reports
Banco Bilbao Vizcaya Argentaria SA: 1 director
A director at Banco Bilbao Vizcaya Argentaria SA bought 292,570 shares at 19.251USD 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...
- Arsit Pamaranont
- Bella Lu Yifei
- Benjaphol Suthwanish
- Benyamin Mikael
- Carol Dou Xiao Qin
- Desmond Chong Chee Wai
- Ejann Hiew
- Jack Goh Tooan Orng
- Jack Lai Yuan Khai
- Jonathan Koh
- Ken Lee
- Shirley Wang Xueyi
- Stella Guo Yuting
- Sunny Chen
Regional Morning Meeting Notes: Friday, November 7, 2025
Greater China Sector Update | Automobile The anti-involution policy boosted OEMs’ 3Q25 earnings by ending the price war. However, the industry disruptor BYD saw worsened liquidity due to sales slowdown and inventory pile-up. Auto part companies saw margin erosion in 3Q25 due to delayed impacts from the OEMs’ price war, but 4Q25 margin will stabilise. Maintain MARKET WEIGHT. Top BUYs: CATL and Geely. Top SELLs: BYD and Li Auto. Cut target price for Li Auto to HK$60.0. Raise target price for Weich...
D05 DBS GROUP HOLDINGS LTD
U11 UNITED OVERSEAS BANK LTD. (SINGAPORE)
00027 GALAXY ENTERTAINMENT GROUP LIMITED
7160 PENTAMASTER CORP. BHD
THAI THAI AIRWAYS INTERNATIONAL PCL
BH
G13 BUMRUNGRAD HOSPITAL PUBLIC CO. LTD.
GAM GENTING SINGAPORE LIMITED
OR GAMUDA BHD
06160 PTT OIL AND RETAIL BUSINESS PUBLIC CO LIMITED
DEWA IJ BEIGENE LTD.
DARMA HENWA (DEWA IJ)
- Jonathan Koh
DBS Group Holdings (DBS SP) - 3Q25: Standout With Impeccable Asset Qua...
Wealth management fees surged 31% yoy in 3Q25 due to brisk sales for investment products and bancassurance. AUM hit a new high of S$474b. New NPL formation was benign at S$113m. DBS wrote back general provisions of S$45m. Maintain HOLD. Target price: S$55.50.
- Jack Goh Tooan Orng
- Jonathan Koh
Singapore Daily: Friday, November 07, 2025
Top Stories Company Results | DBS Group Holdings (DBS SP/HOLD/S$55.54/Target: S$55.50) Wealth management fees surged 31% yoy in 3Q25 due to brisk sales for investment products and bancassurance. AUM hit a new high of S$474b. New NPL formation was benign at S$113m. DBS wrote back general provisions of S$45m. Maintain HOLD. Target price: S$55.50. Company Results | Genting Singapore (GENS SP/BUY/S$0.73/Target: S$0.89) GENS’ stronger 3Q25 results reflect strengthening RWS footfall, better VIP vo...
- Greater China Research Team
- Johnny Yum
- Malaysia Research Team
- Singapore Research Team
- Thailand Research Team
Regional Strategy: Alpha Picks - November 2025
Greater China Strategy | Alpha Picks: November Conviction Calls HSI and MSCI China fell 3.5%/4.0% mom in October, dragged by renewed US-China trade tensions and lack of fresh policy signals from the 4th Plenum. We remain constructive in the medium term but expect further consolidation as uncertainties persist. The best performer among our picks was SELL-rated Li Auto (+21.4% mom). For November, we rotate into oversold names with near-term upside: add AIA, LINK REIT, NAURA, Pinduoduo, PICC P&C an...
OU8 CENTURION
544 CSE GLOBAL LTD.
CTRA CIPUTRA DEVELOPMENT
EGCO ELECTRICITY GENERATING PUBLIC CO. LTD.
BBRI PT BANK RAKYAT INDONESIA (PERSERO) TBK CLASS B
V03 VENTURE CORPORATION LIMITED
ERW ERAWAN GROUP
EZQ CHINA MENGNIU DAIRY CO. LTD.
U96 SEMBCORP INDUSTRIES LTD.
B8O YANGZIJIANG SHIPBUILDING (HOLDINGS) LTD.
SXC SUNNY OPTICAL TECHNOLOGY (GROUP) CO. LTD.
JSMR PT JASA MARGA (PERSERO) TBK CLASS B
00285 BYD ELECTRONIC (INTERNATIONAL) CO. LTD.
01299 AIA GROUP LIMITED
00027 GALAXY ENTERTAINMENT GROUP LIMITED
3816 MISC BHD
BMRI PT BANK MANDIRI (PERSERO) TBK
KBANK KASIKORNBANK PUBLIC CO. LTD.
7113 TOP GLOVE CORPORATION BHD.
O39 OVERSEA-CHINESE BANKING CORPORATION LIMITED
601668 CHINA STATE CONSTRUCTION ENGINEERING CORP. LTD. CLASS A
X2S SINOPHARM GROUP CO. LTD. CLASS H
599A SANDS CHINA LTD.
CPN CENTRAL PATTANA PUBLIC CO. LTD.
ASII PT ASTRA INTERNATIONAL TBK
00700 TENCENT HOLDINGS LTD.
TRUE TRUE CORP. PUBLIC CO. LTD.
2318 PING AN INSURANCE (GROUP) COMPANY OF CHINA LTD. CLASS H
SATS SP SATS LTD.
D01 DAIRY FARM INTERNATIONAL HOLDINGS LIMITED
G13 GENTING SINGAPORE LIMITED
03690 MEITUAN CLASS B
RHBBANK RHB BANK BHD
GAM GAMUDA BHD
VSI V.S. INDUSTRY BERHAD
3933 THE UNITED LABORATORIES INTE
MYEG MY EG SERVICES BHD
MINT MAPLETREE INDUSTRIAL TRUST
CPALL TB CP ALL
SDPL SIME DARBY PLANTATION BHD
ECW ECO WORLD DEVELOPMENT GROUP
RATCH RATCH GROUP PUBLIC CO. LTD.
2013 WEIMOB INC
RGB RGB INTERNATIONAL BHD
WHA TB WHA CORP PCL
MPM MARCO POLO MARINE LTD
CSSC CHINA SUNSINE CHEMICAL HOLDINGS LTD
LREIT SP LENDLEASE GLOBAL COMMERCIAL REIT
3692 HANSOH PHARMACEUTICAL GROUP
MNSO MINISO GROUP HOLDING ADS (N SHARES)
CVL CIVMEC
002920 HUIZHOU DESAY SV AUTOMOTIVE CO LTD
02618 JD LOGISTICS INC
BBTN BANK TABUNGAN NEGARA PERSERO TBK PT
BBNI BANK NEGARA INDONESIA PERSER
CMRY PT CISARUA MOUNTAIN DAIRY TBK
ITC I-TAIL CORPORATION PUBLIC COMPANY LIMITED
STM SEATRIUM LTD
NCKL PT TRIMEGAH BANGUN PERSADA TBK (HARITA NICKEL)
2232 CRYSTAL INTERNATIONAL GROUP LTD
YINSON YINSON HOLDINGS BHD
09961 CTRIP.COM INTERNATIONAL
BTG BETAGRO PUBLIC COMPANY LIMITED
LAGENDA LAGENDA PROPERTIES BHD
PEKAT PEKAT GROUP BHD
1523 PLOVER BAY TECHNOLOGIES LTD (1523 HK)
GEELY GEELY AUTOMOBILE
EXCL XLSMART TELECOM SEJAHTERA
Cairo Amman Bank: 1 director
A director at Cairo Amman Bank bought 185,500 shares at 0.000JOD and the significance rating of the trade was 56/100. 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 clea...
- Benoit Valleaux
- Steven Gould
- Thomas Zlowodzki
CS AXA
LHA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
FP TOTAL SE
SGO COMPAGNIE DE SAINT-GOBAIN SA
JMT JERONIMO MARTINS SGPS S.A.
SU SCHNEIDER ELECTRIC SE
PUM PUMA SE
EBS ERSTE GROUP BANK AG
GLE SOCIETE GENERALE S.A. CLASS A
WPP WPP PLC
REP REPSOL SA
KGX KION GROUP AG
SPIE SPIE SA
ARGX ARGEN-X SE
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
SIGN SIG COMBIBLOC GROUP LTD
KBX KNORR-BREMSE AG
STLA STELLANTIS N.V.
UMG UNIVERSAL MUSIC GROUP NV
STMN STRAUMANN HOLDING AG
TEN TENARIS S.A.
PUIG PUIG BRANDS
- Benoit Valleaux
- Steven Gould
- Thomas Zlowodzki
CS AXA
LHA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
FP TOTAL SE
SGO COMPAGNIE DE SAINT-GOBAIN SA
JMT JERONIMO MARTINS SGPS S.A.
SU SCHNEIDER ELECTRIC SE
PUM PUMA SE
EBS ERSTE GROUP BANK AG
GLE SOCIETE GENERALE S.A. CLASS A
WPP WPP PLC
REP REPSOL SA
KGX KION GROUP AG
SPIE SPIE SA
ARGX ARGEN-X SE
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
SIGN SIG COMBIBLOC GROUP LTD
KBX KNORR-BREMSE AG
STLA STELLANTIS N.V.
UMG UNIVERSAL MUSIC GROUP NV
STMN STRAUMANN HOLDING AG
TEN TENARIS S.A.
PUIG PUIG BRANDS
- Benoit Valleaux
- Steven Gould
- Benoit Valleaux
- Steven Gould
KBC Group: KBC’s capital remains well above the new minimum capital re...
KBC Group: KBC’s capital remains well above the new minimum capital requirements KBC has been informed by the European Central Bank (ECB) of its new minimum capital requirements. Following the Supervisory Review and Evaluation Process (SREP) performed for 2025, the fully loaded overall CET1 requirement for KBC Group (under the Danish Compromise) has been lowered from 10.88% as of 4Q24 (SREP 2024) to 10.85% as of 3Q25 (SREP 2025). The new requirement consists of a Pillar 1 Requirement of 4.50%, a Pillar 2 Requirement (P2R) of 1.10%1, a capital conservation buffer of 2.50%, the O-SII (other...
KBC Groupe: Le capital de KBC reste largement supérieur aux nouvelles ...
KBC Groupe: Le capital de KBC reste largement supérieur aux nouvelles exigences minimales La Banque centrale européenne (BCE) a officiellement informé KBC de ses nouvelles exigences minimales en matière de capital. À la suite du processus de révision et d'évaluation prudentielle (SREP) effectué pour 2025, l'exigence CET1 globale à pleine charge pour le groupe KBC (selon la méthode du compromis danois) a été abaissée de 10,88 % au 4T24 (SREP 2024) à 10,85 % au 3T25 (SREP 2025). Les nouvelles exigences se composent d'une exigence de pilier 1 de 4,50 %, d'une exigence de pilier 2 (P2R) de 1...
KBC Groep: Het kapitaal van KBC blijft ruim boven de nieuwe minimumkap...
KBC Groep: Het kapitaal van KBC blijft ruim boven de nieuwe minimumkapitaalvereisten KBC is door de Europese Centrale Bank (ECB) op de hoogte gesteld van haar nieuwe minimumkapitaalvereisten. Naar aanleiding van het Supervisory Review and Evaluation Process (SREP) dat werd uitgevoerd voor 2025, is de fully loaded totale CET1-vereiste voor KBC Groep (volgens de Deense Compromismethode) verlaagd van 10,88% vanaf 4KW24 (SREP 2024) naar 10,85% vanaf 3KW25 (SREP 2025). De nieuwe vereiste bestaat uit een Pijler 1-vereiste van 4,50%, een Pijler 2-vereiste (P2R) van 1,10%1 , een kapitaalinstandh...
- Carole Braudeau
Credit Morning 10/30/2025
Avolta: Q3 sales and EBITDA came in a shade below expectations, but cash generation exceeded expectations. Faster growth rate in North America in October.|Constellium: Results ahead of expectations, good Q4 expected, and guidance upgraded once again|Eramet : Q3 25 revenue lower than expected|Finnair: Guidance range tightened downwards amid higher costs and weaker demand|
LHA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
GLE SOCIETE GENERALE S.A. CLASS A
ZAL ZALANDO SE
BAYN BAYER AG
ERA ERAMET SA
KGX KION GROUP AG
ONTEX ONTEX GROUP N.V.
PRY PRYSMIAN S.P.A.
DUFN DUFRY AG
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
HFG HELLOFRESH SE
CO CASINO GUICHARD-PERRACHON
- Carole Braudeau
Morning Crédit 30/10/2025
Avolta : un T3 un peu en-dessous des attentes sur le CA et l’Ebitda mais meilleure sur la génération de cash. Accélération de la croissance en octobre en Amérique du Nord.|Constellium: Results ahead of expectations, good Q4 expected, and guidance upgraded once again|Eramet : CA T3 25 plus faible que prévu|Finnair: Guidance range tightened downwards amid higher costs and weaker demand|
LHA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
GLE SOCIETE GENERALE S.A. CLASS A
ZAL ZALANDO SE
BAYN BAYER AG
ERA ERAMET SA
KGX KION GROUP AG
ONTEX ONTEX GROUP N.V.
PRY PRYSMIAN S.P.A.
DUFN DUFRY AG
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
HFG HELLOFRESH SE
CO CASINO GUICHARD-PERRACHON
- Pelham Smithers
NEH NETEASE INC. SPONSORED ADR
DIS WALT DISNEY COMPANY
CDR CD PROJEKT S.A.
9697 CAPCOM CO. LTD.
9468 KADOKAWA CORPORATION
7974 NINTENDO CO. LTD.
6758 SONY CORPORATION
00700 TENCENT HOLDINGS LTD.
MSFT MICROSOFT CORPORATION
6460 JP SEGA SAMMY
GRVY GRAVITY CO. LTD. ADS
78320 BANDAI NAMCO
7844 JT MARVELOUS INC
- Bruno Cavalier
- Nour El Houda Hammami
- Oliver Metzger
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
GXI GERRESHEIMER AG
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
ISP INTESA SANPAOLO S.P.A.
01913 PRADA S.P.A.
BKT BANKINTER SA
PAL PALFINGER AG
UCG UNICREDIT S.P.A.
MONC MONCLER SPA
CABK CAIXABANK SA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
BRAV BRAVIDA HOLDING AB
SAN BANCO SANTANDER S.A.
IDR INDRA SISTEMAS S.A. CLASS A
UNI UNICAJA BANCO S.A.
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
MVC METROVACESA SA
SAB BANCO DE SABADELL SA
ZGN ERMENEGILDO ZEGNA NV
VT5 VT5 ACQUISITION COMPANY AG
EXENS EXOSENS
- Ahmed Ben Salem
- Bruno Cavalier
GALP GALP ENERGIA SGPS SA CLASS B
MC LVMH MOET HENNESSY LOUIS VUITTON SE
HO THALES SA
NOVN NOVARTIS AG
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
ENI ENI S.P.A.
ISP INTESA SANPAOLO S.P.A.
SCHP SCHINDLER HOLDING AG PREF
01913 PRADA S.P.A.
BKT BANKINTER SA
UCG UNICREDIT S.P.A.
MONC MONCLER SPA
CABK CAIXABANK SA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
SAN BANCO SANTANDER S.A.
UNI UNICAJA BANCO S.A.
BHP BHP GROUP LTD
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
SAB BANCO DE SABADELL SA
SIK SIKA AG
ZGN ERMENEGILDO ZEGNA NV
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
- Ana Arjona-Martinez
- Bruno Cavalier
- Chaima Ferrandon
- Nour El Houda Hammami
- Sven Edelfelt
MC LVMH MOET HENNESSY LOUIS VUITTON SE
FGR EIFFAGE SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
GXI GERRESHEIMER AG
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
ISP INTESA SANPAOLO S.P.A.
01913 PRADA S.P.A.
SAVE SAVENCIA SA
BKT BANKINTER SA
PAL PALFINGER AG
UCG UNICREDIT S.P.A.
MONC MONCLER SPA
CABK CAIXABANK SA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
BRAV BRAVIDA HOLDING AB
SAN BANCO SANTANDER S.A.
IDR INDRA SISTEMAS S.A. CLASS A
UNI UNICAJA BANCO S.A.
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
MVC METROVACESA SA
SAB BANCO DE SABADELL SA
ZGN ERMENEGILDO ZEGNA NV
VT5 VT5 ACQUISITION COMPANY AG
EXENS EXOSENS
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