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.
As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the 10 names we followed last week, follow the link below.
While Japan’s automakers have upped their game in the EV space, they remain laggards on the global stage. With the EV markets now in trouble, analyst Julie Boote assesses whether or not the Japanese assemblers have been vindicated in their more cautious approach to electrification.
Rdos. 1T'23 vs 1T'22: EBIT: 5.500 M euros (+5,2% vs -10,3% BS(e) y -6,3% consenso).
2Q'25 vs. 2Q'24 Results Sales: € 115.9 M (-35.5%); EBITDA: € -30.1 M (€ 20.8 M in 1H'24); 1H'25 vs. 1H'24 Results Sales: € 270.1 M (-22.0%); EBITDA: € -16.5 M (€ 40.9 M in 1H'24); EBIT: € -37.0 M (vs. € 28.6 M in 1H’24); Net Profit: € -65.7 M (€ 14.6 M in 1H'24).
Rdos. 2T'25 vs 2T'24: Ventas: 115,9 M euros (-35,5%); EBITDA: -30,1 M euros (20,8 M euros en 1S'24); Rdos. 1S'25 vs 1S'24: Ventas: 270,1 M euros (-22,0%); EBITDA: -16,5 M euros (40,9 M euros en 1S'24); EBIT: -37,0 M euros (vs 28,6 M euros en 1S’24); BDI: -65,7 M euros (14,6 M euros en 1S'24).
NEWS SUMMARY: AENA, REPSOL, ROVI, SANTANDER, TALGO. Shutdown in the US Govt. European stock markets saw gains despite the US newsflow suggesting a government shutdown. In this regard, the Senate rejected the Republican party’s resolution which would have maintained Govt. financing through 21/11 as it did not include an extension to healthcare subsidies (Affordable Care Act), which could affect around 750,000 public jobs. In the STOXX 600, the best-performing sector was Household, with the mixed performance of Retail, whereas cyclical industries such as Energy for the second consecutive sessio...
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.