IBERIAN DAILY 22 AUGUST (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: IAG, TELEFÓNICA. Markets doubtful awaiting Powell in Jackson Hole European stock markets closed better than they opened, with some indices like the FTSE 100 managing to end with slight gains, whereas the DAX and IBEX ended practically flat. In the STOXX 600, the sectors rising the most were Energy, Banks and Basic Materials, with the biggest drops coming in Media, Consumer Goods and Chemicals. On the macro side, in the euro zone August’s preliminary manufacturing PMI rose more tha...

INFORME DIARIO 22 AGOSTO (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: IAG, TELEFÓNICA. EUROPA: AIR LIQUIDE. Mercados dubitativos a la espera de Powell en Jacson Hole Ayer las bolsas europeas fueron de menos a más y algunos índices como el FTSE 100 lograron terminar con ligeras ganancias mientras que el DAX y el Ibex terminaron casi sin cambios. En el STOXX 600 los sectores que más subieron fueron Energía, Bancos y R. Básicos frente a las mayores caídas de Media, B. Consumo y Químicas. Por el lado macro, en Eurozona el...

Credit Morning 08/21/2025

Coty: A weak Q4 below expectations|

Morning Crédit 21/08/2025

Coty : un T4 faible et en-dessous des attentes|

IBERIAN DAILY 20 AUGUST (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: IAG. European stock markets outperform US counterparts Yesterday European stock markets once again performed well, widening the outperformance gap with the S&P 500 in this second half of the month. In the STOXX 600, the sectors rising the most were Autos, Consumer Goods and Chemicals (all more than +2.0%), compared to Real Estate, which was the only sector closing in the red, and the cyclicals Industrials and Energy (dragged down by the Brent rout), which rose the least. On the ma...

INFORME DIARIO 20 AGOSTO (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: IAG. Los índices europeos sacan ventaja a los americanos Ayer las bolsas europeas volvieron a hacerlo bien y aprovecharon para ampliar el mejor comportamiento relativo frente al S&P 500 en esta segunda mitad de mes. En el STOXX 600 los sectores que más subieron fueron Autos, B. Consumo y Químicas (todos más de un +2,0%) frente a Inmobiliario que fue el único que cerró negativo y los cíclicos Industria y Energía (lastrado por la caída del Brent) que ...

Credit Morning 08/19/2025

SoftBank Group to invest $ 2bn in Intel|

Morning Crédit 19/08/2025

SoftBank Group va investir 2 mds USD dans Intel|

Credit Morning 08/18/2025

Kantar: slowdown is confirmed in H1 2025 but EBITDA remains up thanks to mix effects|

Morning Crédit 18/08/2025

Kantar : le ralentissement se confirme au S1 2025, mais l’EBITDA reste en hausse grâce au mix|

Axa: 1 director

A director at Axa bought 2,000 shares at 41.728EUR and the significance rating of the trade was 58/100. 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 showing Cl...

Credit Morning 08/06/2025

Zalando lifts guidance after strong first-half and completion of About You acquisition|BPM publishes solid H1 results, including Anima for the first time|BPCE reports strong Q2 results|

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 06/08/2025

ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 08/06/2025

Morning Crédit 06/08/2025

Zalando : guidances relevées après un bon S1 et la finalisation de l’acquisition d’About You|BPM publie de solides résultats S1 qui intègrent Anima, pour la première fois|BPCE signe de solides résultats semestriels|

Bayer : Prelim. Q2 results confirmed – Upward revision to guidance lar...

INFORME DIARIO 06 AGOSTO + RDOS. EUROPA 2T’25. PREVIEWS (ANÁLISIS BANC...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: IBERDROLA, SOLARIA. EUROPA: AHOLD DELHAIZE, BAYER. 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. 2T’25 que se publicarán en España y Europa en los próximos días. Poco movimiento en los mercados Jornada de más a menos y de escaso volumen en las bolsas europeas, donde el calendario de Rdos. y la posible baja...

International Consolidated Airlines Group SA: 2 directors

Two Directors at International Consolidated Airlines Group SA sold 150,000 shares at between 371p and 378p. The significance rating of the trade was 83/100. 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...