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 PRESS RELEASE

Novartis to build new radioligand therapy site in Denton, Texas, deliv...

Novartis to build new radioligand therapy site in Denton, Texas, delivering more next‑generation treatments to patients Facility expected to be operational in 2028 in Dallas-Fort Worth area, expanding largest RLT manufacturing network in USSite to serve patients in Southern US and add network capacity as RLT expands into earlier treatment lines and additional tumor typesCompany broke ground on 4 new manufacturing and R&D facilities, initiated 3 facility expansions, and announced 2 additional sites in last 10 months, rapidly making progress on its commitment to expand its US operations East...

Enagas SA: 1 director

A director at Enagas SA bought 10,141 shares at 14.810EUR and the significance rating of the trade was 65/100. 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 sho...

Nadège Tillier
  • Nadège Tillier

Enagas/2025 results meet estimates, we are neutral

We are neutral on Enagas. The company's 2025 results met estimates. The company's credit metrics came in slightly weaker and 2026 guidance points to another weakening. Nevertheless, the group's financial results and ratios will allow it to maintain its current credit ratings. Enagas' hydrogen plans are advancing well but Spain has still not issued any regulatory framework on hydrogen. Enagas' long dated bonds offer value with spreads above Eurogrid but they also reflect the lack of visibility of...

Virginia Romero
  • Virginia Romero

ENAGÁS: MENSAJES DE LA CONFERENCE CALL RDOS. 2025 (ANÁLISIS BANCO SABA...

De la Conference call de Rdos. 2025 destacamos los siguientes mensajes:

Virginia Romero
  • Virginia Romero

ENAGAS: FY2025 RESULTS (ANÁLISIS BANCO SABADELL)

FY2025 Results vs. FY2024: EBITDA: € 675.7 M (-11.2% vs. -11.4% BS(e) and -11.7% consensus); Net Profit: € 266.3 M (-14.1% vs. -13.6% BS(e) and -11.6% consensus);

Luis de Toledo Heras
  • Luis de Toledo Heras
Virginia Romero
  • Virginia Romero

ENAGÁS: RDOS. 2025 (ANÁLISIS BANCO SABADELL)

Rdos. 2025 vs 2024: EBITDA: 675,7 M euros (-11,2% vs -11,4% BS(e) y -11,7% consenso); BDI: 266,3 M euros (-14,1% vs -13,6% BS(e) y -11,6% consenso);

Research Department
  • Research Department

INFORME DIARIO 17 FEBRERO + RDOS. ESPAÑA Y EUROPA. IDEAS DESTACADAS Y ...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CIE AUTOMOTIVE, ENAGÁS, GRIFOLS, INDRA, SECTOR ELÉCTRICO. 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. Lunes de transición Las bolsas comenzaron la semana con escasas referencias por los festivos de EE.UU. (día de los presidentes) y China ...

Research Department
  • Research Department

IBERIAN DAILY 17 FEBRUARY + 4Q’25 RESULTS. HIGHLIGHTS AND REST OF PREV...

NEWS SUMMARY: CIE AUTOMOTIVE, ELECTRICITY SECTOR, ENAGAS, GRIFOLS, INDRA. 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 4Q’25 results to be released over the coming days in Spain. A transitional session Stock markets kicked off the week with few references due to the US (Presidents’ Day) and Chinese (Lunar New Year) holiday, with the Ibex leading gains in Europe again. In the...

Benoit Valleaux ... (+2)
  • Benoit Valleaux
  • Steven Gould

Intesa Sanpaolo : New medium-term strategic plan: when 'continuity' ma...

The announcement in early February of the new medium-term strategic plan (2026-2029) bolstered our Outperform rating on ISP (TP raised to € 7.0 from € 6.4), one of our sector top picks. In short, when the strategy is right, continuity has its virtues! Although ISP is lagging behind the sector in terms of re-rating, its valuation remains attractive given its fundamentals and outlook (RoE +4pp to 18% by 2029e, total return of 12% vs 6% for the sector).

Benoit Valleaux ... (+2)
  • Benoit Valleaux
  • Steven Gould

Intesa Sanpaolo : Nouveau plan stratégique MT : quand la ‘continuité’ ...

L’annonce, début février, du nouveau plan stratégique MT (2026-29) a renforcé notre opinion Surperformance sur ISP (OC porté à 7.0 € vs 6.4 €), l’un de nos top picks sectoriels. En un mot, quand une stratégie est bonne, la continuité a des vertus ! Alors qu’ISP est à la traîne en termes de rerating vs secteur, la valorisation reste intéressante au regard des fondamentaux et des perspectives (RoE +4pp à 18% d’ici 2029e, total return de 12% vs 6% pour secteur).

Stephane Foucaud
  • Stephane Foucaud

AUCTUS ON FRIDAY - 13.02.2026

AUCTUS PUBLICATIONS ________________________________________ Criterium Energy (CEQ CN)C; Target price of C$0.35 per share: First Gas in 2Q26 with a Likely Upgrade to Discovered Gas Resources – The contract for the construction of a new 21 km gas pipeline (previously 14 km) for the SE‑MGH 5–7 mmcf/d development was signed in early January. Site preparation is already underway, with first gas expected in 2Q26. Project capex is now estimated at US$2 mm (vs. prior guidance of US$2–3 mm), of which US...

Intesa Sanpaolo S.p.A.: 1 director

A director at Intesa Sanpaolo S.p.A. bought 18,000 shares at 5.880EUR and the significance rating of the trade was 61/100. 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...

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