Sabadell - Inditex (ITX SM) (ITX SM) INDITEX: PREVIO RDOS 2T19 (ANÃLISIS BANCO SABADELL)

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Sabadell

Ignacio Romero

EUR 100.00 For Business Accounts Only

INDITEX: PREVIO RDOS 2T'19 (ANÃLISIS BANCO SABADELL)

Previo 2Tâ€™19: esperamos unos buenos resultados. COMPRAR.
Publica Rdos 2Tâ€™19 el prÃ³ximo 11 de septiembre a las 8h00. Esperamos un buen trimestre, tras un 1T relativamente flojo en ventas, y con un efecto tipo de cambio ligeramente positivo que deberÃa ayudar a alcanzar tasas de crecimiento de doble dÃgito en beneficio operativo. A pesar del buen comportamiento en 2019 (supera al IBEX en un +20%) creemos que la acciÃ³n no estÃ¡ cara en el actual contexto de tipos de interÃ©s ultrabajos y cotizando por debajo del rango histÃ³rico de valoraciÃ³n (23x vs 25-30x PER) por temor a una caÃda de ventas y mÃ¡rgenes a largo plazo derivada de una la mayor competencia online. Dicho esto, existe riesgo de recogida de beneficios en Bolsa si la compaÃ±Ãa no cumple con las expectativas cuando publique resultados el miÃ©rcoles que viene.

09/09/2019 5 ES

Underlying

Inditex (ITX SM)

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Provider

Sabadell

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Analysts

Ignacio Romero

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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

March 13, 2024 March 13, 2024 1 EN

ARCELOR MITTAL: RDOS. 1T’24 (ANÁLISIS BANCO SABADELL)

Rdos. 1T'24 vs 1T'23: EBITDA: 1.956 M dólares (+7,4% vs -2,0% BS(e) y -0,4% consenso); BDI: 938,0 M dólares (-14,4% vs -35,8% BS(e) y -33,1% consenso).

EUR 100.00

14m 14m 1 ES

Javier Esteban

Javier Esteban

ING GROEP: RDOS. 1T’24 (ANÁLISIS BANCO SABADELL)

Rdos. 1T'24 vs 1T'23: M. Intereses: 3.825 M euros (-4,7% vs -3,7% BS(e) y -4,2% consenso); M. Bruto: 5.583 M euros (+0,3% vs -2,4% BS(e) y -2,3% consenso); M. Neto: 2.551 M euros (+2,2% vs -6,7% BS(e) y -6,2% consenso); BDI: 1.578 M euros (-0,8% vs -9,5% BS(e) y -11,2% consenso). Rdos. 1T'24 vs 4T'23: M. Intereses: 3.825 M euros (-1,3% vs -0,3% BS(e) y -0,8% consenso); M. Bruto: 5.583 M euros (+3,2% vs +0,5% BS(e) y +0,5% consenso); M. Neto: 2.551 M euros (+9,4% vs -0,2% BS(e) y +0,4% consenso); BDI: 1.578 M euros (+1,3% vs -7,6% BS(e) y -9,3% consenso).

EUR 100.00

24m 24m 1 ES

Ignacio Romero

Ignacio Romero

METROVACESA: RDOS. 1T’24 (ANÁLISIS BANCO SABADELL)

Rdos. 1T'24 vs 1T'23: Ventas: 140 M euros (+76,1% vs +59,4% BS(e)); EBITDA: 18 M euros (+306,8% vs +226,9% BS(e)).

EUR 100.00

30m 30m 1 ES

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INDITEX: PREVIO RDOS 2T'19 (ANÃLISIS BANCO SABADELL)

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

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

IBERIAN DAILY 13 MARCH (ANÁLISIS BANCO SABADELL)

ARCELOR MITTAL: RDOS. 1T’24 (ANÁLISIS BANCO SABADELL)

ING GROEP: RDOS. 1T’24 (ANÁLISIS BANCO SABADELL)

METROVACESA: RDOS. 1T’24 (ANÁLISIS BANCO SABADELL)

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INDITEX: PREVIO RDOS 2T'19 (ANÃLISIS BANCO SABADELL)