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Carole Braudeau
  • Carole Braudeau

Credit Morning 11/29/2024

Emeria Q3 2024 call: promises, more promises? / Q3 24: Extremely weak earnings print, leverage based on reported EBITDA up by 0.9x qoq / Kiloutou reported good results in Q3 24 and its financial position remains stable|

Carole Braudeau
  • Carole Braudeau

Morning Crédit 29/11/2024

Emeria call T3 2024 : des promesses, encore des promesses ? / Q3 24: Extremely weak earnings print, leverage based on reported EBITDA up by 0.9x qoq / Kiloutou a publié de bons résultats au T3 24 et sa situation financière reste stable|

Research Department
  • Research Department

IBERIAN DAILY 28 NOVEMBER (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: GRIFOLS, OHLA, REIT SECTOR, TALGO, TELEFÓNICA. Europe falling once again, with the IBEX back below 11,600 European stock markets fell after the news of the Trump administration’s tariff plans and the political and fiscal uncertainty in France. In the STOXX 600, the best-performing sectors were Real Estate and Household Goods, while Technology and Construction suffered the biggest losses. On the macro side, from the ECB, I. Schnabel pushed to ease monetary policy gradually and come...

Research Department
  • Research Department

INFORME DIARIO 28 NOVIEMBRE (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: GRIFOLS, OHLA, SOCIMIS, TALGO, TELEFÓNICA. De nuevo Europa a la baja y el Ibex pierde los 11.600 puntos Caídas en los mercados europeos con la resaca de los planes arancelarios de la administración Trump y la incertidumbre política y fiscal de Francia. En el STOXX 600, los mejores sectores fueron Inmobiliario y Hogar mientras que Tecnología y Construcción sufrieron las mayores correcciones. Por el lado macro, desde el BCE, I. Schnabel abogó por rela...

Research Department
  • Research Department

IBERIAN DAILY 26 NOVEMBER (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: FLUIDRA, TALGO, TELEFÓNICA. EuroSTOXX 50 back above 4,800 points The possibility of new stimulus measures in China and the more moderate messages on the geopolitical front spurred gains in Europe. In the STOXX 600, the best-performing sectors were Consumer Goods and Travel & Leisure, whereas Retail and Energy (Israel and Lebanon would be seeking an agreement to end the war that is dragging down Brent prices) suffered the biggest losses. On the macro side, in Germany November’s IFO...

Research Department
  • Research Department

INFORME DIARIO 26 NOVIEMBRE (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: FLUIDRA, TALGO, TELEFÓNICA. El Euro STOXX 50 recupera los 4.800 puntos La posibilidad de nuevas medidas de estímulo de China y los mensajes más moderados en el plano geopolítico animaron las subidas en Europa. En el STOXX 600, los mejores sectores fueron B. Consumo y Viajes&Ocio mientras que Retail y Energía (Israel y el Líbano estarían buscando un acuerdo para poner fin a la guerra, lo que lastró al Brent), sufrieron las mayores caídas. Por el lado...

James Ratzer
  • James Ratzer

Telefonica Peru bond initiation: Speculative Buy on further parent sup...

Telefonica faces an interesting conundrum in Peru and will face an imminent decision that could help to unlock value – either for Telefonica’s parent company equity or for the Telefonica Peru bonds.

Marine Leleux ... (+3)
  • Marine Leleux
  • Maureen Schuller
  • Suvi Platerink Kosonen

Bank Brunch/Insurers role in liquidity shocks, AT1 issuance

ECB on insurance companies' mitigation role in liquidity shocks. European banks active in AT1 markets in both euros and dollars

Marine Leleux ... (+3)
  • Marine Leleux
  • Maureen Schuller
  • Suvi Platerink Kosonen

Bank Brunch/Insurers role in liquidity shocks, AT1 issuance

ECB on insurance companies' mitigation role in liquidity shocks. European banks active in AT1 markets in both euros and dollars.

 PRESS RELEASE

Societe Generale: shares and voting rights as of 31 October 2024

Societe Generale: shares and voting rights as of 31 October 2024 SOCIETE GENERALE: Number of shares composing current share capital and Total number of voting rights as of 31 October 2024 Regulated Information Paris, 12 November 2024 Information about the total number of voting rights and shares pursuant to Article L.233-8 II of the French Commercial Code and Article 223-16 of the AMF General Regulations. DateNumber of shares composing current share capitalTotal number ofvoting rights31 October 2024800,316,777Gross: 886, 196, 788 Press contact: Jean-Baptiste Froville_ 00_ Fanny Rouby_ 1...

 PRESS RELEASE

Société Générale : actions et droits de vote au 31 octobre 2024

Société Générale : actions et droits de vote au 31 octobre 2024 SOCIÉTÉ GÉNÉRALE : Nombre d’actions composant le capital et Nombre total de droits de vote au 31 octobre 2024 Information réglementée Paris, le 12 novembre 2024 Informations relatives au nombre total de droits de vote et d’actions prévues par l’article L.233-8 II du code de commerce et l’article 223-16 du règlement général de l’Autorité des Marchés Financiers. DateNombre d’actions composant le capitalNombre total de droits de vote31 octobre 2024800 316 777Nombre de droits de vote théoriques (brut) :        886 196 788 Contac...

Cedric Rossi ... (+4)
  • Cedric Rossi
  • Clement Genelot
  • Loic Morvan
  • Philippine Adam

On the shelves now: Consumer Weekly #47

In this Consumer Weekly newsletter, we provide a brief overview of the key factors affecting our Consumer coverage, from Luxury & Consumer goods to Retail & E-commerce and Food & Ingredients. This week we look at the impact of Donald Trump's election. Happy reading!

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