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Rdos. 2T'25 vs 2T'24: Ventas: 3.393 M euros (-4,4% vs -0,8% BS(e) y -3,4% consenso); Rdos. 1S'25 vs 1S'24: Ventas: 6.176 M euros (-6,3% vs -4,3% BS(e) y -5,8% consenso); EBIT: 1.985 M euros (-7,4% vs -6,4% BS(e) y -7,8% consenso); BDI: 1.274 M euros (-11,5% vs -9,6% BS(e) y -11,1% consenso).
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ARCELOR MITTAL, CELLNEX, SECTOR AUTOPISTAS, TALGO. EUROPA: AIRBUS, ING GROEP, PERNOD RICARD, SIEMENS, SOCIÉTÉ GÉNÉRALE. 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. 4T’24 que se publicarán en España y Europa en los próximos días. El Ibex sigue imparable La sesión volvió a estar marcada por los comentarios de D. Trump y su plan sobre Gaza, donde se teme un repunte de la tensión geopolítica además de la...
Rdos. 1T'25 vs 1T'24: Ventas: 2.783 M euros (-8,5% vs -5,5% BS(e) y -6,1% 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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