Sabadell - Construcciones Y Auxiliar De Ferrocarriles, S.A. (CAF) CAF: 1H’23 RESULTS (ANÁLISIS BANCO SABADELL)

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Sabadell

Alfredo del Cerro

EUR 100.00 For Business Accounts Only

CAF: 1H’23 RESULTS (ANÁLISIS BANCO SABADELL)

2Q'23 vs. 2Q'22 Results
Sales: € 925.0 M (+16.5% vs. +23.6% BS(e) and +18.4% consensus);
EBIT: € 42.0 M (+31.3% vs. +50.0% BS(e) and +37.5% consensus);
Net Profit: € 13.8 M (+25.5% vs. +116.4% BS(e) and +70.9% consensus).
1H'23 vs. 1H'22 Results
Sales: € 1.877 Bn (+22.7% vs. +26.3% BS(e) and +23.7% consensus);
EBIT: € 85.0 M (+26.9% vs. +35.8% BS(e) and +29.9% consensus);
Net Profit: € 34.0 M (+9.7% vs. +41.9% BS(e) and +25.8% consensus).

31/07/2023 1 EN

Underlying

Construcciones Y Auxiliar De Ferrocarriles, S.A.

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ES0121975017 Spain

Provider

Sabadell

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Analysts

Alfredo del Cerro

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NEWS SUMMARY: ELECTRICITY SECTOR, INDITEX. IBEX reaches 14,200 Stock markets ended stable in a session in which the ECB followed the expected script. In the STOXX 600, the best-performing sectors were cyclicals like Basic Materials and Construction, whereas Consumer Goods and Chemicals ended with the biggest drops. On the macro side, in Germany industrial orders rose unexpectedly in April. In the euro zone, the June ECB meeting brought a -25bps rate cut, as expected, and C. Lagarde suggested the monetary cycle policy would be reaching its end but insisting that they are in a good position to ...

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Por un lado, la reforma presupuestaria (OBBBA) de D. Trump que intenta aprobar el Senado aumentaría el déficit para los próximos años y además hasta podría impactar negativamente a las compañías europeas con negocios allí a través de la sección 899. Por otro lado, no creemos que los aranceles puedan compensar el mayor déficit de la OBBBA y menos aún reducir el déficit hasta el 4,5% para estabilizar la deuda a largo plazo. Por eso el mercado seguirá aumentando gradualmente la prima (a plazo) exigida a EE.UU. lo que incrementa los riesgos de una TIR a 10 años en el 5,0% poniendo en duda la valor...

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CAF: 1H’23 RESULTS (ANÁLISIS BANCO SABADELL)

CAF: 1Q’25 RESULTS (ANÁLISIS BANCO SABADELL)

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

IBERIAN DAILY 09 MAY + 1Q’25 RESULTS. HIGHLIGHTS AND REST OF PREVIEWS (ANÁLISIS BANCO SABADELL)

IBERIAN DAILY 06 JUNE (ANÁLISIS BANCO SABADELL)

INFORME DIARIO 06 JUNIO (ANÁLISIS BANCO SABADELL)

SEMANAL MERCADOS: EL MERCADO SERÁ CADA VEZ MÁS EXIGENTE CON LA DEUDA DE EE.UU. (ANÁLISIS BANCO SABADELL)

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