IBERIAN DAILY 10 MARCH (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: ELECTRICITY SECTOR, OHLA, SANTANDER. Brent falls below US$ 100 There was strong volatility on the markets, with Brent crude rising, though then falling back due to the G7’s talks of releasing oil reserves (that will continue today) and its decision to initiate an international mission to progressively open the Strait of Hormuz, and lastly Trump’s announcement that the war in Iran could end soon and that sanctions on Russia will be reduced. This alleviated the drops on the stock m...

Banco Bilbao Vizcaya Argentaria SA: 1 director

A director at Banco Bilbao Vizcaya Argentaria SA bought 130,954 shares at 21.628USD and the significance rating of the trade was 100/100. 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...

BANKINTER: NUEVO FAVORITO EN BANCA DOMÉSTICA - CAMBIO DE RECOMENDACIÓN...

Nuevo favorito en banca doméstica. P.O. 16,84 euros/acc. (+27% pot). SOBREPONDERAR. Aunque el favorito podría ser Caixabank por la fuerte revisión del guidance en Rdos. lo cierto es que tras un buen performance (+10% vs BKT en 6meses) cotiza ya a 2x P/ TE’26 vs 1,9x BKT a pesar de que BKT se ha marcado un objetivo de ROTE’26 de 20% (20,6% BS(e) y 18,4% cons.) y 18% CABK (17,9% BS(e) y 18,1% cons.). Revisamos P.O. en BKT +24% hasta 16,84 euros/acc. implicando unos múltiplos de 11,1x PER’28 y 2x ...

IBERIAN DAILY 09 MARCH (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: BANKINTER, BBVA, INDITEX. Middle East conflict shoots oil prices skyward and drags down markets It was a week of volatility on global stock markets, where the fear of an energy crisis stemming from the Middle East conflict marked the pace of the markets’ performance. In the STOXX 600, all sectors ended in the red, where Energy and Media were the best performers (smallest drops), while Construction and Basic Materials posted the biggest losses (nearly -7%). On the macro side, in t...

INFORME DIARIO 09 MARZO + RDOS. EUROPA. PREVIEWS (ANÁLISIS BANCO SABAD...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: BANKINTER, BBVA, INDITEX. 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. 4T’25 que se publicarán en España y Europa en los próximos días. El conflicto en Oriente medio dispara el precio del crudo y lastra a las bolsas Semana de volatilidad en las bolsas mundiales donde el temor a una crisis energética por e...

BBVA: NUEVO TOP PICK DEL SECTOR (ANÁLISIS BANCO SABADELL)

Reiniciamos cobertura siendo nuestro top pick sectorial. P.O. 22,73 euros/acc. (+23% pot). SOBREPONDERAR Nos gusta porque cotiza a niveles atractivos (1,8x P/TE’26) para un ROTE’26 superior al sector (+140 p.b. vs Santander), ofrece una yield con recompras también por encima de la media (+8,5% yield), lo ha hecho peor que sus comparables (-5% vs sector en 3 meses) y vemos la oportunidad de que aflore valor en una potencial desinversión en Turquía. Podría liberar ~310 p.b. de capital (+/-30 p.b. ...

IBERIAN DAILY 06 MARCH (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: BBVA, NEINOR HOMES, REPSOL. Volatility reigns European stock markets were back in the red, with oil prices continuing to climb in a session marked by the growing tensions between Iran and the US/Israel. In the STOXX 600, Technology and Media led the advances, with Household Goods and Basic Materials showing the worst relative performance. On the macro side, in the euro zone January’s retail sales rose more than expected (YoY). The ECB meeting minutes welcomed the solid inflation ...

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 02/06/2026

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 06/02/2026

BBVA : Q4 2025 and solid guidance...profit-taking as an opportunity

BBVA : T4 25 & guidance solides … la prise de bénéfices comme opportun...

Credit Morning 02/05/2026

European Chemical producers: A dilution of the CO2 emissions scheme in sight?|Sappi: Low visibility leads us to lower our forecasts|

Morning Crédit 05/02/2026

European Chemical producers: A dilution of the CO2 emissions scheme in sight?|Sappi : la faible visibilité nous conduit à abaisser nos prévisions|

Bankinter S.A.: 1 director

A director at Bankinter S.A. sold 2,198 shares at 14.380EUR 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 clearly s...

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 01/30/2026

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 30/01/2026

BBVA : Q4 2025 should confirm the welcome return to stand-alone fundam...

BBVA : Le T4 25 devrait conforter le retour bienvenu aux fondamentaux ...

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 01/23/2026

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 23/01/2026