reports
- Jerôme Bodin
TKA THYSSENKRUPP AG
EQNR EQUINOR ASA
ETL EUTELSAT COMMUNICATIONS SA
GALP GALP ENERGIA SGPS SA CLASS B
AUTN AUTONEUM HOLDING AG
BLC BASTIDE LE CONFORT MEDICAL SA
PSM PROSIEBENSAT.1 MEDIA SE
RBT ROBERTET SA
ENI ENI S.P.A.
REP REPSOL SA
ERG ERG S.P.A.
KENDR KENDRION NV
PYT POLYTEC HOLDING
B7E BLUE CAP
TWEKA TKH GROUP N.V. CERT
11B 11 BIT STUDIOS S.A.
RUI RUBIS SCA
BP. BP P.L.C.
JST JOST WERKE AG
VK VALLOUREC SA
NA9 NAGARRO
FORSE FORSEE POWER SA
IVG IVECO GROUP
SHEL SHELL PLC
NCH2 THYSSENKRUPP NUCERA AG & CO.
- Ahmed Ben Salem
EQNR EQUINOR ASA
ENGI ENGIE SA.
GALP GALP ENERGIA SGPS SA CLASS B
GFC GECINA SA
ALV ALLIANZ SE
ITRK INTERTEK GROUP PLC
ENI ENI S.P.A.
RWE RWE AG
DTE DEUTSCHE TELEKOM AG
TLX TALANX AG
REP REPSOL SA
SPSN SWISS PRIME SITE AG
SIE SIEMENS AG
BP. BP P.L.C.
DNP DINO POLSKA S.A.
LAND LAND SECURITIES GROUP PLC
SHEL SHELL PLC
NOVO B NOVO NORDISK A/S
AGN AEGON N.V.
- Ahmed Ben Salem
EQNR EQUINOR ASA
ENGI ENGIE SA.
GALP GALP ENERGIA SGPS SA CLASS B
GFC GECINA SA
ALV ALLIANZ SE
ITRK INTERTEK GROUP PLC
ENI ENI S.P.A.
RWE RWE AG
DTE DEUTSCHE TELEKOM AG
TLX TALANX AG
REP REPSOL SA
SPSN SWISS PRIME SITE AG
SIE SIEMENS AG
BP. BP P.L.C.
DNP DINO POLSKA S.A.
LAND LAND SECURITIES GROUP PLC
SHEL SHELL PLC
NOVO B NOVO NORDISK A/S
AGN AEGON N.V.
- Jerôme Bodin
TKA THYSSENKRUPP AG
EQNR EQUINOR ASA
ETL EUTELSAT COMMUNICATIONS SA
GALP GALP ENERGIA SGPS SA CLASS B
AUTN AUTONEUM HOLDING AG
BLC BASTIDE LE CONFORT MEDICAL SA
PSM PROSIEBENSAT.1 MEDIA SE
RBT ROBERTET SA
ENI ENI S.P.A.
REP REPSOL SA
ERG ERG S.P.A.
KENDR KENDRION NV
PYT POLYTEC HOLDING
B7E BLUE CAP
TWEKA TKH GROUP N.V. CERT
11B 11 BIT STUDIOS S.A.
RUI RUBIS SCA
BP. BP P.L.C.
JST JOST WERKE AG
VK VALLOUREC SA
NA9 NAGARRO
FORSE FORSEE POWER SA
IVG IVECO GROUP
SHEL SHELL PLC
NCH2 THYSSENKRUPP NUCERA AG & CO.
- Ahmed Ben Salem
- Thijs Berkelder
- Ahmed Ben Salem
- Thijs Berkelder
- Research Department
INFORME DIARIO 16 MAYO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: EUROPA: ENI. La macro en EE.UU. muestra debilidad Jornada de menos a más en las bolsas europeas que con la ayuda de datos macro positivos terminaron cerrando con subidas. En el STOXX 600 los defensivos Telecos y Utilities fueron los sectores que más subieron frente a Energía y R. Básicos que fueron los que más cayeron. Por el lado macro, en la Eurozona la segunda lectura del PIB 1T’25 ratificó el 1,2% a/a con la producción industrial de marzo y la creació...
- Marc Zwartsenburg
- CEFA
bpost/Surprisingly positive Last Mile; upgrade coming?/HOLD
We keep our HOLD rating, but we increase our target price from €1.55 to €1.75. bpost reported a strong 1Q25 with a 22% beat vs company compiled consensus. Whereas BeNe Last Mile disappointed in the previous quarter, it now surprised strongly on the upside despite the impact from the strikes. bpost does not see an impact from the tariff wars and it might be less of an issue than initially expected. Radial US is still in a tough spot but with an improving pipeline while Staci seemed on track, alth...
- Julian Dobrovolschi
ENGI ENGIE SA.
EN BOUYGUES SA
HNR1 HANNOVER RUECK SE
CEZ CEZ AS
KBC KBC GROUP N.V.
RF EURAZEO SA
MRK MERCK KGAA
EOAN E.ON SE
ALO ALSTOM SA
ENI ENI S.P.A.
RWE RWE AG
VER VERBUND AG CLASS A
DTE DEUTSCHE TELEKOM AG
ANA ACCIONA SA
BC8 BECHTLE AG
BOSN BOSSARD HOLDING AG
SFSN SFS GROUP AG
SIE SIEMENS AG
PIRC PIRELLI & C. S.P.A.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
DTG DAIMLER TRUCK
SYENS SYENSQO
CVC CVC CAPITAL PARTNERS PLC
- Julian Dobrovolschi
ENGI ENGIE SA.
EN BOUYGUES SA
HNR1 HANNOVER RUECK SE
CEZ CEZ AS
KBC KBC GROUP N.V.
RF EURAZEO SA
MRK MERCK KGAA
EOAN E.ON SE
ALO ALSTOM SA
ENI ENI S.P.A.
RWE RWE AG
VER VERBUND AG CLASS A
DTE DEUTSCHE TELEKOM AG
ANA ACCIONA SA
BC8 BECHTLE AG
BOSN BOSSARD HOLDING AG
SFSN SFS GROUP AG
SIE SIEMENS AG
PIRC PIRELLI & C. S.P.A.
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
DTG DAIMLER TRUCK
SYENS SYENSQO
CVC CVC CAPITAL PARTNERS PLC
- Ahmed Ben Salem
- Ahmed Ben Salem
- Roy Külter
- Steven Boumans
- Roy Külter
- Steven Boumans
- ING Helpdesk
Benelux Morning Notes
Alfen: Dead cat bounce? Ayvens: Overhang cure. Belgian telcos: Hey! discontinues €5 offer, OBEL price increases from June 2025. B&S Group: Pulls FY EBITDA guidance in light of tariffs. D'Ieteren: CMD, 1Q25 Preview. Kendrion: Wrestling through difficult macro conditions. NN Group, ASR: Vote on Dutch pension reforms postponed. TKH Group: Not that bad, good progress at Eemshaven. UCB: US Most Favoured Nation initiative back on the agenda. Vastned: Good results, integration ongoing...
Amundi Group: 2 directors
Two Directors at Amundi Group bought/sold after exercising options 4,607 shares at between 72.600EUR and 74.600EUR. The significance rating of the trade was 69/100. 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 c...
- Christian Arnold
- Delphine Brault
Geberit AG : Strong product innovation pipeline offers above-average g...
Geberit has outperformed the underlying European construction market every year bar three since it became a listed company in 1999. One of the main reasons for this is its strong innovation power. Given the (successful) launch of various blockbuster products in the recent past and in 2025, we have raised our 2025/2026 EPS estimates by +2%/+4%. Moreover, improving sentiment in its leading market, Germany, and the potential for lower interest rates has prompted us to adopt a bull case valuation ap...
Disclosure of transactions in on shares from May 05th to May 09th, 20...
Disclosure of transactions in on shares from May 05th to May 09th, 2025 Nanterre, May 12th, 2025 Disclosure of transactions in on shares from May 05th to May 09th, 2025 Within the framework of the authorization granted by the General Meeting of VINCI SA of April 17th 2025, to trade in its shares and in accordance with the regulations relating to share buybacks, VINCI SA (LEI:213800WFQ334R8UXUG83) declares the purchases of treasury shares below (FR0000125486), carried out from May 05th to May 09th, 2025: I - Aggregate presentation by day and by market Issuer’s n...
Déclaration des transactions sur actions propres Du 05 mai 2025 au 09...
Déclaration des transactions sur actions propres Du 05 mai 2025 au 09 mai 2025 Nanterre, le 12 mai 2025 Déclaration des transactions sur actions propres Du 05 mai 2025 au 09 mai 2025 Dans le cadre de l’autorisation consentie par l’Assemblée générale de VINCI SA du 17 avril 2025 pour opérer sur ses actions et conformément à la réglementation relative aux rachats d’action, VINCI SA (LEI: 213800WFQ334R8UXUG83) déclare ci-après les achats d’actions propres (FR0000125486) réalisés du 05 mai 2025 au 09 mai 2025 : I - Présentation agrégée par jour et par marché Nom de l'émetteurJour de la tr...
Geberit AG: 1 director
A director at Geberit AG sold 900 shares at 595.000CHF and the significance rating of the trade was 93/100. 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 showin...
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