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Ahmed Ben Salem
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Ahmed Ben Salem
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Pierre Tegner ... (+2)
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- Pierre-Adrien Fraisse
Pierre Tegner ... (+2)
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Research Department
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INFORME DIARIO 27 MARZO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ECOENER, INDRA, NEINOR HOMES, SECTOR GAS. EUROPA: PERNOD RICARD. En duda los avances de las conversaciones Las bolsas pusieron freno a la recuperación y deshicieron parte de las subidas de lo que llevamos esta semana a la espera de novedades sobre la situación de la guerra en Oriente Medio. En un STOXX 600 con mayoría de sectores cotizando a la baja, (17de 20), los mejores fueron Energía (de nuevo el Brent protagonizó subidas del +5,1%) y Químicas ...
[Communiqué de presse FY 2025] Le Groupe iliad est le leader de la cro...
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Moody's Ratings changes Arkema's outlook to negative; affirms Baa1 iss...
Rating Action: Moody's Ratings changes Arkema's outlook to negative; affirms Baa1 issuer rating. Global Credit Research- 18 Mar 2026. Frankfurt am Main, March 18, 2026-- Moody's Ratings affirmed Arkema S.A.' s long term issuer rating at Baa1.
Martial Descoutures
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KOMN KOMAX HOLDING AG
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SAX STROEER SE & CO. KGAA
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EDP EDP-ENERGIAS DE PORTUGAL SA
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BN DANONE SA
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CBK COMMERZBANK AG
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TFI TELEVISION FRANCAISE 1 SA
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FHZN FLUGHAFEN ZURICH AG
ELG ELMOS SEMICONDUCTOR SE
EOAN E.ON SE
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ELI ELIA GROUP SA/NV
SESL SES-IMAGOTAG SA
PGHN PARTNERS GROUP HOLDING AG
EDW EDP RENOVAVEIS SA
SAX STROEER SE & CO. KGAA
SSO SCATEC ASA
MELE MELEXIS NV
ENG ENAGAS SA
TIT TELECOM ITALIA S.P.A.
RENE REDES ENERGETICAS NACIONAIS SA
IBE IBERDROLA SA
VLTSA VOLTALIA
FNTN FREENET AG
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
IDR INDRA SISTEMAS S.A. CLASS A
ASML ASML HOLDING NV
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BFSA BEFESA SA
REY REPLY S.P.A.
STM STMICROELECTRONICS NV
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WAVE WAVESTONE SA
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DSY DASSAULT SYSTEMES SA
OVH OVH GROUPE
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LISN CHOCOLADEFABRIKEN LINDT & SPRUENGLI AG
FORTUM FORTUM OYJ
TFI TELEVISION FRANCAISE 1 SA
DBG DERICHEBOURG SA
FHZN FLUGHAFEN ZURICH AG
ELG ELMOS SEMICONDUCTOR SE
EOAN E.ON SE
REE RED ELECTRICA CORP. SA
ENI ENI S.P.A.
ELE ENDESA S.A.
ORSTED ORSTED
RWE RWE AG
VER VERBUND AG CLASS A
VOW3 VOLKSWAGEN AG PREF
HEN3 HENKEL AG & CO. KGAA PREF
ENEL ENEL SPA
WPP WPP PLC
REP REPSOL SA
SOI SOITEC SA
ERG ERG S.P.A.
AIXA AIXTRON SE
GAS NATURGY ENERGY GROUP S.A.
ATS AT & S AUSTRIA TECHNOLOGIE & SYSTEMTECHNIK AKTIENGESELLSCHAFT
ELI ELIA GROUP SA/NV
SESL SES-IMAGOTAG SA
PGHN PARTNERS GROUP HOLDING AG
EDW EDP RENOVAVEIS SA
SAX STROEER SE & CO. KGAA
SSO SCATEC ASA
MELE MELEXIS NV
ENG ENAGAS SA
TIT TELECOM ITALIA S.P.A.
RENE REDES ENERGETICAS NACIONAIS SA
IBE IBERDROLA SA
VLTSA VOLTALIA
FNTN FREENET AG
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
IDR INDRA SISTEMAS S.A. CLASS A
ASML ASML HOLDING NV
BP. BP P.L.C.
BFSA BEFESA SA
REY REPLY S.P.A.
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
WAVE WAVESTONE SA
GRE GRENERGY RENOVABLES
PHNX PHOENIX GROUP HOLDINGS PLC
NEXI NEXI S.P.A.
DSC1 DUTCH STAR C SHAR
BAR BARCO NV
AG1 AUTO1 GROUP
NA9 NAGARRO
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
DSY DASSAULT SYSTEMES SA
OVH OVH GROUPE
SHEL SHELL PLC
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
ARM ARM HOLDINGS PLC
UN0 UNIPER SE
EXENS EXOSENS
AMS AMS-OSRAM AG
ALHG LOUIS HACHETTE GROUP
Louis Boujard ... (+3)
- Louis Boujard
- CFA
- Philippe Ourpatian
ODDO : 2026 scenario: things were going well, until now
The current context heralds a new period of uncertainty, but this will not undermine the growth cycle for utilities, marked by price normalisation, accelerating demand and the increasing complexity of the electricity system, due to the intermittency of renewables, congestion and the need for flexibility. In this context, selectivity is key, between players seeking profitable growth internationally and those waiting on their domestic market. We maintain our sector hierarchy in favour of earnings ...
SCHP
SECHE ENVIRONNEMENT
VIE VEOLIA ENVIRONNEMENT SA
ENGI ENGIE SA.
EDP EDP-ENERGIAS DE PORTUGAL SA
FORTUM FORTUM OYJ
DBG DERICHEBOURG SA
EOAN E.ON SE
REE RED ELECTRICA CORP. SA
ELE ENDESA S.A.
ORSTED ORSTED
RWE RWE AG
VER VERBUND AG CLASS A
ENEL ENEL SPA
ERG ERG S.P.A.
GAS NATURGY ENERGY GROUP S.A.
ELI ELIA GROUP SA/NV
EDW EDP RENOVAVEIS SA
SSO SCATEC ASA
ENG ENAGAS SA
RENE REDES ENERGETICAS NACIONAIS SA
IBE IBERDROLA SA
VLTSA VOLTALIA
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
BFSA BEFESA SA
GRE GRENERGY RENOVABLES
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
UN0 UNIPER SE
VIE VEOLIA ENVIRONNEMENT SA
ENGI ENGIE SA.
EDP EDP-ENERGIAS DE PORTUGAL SA
FORTUM FORTUM OYJ
DBG DERICHEBOURG SA
EOAN E.ON SE
REE RED ELECTRICA CORP. SA
ELE ENDESA S.A.
ORSTED ORSTED
RWE RWE AG
VER VERBUND AG CLASS A
ENEL ENEL SPA
ERG ERG S.P.A.
GAS NATURGY ENERGY GROUP S.A.
ELI ELIA GROUP SA/NV
EDW EDP RENOVAVEIS SA
SSO SCATEC ASA
ENG ENAGAS SA
RENE REDES ENERGETICAS NACIONAIS SA
IBE IBERDROLA SA
VLTSA VOLTALIA
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
BFSA BEFESA SA
GRE GRENERGY RENOVABLES
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
UN0 UNIPER SE
Louis Boujard ... (+3)
- Louis Boujard
- CFA
- Philippe Ourpatian
ODDO : Scénario 2026 : jusqu’ici tout allait bien
Le contexte actuel ouvre une nouvelle période d’incertitude mais qui ne remettra pas en cause le cycle de croissance des Utilities, marqué par la normalisation des prix, l’accélération de la demande et la complexification accrue du système électrique, en raison de l’intermittence des renouvelables, des congestions et du besoin de flexibilité. Dans ce contexte, la sélectivité est déterminante, entre les acteurs qui cherchent la croissance rentable à l’international et ceux qui patientent sur leur...
SCHP
SECHE ENVIRONNEMENT
VIE VEOLIA ENVIRONNEMENT SA
ENGI ENGIE SA.
EDP EDP-ENERGIAS DE PORTUGAL SA
FORTUM FORTUM OYJ
DBG DERICHEBOURG SA
EOAN E.ON SE
REE RED ELECTRICA CORP. SA
ELE ENDESA S.A.
ORSTED ORSTED
RWE RWE AG
VER VERBUND AG CLASS A
ENEL ENEL SPA
ERG ERG S.P.A.
GAS NATURGY ENERGY GROUP S.A.
ELI ELIA GROUP SA/NV
EDW EDP RENOVAVEIS SA
SSO SCATEC ASA
ENG ENAGAS SA
RENE REDES ENERGETICAS NACIONAIS SA
IBE IBERDROLA SA
VLTSA VOLTALIA
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
BFSA BEFESA SA
GRE GRENERGY RENOVABLES
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
UN0 UNIPER SE
VIE VEOLIA ENVIRONNEMENT SA
ENGI ENGIE SA.
EDP EDP-ENERGIAS DE PORTUGAL SA
FORTUM FORTUM OYJ
DBG DERICHEBOURG SA
EOAN E.ON SE
REE RED ELECTRICA CORP. SA
ELE ENDESA S.A.
ORSTED ORSTED
RWE RWE AG
VER VERBUND AG CLASS A
ENEL ENEL SPA
ERG ERG S.P.A.
GAS NATURGY ENERGY GROUP S.A.
ELI ELIA GROUP SA/NV
EDW EDP RENOVAVEIS SA
SSO SCATEC ASA
ENG ENAGAS SA
RENE REDES ENERGETICAS NACIONAIS SA
IBE IBERDROLA SA
VLTSA VOLTALIA
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
BFSA BEFESA SA
GRE GRENERGY RENOVABLES
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
UN0 UNIPER SE
Bruno Cavalier ... (+2)
- Bruno Cavalier
- Jerôme Bodin
IPS
IPSOS
LOGN LOGITECH INTERNATIONAL S.A.
FP TOTAL SE
ENX EURONEXT NV
SGO COMPAGNIE DE SAINT-GOBAIN SA
EQNR EQUINOR ASA
ETL EUTELSAT COMMUNICATIONS SA
GALP GALP ENERGIA SGPS SA CLASS B
DGE DIAGEO PLC
G1A GEA GROUP AG
SLB.N SCHLUMBERGER NV
MC LVMH MOET HENNESSY LOUIS VUITTON SE
RI PERNOD RICARD SA
HO THALES SA
GTT GAZTRANSPORT & TECHNIGAZ SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
RCO REMY COINTREAU SA
SBMO SBM OFFSHORE NV
TFI TELEVISION FRANCAISE 1 SA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
MRK MERCK KGAA
KER KERING SA
ELG ELMOS SEMICONDUCTOR SE
ENI ENI S.P.A.
WPP WPP PLC
P2F PETROFAC LIMITED
01913 PRADA S.P.A.
REP REPSOL SA
TUB TUBACEX S.A.
SOC SUBSEA 7 S.A.
AIXA AIXTRON SE
ROYAL VOPAK NV
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
SESL SES-IMAGOTAG SA
SAX STROEER SE & CO. KGAA
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
TRE TECNICAS REUNIDAS SA
TEC TECHNIPFMC PLC
BP. BP P.L.C.
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
NEXI NEXI S.P.A.
DSC1 DUTCH STAR C SHAR
CPR DAVIDE CAMPARI-MILANO N.V.
VK VALLOUREC SA
TE TECHNIP ENERGIES NV
ZGN ERMENEGILDO ZEGNA NV
SHEL SHELL PLC
DEME DEME GROUP NV
SPM SAIPEM S.P.A.
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
TEN TENARIS S.A.
VIRI VIRIDIEN
AMS AMS-OSRAM AG
LOGN LOGITECH INTERNATIONAL S.A.
FP TOTAL SE
ENX EURONEXT NV
SGO COMPAGNIE DE SAINT-GOBAIN SA
EQNR EQUINOR ASA
ETL EUTELSAT COMMUNICATIONS SA
GALP GALP ENERGIA SGPS SA CLASS B
DGE DIAGEO PLC
G1A GEA GROUP AG
SLB.N SCHLUMBERGER NV
MC LVMH MOET HENNESSY LOUIS VUITTON SE
RI PERNOD RICARD SA
HO THALES SA
GTT GAZTRANSPORT & TECHNIGAZ SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
RCO REMY COINTREAU SA
SBMO SBM OFFSHORE NV
TFI TELEVISION FRANCAISE 1 SA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
MRK MERCK KGAA
KER KERING SA
ELG ELMOS SEMICONDUCTOR SE
ENI ENI S.P.A.
WPP WPP PLC
P2F PETROFAC LIMITED
01913 PRADA S.P.A.
REP REPSOL SA
TUB TUBACEX S.A.
SOC SUBSEA 7 S.A.
AIXA AIXTRON SE
ROYAL VOPAK NV
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
SESL SES-IMAGOTAG SA
SAX STROEER SE & CO. KGAA
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
TRE TECNICAS REUNIDAS SA
TEC TECHNIPFMC PLC
BP. BP P.L.C.
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
NEXI NEXI S.P.A.
DSC1 DUTCH STAR C SHAR
CPR DAVIDE CAMPARI-MILANO N.V.
VK VALLOUREC SA
TE TECHNIP ENERGIES NV
ZGN ERMENEGILDO ZEGNA NV
SHEL SHELL PLC
DEME DEME GROUP NV
SPM SAIPEM S.P.A.
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
TEN TENARIS S.A.
VIRI VIRIDIEN
AMS AMS-OSRAM AG
Bruno Cavalier ... (+2)
- Bruno Cavalier
- Jerôme Bodin
IPS
IPSOS
LOGN LOGITECH INTERNATIONAL S.A.
FP TOTAL SE
ENX EURONEXT NV
SGO COMPAGNIE DE SAINT-GOBAIN SA
EQNR EQUINOR ASA
ETL EUTELSAT COMMUNICATIONS SA
GALP GALP ENERGIA SGPS SA CLASS B
DGE DIAGEO PLC
G1A GEA GROUP AG
SLB.N SCHLUMBERGER NV
MC LVMH MOET HENNESSY LOUIS VUITTON SE
RI PERNOD RICARD SA
HO THALES SA
GTT GAZTRANSPORT & TECHNIGAZ SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
RCO REMY COINTREAU SA
SBMO SBM OFFSHORE NV
TFI TELEVISION FRANCAISE 1 SA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
MRK MERCK KGAA
KER KERING SA
ELG ELMOS SEMICONDUCTOR SE
ENI ENI S.P.A.
WPP WPP PLC
P2F PETROFAC LIMITED
01913 PRADA S.P.A.
REP REPSOL SA
TUB TUBACEX S.A.
SOC SUBSEA 7 S.A.
AIXA AIXTRON SE
ROYAL VOPAK NV
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
SESL SES-IMAGOTAG SA
SAX STROEER SE & CO. KGAA
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
TRE TECNICAS REUNIDAS SA
TEC TECHNIPFMC PLC
BP. BP P.L.C.
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
NEXI NEXI S.P.A.
DSC1 DUTCH STAR C SHAR
CPR DAVIDE CAMPARI-MILANO N.V.
VK VALLOUREC SA
TE TECHNIP ENERGIES NV
ZGN ERMENEGILDO ZEGNA NV
SHEL SHELL PLC
DEME DEME GROUP NV
SPM SAIPEM S.P.A.
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
TEN TENARIS S.A.
VIRI VIRIDIEN
AMS AMS-OSRAM AG
LOGN LOGITECH INTERNATIONAL S.A.
FP TOTAL SE
ENX EURONEXT NV
SGO COMPAGNIE DE SAINT-GOBAIN SA
EQNR EQUINOR ASA
ETL EUTELSAT COMMUNICATIONS SA
GALP GALP ENERGIA SGPS SA CLASS B
DGE DIAGEO PLC
G1A GEA GROUP AG
SLB.N SCHLUMBERGER NV
MC LVMH MOET HENNESSY LOUIS VUITTON SE
RI PERNOD RICARD SA
HO THALES SA
GTT GAZTRANSPORT & TECHNIGAZ SA
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
RCO REMY COINTREAU SA
SBMO SBM OFFSHORE NV
TFI TELEVISION FRANCAISE 1 SA
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
MRK MERCK KGAA
KER KERING SA
ELG ELMOS SEMICONDUCTOR SE
ENI ENI S.P.A.
WPP WPP PLC
P2F PETROFAC LIMITED
01913 PRADA S.P.A.
REP REPSOL SA
TUB TUBACEX S.A.
SOC SUBSEA 7 S.A.
AIXA AIXTRON SE
ROYAL VOPAK NV
SBO SCHOELLER-BLECKMANN OILFIELD EQUIPMENT AG
SESL SES-IMAGOTAG SA
SAX STROEER SE & CO. KGAA
MONC MONCLER SPA
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
TRE TECNICAS REUNIDAS SA
TEC TECHNIPFMC PLC
BP. BP P.L.C.
STM STMICROELECTRONICS NV
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
NEXI NEXI S.P.A.
DSC1 DUTCH STAR C SHAR
CPR DAVIDE CAMPARI-MILANO N.V.
VK VALLOUREC SA
TE TECHNIP ENERGIES NV
ZGN ERMENEGILDO ZEGNA NV
SHEL SHELL PLC
DEME DEME GROUP NV
SPM SAIPEM S.P.A.
FLE PEGASUS ENTREPRENEURIAL ACQUISITION CO EURO BV
TEN TENARIS S.A.
VIRI VIRIDIEN
AMS AMS-OSRAM AG
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