Banco de Investimento Global, S.A. (BiG) is a privately-held, specialized financial institution, with headquarters in Lisbon, and is licensed to operate in all business areas open to the banking sector in Portugal.

BiG Research specializes in finding long term investment ideas in European and US markets.

Regulatory Information

  • Regulatory Status: MiFID II Compliant
  • ID Number: 263 and 61 respectively

Coverage

  • Research Category: Equity, Macro & Politics
  • Asset Class: Equity, Multi Asset
  • Geographic Coverage: Brazil, France, Germany, Ireland, Netherlands, Portugal, Spain, Sweden, Switzerland, United Kingdom, United States
  • Size Coverage: Large Cap, Mid Cap
  • Sector Coverage: Aerospace & Defense, Automobiles & Parts, Beverages, Chemicals, Electronic & Electrical Equipment, Fixed Line Telecommunications, Food & Drug Retailers, Food Producers, Forestry & Paper, General Retailers, Health Care Equipment & Services, Industrial Engineering, Industrial Transportation, Leisure Goods, Media, Oil & Gas Producers, Personal Goods, Pharmaceuticals & Biotechnology, Technology Hardware & Equipment, Travel & Leisure
  • Underlying Coverage: 63
Export
Ticker Underlying First Report Latest Report
519000 DE0005190003 BMW AG 2019/02/06 2019/02/06
519003 DE0005190037 BMW AG Pref 2019/02/06 2019/02/06
555200 DE0005552004 Deutsche Post AG 2019/03/13 2019/03/13
710000 DE0007100000 Daimler AG 2019/02/06 2019/02/06
876993 US76026T2050 Repsol 2019/07/10 2019/07/10
A1EWWW DE000A1EWWW0 Adidas 2019/05/21 2019/05/21
ABB CH0012221716 ABB Ltd 2019/03/11 2019/03/11
ADDYY US00687A1079 adidas AG ADS 2019/05/21 2019/05/21
AI FR0000120073 L'Air Liquide S.A. 2019/02/27 2019/02/27
ALTR PTALT0AE0002 Altri SGPS S/A 2019/08/23 2019/08/23
AMAT US0382221051 Applied Materials Inc. 2019/07/23 2019/07/23
AMD US0079031078 Advanced Micro Devices Inc. 2019/07/23 2019/07/23
APD US0091581068 Air Products & Chemicals Inc. 2019/02/28 2019/02/28
BAY001 DE000BAY0017 Bayer AG 2019/01/10 2019/01/10
BIIB US09062X1037 Biogen 2018/09/13 2018/09/13
BSX US1011371077 Boston Scientific Corp. 2019/02/22 2019/02/22
CA FR0000120172 Carrefour S.A. 2019/08/19 2019/08/19
DIS US2546871060 Walt Disney 2019/03/07 2019/03/07
EA US2855121099 Electronic Arts Inc. 2018/09/18 2018/09/18
F US3453708600 Ford Motor Company 2019/02/06 2019/02/06
FL US3448491049 Foot Locker Inc. 2019/06/27 2019/06/27
FP FR0000120271 Total S.A. 2019/06/27 2019/06/27
HRL US4404521001 Hormel Foods Corp. 2019/05/17 2019/05/17
INTC US4581401001 Intel Corp. 2019/07/23 2019/07/23
JMT PTJMT0AE0001 Jeronimo Martins SGPS S/A 2019/09/11 2019/09/11
JRONY US4764931014 Jeronimo Martins SGPS SA 2019/09/11 2019/09/11
KHC US5007541064 Kraft Heinz 2019/07/04 2019/07/04
KO US1912161007 Coca-Cola Co. 2019/05/22 2019/05/22
LRCX US5128071082 Lam Research Corp. 2019/07/23 2019/07/23
LUV US8447411088 Southwest Airlines Co. 2019/06/11 2019/06/11
MCD US5801351017 McDonalds Corp 2019/05/20 2019/05/20
MDLZ US6092071058 Mondelez International Inc. 2019/06/27 2019/06/27
MDTMX* US5850551061 Medtronic 2019/02/25 2019/02/25
MU US5951121038 Micron Technology Inc. 2019/07/23 2019/07/23
NESN CH0038863350 Nestle S.A. 2019/05/08 2019/05/08
NFLX US64110L1061 Netflix Inc. 2019/03/21 2019/03/21
NKE US6541061031 Nike Inc. Cl B 2019/05/31 2019/05/31
NSRGY US6410694060 Nestle S.A. ADS 2019/05/08 2019/05/08
NVDA US67066G1040 NVIDIA Corp. 2019/07/23 2019/07/23
PBR/A US71654V1017 Petroleo Brasileiro S/A ADS A 2019/07/04 2019/07/04
PEP US7134481081 PepsiCo Inc. 2019/06/05 2019/06/05
PETR3 BRPETRACNOR9 Petroleo Brasileiro S/A Ord 2019/07/04 2019/07/04
PETR4 BRPETRACNPR6 Petroleo Brasileiro S/A Pref 2019/07/04 2019/07/04
PFE US7170811035 Pfizer 2018/09/11 2018/09/11
PTI PTPTI0AM0006 The Navigator Co 2019/05/20 2019/05/20
RACEN NL0011585146 FERRARI N V 2019/01/14 2019/01/14
REP ES0173516115 Repsol 2019/07/10 2019/07/10
RHHBY US7711951043 Roche Holding AG ADS 2019/04/22 2019/04/22
RO CH0012032113 Roche Holding AG 2019/04/22 2019/04/22
RTN US7551115071 Raytheon Co. 2019/06/10 2019/06/10
RY4B IE00BYTBXV33 Ryanair Holdings PLC 2019/01/07 2019/01/07
RYAAY US7835132033 Ryanair Holdings PLC ADS 2019/01/07 2019/01/07
SAN FR0000120578 Sanofi 2019/03/07 2019/03/07
SBRY GB00B019KW72 J Sainsbury PLC 2019/08/19 2019/08/19
SU FR0000121972 Schneider Electric S.A. 2019/03/07 2019/03/07
T US00206R1023 AT&T 2019/03/08 2019/03/08
TSCDY. US8815753020 Tesco PLC ADS 2019/07/08 2019/07/08
TSCO GB0008847096 Tesco PLC 2019/07/08 2019/07/08
TSN US9024941034 Tyson Foods Inc. Cl A 2019/05/10 2019/05/10
TTWO US8740541094 Take-Two Interactive Software Inc. 2018/09/19 2018/09/19
UAA US9043111072 Under Armour Class A 2019/06/07 2019/06/07
UBI FR0000054470 Ubisoft Entertainment S.A. 2019/01/04 2019/01/04
UTX US9130171096 United Technologies Corp. 2019/01/31 2019/01/31

Analysts

  • Kamilė Bertašiūtė

    N/A
  • Nuno Vaz

    N/A
  • João Calado

    N/A
  • João Sàágua

    N/A
  • João Lampreia

    N/A
João Calado ...
  • Kamilė Bertašiūtė

BiG Research PSI20 Note: Jerónimo Martins Initiation of Coverage

BiG Research - PSI20 Note: Jerónimo Martins Initiation of Coverage Jerónimo Martins is committed to grow the business by continuous store expansion in all the markets, where it is present. The highest growth opportunities are viable in Health & Beauty sector in Poland, where Hebe is present (revenue growth +25% in 2018) and food retail in Colombia, where Ara is operating (revenue growth +48%). However, the two banners are not expected to achieve the scale, which Biedronka or Pingo Doce has, consequently they can contribute to the total revenues by 5-7% in the medium term. Moreover, Ara and He...

João Calado

BiG Research PSI20 Note: Altri

Altri is a pulp producer based in Portugal. Currently has the capacity to produce around 1.1 mn tonnes of pulp (0.99 mn tonnes of BEKP and 0.1 mn tonnes of dissolving pulp).  It also has 97.1 MW of electricity capacity. It also manages 80k ha of forest which satisfies around 20% of its needs. Altri trades in the Portuguese stock exchange with a market capitalization of around EUR 1.15 bn.  

João Calado

BiG Research Flash Note: Sainsbury

Sainsbury is a UK based retail company being the third biggest player in the UK. The company operates only in the UK and in the Ireland Republic in the retail segment with the supermarkets and convenience stores, the financial services segment with the Sainsbury Bank, and property investments segment with the joint ventures with the British Land Company and land Securities Group. Sainsbury has approximately 770 convenience stores and offers over 15,000 own brand products. The Sainsbury bank offers products including insurances, credit cards, savings and loans. Sainsbury has 116,400 employees a...

João Calado ...
  • Kamilė Bertašiūtė

BiG Research Flash Note: Carrefour

Carrefour is a French food retailer established in 1959 and headquartered in Boulogne-Billancourt, France. The company operates in segments of hypermarkets, supermarkets, convenience stores and cash & carry. It is present in Europe (France, Spain, Belgium, Poland, Romania, Italy), South America (Argentina, Brazil) and Asia (China, Taiwan) having total of 12 thousand stores. Africa and Middle East are covered by franchising stores or through partnerships. The biggest revenue generating market is France, which makes 47% of total sales. Carrefour reported €75 billion in annual sales in 2018 and i...

João Calado

BiG Research Semiconductors Sector

In this report we analyze 6 players: Applied Materials, Lam Research, Micron, Intel, AMDand NVIDIA.

João Calado ...
  • Kamilė Bertašiūtė

BiG Research PSI20 Note: Jerónimo Martins Initiation of Coverage

BiG Research - PSI20 Note: Jerónimo Martins Initiation of Coverage Jerónimo Martins is committed to grow the business by continuous store expansion in all the markets, where it is present. The highest growth opportunities are viable in Health & Beauty sector in Poland, where Hebe is present (revenue growth +25% in 2018) and food retail in Colombia, where Ara is operating (revenue growth +48%). However, the two banners are not expected to achieve the scale, which Biedronka or Pingo Doce has, consequently they can contribute to the total revenues by 5-7% in the medium term. Moreover, Ara and He...

João Calado

BiG Research PSI20 Note: Altri

Altri is a pulp producer based in Portugal. Currently has the capacity to produce around 1.1 mn tonnes of pulp (0.99 mn tonnes of BEKP and 0.1 mn tonnes of dissolving pulp).  It also has 97.1 MW of electricity capacity. It also manages 80k ha of forest which satisfies around 20% of its needs. Altri trades in the Portuguese stock exchange with a market capitalization of around EUR 1.15 bn.  

João Calado

BiG Research Flash Note: Sainsbury

Sainsbury is a UK based retail company being the third biggest player in the UK. The company operates only in the UK and in the Ireland Republic in the retail segment with the supermarkets and convenience stores, the financial services segment with the Sainsbury Bank, and property investments segment with the joint ventures with the British Land Company and land Securities Group. Sainsbury has approximately 770 convenience stores and offers over 15,000 own brand products. The Sainsbury bank offers products including insurances, credit cards, savings and loans. Sainsbury has 116,400 employees a...

João Calado ...
  • Kamilė Bertašiūtė

BiG Research Flash Note: Carrefour

Carrefour is a French food retailer established in 1959 and headquartered in Boulogne-Billancourt, France. The company operates in segments of hypermarkets, supermarkets, convenience stores and cash & carry. It is present in Europe (France, Spain, Belgium, Poland, Romania, Italy), South America (Argentina, Brazil) and Asia (China, Taiwan) having total of 12 thousand stores. Africa and Middle East are covered by franchising stores or through partnerships. The biggest revenue generating market is France, which makes 47% of total sales. Carrefour reported €75 billion in annual sales in 2018 and i...

João Calado

BiG Research Semiconductors Sector

In this report we analyze 6 players: Applied Materials, Lam Research, Micron, Intel, AMDand NVIDIA.

João Lampreia ...
  • João Sàágua

Multi-Asset Report - 3rd Quarter 2019

BiG Macro Research’s Multi-Asset Report translates our macroeconomic outlook in a concrete positioning in financial markets, covering four major asset classes: stocks, bonds, cash and commodities. The document comprises five sections: Front page summarising vital macro themes and strategic asset class views;   Our proposed asset allocation map, outlining different portfolios according to three different risk appetite profiles (defensive, moderate and dynamic). A summary of absolute total return and relative total return against benchmarks is also provided;   Overview of the qua...

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