reports
- Research Department
INFORME DIARIO 19 DICIEMBRE (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: FLUIDRA, NATURGY, SECTOR ELÉCTRICO, VIDRALA. EUROPA: KERING. El Ibex recupera los 17.000 puntos Recuperaron el buen tono las bolsas a ambos lados del Atlántico en una jornada marcada por las reuniones del BCE y BoE y el buen dato de inflación en EE.UU. En el STOXX 600, todos los sectores menos Seguros, Farma y Autos terminaron con ganancias, liderados por Retail e Industriales. El BCE mantuvo los tipos de interés inalterados como esperado y mejoró l...
Kering annonce l'acquisition par étapes de Raselli Franco Group, acteu...
Kering annonce l'acquisition par étapes de Raselli Franco Group, acteur majeur de la fabrication de joaillerie COMMUNIQUÉ DE PRESSE 18 décembre 2025 KERING ANNONCE L’ACQUISITION PAR ÉTAPES DE RASELLI FRANCO GROUP, ACTEUR MAJEUR DE LA FABRICATION DE JOAILLERIE L’un des plus grands manufacturiers indépendants de joaillerie de luxe en Europe Prise de participation initiale de 20 %, avec trajectoire d’acquisition à 100% d'ici 2032 Une étape majeure pour Kering, avec la création d’une plateforme de croissance future dans la joaillerie Kering annonce la signature d'un accord en vue ...
Kering announces the staged acquisition of Raselli Franco Group, a lea...
Kering announces the staged acquisition of Raselli Franco Group, a leading jewelry manufacturer PRESS RELEASE December 18, 2025 KERING ANNOUNCES THE STAGED ACQUISITION OF RASELLI FRANCO GROUP, A LEADING JEWELRY MANUFACTURER One of the largest global independent luxury jewelry manufacturers in Europe Initial 20% stake, with pathway to full ownership by 2032 A major step for Kering, creating a sizeable platform for future growth in jewelry Kering is pleased to announce the signing of an agreement to acquire Raselli Franco Group, a family-owned company and a key partner renowned for it...
Kering: Monthly statement on the total number of shares and voting rig...
Kering: Monthly statement on the total number of shares and voting rights (December 2025) KeringSociété anonyme with a share capital of €493,683,112Head office: 40, rue de Sèvres – 75007 PARIS552 075 020 RCS PARIS December 18, 2025 Monthly statement on the total number of shares and voting rights (articles L.233-8 of the French Commercial Code and 223-16 of the General Regulation of the French Financial Markets Authority (AMF – Autorité des Marchés Financiers) Date Total number ofsharesTotal number of voting rightstheoretical 1exercisable 2December 15, 2025123,420,778176,682,223175,88...
Kering: Publication mensuelle du nombre d’actions composant le capital...
Kering: Publication mensuelle du nombre d’actions composant le capital et du nombre total de droits de vote (Décembre 2025) KeringSociété anonyme au capital de 493 683 112 €Siège social : 40, rue de Sèvres – 75007 PARIS552 075 020 RCS PARIS Le 18 décembre 2025 Publication mensuelle du nombre d’actions composant le capital et du nombre total de droits de vote (articles L. 233-8 du code de commerce et 223-16 du règlement général de l’AMF) Date d’arrêté desinformationsNombre total d’actionscomposant le capitalNombre total de droits de votethéoriques 1exerçables 2 15/12/2025 123 420 778...
- Patrick Steiner
APAML APERAM SA
ACN ACCENTURE PLC CLASS A
EXE EXEL INDUSTRIES SA
INF INFOTEL SA
EVN EVN AG
SWP SWORD GROUP SE
AUB AUBAY SA
ATE ALTEN SA
COTN COMET HOLDING AG
CAP CAPGEMINI SE
TXGN TX GROUP AG
DEZ DEUTZ AG
VRNL VERNEUIL PARTICIPATIONS
CTAC CTAC N.V.
TIETO TIETOEVRY OYJ
COK CANCOM SE
BC8 BECHTLE AG
ADN1 ADESSO AG
CIE CIE AUTOMOTIVE S.A.
LFDE LA FRANCAISE DE L'ENERGIE SA
IDR INDRA SISTEMAS S.A. CLASS A
ECONT ECONOCOM GROUP SE CLASS D
REY REPLY S.P.A.
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
ALHGR HOFFMANN GREEN CEMENT TECHNOLOGIES SA
NA9 NAGARRO
AROBS AROBS TRANSILVANIA SOFTWARE SA
IOS IONOS GROUP SE
ATO ATOS SE
IFCN INFICON HOLDING AG
- Patrick Steiner
APAML APERAM SA
ACN ACCENTURE PLC CLASS A
EXE EXEL INDUSTRIES SA
INF INFOTEL SA
EVN EVN AG
SWP SWORD GROUP SE
AUB AUBAY SA
ATE ALTEN SA
COTN COMET HOLDING AG
CAP CAPGEMINI SE
TXGN TX GROUP AG
DEZ DEUTZ AG
VRNL VERNEUIL PARTICIPATIONS
CTAC CTAC N.V.
TIETO TIETOEVRY OYJ
COK CANCOM SE
BC8 BECHTLE AG
ADN1 ADESSO AG
CIE CIE AUTOMOTIVE S.A.
LFDE LA FRANCAISE DE L'ENERGIE SA
IDR INDRA SISTEMAS S.A. CLASS A
ECONT ECONOCOM GROUP SE CLASS D
REY REPLY S.P.A.
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
ALHGR HOFFMANN GREEN CEMENT TECHNOLOGIES SA
NA9 NAGARRO
AROBS AROBS TRANSILVANIA SOFTWARE SA
IOS IONOS GROUP SE
ATO ATOS SE
IFCN INFICON HOLDING AG
- Ghada Ben Sedrine
- Nicolas David
ADP AEROPORTS DE PARIS SA
SOP SOPRA STERIA GROUP SA
ACN ACCENTURE PLC CLASS A
INF INFOTEL SA
SWP SWORD GROUP SE
AUB AUBAY SA
KER KERING SA
ATE ALTEN SA
CAP CAPGEMINI SE
VRNL VERNEUIL PARTICIPATIONS
CTAC CTAC N.V.
TIETO TIETOEVRY OYJ
HM B H&M HENNES & MAURITZ AB CLASS B
COK CANCOM SE
BC8 BECHTLE AG
ADN1 ADESSO AG
IDR INDRA SISTEMAS S.A. CLASS A
ECONT ECONOCOM GROUP SE CLASS D
BP. BP P.L.C.
REY REPLY S.P.A.
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
NA9 NAGARRO
DSY DASSAULT SYSTEMES SA
AROBS AROBS TRANSILVANIA SOFTWARE SA
IOS IONOS GROUP SE
ATO ATOS SE
- Ghada Ben Sedrine
- Nicolas David
ADP AEROPORTS DE PARIS SA
SOP SOPRA STERIA GROUP SA
ACN ACCENTURE PLC CLASS A
INF INFOTEL SA
SWP SWORD GROUP SE
AUB AUBAY SA
KER KERING SA
ATE ALTEN SA
CAP CAPGEMINI SE
VRNL VERNEUIL PARTICIPATIONS
CTAC CTAC N.V.
TIETO TIETOEVRY OYJ
HM B H&M HENNES & MAURITZ AB CLASS B
COK CANCOM SE
BC8 BECHTLE AG
ADN1 ADESSO AG
IDR INDRA SISTEMAS S.A. CLASS A
ECONT ECONOCOM GROUP SE CLASS D
BP. BP P.L.C.
REY REPLY S.P.A.
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
NA9 NAGARRO
DSY DASSAULT SYSTEMES SA
AROBS AROBS TRANSILVANIA SOFTWARE SA
IOS IONOS GROUP SE
ATO ATOS SE
- Nicolas David
- Nicolas Thorez
ACN ACCENTURE PLC CLASS A
INF INFOTEL SA
SWP SWORD GROUP SE
AUB AUBAY SA
ATE ALTEN SA
CAP CAPGEMINI SE
VRNL VERNEUIL PARTICIPATIONS
CTAC CTAC N.V.
TIETO TIETOEVRY OYJ
COK CANCOM SE
BC8 BECHTLE AG
ADN1 ADESSO AG
IDR INDRA SISTEMAS S.A. CLASS A
ECONT ECONOCOM GROUP SE CLASS D
REY REPLY S.P.A.
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
NA9 NAGARRO
AROBS AROBS TRANSILVANIA SOFTWARE SA
IOS IONOS GROUP SE
ATO ATOS SE
- Nicolas David
- Nicolas Thorez
ACN ACCENTURE PLC CLASS A
INF INFOTEL SA
SWP SWORD GROUP SE
AUB AUBAY SA
ATE ALTEN SA
CAP CAPGEMINI SE
VRNL VERNEUIL PARTICIPATIONS
CTAC CTAC N.V.
TIETO TIETOEVRY OYJ
COK CANCOM SE
BC8 BECHTLE AG
ADN1 ADESSO AG
IDR INDRA SISTEMAS S.A. CLASS A
ECONT ECONOCOM GROUP SE CLASS D
REY REPLY S.P.A.
AEIN ALLGEIER HOLDING AG
WAVE WAVESTONE SA
NA9 NAGARRO
AROBS AROBS TRANSILVANIA SOFTWARE SA
IOS IONOS GROUP SE
ATO ATOS SE
- Research Department
IBERIAN DAILY 18 DECEMBER (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: AEDAS HOMES, AENA, AMADEUS, CIE AUTOMOTIVE, EBRO FOODS, NATURGY, NEINOR HOMES, TELEFÓNICA. Awaiting new drivers Most European indices, with the exception of peripheral markets, ended with slight corrections in a session without macroeconomic data. In the STOXX 600, almost all sectors (16/20) ended with gains, led by Basic Resources and Telecommunications vs. the bigger drops of Technology and Construction. On the macro side, in the euro zone, November’s final inflation was cut one...
- Jean Danjou
- Research Department
INFORME DIARIO 18 DICIEMBRE (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AEDAS HOMES, AENA, AMADEUS, CIE AUTOMOTIVE, EBRO FOODS, NATURGY, NEINOR HOMES, TELEFÓNICA A la espera de nuevos catalizadores Poco movimiento en Europa en una jornada descargada de datos macro que terminó con tímidas pérdidas en la mayoría de los índices salvo para la periferia. En el STOXX 600, casi todos los sectores (16/20) terminaron con ganancias, lideradas por R. Básicos y Telecomunicaciones frente a las mayores caídas de Tecnología y Construc...
- Jean Danjou
Deutsche Telekom AG: 1 director
A director at Deutsche Telekom AG sold 1,796 shares at 26.680EUR and the significance rating of the trade was 54/100. 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 clea...
Neinor Homes successfully acquires over 79% of AEDAS, fulfilling its o...
Neinor Homes successfully acquires over 79% of AEDAS, fulfilling its objective of securing a controlling interest before year-end At the Voluntary Tender Offer launched on 25 November, Neinor successfully acquired 79.20% stake in AEDAS, fulfilling its objective of securing a controlling interest in the company before year-endAs previously communicated, Neinor expects to launch a subsequent mandatory tender offer at €24.00/share, representing a 12.5% premium over the voluntary offer price, subject to CNMV’s authorisation Madrid, 17 December, 2025 – Neinor Homes (“Neinor”), Spain’s leading...
- Research Department
IBERIAN DAILY 17 DECEMBER (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: GRIFOLS, INDRA. Doubts do not disappear they change Calm prevailed at both sides of the Atlantic with a battery of macroeconomic data that did not convince the market. In the STOXX 600, almost all sectors (16/20) ended with drops, led by Energy and Industrials vs. the larger gains of Consumer Goods, Financial Services and Retail Estate. On the macro side, in the euro zone, November’s PMI fell more than expected (the manufacturing PMI was at its lowest level in 8 months) but the co...
- James Ratzer
European Telecoms for 2026 Industry action required for further outpe...
Over the past 3 years, the EU telecoms sector has had a great run – up >50%, despite modest underlying revenue/ EBITDA growth. This has almost entirely come from a deserved upwards re-rating in the multiple as the risk profile across the sector diminishes – which has been a key theme of ours in the past few years given improved regulation. So, we feel this has now largely played out.
- Research Department
INFORME DIARIO 17 DICIEMBRE (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: GRIFOLS, INDRA Las dudas no desaparecen, se transforman Volvió la cautela a ambos lados del Atlántico con una batería de datos macro que no convenció al mercado. En el STOXX 600, casi todos los sectores (16/20) terminaron con caídas, lideradas por Energía e Industriales frente a las mayores ganancias de B. de Consumo, Servicios Financieros e Inmobiliario. Por el lado macro, en la Eurozona los PMI’s de noviembre cayeron más de lo esperado (manufactur...
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.