{
 "as_of": "2026-11-06",
 "cmr": "pt-cm-kg/XLIS/PTSON0AM0001",
 "fence": "The page is the record's research on the issuer — no analyst, no rating, no view.",
 "markdown": "The page is the record's research on the issuer — no analyst, no rating, no view.\n\n# SONAE (Euronext Lisbon: PTSON0AM0001) — research page\n\nAs of 2026-11-06 · pt-cm-kg · record version 1\n\n## Identity and listing\n\nThe issuer is SONAE, listed on Euronext Lisbon under ticker PTSON0AM0001, ISIN PTSON0AM0001, LEI 549300847SOBT7HY7R50. The security type, segment, sector and jurisdiction are not on the record. The listing status is listed.\n\n## The disclosure read\n\nThe record holds 47 filings in the twelve months to 2026-11-06, across 17 filing days. The median gap between filing days is 17.5 days. The latest filing is dated 2026-10-01 and is of type Informação Privilegiada, 36 days before the record date. The Euronext Lisbon peer medians are 9 days for cadence gap, 45.5 filings and 11 days latency across 32 issuers. The sector peer figures are not on the record.\n\n## Auditor\n\nThe auditor of record is not on the record, and neither is its location. The auditor changes are not on the record, because no lifecycle type map exists for this register yet.\n\n## Events and halts\n\nListing, delisting, name change, domicile change and segment move are not on the record, because no lifecycle type map exists for this register yet. The halt flag is listed.\n\n## Orderability\n\nThe outcome is not determinable under acm-68000/pt/mifid-ii-product-governance/r1, because the chapter as of 2026-11-04 carries no client categories for the orderability section.\n\n## Coverage\n\nNo research houses were found on the issuer's investor-relations pages read.\n\n## Open research\n\nNo openly published research notes were found on the record.\n\n## Licensed\n\nLicensed research: none loaded. A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded.\n\n## As-of depth\n\nThe vintage of the market is not sealed. No issuer years are sealed, and the market's earliest sealed date and the live record start date are not on the record.\n\n## Sources\n\n5 source pages are named on this page; every value above carries its own source page and read date in the numbers.\n\n- https://firds.esma.europa.eu/firds/ (identity.exchange)\n- https://mapping.gleif.org/api/v2/isin-lei/latest/download (identity.lei)\n- https://mcp.pt-cm-kg.ai/events/XLIS/PTSON0AM0001 (the disclosure lines)\n- https://pt.eu-cm-kg.ai/book/aio.json (the orderability chapter)\n- https://mcp.pt-cm-kg.ai/record/XLIS/PTSON0AM0001 (the record)\n",
 "market": "PT",
 "node": "pt-cm-kg",
 "numbers": {
  "as_of_depth": {
   "issuer_years_sealed": [],
   "live_record_began": null,
   "node_history_from": null,
   "node_years_sealed": [],
   "note": "the PT vintage is not sealed; the record is the live record as of 2026-11-06",
   "record_version": 1,
   "sealed": false
  },
  "auditor": {
   "auditor": {
    "market": "PT",
    "state": "not_on_record"
   },
   "auditor_firm_id": {
    "market": "PT",
    "state": "not_on_record"
   },
   "auditor_location": {
    "market": "PT",
    "state": "not_on_record"
   },
   "changes": {
    "market": "PT",
    "reason": "no lifecycle type map for this register yet (SHELF-01: us and ca first)",
    "state": "not_on_record"
   }
  },
  "cmr": "pt-cm-kg/XLIS/PTSON0AM0001",
  "coverage": {
   "count": 0,
   "houses": [],
   "pages_checked": [
    {
     "page": "https://www.sonae.pt/en/investors/share-and-bonds/financial-analysts/",
     "result": "read: 0 of 0 named houses found on the page; the page does not name the issuer"
    }
   ],
   "read_by": "Perplexity sonar (search) · page read by this rail",
   "read_date": "2026-11-12",
   "since": null,
   "state": "none_found"
  },
  "disclosure": {
   "against": {
    "exchange": {
     "issuers": 32,
     "median_cadence_gap_days": 9,
     "median_filings": 45.5,
     "median_latency_days": 11,
     "name": "Euronext Lisbon"
    },
    "sector": {
     "market": "PT",
     "state": "not_on_record"
    }
   },
   "by_type": {
    "Convocatórias": 2,
    "Financial Information - Annual": 1,
    "Financial Information - Interim": 1,
    "Informação Privilegiada": 11,
    "Management Transactions": 3,
    "Material Information": 11,
    "Notice of Meeting": 2,
    "Pagamento de Dividendos": 1,
    "Payment of Dividends": 1,
    "Planos para Igualdade": 1,
    "Plans for equality": 1,
    "Prestação de contas anuais": 1,
    "Prestação de contas anuais - ESEF": 1,
    "Prestação de contas semestrais": 1,
    "Prestação de contas trimestrais": 2,
    "Quarterly Financial Information": 2,
    "Relatório sobre o Governo das Sociedades": 1,
    "Report on Corporate Governance": 1,
    "Transacções de Dirigentes": 3
   },
   "cadence_median_gap_days": 17.5,
   "filing_days": 17,
   "filings": 47,
   "latency_days": 36,
   "latest": [
    {
     "category": "Informação Privilegiada",
     "date": "2026-10-01",
     "source": "https://www.cmvm.pt/PInstitucional/Single_SDI_StaticContent#sdi=F1388951",
     "title": "Sonae - SGPS, S.A. informa sobre: comunicação da Efanor Investimentos, SGPS, SE",
     "type": "Informação Privilegiada"
    },
    {
     "category": "Informação Privilegiada",
     "date": "2026-10-01",
     "source": "https://www.cmvm.pt/PInstitucional/Single_SDI_StaticContent#sdi=F1388950",
     "title": "Sonae - SGPS, S.A. informa sobre: proposta de sucessão na liderança da Sociedade",
     "type": "Informação Privilegiada"
    },
    {
     "category": "Material Information",
     "date": "2026-10-01",
     "source": "https://www.cmvm.pt/PInstitucional/Single_SDI_StaticContent#sdi=F1253840",
     "title": "Sonae - SGPS, S.A. informs on: notice of communication from Efanor Investimentos, SGPS, SE",
     "type": "Material Information"
    },
    {
     "category": "Material Information",
     "date": "2026-10-01",
     "source": "https://www.cmvm.pt/PInstitucional/Single_SDI_StaticContent#sdi=F1253839",
     "title": "Sonae - SGPS, S.A. informs on: proposed leadership succession of the Company ",
     "type": "Material Information"
    },
    {
     "category": "Planos para Igualdade",
     "date": "2026-09-08",
     "source": "https://www.cmvm.pt/PInstitucional/Single_SDI_StaticContent#sdi=F1388718",
     "title": "Sonae - SGPS, S.A. informa sobre: Plano para a Igualdade de Género 2027",
     "type": "Planos para Igualdade"
    }
   ],
   "latest_filing_date": "2026-10-01",
   "read": "the node's event lines (list_events_since), as get_filings serves them",
   "source": "https://mcp.pt-cm-kg.ai/events/XLIS/PTSON0AM0001",
   "window": {
    "from": "2025-11-06",
    "to": "2026-11-06"
   }
  },
  "identity": {
   "exchange": {
    "read_by": "ESMA FIRDS full equity files 2026-11-07 (registers.esma.europa.eu Solr file index (esma_registers_firds_files)); CFI ES*, MIC in ['ALXL', 'ENXL', 'XLIS'], no termination date",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://firds.esma.europa.eu/firds/",
    "state": "sourced",
    "value": "Euronext Lisbon"
   },
   "isin": {
    "read_by": "ESMA FIRDS full equity files 2026-11-07 (registers.esma.europa.eu Solr file index (esma_registers_firds_files)); CFI ES*, MIC in ['ALXL', 'ENXL', 'XLIS'], no termination date",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://firds.esma.europa.eu/firds/",
    "state": "sourced",
    "value": "PTSON0AM0001"
   },
   "jurisdiction": {
    "market": "PT",
    "state": "not_on_record"
   },
   "lei": {
    "read_by": "GLEIF ISIN-to-LEI mapping file (daily), LEI by exact ISIN",
    "read_date": "2026-11-09",
    "read_date_basis": "the field",
    "source": "https://mapping.gleif.org/api/v2/isin-lei/latest/download (ISIN PTSON0AM0001)",
    "state": "sourced",
    "value": "549300847SOBT7HY7R50"
   },
   "name": {
    "read_by": "ESMA FIRDS full equity files 2026-11-07 (registers.esma.europa.eu Solr file index (esma_registers_firds_files)); CFI ES*, MIC in ['ALXL', 'ENXL', 'XLIS'], no termination date",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://firds.esma.europa.eu/firds/",
    "state": "sourced",
    "value": "SONAE"
   },
   "sector": {
    "market": "PT",
    "state": "not_on_record"
   },
   "security_type": {
    "market": "PT",
    "state": "not_on_record"
   },
   "segment": {
    "market": "PT",
    "state": "not_on_record"
   },
   "ticker": {
    "read_by": "ESMA FIRDS full equity files 2026-11-07 (registers.esma.europa.eu Solr file index (esma_registers_firds_files)); CFI ES*, MIC in ['ALXL', 'ENXL', 'XLIS'], no termination date",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://firds.esma.europa.eu/firds/",
    "state": "sourced",
    "value": "PTSON0AM0001"
   },
   "website": {
    "market": "PT",
    "state": "not_on_record"
   }
  },
  "licensed": {
   "columns": [
    "licensor",
    "entitlement",
    "title",
    "date",
    "source"
   ],
   "rows": [],
   "rule": "A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded."
  },
  "lifecycle": {
   "delisting": {
    "market": "PT",
    "reason": "no lifecycle type map for this register yet (SHELF-01: us and ca first)",
    "state": "not_on_record"
   },
   "domicile_change": {
    "market": "PT",
    "reason": "no lifecycle type map for this register yet (SHELF-01: us and ca first)",
    "state": "not_on_record"
   },
   "listing": {
    "market": "PT",
    "reason": "no lifecycle type map for this register yet (SHELF-01: us and ca first)",
    "state": "not_on_record"
   },
   "name_change": {
    "market": "PT",
    "reason": "no lifecycle type map for this register yet (SHELF-01: us and ca first)",
    "state": "not_on_record"
   },
   "segment_move": {
    "market": "PT",
    "reason": "no lifecycle type map for this register yet (SHELF-01: us and ca first)",
    "state": "not_on_record"
   }
  },
  "market": "PT",
  "node": "pt-cm-kg",
  "numbers_hash": "sha256:7d448b65d72834692a35c029c77d7fa54ad0f7decd092f3c7932eaedd434c071",
  "open_research": {
   "read_date": "2026-11-12",
   "rows": [],
   "state": "none_found"
  },
  "orderability": {
   "chapter_as_of": "2026-11-04",
   "client_categories": [],
   "determinable": false,
   "read": {
    "chapter": "https://pt.eu-cm-kg.ai/book/aio.json",
    "door": "https://pt.eu-cm-kg.ai/mcp",
    "tool": "get_orderability"
   },
   "reason": "the chapter's orderability section carries no client_categories: the outcome cannot name its client category",
   "rule_version": "acm-68000/pt/mifid-ii-product-governance/r1",
   "section": "pt.aio.v5"
  },
  "record": {
   "as_of": "2026-11-06",
   "url": "https://mcp.pt-cm-kg.ai/record/XLIS/PTSON0AM0001",
   "version": 1
  },
  "schema": "research-numbers v0.1 (USR-01, 2026-11-11)",
  "status": {
   "note": "on the pt-cm-kg register as of 2026-11-06; the node's halt flag was not read for this record",
   "read_date": "2026-11-06",
   "value": "listed"
  }
 },
 "numbers_hash": "sha256:7d448b65d72834692a35c029c77d7fa54ad0f7decd092f3c7932eaedd434c071",
 "path": "/pt/XLIS/PTSON0AM0001",
 "schema": "research-page v0.1 (USR-02, 2026-11-11)",
 "sections": [
  {
   "id": "identity",
   "text": "The issuer is SONAE, listed on Euronext Lisbon under ticker PTSON0AM0001, ISIN PTSON0AM0001, LEI 549300847SOBT7HY7R50. The security type, segment, sector and jurisdiction are not on the record. The listing status is listed.",
   "title": "Identity and listing"
  },
  {
   "id": "disclosure",
   "text": "The record holds 47 filings in the twelve months to 2026-11-06, across 17 filing days. The median gap between filing days is 17.5 days. The latest filing is dated 2026-10-01 and is of type Informação Privilegiada, 36 days before the record date. The Euronext Lisbon peer medians are 9 days for cadence gap, 45.5 filings and 11 days latency across 32 issuers. The sector peer figures are not on the record.",
   "title": "The disclosure read"
  },
  {
   "id": "auditor",
   "text": "The auditor of record is not on the record, and neither is its location. The auditor changes are not on the record, because no lifecycle type map exists for this register yet.",
   "title": "Auditor"
  },
  {
   "id": "events",
   "text": "Listing, delisting, name change, domicile change and segment move are not on the record, because no lifecycle type map exists for this register yet. The halt flag is listed.",
   "title": "Events and halts"
  },
  {
   "id": "orderability",
   "text": "The outcome is not determinable under acm-68000/pt/mifid-ii-product-governance/r1, because the chapter as of 2026-11-04 carries no client categories for the orderability section.",
   "title": "Orderability"
  },
  {
   "id": "coverage",
   "text": "No research houses were found on the issuer's investor-relations pages read.",
   "title": "Coverage"
  },
  {
   "id": "open_research",
   "text": "No openly published research notes were found on the record.",
   "title": "Open research"
  },
  {
   "id": "licensed",
   "text": "Licensed research: none loaded. A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded.",
   "title": "Licensed"
  },
  {
   "id": "depth",
   "text": "The vintage of the market is not sealed. No issuer years are sealed, and the market's earliest sealed date and the live record start date are not on the record.",
   "title": "As-of depth"
  },
  {
   "id": "sources",
   "text": "5 source pages are named on this page; every value above carries its own source page and read date in the numbers.",
   "title": "Sources"
  }
 ],
 "sources": [
  {
   "for": "identity.exchange",
   "source": "https://firds.esma.europa.eu/firds/"
  },
  {
   "for": "identity.lei",
   "source": "https://mapping.gleif.org/api/v2/isin-lei/latest/download"
  },
  {
   "for": "the disclosure lines",
   "source": "https://mcp.pt-cm-kg.ai/events/XLIS/PTSON0AM0001"
  },
  {
   "for": "the orderability chapter",
   "source": "https://pt.eu-cm-kg.ai/book/aio.json"
  },
  {
   "for": "the record",
   "source": "https://mcp.pt-cm-kg.ai/record/XLIS/PTSON0AM0001"
  }
 ],
 "title": "SONAE (PTSON0AM0001) — research page",
 "writer": {
  "by": "Claude through the platform account, Haiku class; one pass; checked against the numbers",
  "engine": "claude-haiku-5-5"
 }
}