Sabadell - Logista (LOG SM) (LOG SM) LOGISTA: MENSAJES DE LA CONFERENCE CALL RDOS. 2021 Y CAMBIO DE P.O. AL ALZA (ANÁLISIS BANCO SABADELL)

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Sabadell

Ignacio Romero

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LOGISTA: MENSAJES DE LA CONFERENCE CALL RDOS. 2021 Y CAMBIO DE P.O. AL ALZA (ANÁLISIS BANCO SABADELL)

Los principales mensajes de la conference call de resultados:
 Guidance. Esperan un crecimiento de dígito sencillo medio en EBIT. Nosotros hemos revisado un +9% y un +6% nuestras estimaciones de crecimiento del EBIT ajustado para 2022e y 2023e respectivamente para incorporar expectativas de la compañía y la subida de precios del tabaco en España en 1T’22. Ahora esperamos un crecimiento del EBIT ajustado del +4% en 2022.

05/11/2021 3 ES

Underlying

Logista (LOG SM)

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Provider

Sabadell

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Analysts

Ignacio Romero

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LOGISTA: MENSAJES DE LA CONFERENCE CALL RDOS. 2T’25 (ANÁLISIS BANCO SABADELL)

Los mensajes más destacados de la call de Rdos. 2T’25.  La rebaja del guidance, y el mal tono de resultados en general,

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2Q'25 vs. 2Q'24 Results Sales: € 458.0 M (+3.9% vs. -0.5% BS(e)); EBIT: € 104 M (+0.0% vs. -7.9% BS(e)); Net Profit: € 74 M (-14.9% vs. -16.5% BS(e)); 1H'25 vs. 1H'24: Results Sales: € 916.0 M (+5.7% vs. +3.4% BS(e)); EBIT: € 202.0 M (+4.7% vs. +0.4% BS(e)); Net Profit: € 151.0 M (-5.6% vs. -6.5% BS(e)).

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LOGISTA: RDOS. 1T’25 Y CAMBIO DE RECOMENDACIÓN A INFRAPONDERAR (ANÁLISIS BANCO SABADELL)

Rdos. 1T'25 vs 1T'24: Ventas: 458,0 M euros (+7,5% vs +2,8% BS(e)); EBIT: 98,0 M euros (+10,1% vs +5,2% BS(e)); BDI: 77,1 M euros (+6,2% vs -1,3% BS(e)).

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INFORME DIARIO 23 MAYO (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CAIXABANK, GRIFOLS, INDRA, OHLA. Pausa en las subidas Los mercados europeos tomaron beneficios más preocupados por la deriva de la rentabilidad de la curva estadounidense. Así, todos los sectores del STOXX 600 terminaron en rojo siendo Químicas y Hogar los mejores, mientras que B. Consumo y Autos terminaron con las caídas más profundas. Por el lado macro, en la Eurozona el PMI preliminar de manufacturas se recuperó en mayo algo más de lo esperado mientras que el de servicios retrocedió de forma inesperada hasta mínimos de feb’24 con el PMI compues...

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Research Department

Research Department

IBERIAN DAILY 23 MAY (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: CAIXABANK, GRIFOLS, INDRA, OHLA. Rallies take a breather European markets saw profit taking, more concerned with the US debt curve. Thus, all sectors in the STOXX 600 ended in the red, with Chemicals and Household Goods being the best performers, whereas Consumer Goods and Autos ended with the biggest drops. On the macro side, in the euro zone May’s preliminary manufacturing PMI recovered slightly more than expected, whereas the services index fell unexpectedly to a low since Feb’24, with the composite PMI in a contraction zone. From the ECB, the minutes from the last meeting sh...

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Research Department

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BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 14 TO 21 MAY 2025 (ANÁLISIS BANCO SABADELL)

European Portfolio No changes this week. European High Yield Portfolio AB Inbev, Air Liquide, Airbus, ASML &AXA No changes this week. Spanish Recommended Portfolio No changes this week. 5-Stock Recommended Portfolio Cellnex, Ferrovial, IAG, Indra & Merlin No changes this week. 5 High-Yield Stock Portfolio Acciona, Colonial, Iberdrola, Mapfre & Redeia No changes this week. Mid&Small Recommended Portfolio CAF, Enagás, Ence, Fluidra, Global Dominion, Grupo Catalana Occidente, Indra, Meliá, Sacyr & Viscofan No changes this week.

EUR 100.00

May 22, 2025 May 22, 2025 1 EN

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LOGISTA: MENSAJES DE LA CONFERENCE CALL RDOS. 2021 Y CAMBIO DE P.O. AL ALZA (ANÁLISIS BANCO SABADELL)

LOGISTA: MENSAJES DE LA CONFERENCE CALL RDOS. 2T’25 (ANÁLISIS BANCO SABADELL)

LOGISTA: 1H’25 RESULTS AND CHANGE OF RECOMMENDATION TO UNDERWEIGHT (ANÁLISIS BANCO SABADELL)

LOGISTA: RDOS. 1T’25 Y CAMBIO DE RECOMENDACIÓN A INFRAPONDERAR (ANÁLISIS BANCO SABADELL)

INFORME DIARIO 23 MAYO (ANÁLISIS BANCO SABADELL)

IBERIAN DAILY 23 MAY (ANÁLISIS BANCO SABADELL)

BANCO SABADELL RECOMMENDED PORTFOLIO WEEK 14 TO 21 MAY 2025 (ANÁLISIS BANCO SABADELL)

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