markets lacking direction in view of the uncertainty with the war in Iran On Thursday, stock markets erased part of Wednesday’s gains in view of the disappointing messages conveyed by Trump, with the end of the war still not in sight. Nevertheless, the session ended better than it began, with a significant recovery following the opening bell on the US market. With this in mind, over the course of the week European stock markets ral...
- Research Department
INFORME DIARIO 07 ABRIL (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: GRIFOLS, IAG, INDRA, SECTOR ENERGÍA, TALGO. EUROPA: ASML. Las bolsas sin dirección ante un escenario bélico en Irán que sigue sin definirse El jueves las bolsas europeas desdibujaron parte de los avances del miércoles ante la decepción con los mensajes de D. Trump, que siguen sin permitir entrever el final de la guerra. Con todo, la semana pasada los índices europeos se recuperaron más de un +3% desde los mínimos al cierre de la semana anterior y to...
- Ahmed Ben Salem
- Thomas Zlowodzki
EQNR EQUINOR ASA
PROX PROXIMUS SA DE DROIT PUBLIC
GALP GALP ENERGIA SGPS SA CLASS B
BVI BUREAU VERITAS SA
SDG SYNERGIE SA
ITRK INTERTEK GROUP PLC
ENI ENI S.P.A.
MBB MBB INDUSTRIES SE
NANO NANOBIOTIX SA
REP REPSOL SA
ARG ARGAN SA
IDR INDRA SISTEMAS S.A. CLASS A
BP. BP P.L.C.
DMP DERMAPHARM HOLDING SE
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
ANR ANSWEAR.COM
AERO MONTANA AEROSPACE AG
SHEL SHELL PLC
SGSN SGS SA
- Ahmed Ben Salem
- Thomas Zlowodzki
EQNR EQUINOR ASA
PROX PROXIMUS SA DE DROIT PUBLIC
GALP GALP ENERGIA SGPS SA CLASS B
BVI BUREAU VERITAS SA
SDG SYNERGIE SA
ITRK INTERTEK GROUP PLC
VETO VETOQUINOL SA
ENI ENI S.P.A.
MBB MBB INDUSTRIES SE
NANO NANOBIOTIX SA
REP REPSOL SA
ARG ARGAN SA
IDR INDRA SISTEMAS S.A. CLASS A
BP. BP P.L.C.
DMP DERMAPHARM HOLDING SE
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
ANR ANSWEAR.COM
AERO MONTANA AEROSPACE AG
SHEL SHELL PLC
SGSN SGS SA
- Nicolas David
- Nicolas David
- Research Department
IBERIAN DAILY 02 APRIL (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: GRIFOLS, INDRA, MELIÁ HOTELS, PUIG BRANDS. Positive and negative news in Gulf War but negative today All risk assets (stock exchanges, bonds, CDS, €) saw a new session of euphoria, with crude oil prices falling sharply, driven by short covering and/or expectations of an imminent resolution of the conflict in Iran. However, after the markets closing bell, far from suggesting the end of the conflict, D. Trump pledged to intensify the attacks over the next 2-3 weeks, sending Iran ba...
- Research Department
INFORME DIARIO 02 ABRIL (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: GRIFOLS, INDRA, MELIÁ HOTELES, PUIG BRANDS. Guerra en el Golfo, una de cal y otra de arena, hoy toca arena Nueva jornada de euforia en todos los activos de riesgos (bolsa, bonos, cds, euro…) y fuertes retrocesos en el crudo. El catalizador, la cobertura de posiciones especulativas cortas y/o la expectativa de una pronta resolución del conflicto en Irán. Con todo, tras el cierre de los mercados D. Trump dio un discurso en el que lejos de apuntar a un...
- Emmanuel Matot
- Roy Külter
- Steven Boumans
NK IMERYS SA
LI KLEPIERRE SA
COV COVIVIO SA
GFC GECINA SA
NXI NEXITY SA CLASS A
GYC GRAND CITY PROPERTIES SA
LEI LEIFHEIT AG
MERY MERCIALYS SA
INEA FONCIERE INEA
WHA WERELDHAVE N.V.
BLND BRITISH LAND COMPANY PLC
KOF KAUFMAN & BROAD SA
ALTA ALTAREA SCA
VNA VONOVIA SE
MOBN MOBIMO HOLDING AG
XIOR XIOR STUDENT HOUSING N.V.
ICAD ICADE SA
BYG BIG YELLOW GROUP PLC
UTG UNITE GROUP PLC
IDIP INSTITUT DE DEVELOPPEMENT INDUSTRIEL SCA
COFB COFINIMMO SA
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
ALLN ALLREAL HOLDING AG
KOMN KOMAX HOLDING AG
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
IRES IRISH RESIDENTIAL PROPERTIES REIT PLC
CPINV CARE PROPERTY INVEST SA
SAFE SAFESTORE HOLDINGS PLC
ARG ARGAN SA
VGP VGP NV
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
IREN INVESTIS HOLDING SA
SRE SIRIUS REAL ESTATE LIMITED
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
IGD IMMOBILIARE GRANDE DISTRIBUZIONE SIIQ S.P.A.
NSI NSI N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
WDP WAREHOUSES DE PAUW SCA
ECMPA EUROCOMMERCIAL PROPERTIES NV
ALAFY AFYREN
CTPNV CTP NV
SHUR SHURGARD SELF STORAGE LIMITED
4X0 STEYR MOTORS AG
IS INTERSHOP HOLDING AG
- Roy Külter
- Steven Boumans
CA CARREFOUR SA
BVI BUREAU VERITAS SA
ADS ADIDAS AG
LI KLEPIERRE SA
COV COVIVIO SA
GFC GECINA SA
NXI NEXITY SA CLASS A
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
INEA FONCIERE INEA
WHA WERELDHAVE N.V.
BLND BRITISH LAND COMPANY PLC
KOF KAUFMAN & BROAD SA
ALTA ALTAREA SCA
HAL HAL TRUST
VNA VONOVIA SE
MOBN MOBIMO HOLDING AG
XIOR XIOR STUDENT HOUSING N.V.
ICAD ICADE SA
BYG BIG YELLOW GROUP PLC
UTG UNITE GROUP PLC
COFB COFINIMMO SA
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
VASTB VASTNED RETAIL BELGIUM NV
ALLN ALLREAL HOLDING AG
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
IRES IRISH RESIDENTIAL PROPERTIES REIT PLC
CPINV CARE PROPERTY INVEST SA
SAFE SAFESTORE HOLDINGS PLC
ARG ARGAN SA
VGP VGP NV
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
SPIE SPIE SA
IREN INVESTIS HOLDING SA
SRE SIRIUS REAL ESTATE LIMITED
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
IGD IMMOBILIARE GRANDE DISTRIBUZIONE SIIQ S.P.A.
NSI NSI N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
KBX KNORR-BREMSE AG
PHNX PHOENIX GROUP HOLDINGS PLC
WDP WAREHOUSES DE PAUW SCA
ECMPA EUROCOMMERCIAL PROPERTIES NV
CTPNV CTP NV
SHUR SHURGARD SELF STORAGE LIMITED
ULVR UNILEVER PLC
IS INTERSHOP HOLDING AG
- Emmanuel Matot
- Roy Külter
- Steven Boumans
NK IMERYS SA
LI KLEPIERRE SA
COV COVIVIO SA
GFC GECINA SA
NXI NEXITY SA CLASS A
GYC GRAND CITY PROPERTIES SA
LEI LEIFHEIT AG
MERY MERCIALYS SA
INEA FONCIERE INEA
WHA WERELDHAVE N.V.
BLND BRITISH LAND COMPANY PLC
VETO VETOQUINOL SA
KOF KAUFMAN & BROAD SA
ALTA ALTAREA SCA
VNA VONOVIA SE
MOBN MOBIMO HOLDING AG
XIOR XIOR STUDENT HOUSING N.V.
ICAD ICADE SA
BYG BIG YELLOW GROUP PLC
UTG UNITE GROUP PLC
IDIP INSTITUT DE DEVELOPPEMENT INDUSTRIEL SCA
COFB COFINIMMO SA
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
ALLN ALLREAL HOLDING AG
KOMN KOMAX HOLDING AG
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
IRES IRISH RESIDENTIAL PROPERTIES REIT PLC
CPINV CARE PROPERTY INVEST SA
SAFE SAFESTORE HOLDINGS PLC
ARG ARGAN SA
VGP VGP NV
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
IREN INVESTIS HOLDING SA
SRE SIRIUS REAL ESTATE LIMITED
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
IGD IMMOBILIARE GRANDE DISTRIBUZIONE SIIQ S.P.A.
NSI NSI N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
WDP WAREHOUSES DE PAUW SCA
ECMPA EUROCOMMERCIAL PROPERTIES NV
ALAFY AFYREN
CTPNV CTP NV
SHUR SHURGARD SELF STORAGE LIMITED
4X0 STEYR MOTORS AG
IS INTERSHOP HOLDING AG
- Roy Külter
- Steven Boumans
CA CARREFOUR SA
BVI BUREAU VERITAS SA
ADS ADIDAS AG
LI KLEPIERRE SA
COV COVIVIO SA
GFC GECINA SA
NXI NEXITY SA CLASS A
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
INEA FONCIERE INEA
WHA WERELDHAVE N.V.
BLND BRITISH LAND COMPANY PLC
KOF KAUFMAN & BROAD SA
ALTA ALTAREA SCA
HAL HAL TRUST
VNA VONOVIA SE
MOBN MOBIMO HOLDING AG
XIOR XIOR STUDENT HOUSING N.V.
ICAD ICADE SA
BYG BIG YELLOW GROUP PLC
UTG UNITE GROUP PLC
COFB COFINIMMO SA
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
PKN POLSKI KONCERN NAFTOWY ORLEN S.A.
VASTB VASTNED RETAIL BELGIUM NV
ALLN ALLREAL HOLDING AG
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
IRES IRISH RESIDENTIAL PROPERTIES REIT PLC
CPINV CARE PROPERTY INVEST SA
SAFE SAFESTORE HOLDINGS PLC
ARG ARGAN SA
VGP VGP NV
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
SPIE SPIE SA
IREN INVESTIS HOLDING SA
SRE SIRIUS REAL ESTATE LIMITED
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
IGD IMMOBILIARE GRANDE DISTRIBUZIONE SIIQ S.P.A.
NSI NSI N.V.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
INS INSTONE REAL ESTATE GROUP AG
AEDAS AEDAS HOMES SA
KBX KNORR-BREMSE AG
PHNX PHOENIX GROUP HOLDINGS PLC
WDP WAREHOUSES DE PAUW SCA
ECMPA EUROCOMMERCIAL PROPERTIES NV
CTPNV CTP NV
SHUR SHURGARD SELF STORAGE LIMITED
ULVR UNILEVER PLC
IS INTERSHOP HOLDING AG
Neinor Homes e Stoneshield Capital Fazem Parceria de € 150 milhões par...
Neinor Homes e Stoneshield Capital Fazem Parceria de € 150 milhões para Desenvolvimento de Projeto Residencial Premium em Marbella Investimento de € 150 milhões desenvolverá 262 residências de alto padrão em Marbella, um dos mercados residenciais mais cobiçados da Europa. MADRI, April 01, 2026 (GLOBE NEWSWIRE) -- A Neinor Homes (“Neinor”), principal incorporadora residencial listada da Espanha, firmou uma joint venture com a Stoneshield Capital (“Stoneshield”) para desenvolver um projeto residencial premium em Marbella, marcando sua entrada no segmento residencial de alto padrão e maior ...
Neinor Homes 携手 Stoneshield Capital 启动 1.5 亿欧元合作，于马贝拉打造高端住宅项目
Neinor Homes 携手 Stoneshield Capital 启动 1.5 亿欧元合作，于马贝拉打造高端住宅项目 该项目总投资 1.5 亿欧元，将在欧洲最受青睐的住宅市场之一马贝拉打造 262 套高品质住宅。 马德里, April 01, 2026 (GLOBE NEWSWIRE) -- 西班牙领先的上市住宅开发商 Neinor Homes (以下简称“Neinor”) 已与 Stoneshield Capital (以下简称“Stoneshield”) 成立合资企业，在马贝拉开发高端住宅项目。此举标志着 Neinor 正式进军高端住宅领域，并进一步拓展其资产管理平台版图。 该开发项目将包含 262 套住宅，总建筑面积超过 60,000 平方米，毗邻 Río Real 高尔夫球场，且临近马贝拉市中心、波尔多马努斯港及海滩。 项目将配备一座 1,200 平方米的私人会员俱乐部，涵盖康体空间、泳池、运动设施及园林景观区域。 该项目是马贝拉近年来推出的规模最大的住宅开发项目之一，预计未来五年内收入将超过 6 亿欧元。 在该合资架构下，Stoneshield 持股 70%，Neinor 持股 30%，Neinor 将作为授权开发商，负责整个开发生命周期的管理与推进。 此次投资彰显了马贝拉稳健的市场基本面，这一优势源于强劲的国际需求以及稀缺的土地供应。 该交易进...
Neinor Homes 與 Stoneshield Capital 宣佈成立 1.5 億歐元的合作夥伴關係，在馬貝拉發展尊貴住宅項目
Neinor Homes 與 Stoneshield Capital 宣佈成立 1.5 億歐元的合作夥伴關係，在馬貝拉發展尊貴住宅項目 是次投資額為 1.5 億歐元，將在歐洲極受歡迎的住宅市場馬貝拉，興建 262 個優質住宅。 馬德里, April 01, 2026 (GLOBE NEWSWIRE) -- 西班牙上市住宅發展商龍頭 Neinor Homes (「Neinor」) 與 Stoneshield Capital (「Stoneshield」) 成立合資公司，在馬貝拉發展尊貴住宅項目，標誌著公司進軍高級住宅市場，並進一步擴充其資產管理平台。 該項目將興建 262 個住宅，佔地超過 60,000 平方米，項目毗鄰 Río Real 高爾夫球場，距離馬貝拉市中心、波多黎各巴努斯及海灘亦僅咫尺之遙。 項目內將設有 1,200 平方米的私人會所，配備養生區、泳池、體育設施及園藝景觀空間。 此項目是馬貝拉近年來規模數一數二的住宅發展項目，預計未來五年的收益將超過 6 億歐元。 在合資架構下，Stoneshield 將持有 70% 股權，Neinor 則持有 30%，並由 Neinor 擔任授權發展商，負責整個開發週期。 是次投資反映馬貝拉市場基本面穩健，背後有強勁的國際需求及有限的土地供應作為支撐。 是次交易鞏固 Neinor 的資產管理平台，該平台至今已聯同 A...
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