Sabadell - Inditex (ITX SM) (ITX SM) INDITEX: MENSAJES DE LA CONFERENCE CALL RDOS. 1T’22 (ANÁLISIS BANCO SABADELL)

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Sabadell

Arancha Pineiro

EUR 50.00 For Business Accounts Only

INDITEX: MENSAJES DE LA CONFERENCE CALL RDOS. 1T’22 (ANÁLISIS BANCO SABADELL)

De la conference call de Rdos. 1T’22 destacamos los siguientes mensajes:
 Política de precios: no esperan cambios aquí e indican que están realizando aumentos de forma selectiva por mercados/formatos/productos. Con todo, nuevamente confirman que esperan que el aumento en precios de la colección primavera/verano sea del c.+5% sin impacto en volúmenes.

08/06/2022 1 ES

Underlying

Inditex (ITX SM)

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Provider

Sabadell

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Analysts

Arancha Pineiro

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Sabadell

INDITEX: 4Q'23 RESULTS (ANÁLISIS BANCO SABADELL)

4Q'23 vs. 4Q'22 Results Sales: € 10.338 Bn (+8.7% vs. +8.3% BS(e) and +8.9% consensus); EBIT: € 1.617 Bn (+20.4% vs. +15.6% BS(e) and +19.4% consensus); Net Profit: € 1.279 Bn (+23.6% vs. +22.5% BS(e) and +23.0% consensus); FY2023 vs. FY2022 Results Sales: € 35.947 Bn (+10.4% vs. +10.3% BS(e) and +10.4% consensus); EBIT: € 6.809 Bn (+23.4% vs. +22.2% BS(e) and +23.1% consensus); Net Profit: € 5.381 Bn (+30.3% vs. +30.0% BS(e) and +30.1% consensus);

EUR 100.00

March 13, 2024 March 13, 2024 1 EN

Sabadell

INDITEX: RDOS. 4T’23 (ANÁLISIS BANCO SABADELL)

Rdos. 4T'23 vs 4T'22: Ventas: 10.338 M euros (+8,7% vs +8,3% BS(e) y +8,9% consenso); EBIT: 1.617 M euros (+20,4% vs +15,6% BS(e) y +19,4% consenso); BDI: 1.279 M euros (+23,6% vs +22,5% BS(e) y +23,0% consenso). Rdos. 2023 vs 2022: Ventas: 35.947 M euros (+10,4% vs +10,3% BS(e) y +10,4% consenso); EBIT: 6.809 M euros (+23,4% vs +22,2% BS(e) y +23,1% consenso); BDI: 5.381 M euros (+30,3% vs +30,0% BS(e) y +30,1% consenso).

EUR 100.00

March 13, 2024 March 13, 2024 1 ES

Sabadell

IBERIAN DAILY 13 MARCH (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: ARCELORMITTAL, INDITEX, SOLARIA. Markets continue to rise Despite the surprising increase in US inflation data, which could raise doubts on the start of rate cuts by the Fed in June, stock markets rose on both sides of the Atlantic and the IBEX reached a high since Feb’18 near 10,400 points. In the STOXX 600, all the sectors except Real Estate, Utilities and Telecoms closed with gains, led by Autos and Banks. On the macro side, in the UK February’s ILO unemployment rate rose more than expected. the first rise since July of last year, and the YoY rise in salary gains slowed to Ju...

EUR 100.00

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ESTRATEGIA MENSUAL DE RENTA VARIABLE: ABRIL 2024 (ANÁLISIS BANCO SABADELL)

Las bolsas han empezado el 2T corrigiendo parte de la sobre compra acumulada en 1T’24 con la excusa del contexto geopolítico y el repunte de tipos de interés. El Bovespa es de los peores índices tras su buen comportamiento en 2023. Mantenemos nuestra recomendación de sobreponderar el Bovespa gracias al mix de recuperación de beneficios, con riesgos acotados o a la baja y a su muy alto atractivo por valoración (potencial de recuperación de hasta +20% a 12 meses) en un contexto de más bajadas de tipos por parte del BCB de las que espera el consenso. También cabe esperar un buen comportamiento de...

EUR 200.00

8h / 32m 8h / 32m 1 ES

Luis Arredondo

Luis Arredondo

ACS: CMD’24 - CRECIMIENTO SIN RIESGO (ANÁLISIS BANCO SABADELL)

CMD’24: Crecimiento sin riesgo. COMPRAR Del CMD’24 celebrado ayer destacamos su previsión de CF Neto Operativo’24-26 ~3.300 M euros, lo que unido a desinversiones (>2.000 M euros) dejaría >2.500 M euros disponibles para adquisición de activos concesionales (brownfield y greenfield) y M&A para acelerar la expansión de Turner (EE.UU). Revisamos estimaciones +5% y +12% en EBITDA/BDI’24-26 (-6% y -7% vs consenso) por mejor evolución operativa (Turner/Cimic) y situamos P.O. en 43,00 euros/acc. (+11% potencial). Tras su mal performance reciente (-4% en 2024; -9% vs IBEX) seguimos viendo recorrido co...

EUR 200.00

8h / 40m 8h / 40m 1 ES

Research Department

Research Department

BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 10 TO 17 APRIL 2024 (ANÁLISIS BANCO SABADELL)

European Portfolio No changes this week. European High Yield Portfolio Air Liquide, Airbus, Deutsche Telekom, LVMH and Vinci No changes this week. Spanish Recommended Portfolio No changes this week. 5-Stock Recommended Portfolio Caixabank, Ferrovial, Logista, IAG & Inditex No changes this week. 5 High-Yield Stock Portfolio Acciona, Aena, Merlin Properties, Repsol and Santander No changes this week. Mid&Small Recommended Portfolio CAF, CIE Automotive, Ebro Foods, Enagás, Fluidra, Logista, Meliá, Sacyr, Solaria and Unicaja No changes this week.

EUR 200.00

10h / 39m 10h / 39m 1 EN

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INDITEX: MENSAJES DE LA CONFERENCE CALL RDOS. 1T’22 (ANÁLISIS BANCO SABADELL)

INDITEX: 4Q'23 RESULTS (ANÁLISIS BANCO SABADELL)

INDITEX: RDOS. 4T’23 (ANÁLISIS BANCO SABADELL)

IBERIAN DAILY 13 MARCH (ANÁLISIS BANCO SABADELL)

ESTRATEGIA MENSUAL DE RENTA VARIABLE: ABRIL 2024 (ANÁLISIS BANCO SABADELL)

ACS: CMD’24 - CRECIMIENTO SIN RIESGO (ANÁLISIS BANCO SABADELL)

BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 10 TO 17 APRIL 2024 (ANÁLISIS BANCO SABADELL)

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