reports
- Delphine Brault
- Steven Boumans
ADS ADIDAS AG
LI KLEPIERRE SA
COV COVIVIO SA
RI PERNOD RICARD SA
GFC GECINA SA
NXI NEXITY SA CLASS A
DAI DAIMLER AG
SW SODEXO SA
FLY SOCIETE FONCIERE LYONNAISE SA
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
VNA VONOVIA SE
XIOR XIOR STUDENT HOUSING N.V.
BAYN BAYER AG
ICAD ICADE SA
BYG BIG YELLOW GROUP PLC
COFB COFINIMMO SA
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
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
KGX KION GROUP AG
CPINV CARE PROPERTY INVEST SA
ASSA B ASSA ABLOY AB CLASS B
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.
DKG DEUTSCHE KONSUM REIT-AG
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
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
CTPNV CTP NV
ONE ONE UNITED PROPERTIES SA
SHUR SHURGARD SELF STORAGE LIMITED
- Delphine Brault
- Steven Boumans
ADS ADIDAS AG
LI KLEPIERRE SA
COV COVIVIO SA
RI PERNOD RICARD SA
GFC GECINA SA
NXI NEXITY SA CLASS A
DAI DAIMLER AG
SW SODEXO SA
FLY SOCIETE FONCIERE LYONNAISE SA
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
VNA VONOVIA SE
XIOR XIOR STUDENT HOUSING N.V.
BAYN BAYER AG
ICAD ICADE SA
BYG BIG YELLOW GROUP PLC
COFB COFINIMMO SA
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
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
KGX KION GROUP AG
CPINV CARE PROPERTY INVEST SA
ASSA B ASSA ABLOY AB CLASS B
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.
DKG DEUTSCHE KONSUM REIT-AG
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
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
CTPNV CTP NV
ONE ONE UNITED PROPERTIES SA
SHUR SHURGARD SELF STORAGE LIMITED
- Andreas Riemann
- Cedric Rossi
- Clement Genelot
- Loic Morvan
Suspension of Coverage
From 2nd of June we are suspending coverage of companies below due to a reallocation of resources. Our prior estimates should no longer be used as an indicator for the company moving forward.ADIDASBEIERSDORFCARREFOURDELIVERY HEROESSILORLUXOTTICAHELLOFRESHHermès InternationalHUGO BOSSINTERPARFUMSJUS
ADS ADIDAS AG
RMS HERMES INTERNATIONAL SCA
ITP INTERPARFUMS
OR L'OREAL SA
KER KERING SA
ZAL ZALANDO SE
SFL SAFILO GROUP S.P.A.
MONC MONCLER SPA
SFER SALVATORE FERRAGAMO S.P.A.
TKWY JUST EAT TAKEAWAY.COM N.V.
CFR RICHEMONT
BEI BEIERSDORF
BOSS HUGO BOSS
DHER DELIVERY HERO
HFG HELLOFRESH SE
RBO ROCHE BOBOIS INTERNATIONAL SAS
EF ESSILORLUXOTTICA
UHR THE SWATCH GROUP
MC LVMH
- Christophe-Raphaël Ganet
- Stephane Beyazian
SZG SALZGITTER AG
MRN MERSEN SA
ALCLS CELLECTIS SA
SDF K+S AG
MIL BANK MILLENNIUM SA
SIX2 SIXT SE
COK CANCOM SE
VASTB VASTNED RETAIL BELGIUM NV
KENDR KENDRION NV
TWEKA TKH GROUP N.V. CERT
ALM ALMIRALL SA
DUE DURR AG
BSGR B&S GROUP S.A.
ALFEN ALFEN NV
JEN JENOPTIK AG
HGEA HGEARS AG
IOS IONOS GROUP SE
SPG SPRINGER NATURE AG & CO. KGAA
- Christophe-Raphaël Ganet
- Stephane Beyazian
SZG SALZGITTER AG
MRN MERSEN SA
ALCLS CELLECTIS SA
SDF K+S AG
MIL BANK MILLENNIUM SA
SIX2 SIXT SE
COK CANCOM SE
VASTB VASTNED RETAIL BELGIUM NV
KENDR KENDRION NV
TWEKA TKH GROUP N.V. CERT
ALM ALMIRALL SA
DUE DURR AG
BSGR B&S GROUP S.A.
ALFEN ALFEN NV
JEN JENOPTIK AG
HGEA HGEARS AG
IOS IONOS GROUP SE
SPG SPRINGER NATURE AG & CO. KGAA
- Juan Ros-Padilla
- Luis Arredondo
- Luis Arredondo
ALMIRALL: 1Q’25 RESULTS (ANÁLISIS BANCO SABADELL)
1Q'25 vs. 1Q'24 Results Sales: € 284.6 M (+15.0% vs. +12.9% BS(e) and +14.2% consensus); EBITDA: € 70.9 M (+35.0% vs. +29.1% BS(e) and +30.7% consensus); EBIT: € 34.2 M (+84.9% vs. +75.7% BS(e) and +78.9% consensus); Net Profit: € 22.1 M (+198.6% vs. +101.4% BS(e) and +168.9% consensus);
- Luis Arredondo
ALMIRALL: RDOS. 1T’25 (ANÁLISIS BANCO SABADELL)
Rdos. 1T'25 vs 1T'24: Ventas: 284,6 M euros (+15,0% vs +12,9% BS(e) y +14,2% consenso); EBITDA: 70,9 M euros (+35,0% vs +29,1% BS(e) y +30,7% consenso); EBIT: 34,2 M euros (+84,9% vs +75,7% BS(e) y +78,9% consenso); BDI: 22,1 M euros (+198,6% vs +101,4% BS(e) y +168,9% consenso).
- Research Department
IBERIAN DAILY 12 MAY + 1Q’25 RESULTS. HIGHLIGHTS AND REST OF PREVIEWS ...
NEWS SUMMARY: ALMIRALL, CAIXABANK, IBERDROLA, INDRA, NEINOR, SANTANDER. 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 1Q’25 results to be released over the coming days in Spain. Stability returns to stock markets, nearing highs It was a week of gains for most European indices, with the market remaining confident in a prolonged de-escalation of the trade war. Thus, the Ibex r...
- Research Department
INFORME DIARIO 12 MAYO + RDOS. ESPAÑA Y EUROPA 1T’25. IDEAS DESTACADAS...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ALMIRALL, CAIXABANK, IBERDROLA, INDRA, NEINOR HOMES, SANTANDER. EUROPA: 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. 1T’25 que se publicarán en España y Europa en los próximos días. Vuelve la estabilidad y se acercan los máximos Semana de avances en la mayoría de índices europeos, con un merca...
- Bruno Cavalier
- Michael B. Schäfer
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
01913 PRADA S.P.A.
MONC MONCLER SPA
WAF SILTRONIC AG
LTA ALTAMIR ACT PORTEUR
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
ALM ALMIRALL SA
FPE3 FUCHS PETROLUB SE
STM STABILUS SE
- Bruno Cavalier
- Michael B. Schäfer
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
01913 PRADA S.P.A.
MONC MONCLER SPA
WAF SILTRONIC AG
LTA ALTAMIR ACT PORTEUR
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
ALM ALMIRALL SA
FPE3 FUCHS PETROLUB SE
STM STABILUS SE
- Cedric Rossi
- Clement Genelot
- Loic Morvan
On the shelves now: Consumer Weekly #68
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 fragile US consumer sentiment which might precede a sharp pullback in spe
- Juan Ros-Padilla
- Cedric Rossi
adidas: brand heat fuelling robust momentum and resilience amid macro ...
As expected, the focus during the call was concentrated on the potential tariff impact. Based on current tariff assumptions, ADS does not plan to increase prices unless: 1/ reciprocal tariffs are back to their initial levels after the 90-day pause,and 2/ the leading players, i.e. Nike, implement pr
- Anthony Dick
- Michael Foundoukidis
DB1 DEUTSCHE BOERSE AG
SU SCHNEIDER ELECTRIC SE
ADS ADIDAS AG
MTX MTU AERO ENGINES AG
NOVN NOVARTIS AG
FORTUM FORTUM OYJ
RXL REXEL SA
MMK MAYR-MELNHOF KARTON AG
RHM RHEINMETALL AG
ALV ALLIANZ SE
G ASSICURAZIONI GENERALI S.P.A.
CAP CAPGEMINI SE
SY1 SYMRISE AG
BC8 BECHTLE AG
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
AZN ASTRAZENECA PLC
BP. BP P.L.C.
BG BAWAG GROUP AG
CCEP COCA-COLA EUROPEAN PARTNERS PLC
8TRA TRATON SE
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
PUIG PUIG BRANDS
- Anthony Dick
- Michael Foundoukidis
GALP GALP ENERGIA SGPS SA CLASS B
DB1 DEUTSCHE BOERSE AG
SU SCHNEIDER ELECTRIC SE
ADS ADIDAS AG
MTX MTU AERO ENGINES AG
NOVN NOVARTIS AG
FORTUM FORTUM OYJ
RXL REXEL SA
MMK MAYR-MELNHOF KARTON AG
RHM RHEINMETALL AG
ALV ALLIANZ SE
G ASSICURAZIONI GENERALI S.P.A.
CAP CAPGEMINI SE
SY1 SYMRISE AG
BC8 BECHTLE AG
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
AZN ASTRAZENECA PLC
BP. BP P.L.C.
BG BAWAG GROUP AG
8TRA TRATON SE
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
PUIG PUIG BRANDS
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