reports
- Florent Laroche-Joubert
- Roy Külter
- Steven Boumans
COV COVIVIO SA
GFC GECINA SA
NXI NEXITY SA CLASS A
FLY SOCIETE FONCIERE LYONNAISE SA
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
INEA FONCIERE INEA
WHA WERELDHAVE N.V.
BLND BRITISH LAND COMPANY PLC
KOF KAUFMAN & BROAD SA
ALTA ALTAREA SCA
VNA VONOVIA SE
XIOR XIOR STUDENT HOUSING N.V.
ICAD ICADE SA
BYG BIG YELLOW GROUP PLC
COFB COFINIMMO SA
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
CPINV CARE PROPERTY INVEST SA
SAFE SAFESTORE HOLDINGS PLC
ARG ARGAN SA
VGP VGP NV
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
DKG DEUTSCHE KONSUM REIT-AG
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
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
ECMPA EUROCOMMERCIAL PROPERTIES NV
CTPNV CTP NV
ONE ONE UNITED PROPERTIES SA
SHUR SHURGARD SELF STORAGE LIMITED
- Nicolas David
EBRO EBRO FOODS SA
ELE ENDESA S.A.
REP REPSOL SA
COR CORTICEIRA AMORIM SGPS SA
BKT BANKINTER SA
EDR EDREAMS ODIGEO SA
LOG COMPANIA DE DISTRIBUCION INTEGRAL LOGISTA HOLDINGS S.A.
NVG NAVIGATOR COMPANY SA
ENG ENAGAS SA
A3TV ATRESMEDIA CORPORACION DE MEDIOS DE COMUNICACION SA
MAP MAPFRE SA
ENC ENCE ENERGIA Y CELULOSA SA
RENE REDES ENERGETICAS NACIONAIS SA
CABK CAIXABANK SA
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
MERLIN MERLIN PROPERTIES SOCIMI S.A.
ALM ALMIRALL SA
BFSA BEFESA SA
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
MVC METROVACESA SA
ATRY ATRYS HEALTH
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
FER FERROVIAL SA
ENER GRUPO ECOENER S.A.
HBX HBX GROUP INTERNATIONAL PLC
CIRSA CIRSA ENTERPRISES S.A.
- Ahmed Ben Salem
VAC PIERRE & VACANCES SA
BVB BORUSSIA DORTMUND GMBH & CO. KGAA
BON BONDUELLE SCA
NANO NANOBIOTIX SA
CFEB COMPAGNIE D'ENTREPRISES CFE SA
SIGHT GENSIGHT BIOLOGICS SA
VIG VIENNA INSURANCE GROUP AG WIENER VERSICHERUNG GRUPPE
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
DGM DIAGNOSTIC MEDICAL SYSTEMS
SPIE SPIE SA
HOME NEINOR HOMES SA
WAGA WAGA ENERGY SA
CTPNV CTP NV
LHYFE LHYFE S.A.
ORP ORPEA
4X0 STEYR MOTORS AG
HAVAS HAVAS N.V
- Ahmed Ben Salem
VAC PIERRE & VACANCES SA
BVB BORUSSIA DORTMUND GMBH & CO. KGAA
BON BONDUELLE SCA
NANO NANOBIOTIX SA
CFEB COMPAGNIE D'ENTREPRISES CFE SA
SIGHT GENSIGHT BIOLOGICS SA
VIG VIENNA INSURANCE GROUP AG WIENER VERSICHERUNG GRUPPE
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
DGM DIAGNOSTIC MEDICAL SYSTEMS
SPIE SPIE SA
HOME NEINOR HOMES SA
WAGA WAGA ENERGY SA
LHYFE LHYFE S.A.
ORP ORPEA
4X0 STEYR MOTORS AG
HAVAS HAVAS N.V
- Florent Laroche-Joubert
- Manuel Martin
- CEFA
- CREA
- Research Department
IBERIAN DAILY 30 SEPTEMBER (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: AEDAS HOMES, NEINOR HOMES, ROVI. Stock markets continue to climb despite uncertainties European stock markets saw slight gains, with all eyes on the risk of a US shutdown (that could start on 01/10, the first day of 2026 fiscal year) and the Fed’s rate cut pattern. Thus, in the STOXX 600, the best-performing sectors were Basic Resources and Consumer Goods whereas Energy (Brent crude slid around -3.0% yesterday) and Banks suffered the biggest drops. On the macro side, in Spain, S...
- Research Department
INFORME DIARIO 30 SEPTIEMBRE (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AEDAS HOMES, NEINOR HOMES, ROVI. EUROPA: TOTALENERGIES. Las bolsas mantienen el pulso a pesar de las incertidumbres Ligeras ganancias entre las bolsas europeas, con la vista puesta en el riesgo de un cierre de la administración estadounidense (que podría empezar el 1/10, primer día del año fiscal 2026) y la senda de bajadas de tipos de la Fed. En el STOXX 600 lideraron las subidas R. Básicos y B. Consumo mientras que Energía (el Brent retrocedió c....
- Research Department
IBERIAN DAILY 29 SEPTEMBER (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: BANKINTER, INDRA, MAPFRE. Surprisingly strong macroeconomic data in the US It was a transition week for European and US stock markets, with all eyes on the US macroeconomic data (particularly the positive surprise after the 2Q GDP revision) and the comments from the Fed members, cooling the strong rate cuts priced in through Dec’26. Thus, in the STOXX 600, the best-performing sectors were Basic Resources and Energy, whereas Pharma (tariff implementation) and Construction suffered...
- Research Department
INFORME DIARIO 29 SEPTIEMBRE (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: BANKINTER, INDRA, MAPFRE. Sorpresa por la fortaleza macro americana Semana de transición en las bolsas europeas y americanas, que han estado muy pendientes de los datos macro americanos (especialmente la sorpresa positiva tras la revisión del PIB del 2T) y las declaraciones de los miembros de la Fed enfriando las fuertes bajadas de tipos que se descontaban a dic’26. Así, en el STOXX 600 los mejores sectores fueron R. Básicos y Energía mientras que...
- Fehmi Ben Naamane
- Fehmi Ben Naamane
- Research Department
IBERIAN DAILY 26 SEPTEMBER (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: ACS, BANKING SECTOR, INDRA, PHARMA SECTOR. Rate cuts lose steam European stock markets fell, as the strong US employment data and the latest comments from the Fed have cooled the likelihood of seeing the amount of rate cuts the market expects (fed fund futures through Dec’25 rising to 3.76%). Thus, in the STOXX 600, the best-performing sectors were Basic Materials and Retail, whereas Pharma and Construction suffered the biggest drops. On the macro side, in the euro zone August’s M...
- Research Department
INFORME DIARIO 26 SEPTIEMBRE (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACS, INDRA, SECTOR BANCARIO, SECTOR FARMA. EUROPA: INTESA SAN PAOLO, UNICREDIT. Las bajadas de tipos pierden fuerza Caídas en las bolsas europeas, ya que la fortaleza en los datos de empleo americanos y los últimos comentarios desde la Fed enfrían las probabilidades de ver las bajadas de tipos que el mercado espera (futuros de los fed funds a dic’25 corrigen al alza hasta el 3,76%). Así, en el STOXX 600 los mejores sectores fueron R. Básicos y Ret...
- Fehmi Ben Naamane
- Fehmi Ben Naamane
- Research Department
IBERIAN DAILY 24 SEPTEMBER (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: INDRA, REPSOL, TELEFÓNICA. Transitional session brings gains European stock markets rallied, spurred by optimism on the positives of AI and the expected greater economic dynamism. In the STOXX 600, the gains were led by Autos and Consumer Goods, whereas defensive sectors like Pharma and Food suffered the biggest drops. On the macro side, in the euro zone the preliminary manufacturing PMI for September fell into a zone compatible with falling activity levels (49.5), while the servi...
- Research Department
INFORME DIARIO 24 SEPTIEMBRE (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: INDRA, REPSOL, TELEFÓNICA. Ganancias en una sesión de transición Rebote en las bolsas europeas aupadas por el optimismo sobre las bondades de la IA y el esperado mayor dinamismo económico. En el STOXX 600 lideraron las subidas Autos y B. Consumo mientras que defensivos como Farma y Alimentación sufrieron las mayores correcciones. Por el lado macro, en la Eurozona el PMI manufacturero preliminar de septiembre retrocedió a terreno compatible con caí...
- Florent Laroche-Joubert
- Roy Külter
- Steven Boumans
ODDO : From caution to confidence, feedback from EPRA Conference in St...
Last week’s EPRA conference provided cautious optimism on listed European real estate. The segment offers a mix of risks and opportunities, with discounted valuations presenting attractive entry points. We downgrade Care Property Invest (Underperform vs Neutral, TP €12 vs €13.5); we lower our TPs for British Land, Landsec, Shurgard, and Xior Student Housing; we raise our TPs for URW, Wereldhave and VGP. In conclusion we favour logistics, retail, Spain, and CEE for growth, and Switzerland remains...
COV COVIVIO SA
GFC GECINA SA
NXI NEXITY SA CLASS A
FLY SOCIETE FONCIERE LYONNAISE SA
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
INEA FONCIERE INEA
WHA WERELDHAVE N.V.
BLND BRITISH LAND COMPANY PLC
KOF KAUFMAN & BROAD SA
ALTA ALTAREA SCA
VNA VONOVIA SE
XIOR XIOR STUDENT HOUSING N.V.
ICAD ICADE SA
BYG BIG YELLOW GROUP PLC
COFB COFINIMMO SA
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
CPINV CARE PROPERTY INVEST SA
SAFE SAFESTORE HOLDINGS PLC
ARG ARGAN SA
VGP VGP NV
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
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
ECMPA EUROCOMMERCIAL PROPERTIES NV
CTPNV CTP NV
ONE ONE UNITED PROPERTIES SA
SHUR SHURGARD SELF STORAGE LIMITED
- Roy Külter
- Steven Boumans
COV COVIVIO SA
GFC GECINA SA
NXI NEXITY SA CLASS A
FLY SOCIETE FONCIERE LYONNAISE SA
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
GLJ GRENKE AG
INEA FONCIERE INEA
WHA WERELDHAVE N.V.
BLND BRITISH LAND COMPANY PLC
KOF KAUFMAN & BROAD SA
GBT GUERBET SA
ALTA ALTAREA SCA
VNA VONOVIA SE
XIOR XIOR STUDENT HOUSING N.V.
ICAD ICADE SA
BYG BIG YELLOW GROUP PLC
COFB COFINIMMO SA
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT AG
GNFT GENFIT SA
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
CPINV CARE PROPERTY INVEST SA
SAFE SAFESTORE HOLDINGS PLC
ARG ARGAN SA
VGP VGP NV
POSR POZAVAROVALNICA SAVA
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
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
MEDCL MEDINCELL SA
AEDAS AEDAS HOMES SA
WDP WAREHOUSES DE PAUW SCA
AERO MONTANA AEROSPACE AG
ECMPA EUROCOMMERCIAL PROPERTIES NV
FUR FUGRO NV
CTPNV CTP NV
ONE ONE UNITED PROPERTIES SA
TUI TUI AG
SHUR SHURGARD SELF STORAGE LIMITED
- Roy Külter
- Steven Boumans
LI KLEPIERRE SA
COV COVIVIO SA
ROG ROCHE HOLDING LTD
GFC GECINA SA
NXI NEXITY SA CLASS A
RMS HERMES INTERNATIONAL SCA
FLY SOCIETE FONCIERE LYONNAISE SA
GYC GRAND CITY PROPERTIES SA
MERY MERCIALYS SA
INEA FONCIERE INEA
WHA WERELDHAVE N.V.
BLND BRITISH LAND COMPANY PLC
KOF KAUFMAN & BROAD SA
ALTA ALTAREA SCA
VNA VONOVIA SE
XIOR XIOR STUDENT HOUSING N.V.
ORSTED ORSTED
ICAD ICADE SA
BYG BIG YELLOW GROUP PLC
COFB COFINIMMO SA
ASM ASM INTERNATIONAL N.V.
CAI CA IMMOBILIEN ANLAGEN AG
TEG TAG IMMOBILIEN AG
VASTB VASTNED RETAIL BELGIUM NV
PSPN PSP SWISS PROPERTY AG
UBS UBM DEVELOPMENT AG
SPSN SWISS PRIME SITE AG
PAT PATRIZIA AG
MONT MONTEA SCA
AED AEDIFICA SA
CARM CARMILA SAS
LEG LEG IMMOBILIEN AG
CPINV CARE PROPERTY INVEST SA
SAFE SAFESTORE HOLDINGS PLC
ARG ARGAN SA
VGP VGP NV
COL INMOBILIARIA COLONIAL SOCIMI SA
DIC DIC ASSET AG
MERLIN MERLIN PROPERTIES SOCIMI S.A.
HOME NEINOR HOMES SA
AT1 AROUNDTOWN SA
LAND LAND SECURITIES GROUP PLC
MVC METROVACESA SA
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
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
ECMPA EUROCOMMERCIAL PROPERTIES NV
CTPNV CTP NV
ONE ONE UNITED PROPERTIES SA
SHUR SHURGARD SELF STORAGE LIMITED
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