reports
- Javier Esteban
- Carole Braudeau
- Carole Braudeau
- Research Department
IBERIAN DAILY 16 MARCH (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: MAPFRE, SANTANDER. The war in Iran continues European stock markets fell last week, with the Euro STOXX 50 and Ibex 35 on the verge of falling below the 5,700 and 17,000 point support. In the STOXX 600, the best-performing sectors were Energy (thanks to the hike in Brent crude prices) and Utilities, whereas Real Estate and Consumer Goods suffered the biggest corrections last week (around -4.0%). On the macro side, in Spain, February’s final inflation confirmed the preliminary da...
- Research Department
INFORME DIARIO 16 MARZO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: MAPFRE, SANTANDER. Continúa la guerra en Irán Semana de caídas en las bolsas europeas, que testearon los soportes clave de los 5.700 puntos en el Euro STOXX 50 y de los 17.000 puntos en el Ibex 35. En la semana del STOXX 600, los mejores sectores fueron Energía (gracias a la escalada de los precios del Brent) y Utilities mientras que Inmobiliario y B. Consumo terminaron con correcciones c. -4,0%. Por el lado macro, en España la inflación de febrer...
- Jerôme Bodin
FP TOTAL SE
AC ACCOR SA
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
WTB WHITBREAD PLC
G ASSICURAZIONI GENERALI S.P.A.
ZAL ZALANDO SE
ENI ENI S.P.A.
GEBN GEBERIT AG
RWE RWE AG
REP REPSOL SA
RTLL RTL GROUP S.A.
SHOT SCANDIC HOTELS GROUP
MEL MELIA HOTELS INTERNATIONAL S.A.
NHH NH HOTEL GROUP SA
BP. BP P.L.C.
REY REPLY S.P.A.
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
IHG INTERCONTINENTAL HOTELS GROUP PLC
DTG DAIMLER TRUCK
SHEL SHELL PLC
- Jerôme Bodin
FP TOTAL SE
AC ACCOR SA
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
WTB WHITBREAD PLC
G ASSICURAZIONI GENERALI S.P.A.
ZAL ZALANDO SE
ENI ENI S.P.A.
GEBN GEBERIT AG
RWE RWE AG
REP REPSOL SA
RTLL RTL GROUP S.A.
SHOT SCANDIC HOTELS GROUP
MEL MELIA HOTELS INTERNATIONAL S.A.
NHH NH HOTEL GROUP SA
BP. BP P.L.C.
REY REPLY S.P.A.
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
IHG INTERCONTINENTAL HOTELS GROUP PLC
DTG DAIMLER TRUCK
SHEL SHELL PLC
- Anthony Dick
- Michael Foundoukidis
- Anthony Dick
- Michael Foundoukidis
- Ahmed Ben Salem
FP TOTAL SE
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
ZURN ZURICH INSURANCE GROUP LTD
CEZ CEZ AS
FHZN FLUGHAFEN ZURICH AG
PKO PKO BANK POLSKI S.A.
KER KERING SA
ZAL ZALANDO SE
ENI ENI S.P.A.
GEBN GEBERIT AG
RWE RWE AG
HEN3 HENKEL AG & CO. KGAA PREF
SLHN SWISS LIFE HOLDING AG
REP REPSOL SA
ITX INDUSTRIA DE DISENO TEXTIL S.A.
POST OSTERREICHISCHE POST AG
ANDR ANDRITZ AG
STR STRABAG SE
LDO LEONARDO SPA
BP. BP P.L.C.
ALG ALLEGRO.EU SA
DTG DAIMLER TRUCK
SHEL SHELL PLC
ACLN ACCELLERON INDUSTRIES LTD
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
UN0 UNIPER SE
- Ahmed Ben Salem
FP TOTAL SE
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
ZURN ZURICH INSURANCE GROUP LTD
CEZ CEZ AS
FHZN FLUGHAFEN ZURICH AG
PKO PKO BANK POLSKI S.A.
KER KERING SA
ZAL ZALANDO SE
ENI ENI S.P.A.
GEBN GEBERIT AG
RWE RWE AG
HEN3 HENKEL AG & CO. KGAA PREF
SLHN SWISS LIFE HOLDING AG
REP REPSOL SA
ITX INDUSTRIA DE DISENO TEXTIL S.A.
ANDR ANDRITZ AG
STR STRABAG SE
LDO LEONARDO SPA
BP. BP P.L.C.
ALG ALLEGRO.EU SA
DTG DAIMLER TRUCK
SHEL SHELL PLC
ACLN ACCELLERON INDUSTRIES LTD
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
UN0 UNIPER SE
- Anthony Dick
- Michael Foundoukidis
- Anthony Dick
- Michael Foundoukidis
- Oscar Rodriguez
BMW: RDOS. 4T’25 (ANÁLISIS BANCO SABADELL)
Rdos. 4T'25 vs 4T'24: Ventas: 33.454 M euros (-8,1% vs +1,6% BS(e) y +1,5% consenso); EBIT: 2.122 M euros (+12,8% vs +0,5% BS(e) y -1,0% consenso); Rdos. 2025 vs 2024: Ventas: 133.453 M euros (-6,3% vs -3,8% BS(e) y -3,8% consenso); EBIT: 10.186 M euros (-11,5% vs -13,5% BS(e) y -13,7% consenso).
- Baptiste Salaville
- Julian Dobrovolschi
IFX INFINEON TECHNOLOGIES AG
IPS IPSOS
SCHP SECHE ENVIRONNEMENT
LOGI 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
IPS IPSOS
SCHP SECHE ENVIRONNEMENT
LOGI 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
FORTUM FORTUM OYJ
TFI TELEVISION FRANCAISE 1 SA
DBG DERICHEBOURG SA
ELG ELMOS SEMICONDUCTOR SE
EOAN E.ON SE
BOSS HUGO BOSS AG
REE RED ELECTRICA CORP. SA
ENI ENI S.P.A.
ELE ENDESA S.A.
ORSTED ORSTED
RWE RWE AG
VER VERBUND AG CLASS A
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
KOMN KOMAX HOLDING AG
ELI ELIA GROUP SA/NV
SESL SES-IMAGOTAG SA
EDW EDP RENOVAVEIS SA
SAX STROEER SE & CO. KGAA
SSO SCATEC ASA
MELE MELEXIS NV
ENG ENAGAS SA
TIT TELECOM ITALIA S.P.A.
TWEKA TKH GROUP N.V. CERT
RENE REDES ENERGETICAS NACIONAIS SA
IBE IBERDROLA SA
VLTSA VOLTALIA
MOB MOBILEZONE HOLDING AG
FNTN FREENET AG
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
IDR INDRA SISTEMAS S.A. CLASS A
COPN COSMO PHARMACEUTICALS NV
BP. BP P.L.C.
BFSA BEFESA SA
REY REPLY S.P.A.
STM STMICROELECTRONICS NV
DMP DERMAPHARM HOLDING SE
M MED LIFE
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
WAVE WAVESTONE SA
GRE GRENERGY RENOVABLES
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
SPG SPRINGER NATURE AG & CO. KGAA
ALHG LOUIS HACHETTE GROUP
- Baptiste Salaville
- Julian Dobrovolschi
IPS IPSOS
SCHP SECHE ENVIRONNEMENT
LOGI 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
FORTUM FORTUM OYJ
TFI TELEVISION FRANCAISE 1 SA
DBG DERICHEBOURG SA
ELG ELMOS SEMICONDUCTOR SE
EOAN E.ON SE
BOSS HUGO BOSS AG
REE RED ELECTRICA CORP. SA
ENI ENI S.P.A.
ELE ENDESA S.A.
ORSTED ORSTED
RWE RWE AG
VER VERBUND AG CLASS A
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
KOMN KOMAX HOLDING AG
ELI ELIA GROUP SA/NV
SESL SES-IMAGOTAG SA
EDW EDP RENOVAVEIS SA
SAX STROEER SE & CO. KGAA
SSO SCATEC ASA
MELE MELEXIS NV
ENG ENAGAS SA
TIT TELECOM ITALIA S.P.A.
TWEKA TKH GROUP N.V. CERT
RENE REDES ENERGETICAS NACIONAIS SA
IBE IBERDROLA SA
VLTSA VOLTALIA
MOB MOBILEZONE HOLDING AG
FNTN FREENET AG
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
IDR INDRA SISTEMAS S.A. CLASS A
COPN COSMO PHARMACEUTICALS NV
BP. BP P.L.C.
BFSA BEFESA SA
REY REPLY S.P.A.
STM STMICROELECTRONICS NV
DMP DERMAPHARM HOLDING SE
M MED LIFE
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
WAVE WAVESTONE SA
GRE GRENERGY RENOVABLES
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
SPG SPRINGER NATURE AG & CO. KGAA
ALHG LOUIS HACHETTE GROUP
- Baptiste Salaville
- Julian Dobrovolschi
IFX INFINEON TECHNOLOGIES AG
IPS IPSOS
SCHP SECHE ENVIRONNEMENT
LOGI 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
- Research Department
INFORME DIARIO 10 MARZO + RDOS. EUROPA. PREVIEWS (ANÁLISIS BANCO SABAD...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: OHLA, SANTANDER, SECTOR ELÉCTRICO. EUROPA: AIRBUS, PROSUS, VOLKSWAGEN. 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. El Brent termina por debajo de los 100 dólares Fuerte volatilidad en los mercados de la mano de las subidas del Brent pero qu...
- Research Department
IBERIAN DAILY 10 MARCH (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: ELECTRICITY SECTOR, OHLA, SANTANDER. Brent falls below US$ 100 There was strong volatility on the markets, with Brent crude rising, though then falling back due to the G7’s talks of releasing oil reserves (that will continue today) and its decision to initiate an international mission to progressively open the Strait of Hormuz, and lastly Trump’s announcement that the war in Iran could end soon and that sanctions on Russia will be reduced. This alleviated the drops on the stock m...
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.