Sabadell - ArcelorMittal (MTL) ARCELOR MITTAL: MENSAJES DE LA CONFERENCE CALL RDOS. 1T’23 (ANÁLISIS BANCO SABADELL)

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Sabadell

Oscar Rodriguez

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ARCELOR MITTAL: MENSAJES DE LA CONFERENCE CALL RDOS. 1T’23 (ANÁLISIS BANCO SABADELL)

De la conference call de Rdos. 1T’23 destacamos:
 MTS vuelve a insistir en que los niveles actuales de inventarios se encuentran bajos lo que debería favorecer la recuperación de precios. Adicionalmente consideran que la caída de los costes de algunas materias primas, así como el aumento de precios debería favorecerles a lo largo del año impulsando la rentabilidad ya en 2T’23.

04/05/2023 1 ES

Underlying

ArcelorMittal

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LU0323134006 Luxembourg Stock Exchange Luxembourg

Provider

Sabadell

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Analysts

Oscar Rodriguez

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NEWS SUMMARY: ARCELOR MITTAL, ELECTRICITY SECTOR, FLUIDRA, MELIA, MERLIN PROPERTIES, NEINOR HOMES, REDEIA, VISCOFAN. 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 2Q’25 results to be released over the coming days in Spain. Growth resisting for now European stock markets ended with slight gains in view of the signs of resistance in the 2Q’25 GDP and ahead of the Fed meeting, which in the end kept interest rates unchanged with two members voting against (C. Waller and M. Bowm...

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PERNOD RICARD: RDOS. 2025 (ANÁLISIS BANCO SABADELL)

Rdos. 4T'25 vs 4T'24: Ventas: 2.505 M euros (-5,9% vs -3,8% BS(e) y -6,5% consenso). Rdos. 2025 vs 2024: Ventas: 10.959 M euros (-5,5% vs -5,0% BS(e) y -5,6% consenso); EBIT: 2.951 M euros (-5,3% vs -7,2% BS(e) y -7,8% consenso); BDI: 1.829 M euros (-8,6% vs -11,6% BS(e) y -12,1% consenso).

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INFORME DIARIO 28 AGOSTO (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CAF. EUROPA: PERNOD RICARD. El CAC rebota gracias al lujo y apuntala al Euro STOXX 50 A pesar de estar inmerso en una nueva crisis política, la bolsa francesa se recuperó ligeramente en una sesión marcada por las caídas en el resto de plazas (Ibex -0,66%, DAX -0,53%) en una sesión sin referencias macro. En el STOXX 600 los mejores sectores fueron B. Consumo, Farma y Tecnología mientras que Bancos y Viajes&Ocio mostraron las mayores cesiones. Por el lado macro, tan sólo comentarios de J. Williams, de la Fed de Nueva York, de extremar la vigilancia ...

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ARCELOR MITTAL: MENSAJES DE LA CONFERENCE CALL RDOS. 1T’23 (ANÁLISIS BANCO SABADELL)

ARCELORMITTAL: 2Q’25 RESULTS (ANÁLISIS BANCO SABADELL)

ARCELORMITTAL: RDOS. 2T’25 (ANÁLISIS BANCO SABADELL)

IBERIAN DAILY 31 JULY + 2Q'25 RESULTS. HIGHLIGHTS AND REST OF PREVIEWS (ANÁLISIS BANCO SABADELL)

PERNOD RICARD: RDOS. 2025 (ANÁLISIS BANCO SABADELL)

IBERIAN DAILY 28 AUGUST (ANÁLISIS BANCO SABADELL)

INFORME DIARIO 28 AGOSTO (ANÁLISIS BANCO SABADELL)

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