reports
Deutsche Telekom AG: 1 director
A director at Deutsche Telekom AG sold 30,000 shares at 31.150EUR 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 last two years cl...
- Ben Rickett
- James Ratzer
German FTTH Deep-Dive: It should be worth the wait Rational structure...
Growth in German broadband market volumes is slowing, but that isn’t the end of the world as we see ever-increasing evidence of a rational market structure evolving with fibre overbuild likely to be far lower than in most other markets. This should support a rational pricing outlook and de-risk the payback on high levels of FTTH capex per premise.
- Research Department
IBERIAN DAILY 12 AUGUST (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: ROVI, TALGO. A transition session awaiting the US inflation data It was a transition session with flat stock markets or with slight corrections and without practically any volume and macroeconomic references, awaiting the release of July’s inflation in the US today (main reference this week) amid some fears about a rise in inflation as tariffs are passed on to prices, which could delay the rate cuts expected in September in the US. Thus, in Europe in the STOXX 600 defensive sector...
- Research Department
INFORME DIARIO 12 AGOSTO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ROVI, TALGO. Sesión de transición a la espera del dato de inflación americana Sesión de transición con bolsas planas o con ligeros retrocesos, sin apenas volumen negociado y sin referencias macro, a la espera de la publicación de la inflación de julio esta tarde en EE.UU. (principal referencia esta semana). Existe cierto temor a un repunte de inflación a medida que se empiezan a trasladar los aranceles a los precios finales, lo que podría volver a ...
- Roy Külter
- Steven Boumans
G1A GEA GROUP AG
CBK COMMERZBANK AG
CEZ CEZ AS
AFX CARL ZEISS MEDITEC AG
SCMN SWISSCOM AG
UTDI UNITED INTERNET AG
RHM RHEINMETALL AG
KBC KBC GROUP N.V.
MRK MERCK KGAA
G ASSICURAZIONI GENERALI S.P.A.
HEN3 HENKEL AG & CO. KGAA PREF
DTE DEUTSCHE TELEKOM AG
CRG CRH PLC
LEG LEG IMMOBILIEN AG
AD KONINKLIJKE AHOLD DELHAIZE N.V.
SIE SIEMENS AG
DRI 1&1 DRILLISCH AG
IHG INTERCONTINENTAL HOTELS GROUP PLC
ENR SIEMENS ENERGY AG
CTPNV CTP NV
H2O HIDROELECTRICA S.A.
UN0 UNIPER SE
- Roy Külter
- Steven Boumans
G1A GEA GROUP AG
CBK COMMERZBANK AG
CEZ CEZ AS
AFX CARL ZEISS MEDITEC AG
SCMN SWISSCOM AG
UTDI UNITED INTERNET AG
RHM RHEINMETALL AG
KBC KBC GROUP N.V.
MRK MERCK KGAA
G ASSICURAZIONI GENERALI S.P.A.
HEN3 HENKEL AG & CO. KGAA PREF
DTE DEUTSCHE TELEKOM AG
CRG CRH PLC
LEG LEG IMMOBILIEN AG
AD KONINKLIJKE AHOLD DELHAIZE N.V.
SIE SIEMENS AG
DRI 1&1 DRILLISCH AG
IHG INTERCONTINENTAL HOTELS GROUP PLC
ENR SIEMENS ENERGY AG
CTPNV CTP NV
H2O HIDROELECTRICA S.A.
UN0 UNIPER SE
- James Ratzer
Deutsche Telekom (Buy, €40, +33%) Q2 25 - Solid financials, but broad...
DT’s Q2 financial results were in line with expectations and all guidance has been reiterated. However, now that all of the German operators have reported we can see that there are increasing signs of the broadband market in Germany slowing faster in Q2, albeit this is being offset by more encouraging pricing trends.
- Stephane Beyazian
- Stephane Beyazian
- Research Department
INFORME DIARIO 07 AGOSTO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: EUROPA: ALLIANZ, DEUTSCHE TELEKOM, SIEMENS. Europa ignora a Trump Las últimas amenazas de D. Trump a la Eurozona con más aranceles no tuvieron ningún efecto en el mercado, que prosiguió la racha alcista con la que arrancó la semana y empujó al Ibex nuevamente a máximos de 2008. Así, en el STOXX 600 Energía e Inmobiliario fueron los sectores que más subieron frente a Farma y Tecnología que fueron los que más cayeron. Por el lado macro, en la Eurozona las ven...
BRE MBANK SA
AXA AXA
VONN VONTOBEL HOLDING AG
ENX EURONEXT NV
SGO COMPAGNIE DE SAINT-GOBAIN SA
PEO BANK POLSKA KASA OPIEKI SA
RR. ROLLS-ROYCE HOLDINGS PLC
ENGI ENGIE SA.
UBSN UBS GROUP AG
JMT JERONIMO MARTINS SGPS S.A.
BNP BNP PARIBAS SA CLASS A
MC LVMH MOET HENNESSY LOUIS VUITTON SE
DBK DEUTSCHE BANK AG
CBK COMMERZBANK AG
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
PBB DEUTSCHE PFANDBRIEFBANK AG
EBS ERSTE GROUP BANK AG
LSEG LONDON STOCK EXCHANGE GROUP PLC
GLE SOCIETE GENERALE S.A. CLASS A
KBC KBC GROUP N.V.
EL ESSILORLUXOTTICA SA
PKO PKO BANK POLSKI S.A.
KOMB KOMERCNI BANKA A.S.
BRBY BURBERRY GROUP PLC
KER KERING SA
G ASSICURAZIONI GENERALI S.P.A.
ISP INTESA SANPAOLO S.P.A.
BCP BANCO COMERCIAL PORTUGUES S.A.
DTE DEUTSCHE TELEKOM AG
SPL SANTANDER BANK POLSKA SA
01913 PRADA S.P.A.
MIL BANK MILLENNIUM SA
BKT BANKINTER SA
VLK VAN LANSCHOT KEMPEN NV CERT. OF SHS
UCG UNICREDIT S.P.A.
MONC MONCLER SPA
OTP OTP BANK NYRT
CABK CAIXABANK SA
BC BRUNELLO CUCINELLI S.P.A.
ALR ALIOR BANK SA
CFR COMPAGNIE FINANCIERE RICHEMONT SA
INGA ING GROEP NV
BRD BRD-GROUPE SOCIETE GENERALE
SAN BANCO SANTANDER S.A.
TLV BANCA TRANSILVANIA S.A.
UNI UNICAJA BANCO S.A.
BG BAWAG GROUP AG
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
SAB BANCO DE SABADELL SA
MRNA MODERNA INC.
NLBR NOVA LJUBLJANSKA BANKA DD LJUBLJANA
ALLFG ALLFUNDS (UK) LTD
DTG DAIMLER TRUCK
LIN LINDE PUBLIC LIMITED COMPANY
CVC CVC CAPITAL PARTNERS PLC
TRIO TRIODOS BANK N.V.
BRE MBANK SA
AXA AXA
VONN VONTOBEL HOLDING AG
ENX EURONEXT NV
SGO COMPAGNIE DE SAINT-GOBAIN SA
PEO BANK POLSKA KASA OPIEKI SA
RR. ROLLS-ROYCE HOLDINGS PLC
ENGI ENGIE SA.
UBSN UBS GROUP AG
JMT JERONIMO MARTINS SGPS S.A.
BNP BNP PARIBAS SA CLASS A
MC LVMH MOET HENNESSY LOUIS VUITTON SE
DBK DEUTSCHE BANK AG
CBK COMMERZBANK AG
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
PBB DEUTSCHE PFANDBRIEFBANK AG
EBS ERSTE GROUP BANK AG
LSEG LONDON STOCK EXCHANGE GROUP PLC
GLE SOCIETE GENERALE S.A. CLASS A
KBC KBC GROUP N.V.
EL ESSILORLUXOTTICA SA
PKO PKO BANK POLSKI S.A.
KOMB KOMERCNI BANKA A.S.
BRBY BURBERRY GROUP PLC
KER KERING SA
G ASSICURAZIONI GENERALI S.P.A.
ISP INTESA SANPAOLO S.P.A.
BCP BANCO COMERCIAL PORTUGUES S.A.
VER VERBUND AG CLASS A
DTE DEUTSCHE TELEKOM AG
SPL SANTANDER BANK POLSKA SA
01913 PRADA S.P.A.
MIL BANK MILLENNIUM SA
BKT BANKINTER SA
VLK VAN LANSCHOT KEMPEN NV CERT. OF SHS
UCG UNICREDIT S.P.A.
MONC MONCLER SPA
OTP OTP BANK NYRT
CABK CAIXABANK SA
BC BRUNELLO CUCINELLI S.P.A.
ALR ALIOR BANK SA
CFR COMPAGNIE FINANCIERE RICHEMONT SA
INGA ING GROEP NV
BRD BRD-GROUPE SOCIETE GENERALE
SAN BANCO SANTANDER S.A.
TLV BANCA TRANSILVANIA S.A.
UNI UNICAJA BANCO S.A.
BG BAWAG GROUP AG
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
SAB BANCO DE SABADELL SA
MRNA MODERNA INC.
NLBR NOVA LJUBLJANSKA BANKA DD LJUBLJANA
ALLFG ALLFUNDS (UK) LTD
DTG DAIMLER TRUCK
LIN LINDE PUBLIC LIMITED COMPANY
CVC CVC CAPITAL PARTNERS PLC
TRIO TRIODOS BANK N.V.
- Stephane Beyazian
- Stephane Beyazian
- Research Department
IBERIAN DAILY 04 AUGUST (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: BANKING SECTOR, SANTANDER, TALGO, TELEFÓNICA. Trump and the job market lead to another market selloff The tariff rise approved by D. Trump to dozens of countries instead of lower tariffs as part of the negotiations under way and the slowdown signs of the US economy led to losses >-2.5% in European stock markets. Thus, in the STOXX 600 last week was marked by the earnings calendar and by Friday’s sell-off where energy was the only sector not ending in negative territory, whereas A...
- Research Department
INFORME DIARIO 04 AGOSTO + RDOS. EUROPA 2T’25. PREVIEWS (ANÁLISIS BANC...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: SANTANDER, SECTOR BANCARIO, TALGO, TELEFÓNICA. 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. 2T’25 que se publicarán en España y Europa en los próximos días. Trump y el mercado laboral provocan otro sell-off en el mercado El incremento arancelario aprobado por D. Trump a decenas de países en lugar de reduc...
- Luis Arredondo
FERROVIAL: 2Q’25 RESULTS (ANÁLISIS BANCO SABADELL)
2Q'25 vs. 2Q'24 Results Sales: € 2.41 Bn (+0.9% vs. +3.3% BS(e) and +3.8% consensus); EBITDA: € 346.0 M (-0.9% vs. +7.9% BS(e) and +9.2% consensus); EBIT: € 232.0 M (-41.9% vs. -34.3% BS(e) and -32.8% consensus); 1H'25 vs. 1H'24 Results Sales: € 4.469 Bn (+4.7% vs. +6.1% BS(e) and +6.3% consensus); EBITDA: € 655.0 M (+8.6% vs. +13.7% BS(e) and +14.4% consensus); EBIT: € 431.0 M (-21.8% vs. -16.3% BS(e) and -15.2% consensus); Net Profit: € 540.0 M;
- Luis Arredondo
FERROVIAL: RDOS. 2T’25 (ANÁLISIS BANCO SABADELL)
Rdos. 2T'25 vs 2T'24: Ventas: 2.410 M euros (+0,9% vs +3,3% BS(e) y +3,8% consenso); EBITDA: 346,0 M euros (-0,9% vs +7,9% BS(e) y +9,2% consenso); EBIT: 232,0 M euros (-41,9% vs -34,3% BS(e) y -32,8% consenso). Rdos. 1S'25 vs 1S'24: Ventas: 4.469 M euros (+4,7% vs +6,1% BS(e) y +6,3% consenso); EBITDA: 655,0 M euros (+8,6% vs +13,7% BS(e) y +14,4% consenso); EBIT: 431,0 M euros (-21,8% vs -16,3% BS(e) y -15,2% consenso); BDI: 540,0 M euros (n/a vs n/a BS(e) y n/a consenso).
- Research Department
INFORME DIARIO 30 JULIO + RDOS. ESPAÑA Y EUROPA 2T’25. IDEAS DESTACADA...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CAIXABANK, FERROVIAL, GRIFOLS, REDEIA, SACYR, SANTANDER, TALGO, TELEFÓNICA. EUROPA: ADIDAS, DANONE, KERING, L’ORÉAL, MERCEDES BENZ GROUP. 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. 2T’25 que se publicarán en España y Europa en los próximos días. Los resultados toman el relevo Recuperación marcada por el...
- Research Department
IBERIAN DAILY 30 JULY + 2Q’25 RESULTS. HIGHLIGHTS AND REST OF PREVIEWS...
NEWS SUMMARY: CAIXABANK, FERROVIAL, GRIFOLS, REDEIA, SACYR, SANTANDER, TALGO, TELEFÓNICA. 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 2Q’25 results to be released over the coming days in Spain. Results take centre stage Recovery in Europe in a session marked by the results calendar and news on the trade negotiations of the US with China and the EU. In the STOXX 600, the ral...
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