IBERIAN DAILY 06 MARCH (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: ALMIRALL, CAF. The higher spending underpins stock markets and drags down fixed income European stock markets rallied, fuelled by the stimulus plans in Germany and the possible peace in Ukraine. Thus, in the STOXX 600, construction (infrastructure plans in Germany and reconstruction of Ukraine) and Banks (thanks to higher rates) were the best-performing sectors whereas bond proxies such as Real Estate, Utilities and defensive industries such as Food and Household posted the biggest drops. On the macro side, in the euro zone, February’s final services PMI was cut one tenth vs. ...

INFORME DIARIO 06 MARZO + RDOS. EUROPA 4T’24. PREVIEWS (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ALMIRALL, CAF. EUROPA: DHL GROUP. 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’24 que se publicarán en España y Europa en los próximos días. El mayor gasto apoya a la bolsa y hunde a la renta fija Rebote en las bolsas europeas, animadas por los planes de estímulo en Alemania y una posible paz en Ucrania. En el STOXX 600, las mayores subidas fueron Construcción (planes de infraestructura en Alemania y...

ODDO BHF Small & MIDCAP MORNING NEWS – 02/25/2025

REDEIA: RDOS. 1T’25 Y CAMBIO DE P.O. A BAJO REVISIÓN (ANÁLISIS BANCO SABADELL)

Rdos. 1T'25 vs 1T'24: EBITDA: 320,1 M euros (+4,4% vs +4,7% BS(e) y +5,0% consenso); BDI: 137,8 M euros (+4,2% vs +2,8% BS(e) y +2,0% consenso);

BASF: RDOS. 1T’25 (ANÁLISIS BANCO SABADELL)

Rdos. 1T'25 vs 1T'24: Ventas: 17.402 M euros (-0,9% vs +0,7% BS(e) y +0,3% consenso); EBITDA: 2.625 M euros (-3,2% vs -3,2% BS(e) y -2,2% consenso); EBIT: 1.664 M euros (-5,1% vs -20,4% BS(e) y -18,4% consenso).

IBERIAN DAILY 02 MAY + 1Q’25 RESULTS. HIGHLIGHTS AND REST OF PREVIEWS (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: REDEIA. 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 1Q’25 results to be released over the coming days in Spain. Macroeconomic data drag down stock markets It was a session of corrections at both sides of the Atlantic, with the US dragged down by poor macroeconomic data (GDP, ADP, PMI) and Europe (particularly the Ibex) by the lack of positive surprises in the earnings campaign . In the STOXX 600, the best performers were defensive sectors such as Telecoms a...