reports
- Research Department
INFORME DIARIO 04 MARZO + RDOS. EUROPA 4T’24. PREVIEWS (ANÁLISIS BANCO...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CELLNEX, ENAGÁS, MELIÁ. EUROPA: SECTOR AUTO, SIEMENS. 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’24 que se publicarán en España y Europa en los próximos días. El Ibex a un paso de los 13.400 puntos Las bolsas de Europa volvieron a acercarse a los máximos del año, a pesar de los numerosos frentes que ...
- Research Department
IBERIAN DAILY 04 MARCH (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: CELLNEX, ENAGÁS, MELIÁ. The Ibex near 13,400 points European stock markets traded near the highs hit in the last few days amid many concerns (tariffs to Canada and Mexico will come into force next Tuesday and the situation in Ukraine is uncertain given the commitment of the Trump administration). Thus, in the STOXX 600, Industrials (fuelled by defence companies) and Basic Resources were the best performers vs. Real Estate and Utilities that were the only sectors ending in negativ...
Enagas SA: 1 director
A director at Enagas SA bought 12,396 shares at 12.110EUR and the significance rating of the trade was 65/100. 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 sho...
- Luis de Toledo Heras
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
VCT VICAT-CIMENTS VICAT SA
SSAB A SSAB AB CLASS A
FLY SOCIETE FONCIERE LYONNAISE SA
SZG SALZGITTER AG
VOE VOESTALPINE AG
ELG ELMOS SEMICONDUCTOR SE
ACX ACERINOX SA
NOEJ NORMA GROUP SE
BB SOCIETE BIC SA
NEX NEXANS SA
ERA ERAMET SA
ICAD ICADE SA
NDA AURUBIS AG
GREEN GREENYARD NV
ROYAL VOPAK NV
SFZN SIEGFRIED HOLDING AG
AED AEDIFICA SA
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
ONTEX ONTEX GROUP N.V.
SHOT SCANDIC HOTELS GROUP
ENG ENAGAS SA
RIO RIO TINTO PLC
BHP BHP GROUP LTD
MVC METROVACESA SA
AMAG AMAG AUSTRIA METALL AG
MEDCL MEDINCELL SA
SFQ SAF-HOLLAND SE
- Luis de Toledo Heras
TKA THYSSENKRUPP AG
MT ARCELORMITTAL SA
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
APAML APERAM SA
OUT1V OUTOKUMPU OYJ
VCT VICAT-CIMENTS VICAT SA
SSAB A SSAB AB CLASS A
FLY SOCIETE FONCIERE LYONNAISE SA
SZG SALZGITTER AG
VOE VOESTALPINE AG
ELG ELMOS SEMICONDUCTOR SE
ACX ACERINOX SA
NOEJ NORMA GROUP SE
BB SOCIETE BIC SA
NEX NEXANS SA
ERA ERAMET SA
ICAD ICADE SA
NDA AURUBIS AG
GREEN GREENYARD NV
ROYAL VOPAK NV
SFZN SIEGFRIED HOLDING AG
AED AEDIFICA SA
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
ONTEX ONTEX GROUP N.V.
SHOT SCANDIC HOTELS GROUP
ENG ENAGAS SA
RIO RIO TINTO PLC
BHP BHP GROUP LTD
MVC METROVACESA SA
AMAG AMAG AUSTRIA METALL AG
MEDCL MEDINCELL SA
SFQ SAF-HOLLAND SE
- Luis de Toledo Heras
- Virginia Romero
ENAGÁS: FY2024 RESULTS AND STRATEGIC PLAN UPDATE (ANÁLISIS BANCO SABAD...
4Q'24 vs. 4Q'23 Results EBITDA: € 187.0 M (-10.1% vs. -19.7% BS(e) and -18.8% consensus); Net Profit: € 76.5 M (-7.8% vs. -21.7% BS(e) and -27.7% consensus); FY2024 vs. FY2023 Results EBITDA: € 760.7 M (-2.5% vs. -5.1% BS(e) and -4.9% consensus); Net Profit: € 310.1 M (+3.2% vs. -1% BS(e) and -7% consensus);
- Virginia Romero
ENAGÁS: RDOS. 2024 Y ACTUALIZACIÓN PLAN ESTRATÉGICO (ANÁLISIS BANCO SA...
Rdos. 4T'24 vs 4T'23: EBITDA: 187,0 M euros (-10,1% vs -19,7% BS(e) y -18,8% consenso); BDI: 76,5 M euros (-7,8% vs -21,7% BS(e) y -27,7% consenso); Rdos. 2024 vs 2023: EBITDA: 760,7 M euros (-2,5% vs -5,1% BS(e) y -4,9% consenso); BDI: 310,1 M euros (+3,2% vs -1% BS(e) y -7% consenso);
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Jesse Norcross
- Nadège Tillier
- Timothy Rahill
- Research Department
IBERIAN DAILY 18 FEBRUARY + 4Q’24 RESULTS. PREVIEWS (ANÁLISIS BANCO SA...
NEWS SUMMARY: ENAGÁS. 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 4Q’24 results to be released over the coming days in Spain. Stock markets at record highs European stock markets rallied, hitting new highs, driven by defence companies, in a session marked by the geopolitical news and amid talks to find an end to the war in Ukraine. In the STOXX 600, Industrials (underpinned...
- Research Department
INFORME DIARIO 18 FEBRERO + RDOS. ESPAÑA Y EUROPA 4T’24. IDEAS DESTACA...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ENAGÁS. EUROPA: AIRBUS, ENI, 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. 4T’24 que se publicarán en España y Europa en los próximos días. Bolsas en máximos históricos Subidas en las bolsas de Europa y Alemania, que marcaron nuevos máximos impulsadas por las empresas de defensa en una sesión d...
- Ignacio Romero
- Research Department
INFORME DIARIO 06 FEBRERO + RDOS. ESPAÑA Y EUROPA 4T’24. PREVIEWS (ANÁ...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ARCELOR MITTAL, CELLNEX, SECTOR AUTOPISTAS, TALGO. EUROPA: AIRBUS, ING GROEP, PERNOD RICARD, SIEMENS, SOCIÉTÉ GÉNÉRALE. 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’24 que se publicarán en España y Europa en los próximos días. El Ibex sigue imparable La sesión volvió a estar marcada por los comentari...
- Baptiste Salaville
- Bruno Cavalier
- Maissa Keskes
- Stephane Houri
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
RNO RENAULT SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
LI KLEPIERRE SA
COV COVIVIO SA
EO FAURECIA SA
GFC GECINA SA
NXI NEXITY SA CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
DAI DAIMLER AG
FLY SOCIETE FONCIERE LYONNAISE SA
GYC GRAND CITY PROPERTIES SA
POM PLASTIC OMNIUM SE
MERY MERCIALYS SA
NOKIA NOKIA OYJ
TYRES NOKIAN RENKAAT OYJ
EL ESSILORLUXOTTICA SA
WHA WERELDHAVE N.V.
BLND BRITISH LAND COMPANY PLC
BRBY BURBERRY GROUP PLC
KOF KAUFMAN & BROAD SA
KER KERING SA
ALTA ALTAREA SCA
VNA VONOVIA SE
REE RED ELECTRICA CORP. SA
FR VALEO SE
XIOR XIOR STUDENT HOUSING N.V.
RWE RWE AG
VOW3 VOLKSWAGEN AG PREF
ICAD ICADE SA
01913 PRADA S.P.A.
COFB COFINIMMO SA
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
PSPN PSP SWISS PROPERTY AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
CIE CIE AUTOMOTIVE S.A.
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
MONC MONCLER SPA
CPINV CARE PROPERTY INVEST SA
SKF B SKF AB CLASS B
ARG ARGAN SA
CABK CAIXABANK SA
IBE IBERDROLA SA
VGP VGP NV
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
LRE LAR ESPANA REAL ESTATE SOCIMI SA
MERLIN MERLIN PROPERTIES SOCIMI S.A.
RACE FERRARI NV
DKG DEUTSCHE KONSUM REIT-AG
RIO RIO TINTO PLC
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
PIRC PIRELLI & C. S.P.A.
STM STMICROELECTRONICS NV
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
DWS DWS GROUP GMBH & CO. KGAA
GEST GESTAMP AUTOMOCION S.A.
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
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
STLA STELLANTIS N.V.
ECMPA EUROCOMMERCIAL PROPERTIES NV
CTPNV CTP NV
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
SHUR SHURGARD SELF STORAGE LIMITED
ALIV SDB AUTOLIV INC.
BRE BREMBO S.P.A.
- Baptiste Salaville
- Bruno Cavalier
- Maissa Keskes
- Stephane Houri
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
RNO RENAULT SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
LI KLEPIERRE SA
COV COVIVIO SA
EO FAURECIA SA
GFC GECINA SA
NXI NEXITY SA CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
DAI DAIMLER AG
FLY SOCIETE FONCIERE LYONNAISE SA
GYC GRAND CITY PROPERTIES SA
POM PLASTIC OMNIUM SE
MERY MERCIALYS SA
NOKIA NOKIA OYJ
TYRES NOKIAN RENKAAT OYJ
EL ESSILORLUXOTTICA SA
WHA WERELDHAVE N.V.
BLND BRITISH LAND COMPANY PLC
BRBY BURBERRY GROUP PLC
KOF KAUFMAN & BROAD SA
KER KERING SA
ALTA ALTAREA SCA
VNA VONOVIA SE
REE RED ELECTRICA CORP. SA
FR VALEO SE
XIOR XIOR STUDENT HOUSING N.V.
RWE RWE AG
VOW3 VOLKSWAGEN AG PREF
ICAD ICADE SA
01913 PRADA S.P.A.
COFB COFINIMMO SA
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
PSPN PSP SWISS PROPERTY AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
CIE CIE AUTOMOTIVE S.A.
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
MONC MONCLER SPA
CPINV CARE PROPERTY INVEST SA
SKF B SKF AB CLASS B
ARG ARGAN SA
CABK CAIXABANK SA
IBE IBERDROLA SA
VGP VGP NV
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
LRE LAR ESPANA REAL ESTATE SOCIMI SA
MERLIN MERLIN PROPERTIES SOCIMI S.A.
RACE FERRARI NV
DKG DEUTSCHE KONSUM REIT-AG
RIO RIO TINTO PLC
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
PIRC PIRELLI & C. S.P.A.
STM STMICROELECTRONICS NV
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
DWS DWS GROUP GMBH & CO. KGAA
GEST GESTAMP AUTOMOCION S.A.
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
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
STLA STELLANTIS N.V.
ECMPA EUROCOMMERCIAL PROPERTIES NV
CTPNV CTP NV
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
SHUR SHURGARD SELF STORAGE LIMITED
ALIV SDB AUTOLIV INC.
BRE BREMBO S.P.A.
- Benoit Valleaux
- Steven Gould
- Benoit Valleaux
- Steven Gould
- Benoit Valleaux
- Steven Gould
- Benoit Valleaux
- Steven Gould
- Marine Leleux
- Maureen Schuller
- Suvi Platerink Kosonen
Bank Brunch/Deutsche Bank issuance plan and AT1, January senior supply...
Deutsche Bank to rely on NPS this year, the risk of an AT1 extension looks high. January senior unsecured supply higher than 2024 YTD total. BAWAG comes with a new Tier 2, preparing for a call later this year. de Volksbank‘s two fines with limited financial consequences. CaixaBank looks for new revenue drivers for 2025
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.