ODDO BHF SECURITIES LARGE CAPS MORNING NEWS 04/03/2025

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 04/03/2025

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 03/04/2025

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...