IBERIAN DAILY 06 AUGUST (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: IBERDROLA, SOLARIA. Calm on stock markets European stock markets saw a decreasing performance with low volume where the earnings calendar and the possible rate cut by the Fed in September continued to set the pace. Thus, in the STOXX 600 most sectors (16/20) ended with gains, led by Autos and Basic Resources vs. Consumer Goods and Utilities that were the worst performers. On the macro side, in the euro zone, July’s final services PMI was cut although remained at levels consistent with expansion. In Spain, June’s industrial output climbed, as opposed to expectations. In the US, t...

INFORME DIARIO 06 AGOSTO + RDOS. EUROPA 2T’25. PREVIEWS (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: IBERDROLA, SOLARIA. EUROPA: AHOLD DELHAIZE, BAYER. 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. 2T’25 que se publicarán en España y Europa en los próximos días. Poco movimiento en los mercados Jornada de más a menos y de escaso volumen en las bolsas europeas, donde el calendario de Rdos. y la posible bajada de tipos por parte de la Fed en septiembre siguen marcando el protagonismo. Así, en el STOXX 600 ...

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 04/06/2025

CVC Capital Partners : Activity momentum remains healthy in Q2, however we miss an update on PRE outlook for 2025

Lanxess : Q2 EBITDA in line with one-off help; outlook cut as expected, still -4% for css though

Fastned : H1/Q2 performance well below consensus expectations