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

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

Coffee, Croissants & Credit/EnBW, Enel, Verizon, Merlin Properties, Co...

Utilities: EnBW 9M25 financial performance slightly down. Enel 9M25 financials in line with expectations. Telecom: Verizon reportedly preparing job cuts. Real Estate: Merlin Properties 9M25: Good results with a strong Madrid office market. Colonial 9M25: Solid results, prime CBD office exposure continues to perform well

Merlin Properties : 9M 2025 – Solid operating performance and data cen...

Merlin Properties : 9M 2025 – Solide performance opérationnelle et dat...

MERLIN PROPERTIES: RDOS. 9MESES’25 (ANÁLISIS BANCO SABADELL)

Rdos. 3T'25 vs 3T'24: Ingresos por rentas: 133,4 M euros (+6,4% vs +7,1% BS(e)); EBITDA: 94,22 M euros (-3,8% vs +4,5% BS(e)); FFO: 78,8 M euros (-4,7% vs -9,4% BS(e)). Rdos. 9meses'25 vs 9meses'24: Ingresos por rentas: 398,1 M euros (+6,6% vs +6,8% BS(e)); EBITDA: 299,52 M euros (+7,3% vs +9,6% BS(e)); FFO: 245,4 M euros (+6,5% vs +4,8% BS(e)).

IBERIAN DAILY 14 NOVEMBER + 3Q’25 RESULTS. PREVIEWS (ANÁLISIS BANCO SA...

NEWS SUMMARY: ACCIONA, ACCIONA ENERGÍA, ACS, AENA, COLONIAL, ELECTRICITY SECTOR, MERLIN, REPSOL, SANTANDER, TALGO. 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 3Q’25 results to be released over the coming days in Spain. Markets see profit taking European stock markets ended up with profit taking in a session that ended worse than it began in a technical movement to digest th...

INFORME DIARIO 14 NOVIEMBRE + RDOS. ESPAÑA 3T’25. PREVIEWS (ANÁLISIS B...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACCIONA, ACCIONA ENERGÍA, ACS, AENA, COLONIAL, MERLIN, REPSOL, SANTANDER, SECTOR ELÉCTRICO, TALGO. EUROPA: ALLIANZ, PROSUS. 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. 3T’25 que se publicarán en España y Europa en los próximos días. Toma de beneficios en mercado Las bolsas terminaron recogiendo beneficio...

INFORME SECTORIAL SOCIMIS ESPAÑA: LA IMPORTANCIA DE LA CARTERA EN DESA...

El comportamiento operativo tanto de COL como de MRL (ocupación y rentas), sigue siendo positivo y esperamos que continúe siéndolo a futuro, aunque por distintos motivos. En el caso de MRL (100% de exposición a Iberia) la macro está apoyando el crecimiento de la demanda. Por su parte, COL, con mucha exposición a París, donde apenas hay crecimiento económico, se está beneficiando de la escasez de producto superprime. En ambos casos, y especialmente en MRL, la cartera de activos en desarrollo (pip...

IBERIAN DAILY 13 NOVEMBER + 3Q’25 RESULTS. HIGHLIGHTS AND REST OF PREV...

NEWS SUMMARY: ACS, SPANISH REITS. 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 3Q’25 results to be released over the coming days in Spain. The longest shutdown ever comes to its end European stock markets continued to welcome the end of the US shutdown, climbing >+1% and returning to their new annual highs. In the STOXX 600, Utilities and banks led the gains, whereas Househo...

INFORME DIARIO 13 NOVIEMBRE + RDOS. ESPAÑA Y EUROPA 3T'25. IDEAS DESTA...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACS, SECTORIAL SOCIMIS. EUROPA: DEUTSCHE TELEKOM, SIEMENS, 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. 3T’25 que se publicarán en España y Europa en los próximos días. Fin al shutdown más largo de la historia Las bolsas europeas siguieron festejando el final del shutdown estadounidense, con ga...

Enagas/Lower results but strong credit metrics

Enagás's financial results for the first nine months disappointed the equity market. The Spanish utility's EBITDA was down 12% but Enagás reiterated its year-end 2025 financial guidance. On the credit side, the company's credit ratios remained robust. Capital expenditure will increase substantially over the period 2025-30F, driven by hydrogen projects, in particular. At the same time, cash flow generation is expected to climb significantly as well. We changed our stance on Enagás from negative t...

Cloud growth, AI capex, Nvidia Guide, Memory, Auto Semi Cycle and more...

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the names we followed last week, follow the link below.