IBERIAN DAILY 24 FEBRUARY + 4Q’25 RESULTS. HIGHLIGHTS AND REST OF PREVIEWS (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: CAF, ENCE, ENDESA, METROVACESA, TELEFÓNICA.
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 4Q’25 results to be released over the coming days in Spain.
IBEX the one positive note
European stock markets showed a mixed reaction to Trump’s new protectionist measures (the periphery outperformed core countries), while companies exposed to the disruption from AI continue to be punished. In the STOXX 600, the best-performing sectors were defensive ones like Utilities a...