Due to regulatory restrictions regarding the distribution of financial research, this report is restricted to a specific region or investor type. Get access to exclusive reports by answering the questions below.
This combination of email and password didn't match our records. Your account might not be activated. If so, please click on the link we sent you via email. You can also request a password reset or a new activation email using the links below.
3Q'25 vs. 3Q'24 Results Sales: € 445.0 M (-1.3% vs. +1.8% BS(e)); EBIT: € 85.0 M (-12.4% vs. -9.0% BS(e)); Net Profit: € 63.0 M (-18.2% vs. -17.6% BS(e)); 9M'25 vs. 9M'24 Results Sales: € 1.361 Bn (+3.3% vs. +4.3% BS(e)); EBIT: € 287.0 M (-1.0% vs. +0.1% BS(e)); Net Profit: € 214.0 M (-9.7% vs. -9.5% BS(e));
Rdos. 3T'25 vs 3T'24: Ventas: 445,0 M euros (-1,3% vs +1,8% BS(e)); EBIT: 85,0 M euros (-12,4% vs -9,0% BS(e)); BDI: 63,0 M euros (-18,2% vs -17,6% BS(e)). Rdos. 9meses'25 vs 9meses'24: Ventas: 1.361 M euros (+3,3% vs +4,3% BS(e)); EBIT: 287,0 M euros (-1,0% vs +0,1% BS(e)); BDI: 214,0 M euros (-9,7% vs -9,5% BS(e)).
Los mensajes más destacados de la call de Rdos. 2T’25. La rebaja del guidance, y el mal tono de resultados en general,
VISIÓN TÁCTICA DE LOS MERCADOS 29 SEPTIEMBRE (ANÁLISIS BANCO SABADELL)
Entorno: Las bajadas de tipos que descuentan los Fed Funds van minorándose a medida que varios miembros se muestran incómodos con la fuerte senda que ha llegado a descontarse. Esto, unido a la fortaleza de los datos macro vista la semana pasada dejan -39 p.b. de recortes para este año. En materia comercial, hubo anuncio de nuevos aranceles sobre farma, camiones pesados y mobiliario, mientras que, en geopolítica, D. Trump cambia de postura mostrándose a favor de que Ucrania recupere todo su terreno ocupado por Rusia, a lo que hay que añadir los continuos desafíos de Rusia dentro del espacio aér...
NEWS SUMMARY: BANKINTER, INDRA, MAPFRE. Surprisingly strong macroeconomic data in the US It was a transition week for European and US stock markets, with all eyes on the US macroeconomic data (particularly the positive surprise after the 2Q GDP revision) and the comments from the Fed members, cooling the strong rate cuts priced in through Dec’26. Thus, in the STOXX 600, the best-performing sectors were Basic Resources and Energy, whereas Pharma (tariff implementation) and Construction suffered the biggest drops last week. On the macro side, in Spain, the final 2Q’25 GDP rose unexpectedly +0....
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.