reports
- Carole Braudeau
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
RNO RENAULT SA
DAI DAIMLER AG
KORI KORIAN SA
GLE SOCIETE GENERALE S.A. CLASS A
KER KERING SA
VOW3 VOLKSWAGEN AG PREF
CCL CARNIVAL PLC
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
WBD WEBUILD S.P.A.
WLN WORLDLINE SA
RACE FERRARI NV
SAB BANCO DE SABADELL SA
STLA STELLANTIS N.V.
OVH OVH GROUPE
- Carole Braudeau
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
RNO RENAULT SA
DAI DAIMLER AG
KORI KORIAN SA
GLE SOCIETE GENERALE S.A. CLASS A
KER KERING SA
VOW3 VOLKSWAGEN AG PREF
CCL CARNIVAL PLC
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
WBD WEBUILD S.P.A.
WLN WORLDLINE SA
RACE FERRARI NV
SAB BANCO DE SABADELL SA
STLA STELLANTIS N.V.
OVH OVH GROUPE
- Carole Braudeau
- Carole Braudeau
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Jesse Norcross
- Nadège Tillier
- Timothy Rahill
- Research Department
IBERIAN DAILY 16 JUNE (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: AEDAS HOMES, CAIXABANK, CHANGES IBEX, ELECTRICITY SECTOR, NEINOR HOMES, TELEFÓNICA. Geopolitical tensions in the Middle East halt stock market gains The trade agreement between the US and China, and the solid inflation data in the US, were overshadowed by the increased geopolitical tensions between Iran and Israel. In the STOXX 600, the best-performing sectors and the only ones in positive territory were Energy, Utilities and Pharma, with Financial Services and Telecoms falling th...
- Research Department
INFORME DIARIO 16 JUNIO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AEDAS, CAIXABANK, CAMBIOS IBEX, NEINOR, SECTOR ELECTRICO ESPAÑA, TELEFÓNICA. EUROPA: KERING, UNICREDIT. La tensión geopolítica en Oriente Medio frena la subidas de las bolsas El acuerdo comercial entre EE.UU. y China y los buenos datos de inflación en EE.UU. se vieron ensombrecidos por el incremento de las tensiones geopolíticas entre Irán e Israel. En el STOXX 600 los mejores sectores y los únicos en positivo fueron Energía, Utilities y Farma, fr...
- Jeroen van den Broek
- Timothy Rahill
Credit Outlook update/An unstoppable force against an immovable object
As we approach summer and reflect upon the already very busy and volatile first half of the year, we review our Credit Markets Outlook for 2025 and offer an update on our views, positioning and forecasts for the remainder of the year. We include our Picks and Pans on the Utilities, TMT, Real Estate and Bank sectors.
GFC GECINA SA
PBB DEUTSCHE PFANDBRIEFBANK AG
PSA PUBLIC STORAGE
RBI RAIFFEISEN BANK INTERNATIONAL AG
WKL WOLTERS KLUWER NV
ORSTED ORSTED
DTE DEUTSCHE TELEKOM AG
ICAD ICADE SA
DLR DIGITAL REALTY TRUST INC.
TEF TELEFONICA SA
SAB BANCO DE SABADELL SA
GRDDY GRAND CITY PROPERTIES SA
Societe Generale: shares & voting rights as of 31 May 2025
Societe Generale: shares & voting rights as of 31 May 2025 NUMBER OF SHARES COMPOSING CURRENT SHARE CAPITAL AND TOTAL NUMBER OF VOTING RIGHTS AS OF 31 MAY 2025 Regulated Information Paris, 10 June 2025 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 May 2025800,316,777Gross: 887,657,909 Press contacts: Jean-Baptiste Froville_ 00_ Fanny Rouby_ 12_ Societe Generale Societe Genera...
Société Générale : actions et droits de vote au 31 mai 2025
Société Générale : actions et droits de vote au 31 mai 2025 NOMBRE D’ACTIONS COMPOSANT LE CAPITAL ET NOMBRE TOTAL DE DROITS DE VOTE AU 31 MAI 2025 Information réglementée Paris, le 10 juin 2025 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 mai 2025800 316 777Nombre de droits de vote théoriques (brut) : 887 657 909 Contacts presse : Jean-Baptiste Froville_ 00_ F...
- Carole Braudeau
- Carole Braudeau
- Research Department
INFORME DIARIO 10 JUNIO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AMPER, ARCELORMITTAL, CAF. Mercados pendientes de la negociación EE.UU.- China La semana comenzó descargada de datos macro importantes y con las bolsas europeas mostrando ligeras caídas, a excepción del Ibex que terminó con tímidos avances. En el STOXX 600 los mejores sectores en positivo fueron Viajes&Ocio e Inmobiliario, frente a los defensivos Hogar y Utilities que fueron los que más cayeron. Por el lado macro, el secretario del Tesoro S. Bessen...
- Research Department
IBERIAN DAILY 09 JUNE (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: CAIXABANK, ENCE, FERROVIAL, NATURGY, TELEFÓNICA, VISCOFAN. Stock markets try to climb above highs Despite the absence of good macroeconomic data last week, stock markets ended with gains, fuelled by the US (the S&P500 rose around +1.7%) and by the better employment data at the end of the week. In the STOXX 600, the best-performing sectors last weekk were Technology and Pharma, whereas Autos and Media ended with the biggest drops. On the macro side, in the euro zone, the 1Q’25 GDP ...
- Research Department
INFORME DIARIO 09 JUNIO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CAIXABANK, ENCE, FERROVIAL, NATURGY, TELEFÓNICA, VISCOFAN. Las bolsas siguen intentando superar los máximos A pesar de una semana sin buenos datos macro, las bolsas terminaron al alza con el empuje de EE.UU. donde el S&P 500 subió un +1,1%. En el STOXX 600 los mejores sectores de la semana fueron Tecnología y Farma frente a Autos y Media que fueron los que más cayeron. En la Eurozona el PIB 1T’25 se revisó al alza 0,3 p.p. hasta el 1,5% a/a mientras...
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Jesse Norcross
- Nadège Tillier
- Timothy Rahill
Deutsche Telekom AG: 1 director
A director at Deutsche Telekom AG sold after exercising options/sold 30,000 shares at 34.213EUR and the significance rating of the trade was 75/100. 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 directo...
- 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
- Research Department
IBERIAN DAILY 27 MAY (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: ENAGÁS, REPSOL, TALGO. Gains return to Europe with D. Trump Without macroeconomic drivers, European stock markets recovered much of the ground lost last Friday after the shift in D. Trump’s tariff policy, postponing the threat to implement 50% tariffs to Europe until the 9th of July. Thus, in the STOXX 600 all sectors saw gains, led by Autos and industrials vs. the worse relative performance of Household and Retail. On the macro side, in China industrial profits in 2025 grew +1.4%...
- Research Department
INFORME DIARIO 27 MAYO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ENAGÁS, REPSOL, TALGO. Trump devuelve las ganancias a Europa Sin referencias macro ayer las bolsas europeas recuperaron gran parte de lo perdido el viernes tras el giro en la política arancelaria de Trump de retrasar hasta el 9 de julio la amenaza de aplicar aranceles del 50% a Europa. En el STOXX 600 todos los sectores tuvieron ganancias, lideradas por Autos e Industriales frente al peor comportamiento relativo de Hogar y Retail. Por el lado macro,...
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