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Research Department
- Research Department
Research Department
- Research Department
INFORME DIARIO 13 ABRIL + RDOS. EUROPA 1T’26. PREVIEWS (ANÁLISIS BANCO...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: OHLA. Trump declara el bloqueo del estrecho tras unas fallidas conversaciones de paz Las bolsas recuperaron terreno la semana pasada, manteniendo un sesgo positivo con un petróleo que volvió a niveles inferiores a los 100 dólares por barril ante la esperanza en las conversaciones de paz entre EE.UU e Irán. A esto hay sumar conversaciones para llegar a un acuerdo de Paz entre Zelensky y Putin. En un STOXX 600, los mejores sectores fueron Bancos y C...
Research Department
- Research Department
IBERIAN DAILY 13 APRIL (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: OHLA. Trump announces blockage of Strait of Hormuz after failed peace talks Stock markets recovered ground last week, maintaining a positive slant with oil falling from the highs reached during the conflict and returning to below US$ 100/barrel in view of the hopes regarding US-Iran peace talks. Added to this are the talks to reach a peace deal between Zelenskyy and Putin. In the STOXX 600, the best-performing sectors were Banks and Construction, whereas Household Goods and Energ...
Virginia Romero
- Virginia Romero
REPSOL: TRADING STATEMENT 1T’26 Y CAMBIO DE P.O. AL ALZA (ANÁLISIS BAN...
Trading statement 1T’26 sólido por Upstream. INFRAPONDERAR Trimestre fuerte en Upstream, apoyado en el precio del Brent (81,1 d/b vs 65 d/b guidance y 75 d/b BS (e)), gas HH (5,1 d/MBtu vs 4 d/Mbtu guidance, 3,8 d/Mbtu BS(e)) y menores costes de exploración. En Industrial, la menor captura del margen de refino (10,9 d/b,), por baja utilización, se compensaría por wholesale and gas trading. Estimamos un EBIT 1T’26e c. 1.300 M euros (+45% vs 4T’25, en línea consenso) y un BDI 1T’26e ajustado de c....
Research Department
- Research Department
IBERIAN DAILY 10 APRIL (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: COLONIAL, REPSOL, SANTANDER. Doubts hovering over US-Iran truce The lack of clarity in the terms of the ceasefire between Iran and the US dragged down European stock markets, although the losses were reeled in somewhat by the end of the session after B. Netanyahu showed himself to be willing to start peace talks with Lebanon next week, which would also include the disarming of Hezbollah and the US as the intermediary. In a bearish STOXX 600, the best-performing sectors were Energ...
