reports
Fluidra S.A.: 1 director
A director at Fluidra S.A. bought 53,000 shares at 21.390EUR 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 clearly...
- Research Department
IBERIAN DAILY 12 SEPTEMBER (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: AEDAS HOMES, CAF, CHANGES IBEX, NEINOR HOMES. IBEX close to 11,300 points It was a positive session in Europe, with the US inflation data showing no surprises and where the IBEX led the gains following Inditex’s solid results. Thus, in the STOXX 600 Retail (driven by Inditex’s results) and Technology posted the biggest gains, whereas Real Estate (the second-best sector over the past three months) and Consumer Goods were the worst performers. On the macro side, in the US August’s g...
- Research Department
INFORME DIARIO 12 SEPTIEMBRE (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AEDAS, CAF, CAMBIOS IBEX 35, NEINOR. EUROPA: BAYER, UNICREDIT. El Ibex roza los 11.300 puntos Jornada positiva en Europa, con un dato de inflación en EE.UU. que no ofreció sorpresas y donde el Ibex lideró los avances tras los buenos resultados de Inditex. Así, en el STOXX 600 Retail (impulsado por los resultados de Inditex) y Tecnología presentaron las mayores ganancias mientras que Inmobiliario (el segundo mejor sector en los últimos 3 meses) y B. ...
- Research Department
IBERIAN DAILY 06 SEPTEMBER (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: ENCE, PUIG BRANDS. All eyes on the US job market European stock markets saw slight corrections, with the market dynamics remaining practically unchanged. Thus, the STOXX 600 saw significant dispersion, with Utilities and Real Estate being the best-performing sectors whereas Consumer Goods (the luxury segment remains highly punished by China) and Pharma posted the biggest drops. On the macro side, in the euro zone, retail sales rose in line with expectations. In France, E. Macron a...
- Research Department
INFORME DIARIO 06 SEPTIEMBRE (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ENCE. A la espera de nuevos datos del mercado laboral estadounidense Ligeras caídas en la bolsa Europa y sin grandes cambios en la dinámica del mercado. Mucha dispersión en el STOXX 600 donde los mejores sectores fueron Utilities e Inmobiliario mientras que B. Consumo (el lujo sigue muy castigada por China) y Farma terminaron con las mayores correcciones. Por el lado macro, en la Eurozona las ventas al por menor avanzaron en línea con lo previsto. ...
- Research Department
IBERIAN DAILY 20 AUGUST (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: FLUIDRA. The Ibex exceeds the 11,000-point level, opening the door to further rises It was a session of gains on both sides of the Atlantic, positive for cyclical and value stocks, with the Ibex standing out among the best-performing indices. In the STOXX 600, Basic Resources and Retail led the gains, whereas Technology and Food saw the lowest rises. On the macro side, no relevant macro references were released but this morning China, as expected, kept 1 & 5-year loan rates at 3.3...
- Research Department
INFORME DIARIO 20 AGOSTO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: FLUIDRA. El Ibex supera los 11.000 puntos y abre la puerta a más subidas Sesión de ganancias a ambos lados del Atlántico, favorable para los cíclicos y el estilo value y con el Ibex destacando entre los mejores. En el STOXX 600 R. Básicos y Retail lideraron las subidas mientras que Tecnología y Alimentación registraron los menores avances. Por el lado macro, sin referencias macro a destacar en la sesión de ayer pero esta madrugada China mantuvo sin...
- Research Department
IBERIAN DAILY 12 AUGUST (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: ALMIRALL, CAIXABANK, CELLNEX, MAPFRE. Caution remains due to risk of US recession in a highly volatile week After the week started out with sharp drops (in view of fears of a recession stemming from the US employment data the week before and the rate hike in Japan), the stock markets began to recover. However, towards the end of the week doubts returned, and on Friday, after rising slightly through mid-session, European stock markets lost almost all the ground gained during the af...
- Research Department
INFORME DIARIO 12 AGOSTO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ALMIRALL, CELLNEX, MAPFRE. Persiste la cautela con respecto a una recesión en EE.UU. en una semana con mucha volatilidad Tras un inicio de semana con fuertes correcciones (ante el miedo a la recesión desatado por los datos de empleo americanos de la semana anterior y la subida de tipos en Japón, que llevó a deshacer operaciones de carry trade en todos los mercados), las bolsas fueron recuperándose. No obstante, hacia el final de la semana volvieron...
- Research Department
IBERIAN DAILY 07 AUGUST (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: FLUIDRA, TALGO. Calm returns, slight rally after tough Monday The rise in sovereign debt yields and the rally on Japanese stock markets, aided by mostly positive results releases in the US, spurred market rallies, driven by bargain hunting after the sharp drops over the past few days. The BoJ governor also pledged this morning not to raise rates again until some stability returns to the markets, helping calm the markets and limit carry trade. In Europe, almost all the sectors rose...
Ence Energia Y Celulosa SA: 1 director
A director at Ence Energia Y Celulosa SA bought 3,180,000 shares at 3.146EUR 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 t...
- Oscar Rodriguez
ARCELORMITTAL: 2Q’24 RESULTS (ANÁLISIS BANCO SABADELL)
2Q'24 vs. 2Q'23: Sales: $ 16.249 Bn (-12.7% vs. -11.6% BS(e) and -11.6% consensus); EBITDA: $ 1.862 Bn (-37.9% vs. -40.0% BS(e) and -40.9% consensus); Net Profit: $ 504 M (-72.9% vs. -65.1% BS(e) and -66.5% consensus); 1H'24 vs. 1H'23: Sales: $ 32.531 Bn (-12.3% vs. -11.8% BS(e) and -11.8% consensus); EBITDA: $ 3.818 Bn (-25.7% vs. -26.9% BS(e) and -27.4% consensus); Net Profit: $ 1.442 Bn (-51.2% vs. -46.3% BS(e) and -47.2% consensus).
- Rafael Bonardell
MELIÁ HOTELS: 2Q’24 RESULTS (ANÁLISIS BANCO SABADELL)
2Q'24 vs. 2Q'23 Results Sales: € 520.0 M (+1.2% vs. +0.8% BS(e) and +2.9% consensus); EBITDA: € 142.4 M (+1.3% vs. +2.3% BS(e) and +1.5% consensus); 1H'24 vs. 1H'23 Results Sales: € 957.4 M (+5.2% vs. +5.0% BS(e) and +6.2% consensus); EBITDA: € 237.7 M (+8.8% vs. +9.5% BS(e) and +9.0% consensus);
- Ignacio Romero
FLUIDRA: 1H’24 RESULTS AND CHANGE OF RECOMMENDATION TO OVERWEIGHT (ANÁ...
2Q'24 vs. 2Q'23 Results Sales: € 644.0 M (+1.9% vs. +1.3% BS(e) and +0.9% consensus); 1H'24 vs. 1H'23 Results Sales: € 1.171 Bn (-1.3% vs. -1.6% BS(e) and -1.8% consensus); EBITDA: € 295.79 M (+2.8% vs. +1.0% BS(e) and +0.7% consensus); Net Profit: € 112.0 M (+7.5%);
- Olfa Taamallah
- Yan Derocles
DHL DHL GROUP
V1S ARKEMA
LR LEGRAND SA
BMW BAYERISCHE MOTOREN WERKE AG
VIE VEOLIA ENVIRONNEMENT SA
RR. ROLLS-ROYCE HOLDINGS PLC
MT ARCELORMITTAL SA
DGE DIAGEO PLC
SU SCHNEIDER ELECTRIC SE
COV COVIVIO SA
MTX MTU AERO ENGINES AG
QIA QIAGEN NV
LSEG LONDON STOCK EXCHANGE GROUP PLC
ALV ALLIANZ SE
MRK MERCK KGAA
VNA VONOVIA SE
SAF SAFRAN S.A.
VOW3 VOLKSWAGEN AG PREF
SY1 SYMRISE AG
NEM NEMETSCHEK SE
FDR FLUIDRA S.A.
AMS AMADEUS IT GROUP SA CLASS A
TIT TELECOM ITALIA S.P.A.
PRY PRYSMIAN S.P.A.
CABK CAIXABANK SA
WLN WORLDLINE SA
CLNX CELLNEX TELECOM S.A.
ABI ANHEUSER-BUSCH INBEV SA/NV
RIO RIO TINTO PLC
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
NEXI NEXI S.P.A.
JDEP JDE PEET'S NV
AZE AZELIS GROUP NV
SHEL SHELL PLC
ARM ARM HOLDINGS PLC
TEN TENARIS S.A.
SYENS SYENSQO
UN0 UNIPER SE
- Rafael Bonardell
- Olfa Taamallah
- Yan Derocles
DHL DHL GROUP
V1S ARKEMA
LR LEGRAND SA
BMW BAYERISCHE MOTOREN WERKE AG
VIE VEOLIA ENVIRONNEMENT SA
RR. ROLLS-ROYCE HOLDINGS PLC
MT ARCELORMITTAL SA
DGE DIAGEO PLC
SU SCHNEIDER ELECTRIC SE
COV COVIVIO SA
MTX MTU AERO ENGINES AG
QIA QIAGEN NV
LSEG LONDON STOCK EXCHANGE GROUP PLC
ALV ALLIANZ SE
MRK MERCK KGAA
VNA VONOVIA SE
SAF SAFRAN S.A.
VOW3 VOLKSWAGEN AG PREF
SY1 SYMRISE AG
NEM NEMETSCHEK SE
FDR FLUIDRA S.A.
AMS AMADEUS IT GROUP SA CLASS A
TIT TELECOM ITALIA S.P.A.
PRY PRYSMIAN S.P.A.
CABK CAIXABANK SA
WLN WORLDLINE SA
CLNX CELLNEX TELECOM S.A.
ABI ANHEUSER-BUSCH INBEV SA/NV
RIO RIO TINTO PLC
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
NEXI NEXI S.P.A.
JDEP JDE PEET'S NV
AZE AZELIS GROUP NV
SHEL SHELL PLC
ARM ARM HOLDINGS PLC
TEN TENARIS S.A.
SYENS SYENSQO
UN0 UNIPER SE
- Delphine Brault
- Quentin Borie
APAML APERAM SA
GTT GAZTRANSPORT & TECHNIGAZ SA
SBMO SBM OFFSHORE NV
MF WENDEL SE
INF INFOTEL SA
KCO KLOECKNER & CO SE
NRG NRJ GROUP SA
ELG ELMOS SEMICONDUCTOR SE
BOSS HUGO BOSS AG
BB SOCIETE BIC SA
WIZZ WIZZ AIR HOLDINGS PLC
DEZ DEUTZ AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
DLG DE'LONGHI S.P.A.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
WLN WORLDLINE SA
MEL MELIA HOTELS INTERNATIONAL S.A.
TRE TECNICAS REUNIDAS SA
ALD ALD SA
VOS VOSSLOH AG
ATRY ATRYS HEALTH
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
NEXI NEXI S.P.A.
TE TECHNIP ENERGIES NV
FUR FUGRO NV
- Delphine Brault
- Quentin Borie
APAML APERAM SA
GTT GAZTRANSPORT & TECHNIGAZ SA
SBMO SBM OFFSHORE NV
MF WENDEL SE
INF INFOTEL SA
KCO KLOECKNER & CO SE
NRG NRJ GROUP SA
ATE ALTEN SA
ELG ELMOS SEMICONDUCTOR SE
BOSS HUGO BOSS AG
BB SOCIETE BIC SA
WIZZ WIZZ AIR HOLDINGS PLC
DEZ DEUTZ AG
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
DLG DE'LONGHI S.P.A.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
WLN WORLDLINE SA
MEL MELIA HOTELS INTERNATIONAL S.A.
TRE TECNICAS REUNIDAS SA
ALD ALD SA
VOS VOSSLOH AG
ATRY ATRYS HEALTH
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
NEXI NEXI S.P.A.
TE TECHNIP ENERGIES NV
FUR FUGRO NV
- Andres Bolumburu
CAF: 1H’24 RESULTS (ANÁLISIS BANCO SABADELL)
2Q'24 vs. 2Q'23 Results Sales: € 1.072 Bn (+15.9% vs. +6.9% BS(e) and +10.2% consensus); EBIT: € 55.0 M (+31.0% vs. +21.4% BS(e) and +23.8% consensus); Net Profit: € 29.0 M (+110.1% vs. +77.5% BS(e) and +117.4% consensus); 1H'24 vs. 1H'23 Results Sales: € 2.08 Bn (+10.8% vs. +6.4% BS(e) and +8.0% consensus); EBIT: € 102.0 M (+20.0% vs. +15.3% BS(e) and +16.5% consensus); Net Profit: € 52.0 M (+52.9% vs. +39.7% BS(e) and +55.9% consensus);
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