ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 11/27/2025

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 27/11/2025

IBERIAN DAILY 27 NOVEMBER (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: AEDAS, ELECTRICITY SECTOR, NEINOR HOMES, REPSOL, UNICAJA. The Ibex near 16,500 points again European stock markets rallied in a risk-on session, with cyclical companies faring better. In the STOXX 600, Technology and Banks were the best performers whereas Autos and Food posted the biggest drop. On the macro side, in the UK chancellor R. Reeves presented a more restrictive budget than initially expected (£ 26 Bn of savings vs. £ 15 Bn consensus), which led the Office for Budget Res...

INFORME DIARIO 27 NOVIEMBRE (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AEDAS HOMES, NEINOR HOMES, REPSOL, SECTOR ELÉCTRICO, UNICAJA. El Ibex vuelve a acercarse a los 16.500 puntos Fuertes subidas en las bolsas de Europa en una sesión de risk-on y mejor comportamiento de los cíclicos. En el STOXX 600, lideraron las ganancias Tecnología y Bancos mientras que Autos y Alimentación sufrieron las mayores caídas. Por el lado macro, en R. Unido la canciller R. Reeves presentó un presupuesto más restrictivo de lo inicialment...

AEDAS Homes : H1 2025-26 results within expectations

IBERIAN DAILY 26 NOVEMBER (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: ACCIONA, ACCIONA ENERGÍA, FERROVIAL, NEINOR, TELEFÓNICA. Stock markets remain confident that the Fed will end up cutting rates European stock markets rose, welcoming higher rate cut expectations in the Fed’s next meeting, especially after the weakness of the US data released yesterday. In the STOXX 600, Construction and Retail were the best performers whereas cyclicals sectors such as Technology and Energy posted the biggest drop. On the macro side, in the US September’s retail sa...

INFORME DIARIO 26 NOVIEMBRE (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACCIONA, ACCIONA ENERGÍA, FERROVIAL, NEINOR HOMES, TELEFÓNICA. EUROPA: ENI, UNICREDIT. Confianza en que la Fed terminará bajando tipos Avances en las bolsas europeas, que siguen celebrando las mayores expectativas de bajadas de tipos para la próxima reunión de la Fed, especialmente después de la debilidad de los datos estadounidenses de hoy. En el STOXX 600, los mejores sectores fueron Construcción y Retail mientras que cíclicos como Tecnología y En...

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 11/24/2025

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 24/11/2025

IBERIAN DAILY 24 NOVEMBER (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: AEDAS, FERROVIAL, NEINOR. Stock markets far from highs Stock markets saw profit taking last week due to the doubts surrounding the Fed’s decision in December and the overvaluation of the US technology sector despite NVIDIA’s good results. In the STOXX 600, Financials was the only sector in positive territory last week, followed by Household, which reported the smallest corrections whereas the US AI selloff had a contagion effect on the Technology sector (-5%), followed by Energy. ...

ODDO : Neinor will launch a mandatory tender offer on Aedas at a highe...

INFORME DIARIO 24 NOVIEMBRE (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: AEDAS, FERROVIAL, NEINOR, EUROPA: BAYER, PROSUS, UNICREDIT Las bolsas se alejan de máximos Toma de beneficios en mercado en la semana, provocada por las dudas sobre la decisión de la Fed de diciembre y la sobrevaloración acumulada del tecnológico estadounidense. En una semana de caídas en el STOXX 600, sólo S. Financieros se mantuvo en verde seguido por Hogar con las menores pérdidas mientras que el selloff de la IA estadounidense contagió a Tecno...

Neinor Homes S.A.: 1 director

A director at Neinor Homes S.A. bought 1,750 shares at 17.200EUR and the significance rating of the trade was 53/100. 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...

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 17/11/2025

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 11/17/2025

Merlin Properties : 9M 2025 conference call: momentum in data centres ...

Merlin Properties : Conf-call 9M 2025 : la dynamique dans les DC reste...

Banco Bilbao Vizcaya Argentaria SA: 1 director

A director at Banco Bilbao Vizcaya Argentaria SA sold 52,631 shares at 19.000EUR 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 la...

MERLIN PROPERTIES: 9M’25 RESULTS (ANÁLISIS BANCO SABADELL)

3Q'25 vs. 3Q'24 Results Rental revenues: € 133.4 M (+6.4% vs. +7.1% BS(e)); EBITDA: € 94.22 M (-3.8% vs. +4.5% BS(e)); FFO: € 78.8 M (-4.7% vs. -9.4% BS(e)); 9M'25 vs. 9M'24 Results Rental revenues: € 398.1 M (+6.6% vs. +6.8% BS(e)); EBITDA: € 299.52 M (+7.3% vs. +9.6% BS(e)); FFO: € 245.4 M (+6.5% vs. +4.8% BS(e));

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 11/14/2025