reports
- Research Department
INFORME DIARIO 03 FEBRERO + RDOS. ESPAÑA Y EUROPA 4T’25. PREVIEWS (ANÁ...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AEDAS HOMES, INDRA, MELIÁ, TELEFÓNICA, UNICAJA. EUROPA: INTESA SANPAOLO, UNICREDIT. 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 Ibex alcanza los 18.000 puntos Jornada de menos a más en las bolsas europeas, con el Ibex liderando de nuevo...
- Research Department
IBERIAN DAILY 03 FEBRUARY + 4Q’25 RESULTS. PREVIEWS (ANÁLISIS BANCO SA...
NEWS SUMMARY: AEDAS HOMES, INDRA, MELIÁ, UNICAJA, 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 4Q’25 results to be released over the coming days in Spain. Ibex hits 18,000 points European stock markets saw an increasing performance, with the Ibex leading gains again, climbing more than +1.0% where the volatility of metals continued after the election of K. Warsh ...
SAP SE: 1 director
A director at SAP SE bought 6,000 shares at 169.176EUR 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 showi...
- Maissa Keskes
- Stephane Houri
FP TOTAL SE
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
DGE DIAGEO PLC
ADS ADIDAS AG
RI PERNOD RICARD SA
FGR EIFFAGE SA
UHR SWATCH GROUP LTD. BEARER
ABB ABB LTD.
NOKIA NOKIA OYJ
ENI ENI S.P.A.
REP REPSOL SA
KGX KION GROUP AG
SAP SAP SE
BP. BP P.L.C.
STM STMICROELECTRONICS NV
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
SHEL SHELL PLC
- Maissa Keskes
- Stephane Houri
FP TOTAL SE
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
DGE DIAGEO PLC
ADS ADIDAS AG
RI PERNOD RICARD SA
FGR EIFFAGE SA
UHR SWATCH GROUP LTD. BEARER
ABB ABB LTD.
NOKIA NOKIA OYJ
ENI ENI S.P.A.
REP REPSOL SA
KGX KION GROUP AG
SAP SAP SE
BP. BP P.L.C.
STM STMICROELECTRONICS NV
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
SHEL SHELL PLC
- Nicolas David
- Nicolas David
- Stefano Toffano
ENGI ENGIE SA.
SU SCHNEIDER ELECTRIC SE
KNEBV KONE OYJ CLASS B
MC LVMH MOET HENNESSY LOUIS VUITTON SE
ROG ROCHE HOLDING LTD
VOLV B VOLVO AB CLASS B
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
ABB ABB LTD.
GIVN GIVAUDAN SA
SAND SANDVIK AB
RXL REXEL SA
NOKIA NOKIA OYJ
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
ALO ALSTOM SA
SCHP SCHINDLER HOLDING AG PREF
SAN SANOFI
EZJ EASYJET PLC
01913 PRADA S.P.A.
NEM NEMETSCHEK SE
HM B H&M HENNES & MAURITZ AB CLASS B
DOKA DORMAKABA HOLDING AG
LPP LPP S.A.
MOCORP METSO OUTOTEC OYJ
MONC MONCLER SPA
ASSA B ASSA ABLOY AB CLASS B
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
INGA ING GROEP NV
LDO BANCO SANTANDER S.A.
SAP LEONARDO SPA
SIE SAP SE
ASML SIEMENS AG
STM ASML HOLDING NV
VOS STMICROELECTRONICS NV
CAF VOSSLOH AG
KBX CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
SRAIL KNORR-BREMSE AG
ENR STADLER RAIL AG
ERF SIEMENS ENERGY AG
EPI A EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
ZGN EPIROC AB
ATCO A ERMENEGILDO ZEGNA NV
ATLAS COPCO AB
- Stefano Toffano
ENGI ENGIE SA.
SU SCHNEIDER ELECTRIC SE
KNEBV KONE OYJ CLASS B
MC LVMH MOET HENNESSY LOUIS VUITTON SE
ROG ROCHE HOLDING LTD
VOLV B VOLVO AB CLASS B
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
ABB ABB LTD.
GIVN GIVAUDAN SA
SAND SANDVIK AB
RXL REXEL SA
NOKIA NOKIA OYJ
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
ALO ALSTOM SA
SCHP SCHINDLER HOLDING AG PREF
SAN SANOFI
EZJ EASYJET PLC
01913 PRADA S.P.A.
NEM NEMETSCHEK SE
HM B H&M HENNES & MAURITZ AB CLASS B
DOKA DORMAKABA HOLDING AG
LPP LPP S.A.
MOCORP METSO OUTOTEC OYJ
MONC MONCLER SPA
ASSA B ASSA ABLOY AB CLASS B
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
INGA ING GROEP NV
LDO BANCO SANTANDER S.A.
SAP LEONARDO SPA
SIE SAP SE
ASML SIEMENS AG
STM ASML HOLDING NV
VOS STMICROELECTRONICS NV
CAF VOSSLOH AG
KBX CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
SRAIL KNORR-BREMSE AG
ENR STADLER RAIL AG
ERF SIEMENS ENERGY AG
EPI A EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
ZGN EPIROC AB
ATCO A ERMENEGILDO ZEGNA NV
ATLAS COPCO AB
- Research Department
SAP: RDOS. 4T’25 Y CAMBIO DE RECOMENDACIÓN Y P.O. A BAJO REVISIÓN (ANÁ...
Rdos. 4T'25 vs 4T'24: Ventas: 9.684 M euros (+3,3% y +3,5% consenso). EBIT: 2.829 M euros (+16,1% y +12,3% consenso). Rdos. 2025 vs 2024: Ventas: 36.800 M euros (+8% % +8% consenso); EBIT: 10.419 M euros (+28% vs +27%% consenso).
- Nicolas David
- Nicolas David
- Research Department
INFORME DIARIO 29 ENERO + RDOS. ESPAÑA Y EUROPA 4T’25. PREVIEWS (ANÁLI...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AEDAS HOMES, NATURGY, NEINOR HOMES. EUROPA: ING, NOKIA, SANOFI, SAP. 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 lujo arrastra a Europa Caídas en las bolsas europeas tras la mala acogida de Rdos de LVMH y antes de la comparecencia de J...
- Research Department
INFORME DIARIO 28 ENERO + RDOS. ESPAÑA Y EUROPA 4T’25. PREVIEWS (ANÁLI...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: IBERDROLA. EUROPA: ASML, LVMH. 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. Los aranceles presionan al dólar Las bolsas europeas cerraron con ganancias mientras el rebrote del riesgo comercial depreció al dólar, algo que en palabras del pr...
- Research Department
IBERIAN DAILY 28 JANUARY + 4Q’25 RESULTS. PREVIEWS (ANÁLISIS BANCO SAB...
NEWS SUMMARY: IBERDROLA. 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 4Q’25 results to be released over the coming days in Spain. Tariffs pressure the dollar European stock markets closed with gains, while the renewed trade risk depreciated the dollar to above 1.1900 against the euro, which is not a source of concern for D. Trump. Thus, the €/US$ exchange rate hit 1.20 (4-ye...
- Carole Braudeau
Credit Morning 01/27/2026
APCOA: new bond issuance to reduce its interest burden and pay a dividend|Fnac Darty : Conference call feedback regarding the takeover bid|OPmobility to acquire Hyundai Mobis' lighting business|Jeanbrun scheme: a real boost for new home reservations?|Italmatch: New bond issuance and rating upgrade|
- Carole Braudeau
Morning Crédit 27/01/2026
APCOA: new bond issuance to reduce its interest burden and pay a dividend|Fnac Darty : Feedback conference call relative à l’OPA|OPmobility va racheter l’activité d’éclairage de Hyundai Mobis|Dispositif Jeanbrun, véritable coup de pouce pour les réservations de logements neufs ?|Italmatch: New bond issuance and rating upgrade|
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Jesse Norcross
- Nadège Tillier
- Timothy Rahill
- Bruno Cavalier
- Robert Jan Vos
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
HEIA HEINEKEN NV
BN DANONE SA
RNO RENAULT SA
SLB.N SCHLUMBERGER NV
MC LVMH MOET HENNESSY LOUIS VUITTON SE
VOLV B VOLVO AB CLASS B
EO FAURECIA SA
BAER JULIUS BAER GRUPPE AG
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
DAI DAIMLER AG
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
POM PLASTIC OMNIUM SE
TYRES NOKIAN RENKAAT OYJ
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
FR VALEO SE
CARL B CARLSBERG A/S CLASS B
VOW3 VOLKSWAGEN AG PREF
RY4C RYANAIR HOLDINGS PLC
01913 PRADA S.P.A.
CIE CIE AUTOMOTIVE S.A.
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
RACE FERRARI NV
ABI ANHEUSER-BUSCH INBEV SA/NV
SAP SAP SE
PIRC PIRELLI & C. S.P.A.
GEST GESTAMP AUTOMOCION S.A.
8TRA TRATON SE
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
STLA STELLANTIS N.V.
DTG DAIMLER TRUCK
IVG IVECO GROUP
ZGN ERMENEGILDO ZEGNA NV
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
ALIV SDB AUTOLIV INC.
BRE BREMBO S.P.A.
- Bruno Cavalier
- Robert Jan Vos
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
HEIA HEINEKEN NV
BN DANONE SA
RNO RENAULT SA
SLB.N SCHLUMBERGER NV
MC LVMH MOET HENNESSY LOUIS VUITTON SE
VOLV B VOLVO AB CLASS B
EO FAURECIA SA
BAER JULIUS BAER GRUPPE AG
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
DAI DAIMLER AG
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
POM PLASTIC OMNIUM SE
TYRES NOKIAN RENKAAT OYJ
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
FR VALEO SE
CARL B CARLSBERG A/S CLASS B
VOW3 VOLKSWAGEN AG PREF
RY4C RYANAIR HOLDINGS PLC
01913 PRADA S.P.A.
CIE CIE AUTOMOTIVE S.A.
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
RACE FERRARI NV
ABI ANHEUSER-BUSCH INBEV SA/NV
SAP SAP SE
PIRC PIRELLI & C. S.P.A.
GEST GESTAMP AUTOMOCION S.A.
8TRA TRATON SE
AML ASTON MARTIN LAGONDA GLOBAL HOLDINGS
STLA STELLANTIS N.V.
DTG DAIMLER TRUCK
IVG IVECO GROUP
ZGN ERMENEGILDO ZEGNA NV
ML COMPAGNIE GENERALE DES ETABLISSEMENTS MICHELIN
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
ALIV SDB AUTOLIV INC.
BRE BREMBO S.P.A.
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