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Research Department
- Research Department
Research Department
- Research Department
Research Department
- Research Department
CAMBIO DE CARTERAS BANCO SABADELL SEMANA 04 AL 11 MARZO 2026 (ANÁLISIS...
Cartera Modelo Europa Sin cambios esta semana. Cartera High Yield Europa Air Liquide, Airbus, ASML, AXA y Deutsche Telekom Sin cambios esta semana. Cartera Modelo España Sale Sacyr, entra Bankinter y sube peso Redeia y Acerinox. Cartera 5 Valores España Cellnex, Ferrovial, IAG, Indra y Merlin Sin cambios esta semana. Cartera 5 valores High Yield España Acerinox, Iberdrola, Inditex, Santander y Telefónica Sin cambios esta semana. Cartera Pequeñas y Medianas España Acerinox, Amper, Banki...
Oscar Rodriguez
- Oscar Rodriguez
BMW: RDOS. 4T’25 (ANÁLISIS BANCO SABADELL)
Rdos. 4T'25 vs 4T'24: Ventas: 33.454 M euros (-8,1% vs +1,6% BS(e) y +1,5% consenso); EBIT: 2.122 M euros (+12,8% vs +0,5% BS(e) y -1,0% consenso); Rdos. 2025 vs 2024: Ventas: 133.453 M euros (-6,3% vs -3,8% BS(e) y -3,8% consenso); EBIT: 10.186 M euros (-11,5% vs -13,5% BS(e) y -13,7% consenso).
Research Department
- Research Department
IBERIAN DAILY 12 MARCH (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: ELECTRICITY SECTOR, REDEIA. The geopolitical risk remains There were drops once again on stock markets, pressured by the new rally by Brent crude (+4.7%) in view of the attacks on oil tankers in the Strait of Hormuz, and despite the fact that the IEA unanimously agreed to release 400 M barrels of oil to mitigate the impact from the energy crisis on the global economy (vs. 182 M barrels in 2022 due to the war in Ukraine). In the STOXX 600, only Energy, Retail (due to the gains by ...
