reports
- Research Department
IBERIAN DAILY 08 APRIL (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: AEDAS HOMES, ALMIRALL, INDRA, REPSOL, TELEFÓNICA. Rally on the markets thanks to the two-week ceasefire European stock markets began the session with gains, then losing ground and ending with losses, with no announcement of a deal to end the ultimatum. Late last night it was learned that Iran and the US agreed to a two-week ceasefire that includes opening the Strait of Hormuz, while Israel, which supports the ceasefire, will continue to attack Lebanon. In the STOXX 600, most sect...
- Research Department
INFORME DIARIO 08 ABRIL (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AEDAS HOMES, ALMIRALL, INDRA, REPSOL, TELEFÓNICA. EUROPA: DANONE. Los mercados rebotan por la tregua de dos semanas Las bolsas europeas comenzaron la jornada con ganancias, pero fueron perdiendo terreno hasta terminar con pérdidas a la espera de que se anunciase un acuerdo que pusiera fin al ultimátum. Pasada la medianoche se conocía que Irán y EE.UU. acordaban una tregua por 2 semanas que incluye el desbloqueo del estrecho de Ormuz mientras que Is...
- James Ratzer
- Adrian Pehl
- Delphine Brault
- Nathan Mietlicki
SU SCHNEIDER ELECTRIC SE
KNEBV KONE OYJ CLASS B
G1A GEA GROUP AG
CBK COMMERZBANK AG
LISN CHOCOLADEFABRIKEN LINDT & SPRUENGLI AG
ABB ABB LTD.
SAND SANDVIK AB
RXL REXEL SA
OERL OC OERLIKON CORPORATION AG
ALO ALSTOM SA
ISP INTESA SANPAOLO S.P.A.
SCHP SCHINDLER HOLDING AG PREF
NEX NEXANS SA
AMP AMPLIFON S.P.A.
SUN SULZER AG
INRN INTERROLL HOLDING AG
KRN KRONES AG
DOKA DORMAKABA HOLDING AG
KARN KARDEX HOLDING AG
MOCORP METSO OUTOTEC OYJ
UCG UNICREDIT S.P.A.
KGX KION GROUP AG
ASSA B ASSA ABLOY AB CLASS B
BCHN BURCKHARDT COMPRESSION HOLDING AG
PRY PRYSMIAN S.P.A.
ANDR ANDRITZ AG
BOSN BOSSARD HOLDING AG
SFSN SFS GROUP AG
JUN3 JUNGHEINRICH AG PREF
SIE SIEMENS AG
NKT NKT A/S
DUE DURR AG
VOS VOSSLOH AG
SANT S&T AG
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
KBX KNORR-BREMSE AG
PHNX PHOENIX GROUP HOLDINGS PLC
SRAIL STADLER RAIL AG
ENR SIEMENS ENERGY AG
EPI A EPIROC AB
ATCO A ATLAS COPCO AB
ACLN ACCELLERON INDUSTRIES LTD
CVC CVC CAPITAL PARTNERS PLC
PFSE PFISTERER HOLDING SE
- Adrian Pehl
- Delphine Brault
- Nathan Mietlicki
SU SCHNEIDER ELECTRIC SE
KNEBV KONE OYJ CLASS B
G1A GEA GROUP AG
CBK COMMERZBANK AG
LISN CHOCOLADEFABRIKEN LINDT & SPRUENGLI AG
ABB ABB LTD.
SAND SANDVIK AB
RXL REXEL SA
OERL OC OERLIKON CORPORATION AG
ALO ALSTOM SA
ISP INTESA SANPAOLO S.P.A.
SCHP SCHINDLER HOLDING AG PREF
NEX NEXANS SA
AMP AMPLIFON S.P.A.
SUN SULZER AG
INRN INTERROLL HOLDING AG
KRN KRONES AG
DOKA DORMAKABA HOLDING AG
KARN KARDEX HOLDING AG
MOCORP METSO OUTOTEC OYJ
UCG UNICREDIT S.P.A.
KGX KION GROUP AG
ASSA B ASSA ABLOY AB CLASS B
BCHN BURCKHARDT COMPRESSION HOLDING AG
PRY PRYSMIAN S.P.A.
ANDR ANDRITZ AG
BOSN BOSSARD HOLDING AG
SFSN SFS GROUP AG
JUN3 JUNGHEINRICH AG PREF
SIE SIEMENS AG
NKT NKT A/S
DUE DURR AG
VOS VOSSLOH AG
SANT S&T AG
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
KBX KNORR-BREMSE AG
PHNX PHOENIX GROUP HOLDINGS PLC
SRAIL STADLER RAIL AG
ENR SIEMENS ENERGY AG
EPI A EPIROC AB
ATCO A ATLAS COPCO AB
ACLN ACCELLERON INDUSTRIES LTD
CVC CVC CAPITAL PARTNERS PLC
PFSE PFISTERER HOLDING SE
- Roland Pfaender
- MBA
- CFA
- CCRA
- Steven Gould
- Roland Pfaender
- MBA
- CFA
- CCRA
- Steven Gould
- Research Department
INFORME DIARIO 13 MARZO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: BBVA, IAG, TELEFÓNICA. El crudo y las dudas en crédito privado lastran la confianza en las bolsas Aumentan las caídas en los índices europeos, con el S&P 500 jugándose el soporte de los 6.700 puntos. El Euro STOXX 50 tocó la referencia de los 5.750 puntos por las tensiones en Medio Oriente (el Brent volvió a los 99 d/b) y las preocupaciones sobre el crédito privado. En el STOXX 600, los mejores sectores fueron Químicas y Utilities mientras que Via...
- Research Department
IBERIAN DAILY 13 MARCH (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: BBVA, IAG, TELEFÓNICA. Crude oil and private credit drag down stock market confidence European stock markets fell further, with the S&P 500 on the verge of falling below the 6,700 point support. The Euro STOXX 50 hit 5,750 due to the tension in the Middle East (Brent returned to US$ 99/barrel) and the concerns on private credit. In the STOXX 600, the best-performing sectors were Chemicals and Utilities, whereas Travel & Leisure and Banks suffered the biggest corrections. On the m...
- Baptiste Salaville
- Julian Dobrovolschi
INFINEON INFINEON TECHNOLOGIES AG
IPS IPSOS
SCHP SECHE ENVIRONNEMENT
LOGN LOGITECH INTERNATIONAL S.A.
FP TOTAL SE
ENX EURONEXT NV
VIE VEOLIA ENVIRONNEMENT SA
EDEN EDENRED SA
EQNR EQUINOR ASA
ETL EUTELSAT COMMUNICATIONS SA
ENGI ENGIE SA.
EDP EDP-ENERGIAS DE PORTUGAL SA
SESGL SES SA FDR (CLASS A)
GALP GALP ENERGIA SGPS SA CLASS B
BN DANONE SA
RNO RENAULT SA
CBK COMMERZBANK AG
LISN CHOCOLADEFABRIKEN LINDT & SPRUENGLI AG
FORTUM FORTUM OYJ
TFI TELEVISION FRANCAISE 1 SA
DBG DERICHEBOURG SA
FHZN FLUGHAFEN ZURICH AG
ELG ELMOS SEMICONDUCTOR SE
EOAN E.ON SE
REE RED ELECTRICA CORP. SA
ENI ENI S.P.A.
ELE ENDESA S.A.
ORSTED ORSTED
RWE RWE AG
VER VERBUND AG CLASS A
VOW3 VOLKSWAGEN AG PREF
HEN3 HENKEL AG & CO. KGAA PREF
ENEL ENEL SPA
WPP WPP PLC
REP REPSOL SA
SOI SOITEC SA
ERG ERG S.P.A.
AIXA AIXTRON SE
GAS NATURGY ENERGY GROUP S.A.
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
ELI ELIA GROUP SA/NV
SESL SES-IMAGOTAG SA
PGHN PARTNERS GROUP HOLDING AG
EDW EDP RENOVAVEIS SA
SAX STROEER SE & CO. KGAA
SSO SCATEC ASA
MELE MELEXIS NV
ENG ENAGAS SA
TIT TELECOM ITALIA S.P.A.
RENE REDES ENERGETICAS NACIONAIS SA
IBE IBERDROLA SA
VLTSA VOLTALIA
FNTN FREENET AG
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
IDR INDRA SISTEMAS S.A. CLASS A
ASML ASML HOLDING NV
BP. BP P.L.C.
BFSA BEFESA SA
REY REPLY S.P.A.
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
WAVE WAVESTONE SA
GRE GRENERGY RENOVABLES
PHNX PHOENIX GROUP HOLDINGS PLC
NEXI NEXI S.P.A.
DSC1 DUTCH STAR C SHAR
BAR BARCO NV
AG1 AUTO1 GROUP
NA9 NAGARRO
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
DSY DASSAULT SYSTEMES SA
OVH OVH GROUPE
SHEL SHELL PLC
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
ARM ARM HOLDINGS PLC
UN0 UNIPER SE
EXENS EXOSENS
AMS AMS-OSRAM AG
ALHG LOUIS HACHETTE GROUP
- Baptiste Salaville
- Julian Dobrovolschi
INFINEON INFINEON TECHNOLOGIES AG
IPS IPSOS
SCHP SECHE ENVIRONNEMENT
LOGN LOGITECH INTERNATIONAL S.A.
FP TOTAL SE
ENX EURONEXT NV
VIE VEOLIA ENVIRONNEMENT SA
EDEN EDENRED SA
EQNR EQUINOR ASA
ETL EUTELSAT COMMUNICATIONS SA
ENGI ENGIE SA.
EDP EDP-ENERGIAS DE PORTUGAL SA
SESGL SES SA FDR (CLASS A)
GALP GALP ENERGIA SGPS SA CLASS B
BN DANONE SA
RNO RENAULT SA
CBK COMMERZBANK AG
LISN CHOCOLADEFABRIKEN LINDT & SPRUENGLI AG
FORTUM FORTUM OYJ
TFI TELEVISION FRANCAISE 1 SA
DBG DERICHEBOURG SA
FHZN FLUGHAFEN ZURICH AG
ELG ELMOS SEMICONDUCTOR SE
EOAN E.ON SE
REE RED ELECTRICA CORP. SA
ENI ENI S.P.A.
ELE ENDESA S.A.
ORSTED ORSTED
RWE RWE AG
VER VERBUND AG CLASS A
VOW3 VOLKSWAGEN AG PREF
HEN3 HENKEL AG & CO. KGAA PREF
ENEL ENEL SPA
WPP WPP PLC
REP REPSOL SA
SOI SOITEC SA
ERG ERG S.P.A.
AIXA AIXTRON SE
GAS NATURGY ENERGY GROUP S.A.
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
ELI ELIA GROUP SA/NV
SESL SES-IMAGOTAG SA
PGHN PARTNERS GROUP HOLDING AG
EDW EDP RENOVAVEIS SA
SAX STROEER SE & CO. KGAA
SSO SCATEC ASA
MELE MELEXIS NV
ENG ENAGAS SA
TIT TELECOM ITALIA S.P.A.
RENE REDES ENERGETICAS NACIONAIS SA
IBE IBERDROLA SA
VLTSA VOLTALIA
FNTN FREENET AG
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
IDR INDRA SISTEMAS S.A. CLASS A
ASML ASML HOLDING NV
BP. BP P.L.C.
BFSA BEFESA SA
REY REPLY S.P.A.
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
WAVE WAVESTONE SA
GRE GRENERGY RENOVABLES
PHNX PHOENIX GROUP HOLDINGS PLC
NEXI NEXI S.P.A.
DSC1 DUTCH STAR C SHAR
BAR BARCO NV
AG1 AUTO1 GROUP
NA9 NAGARRO
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
DSY DASSAULT SYSTEMES SA
OVH OVH GROUPE
SHEL SHELL PLC
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
ARM ARM HOLDINGS PLC
UN0 UNIPER SE
EXENS EXOSENS
AMS AMS-OSRAM AG
ALHG LOUIS HACHETTE GROUP
- Roland Pfaender
- MBA
- CFA
- CCRA
- Steven Gould
- Roland Pfaender
- MBA
- CFA
- CCRA
- Steven Gould
- Research Department
IBERIAN DAILY 02 MARCH (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: AMADEUS, AMPER, CAF, IBERDROLA, REDEIA, TALGO, TELEFÓNICA, UNICAJA. We begin a highly volatile week European stock markets ended last week with corrections whereas doubts persist in the technology sector and the geopolitical tension between the US and Iran continues. The Ibex endured battery of earnings and ended above 18,000 points. In the STOXX 600, the best-performing sectors last week were Utilities and Real Estate, whereas Basic Materials and Telecoms had the biggest drops....
- Research Department
INFORME DIARIO 02 MARZO + RDOS. EUROPA. PREVIEWS (ANÁLISIS BANCO SABAD...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AMADEUS, AMPER, CAF, IBERDROLA, REDEIA, TALGO, TELEFÓNICA, UNICAJA. 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’25 que se publicarán en España y Europa en los próximos días. Empezamos una semana de elevada volatilidad Las bolsas europeas cerraron la semana con pérdidas, mientras persisten las dudas e...
- James Ratzer
- Julian Dobrovolschi
- Research Department
TELEFÓNICA: 4Q’25 RESULTS (ANÁLISIS BANCO SABADELL)
4Q'25 vs. 4Q'24 Results Sales: € 9.174 Bn (-14.3% vs. -15.5% BS(e) and -15.0% consensus); EBITDA: € 3.198 Bn (+88.0% vs. +82.8% BS(e) and +85.3% consensus); EBIT: € -1.775 Bn (€ -511.0 M in FY2024 vs. € -1.300 Bn BS(e) and € -1.203 Bn consensus); Net Profit: € -3.239 Bn (€ -1.003 Bn in FY2024 vs. € -1.201 Bn BS(e) and € -1.425 Bn consensus); FY2025 vs. FY2024 Results Sales: € 36.145 Bn (-12.1% vs. -12.4% BS(e) and -12.3% consensus); EBITDA: € 12.164 Bn (+9.9% vs. +9.1% BS(e) and +9.5% consensus)...
- Julian Dobrovolschi
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