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Ahmed Ben Salem ... (+2)
  • Ahmed Ben Salem
  • Thomas Zlowodzki
FP TOTAL SE
AC ACCOR SA
HEIA HEINEKEN NV
IPN IPSEN SA
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
BVI BUREAU VERITAS SA
KNEBV KONE OYJ CLASS B
SAND SANDVIK AB
EL ESSILORLUXOTTICA SA
ITRK INTERTEK GROUP PLC
ZAL ZALANDO SE
ENI ENI S.P.A.
SCHP SCHINDLER HOLDING AG PREF
01913 PRADA S.P.A.
REP REPSOL SA
ARCAD ARCADIS NV
RAA RATIONAL AG
MOCORP METSO OUTOTEC OYJ
EVK EVONIK INDUSTRIES AG
CFR COMPAGNIE FINANCIERE RICHEMONT SA
SIE SIEMENS AG
BP. BP P.L.C.
SIK SIKA AG
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
EPI A EPIROC AB
SHEL SHELL PLC
SGSN SGS SA
4h / 1m 4h / 1m 1 EN
Ahmed Ben Salem ... (+2)
  • Ahmed Ben Salem
  • Thomas Zlowodzki
FP TOTAL SE
AC ACCOR SA
HEIA HEINEKEN NV
IPN IPSEN SA
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
BVI BUREAU VERITAS SA
KNEBV KONE OYJ CLASS B
SAND SANDVIK AB
EL ESSILORLUXOTTICA SA
ITRK INTERTEK GROUP PLC
ZAL ZALANDO SE
ENI ENI S.P.A.
SCHP SCHINDLER HOLDING AG PREF
01913 PRADA S.P.A.
REP REPSOL SA
ARCAD ARCADIS NV
RAA RATIONAL AG
MOCORP METSO OUTOTEC OYJ
EVK EVONIK INDUSTRIES AG
CFR COMPAGNIE FINANCIERE RICHEMONT SA
SIE SIEMENS AG
BP. BP P.L.C.
SIK SIKA AG
ERF EUROFINS SCIENTIFIC SOCIETE EUROPEENNE
EPI A EPIROC AB
SHEL SHELL PLC
SGSN SGS SA
4h / 13m 4h / 13m 1 FR
Andreas Riemann
  • Andreas Riemann
PREMIUM
ZAL ZALANDO SE

Zalando : Agentic commerce – risks priced in, opportunities ignored

Despite good fundamentals, Zalando’s negative share price performance in the last few months was largely driven by concerns around agentic commerce. In this report, we show that agentic commerce provides opportunities for Zalando such as faster-growing online penetration in European fashion, Zalando becoming the preferred partner of agents, and lower costs. We also look at possible impact on operating margin under different scenarios (from +100bp to -140bp dependingon the role of the agent ). Ov...

7h / 31m 7h / 31m 1 EN
Bruno Cavalier ... (+4)
  • Bruno Cavalier
  • Roy Külter
  • Steven Boumans
  • Thomas Zlowodzki
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
HAL HAL TRUST
ZAL ZALANDO SE
NXT NEXT PLC
01913 PRADA S.P.A.
MONC MONCLER SPA
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
ZGN ERMENEGILDO ZEGNA NV
CTPNV CTP NV
03/30/26 March 30, 2026 1 EN
Bruno Cavalier ... (+4)
  • Bruno Cavalier
  • Roy Külter
  • Steven Boumans
  • Thomas Zlowodzki
MC LVMH MOET HENNESSY LOUIS VUITTON SE
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
HAL HAL TRUST
ZAL ZALANDO SE
NXT NEXT PLC
01913 PRADA S.P.A.
MONC MONCLER SPA
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
ZGN ERMENEGILDO ZEGNA NV
CTPNV CTP NV
03/30/26 March 30, 2026 1 FR
Andreas Riemann
  • Andreas Riemann
03/30/26 March 30, 2026 1 EN
Jerôme Bodin
  • Jerôme Bodin
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
FP TOTAL SE
AC ACCOR SA
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
WTB WHITBREAD PLC
G ASSICURAZIONI GENERALI S.P.A.
ZAL ZALANDO SE
ENI ENI S.P.A.
GEBN GEBERIT AG
RWE RWE AG
REP REPSOL SA
RTLL RTL GROUP S.A.
SHOT SCANDIC HOTELS GROUP
MEL MELIA HOTELS INTERNATIONAL S.A.
NHH NH HOTEL GROUP SA
BP. BP P.L.C.
REY REPLY S.P.A.
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
IHG INTERCONTINENTAL HOTELS GROUP PLC
DTG DAIMLER TRUCK
SHEL SHELL PLC
03/13/26 March 13, 2026 1 EN
Jerôme Bodin
  • Jerôme Bodin
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
FP TOTAL SE
AC ACCOR SA
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
WTB WHITBREAD PLC
G ASSICURAZIONI GENERALI S.P.A.
ZAL ZALANDO SE
ENI ENI S.P.A.
GEBN GEBERIT AG
RWE RWE AG
REP REPSOL SA
RTLL RTL GROUP S.A.
SHOT SCANDIC HOTELS GROUP
MEL MELIA HOTELS INTERNATIONAL S.A.
NHH NH HOTEL GROUP SA
BP. BP P.L.C.
REY REPLY S.P.A.
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
IHG INTERCONTINENTAL HOTELS GROUP PLC
DTG DAIMLER TRUCK
SHEL SHELL PLC
03/13/26 March 13, 2026 1 FR
Andreas Riemann
  • Andreas Riemann
03/13/26 March 13, 2026 1 EN
Ahmed Ben Salem
  • Ahmed Ben Salem
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
FP TOTAL SE
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
ZURN ZURICH INSURANCE GROUP LTD
CEZ CEZ AS
FHZN FLUGHAFEN ZURICH AG
PKO PKO BANK POLSKI S.A.
KER KERING SA
ZAL ZALANDO SE
ENI ENI S.P.A.
GEBN GEBERIT AG
RWE RWE AG
HEN3 HENKEL AG & CO. KGAA PREF
SLHN SWISS LIFE HOLDING AG
REP REPSOL SA
ITX INDUSTRIA DE DISENO TEXTIL S.A.
POST OSTERREICHISCHE POST AG
ANDR ANDRITZ AG
STR STRABAG SE
LDO LEONARDO SPA
BP. BP P.L.C.
ALG ALLEGRO.EU SA
DTG DAIMLER TRUCK
SHEL SHELL PLC
ACLN ACCELLERON INDUSTRIES LTD
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
UN0 UNIPER SE
03/12/26 March 12, 2026 1 EN
Carole Braudeau
  • Carole Braudeau
PREMIUM
ACA CREDIT AGRICOLE...
CS AXA ... (+9)

Credit Morning 03/12/2026

SES plans to issue SPACE notes and launches a tender on the PerpCall26 notes|Worldline : launch of the € 392m rights issue|airBaltic: EBITDAR guidance missed as expected; fuel costs put further pressure into the business|S&P upgrades AXA's ratings from AA-/positive to AA/stable|

ACA CREDIT AGRICOLE SA
CS AXA
SESGL SES SA FDR (CLASS A)
BFIT BASIC-FIT NV
DEC JCDECAUX SA
G ASSICURAZIONI GENERALI S.P.A.
ZAL ZALANDO SE
WLN WORLDLINE SA
DUFN DUFRY AG
03/12/26 March 12, 2026 1 EN
Ahmed Ben Salem
  • Ahmed Ben Salem
BMW BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT
FP TOTAL SE
EQNR EQUINOR ASA
GALP GALP ENERGIA SGPS SA CLASS B
ZURN ZURICH INSURANCE GROUP LTD
CEZ CEZ AS
FHZN FLUGHAFEN ZURICH AG
PKO PKO BANK POLSKI S.A.
KER KERING SA
ZAL ZALANDO SE
ENI ENI S.P.A.
GEBN GEBERIT AG
RWE RWE AG
HEN3 HENKEL AG & CO. KGAA PREF
SLHN SWISS LIFE HOLDING AG
REP REPSOL SA
ITX INDUSTRIA DE DISENO TEXTIL S.A.
ANDR ANDRITZ AG
STR STRABAG SE
LDO LEONARDO SPA
BP. BP P.L.C.
ALG ALLEGRO.EU SA
DTG DAIMLER TRUCK
SHEL SHELL PLC
ACLN ACCELLERON INDUSTRIES LTD
P911 DR. ING. H.C. F. PORSCHE AKTIENGESELLSCHAFT
UN0 UNIPER SE
03/12/26 March 12, 2026 1 FR
Carole Braudeau
  • Carole Braudeau
PREMIUM
ACA CREDIT AGRICOLE...
CS AXA ... (+9)

Morning Crédit 12/03/2026

SES compte émettre des obligations SPACE et lance un tender sur les obligations PerpCall26|Worldline : lancement de l’augmentation de capital avec DPS de 392 m EUR|airBaltic: EBITDAR guidance missed as expected; fuel costs put further pressure into the business|S&P relève les notations d’AXA de AA-/positive à AA/stable|

ACA CREDIT AGRICOLE SA
CS AXA
SESGL SES SA FDR (CLASS A)
BFIT BASIC-FIT NV
DEC JCDECAUX SA
G ASSICURAZIONI GENERALI S.P.A.
ZAL ZALANDO SE
WLN WORLDLINE SA
DUFN DUFRY AG
03/12/26 March 12, 2026 1 FR
Andreas Riemann
  • Andreas Riemann
03/12/26 March 12, 2026 1 EN
Arancha Pineiro
  • Arancha Pineiro
EUR 100.00
ITX SM Inditex (ITX SM...

INDITEX: RDOS. 4T’25 Y CAMBIO DE P.O. AL ALZA (ANÁLISIS BANCO SABADELL...

Rdos. 4T'25 vs 4T'24: Ventas: 11.693 M euros (+4,3% vs +4,5% BS(e) y +4,5% consenso); EBIT: 2.054 M euros (+9,2% vs +6,3% BS(e) y +7,6% consenso); BDI: 1.598 M euros (+12,8% vs +9,7% BS(e) y +12,4% consenso); Rdos. 2025 vs 2024: Ventas: 39.864 M euros (+3,2% vs +3,2% BS(e) y +3,2% consenso); EBIT: 7.997 M euros (+5,9% vs +5,1% BS(e) y +5,5% consenso); BDI: 6.220 M euros (+6,0% vs +5,3% BS(e) y +5,9% consenso).

ITX SM INDITEX (ITX SM)
03/11/26 March 11, 2026 1 ES
Arancha Pineiro
  • Arancha Pineiro
EUR 100.00
ITX SM Inditex (ITX SM...

INDITEX: 4Q’25 RESULTS AND T.P. INCREASE (ANÁLISIS BANCO SABADELL)

4Q'25 vs. 4Q'24 Results Sales: € 11.693 Bn (+4.3% vs. +4.5% BS(e) and +4.5% consensus); EBIT: € 2.054 Bn (+9.2% vs. +6.3% BS(e) and +7.6% consensus); Net Profit: € 1.598 Bn (+12.8% vs. +9.7% BS(e) and +12.4% consensus); FY2025 vs. FY2024 Results Sales: € 39.864 Bn (+3.2% vs. +3.2% BS(e) and +3.2% consensus); EBIT: € 7.997 Bn (+5.9% vs. +5.1% BS(e) and +5.5% consensus); Net Profit: € 6.22 Bn (+6.0% vs. +5.3% BS(e) and +5.9% consensus);

ITX SM INDITEX (ITX SM)
03/11/26 March 11, 2026 1 EN
Research Department
  • Research Department
EUR 100.00
REP REPSOL SA
MERLIN MERLIN Properti... ... (+4)

IBERIAN DAILY 11 MARCH (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: INDITEX, MELIÁ HOTELS, MERLIN PROPERTIES, REPSOL. Markets take a breather European markets rallied after expectations of the duration of the war in Iran improved. In this regard, Trump admitted in an interview with Fox that he could talk with Iran, while Israel, through its Foreign Minister, G. Saar, confirmed that it is not seeking a drawn-out conflict. In the STOXX 600, leading the rally were Basic Materials and Banks, while defensive sectors like Food and Pharma ended with the...

REP REPSOL SA
MERLIN MERLIN PROPERTIES SOCIMI S.A.
MEL MELIA HOTELS INTERNATIONAL S.A.
ITX SM INDITEX (ITX SM)
03/11/26 March 11, 2026 1 EN
Research Department
  • Research Department
EUR 100.00
FP TOTAL SE
REP REPSOL SA ... (+5)

INFORME DIARIO 11 MARZO + RDOS. EUROPA. PREVIEWS (ANÁLISIS BANCO SABAD...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: INDITEX, MELIÁ HOTELES, MERLIN PROPERTIES, REPSOL. EUROPA: TOTALENERGIES. 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 mercado respira aliviado Recuperación en los activos de riesgo, después de que mejorasen las expectativas sobre la dura...

FP TOTAL SE
REP REPSOL SA
MERLIN MERLIN PROPERTIES SOCIMI S.A.
MEL MELIA HOTELS INTERNATIONAL S.A.
ITX SM INDITEX (ITX SM)
03/11/26 March 11, 2026 1 ES
Research Department
  • Research Department
EUR 100.00
OHL Obrascon Huarte...
SAN Banco Santander... ... (+3)

IBERIAN DAILY 10 MARCH (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: ELECTRICITY SECTOR, OHLA, SANTANDER. Brent falls below US$ 100 There was strong volatility on the markets, with Brent crude rising, though then falling back due to the G7’s talks of releasing oil reserves (that will continue today) and its decision to initiate an international mission to progressively open the Strait of Hormuz, and lastly Trump’s announcement that the war in Iran could end soon and that sanctions on Russia will be reduced. This alleviated the drops on the stock m...

OHL OBRASCON HUARTE LAIN SA
SAN BANCO SANTANDER S.A.
ITX SM INDITEX (ITX SM)
03/10/26 March 10, 2026 1 EN
Research Department
  • Research Department
EUR 100.00
BKT BANKINTER SA
BBVA Banco Bilbao Vi... ... (+3)

IBERIAN DAILY 09 MARCH (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: BANKINTER, BBVA, INDITEX. Middle East conflict shoots oil prices skyward and drags down markets It was a week of volatility on global stock markets, where the fear of an energy crisis stemming from the Middle East conflict marked the pace of the markets’ performance. In the STOXX 600, all sectors ended in the red, where Energy and Media were the best performers (smallest drops), while Construction and Basic Materials posted the biggest losses (nearly -7%). On the macro side, in t...

BKT BANKINTER SA
BBVA BANCO BILBAO VIZCAYA ARGENTARIA S.A.
ITX SM INDITEX (ITX SM)
03/09/26 March 9, 2026 1 EN
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