Sabadell - ESTRATEGIA SEMANAL DE CRÉDITO: FIN. SUB. AT1 CON LA VISTA PUESTA EN BANCA REGIONAL US (ANÁLISIS BANCO SABADELL)

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Sabadell

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ESTRATEGIA SEMANAL DE CRÉDITO: FIN. SUB. AT1 CON LA VISTA PUESTA EN BANCA REGIONAL US (ANÁLISIS BANCO SABADELL)

Entorno: el tono en el plano comercial entre China y EE.UU. parece suavizarse, mientras que en la Fed va calando la idea de ver sucesivas bajadas de tipos:

20/10/2025 1 ES

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AIR LIQUIDE: RDOS. 2025 (ANÁLISIS BANCO SABADELL)

Rdos. 4T'25 vs 4T'24: Ventas: 6.6.619 M euros (-4,3% vs -4,6% consenso); Rdos. 2025 vs 2024: Ventas: 26.940 M euros (-0,4% vs -0,5% consenso); EBIT recurrente: 5.582 M euros (+3,5% vs +3,2% consenso); BDI: 3.518 M euros (+6,4% vs +4,8% consenso).

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INFORME DIARIO 20 FEBRERO + RDOS. ESPAÑA Y EUROPA. IDEAS DESTACADAS Y PREVIEWS (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACS, SECTOR ELÉCTRICO Y ENERGIA. EUROPA: AIR LIQUIDE, DANONE 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. Vuelven las tensiones geopolíticas Volvieron las caídas a Europa, con Irán en el foco y una posible intervención militar de EE.UU. en los próximos días. En el STOXX 600, casi todos los sectores cerraron con pérdidas, lideradas por R. B...

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February 20, 2026 February 20, 2026 1 ES

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IBERIAN DAILY 20 FEBRUARY + 4Q’25 RESULTS. HIGHLIGHTS AND REST OF PREVIEWS (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: ACS, ELECTRICITY SECTOR EUROPE. 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. Geopolitical tensions back in the spotlight European stock markets were back in the red, with Iran in the spotlight and a possible US military intervention in the next few days. In the STOXX 600, almost all sectors ended with losses, led by Basic Materials (the best performer the previous day) and Utilities, with Food and Te...

EUR 100.00

February 20, 2026 February 20, 2026 1 EN

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ESTRATEGIA SEMANAL DE CRÉDITO: FIN. SUB. AT1 CON LA VISTA PUESTA EN BANCA REGIONAL US (ANÁLISIS BANCO SABADELL)

AIR LIQUIDE: RDOS. 2025 (ANÁLISIS BANCO SABADELL)

INFORME DIARIO 20 FEBRERO + RDOS. ESPAÑA Y EUROPA. IDEAS DESTACADAS Y PREVIEWS (ANÁLISIS BANCO SABADELL)

IBERIAN DAILY 20 FEBRUARY + 4Q’25 RESULTS. HIGHLIGHTS AND REST OF PREVIEWS (ANÁLISIS BANCO SABADELL)

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