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Rdos. 1T'25 vs 1T'24: Ventas: 20.311 M euros (-1,9% vs +2,0% BS(e) y +2,0% consenso).
COMPAÑÍAS QUE APARECEN EN EL INFORME: EUROPA: LVMH, SECTOR AUTOS. Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los resultados destacados en positivo y negativo y previews de Rdos. 1T’25 que se publicarán en España y Europa en los próximos días. Europa activa las ganancias Tras el anuncio de D.Trump de reducir los aranceles a los productos de electrónica (también mencionó que podría suspender temporalmente el arancel a los coches, pero que seguía adelante con su plan de imponer aranceles a los semiconductores y a pro...
Rdos. 4T'24 vs 4T'23: Ventas: 23.930 M euros (-0,1% vs -1,5% BS(e) y -2,1% consenso). Rdos. 2024 vs 2023: Ventas: 84.683 M euros (-1,7% vs -2,1% BS(e) y -2,3% consenso); EBIT: 19.571 M euros (-14,2% vs -10,4% BS(e) y -10,5% consenso); BDI: 12.550 M euros (-17,3% vs -8,7% BS(e) y -11,9% consenso).
De la conference call de Rdos. 1T’25 destacamos:
Rdos. 1T'25 vs 1T'24: Ventas: 7.742 M euros (+46,4% vs +49,2% BS(e) y +46,7% consenso); EBIT: 2.738 M euros (+96,8% vs +95,1% BS(e) y +90,8% consenso); BDI: 2.355 M euros (+92,4% vs +90,1% BS(e) y +83,0% consenso).
NEWS SUMMARY: N/A. 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. Stock markets resume rally in light of new concessions from Trump Trump’s announcement of temporary exemptions from tariffs on some electronic components and the possibility of a temporary suspension of tariffs on the auto sector allowed the rally to continue on stock markets (despite also confirming that he still aims to place tariffs on chips and ph...
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