IBERIAN DAILY 12 AUGUST (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: ROVI, TALGO. A transition session awaiting the US inflation data It was a transition session with flat stock markets or with slight corrections and without practically any volume and macroeconomic references, awaiting the release of July’s inflation in the US today (main reference this week) amid some fears about a rise in inflation as tariffs are passed on to prices, which could delay the rate cuts expected in September in the US. Thus, in Europe in the STOXX 600 defensive sectors were the best performers after their worse relative performance in the last few sessions, mainly T...

INFORME DIARIO 12 AGOSTO (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ROVI, TALGO. Sesión de transición a la espera del dato de inflación americana Sesión de transición con bolsas planas o con ligeros retrocesos, sin apenas volumen negociado y sin referencias macro, a la espera de la publicación de la inflación de julio esta tarde en EE.UU. (principal referencia esta semana). Existe cierto temor a un repunte de inflación a medida que se empiezan a trasladar los aranceles a los precios finales, lo que podría volver a retrasar las bajadas de tipos en EE.UU. que se esperan para septiembre. Así, en Europa, en el STOXX ...

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 07/25/2025

Reig Jofre: EBITDA maintains its growth in 1H20 (+40%) driven by sales (+25%) and cost efficiencies

Reig Jofre: EBITDA maintains its growth in 1H20 (+40%) driven by sales (+25%) and cost efficiencies Growth in sales and EBITDA fuelled by the COVID-19 effect and the Bioibérica acquisition The key features are organic growth of +10%, a higher EBITDA margin and the COVID-19 vaccine Valuation

Reig Jofre: EBITDA increased +43% in 1Q20 fuelled by sales (+26%) and a higher EBITDA margin

Growth in sales and EBITDA accelerated in 1Q20 fuelled by the COVID-19 effect The key features are organic growth of +10%, a higher EBITDA margin and lower capex Valuation

Reig Jofre: EBITDA (adj.) +17% in 2019 and guidance is 2x in a five-year plan

Growth in sales and adjusted EBITDA accelerated in 2019 after a strong 4Q19 Higher margins coupled to lower capex in the coming years to boost free cash flow Valuation