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Today, we are publishing the Auto section of our 30th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. In the coming weeks we will publish sections on Hyperscale & Cloud, Telecom Equipment, PCs, Enterprise IT, and Foundry. Auto demand came in above expectations. Semiconductor revenue growth remains muted as customers continue to work down inventories. We expect the headwind to ease and a recovery to emerge i...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: OHLA, SANTANDER, SECTOR ELÉCTRICO. EUROPA: AIRBUS, PROSUS, VOLKSWAGEN. 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’25 que se publicarán en España y Europa en los próximos días. El Brent termina por debajo de los 100 dólares Fuerte volatilidad en los mercados de la mano de las subidas del Brent pero que fue moderándose gracias a las conversaciones de liberación de reservas de del G7 (que hoy continua...
1Q'26 vs. 1Q'25 Results Sales: € 304.77 M (-0.8% vs. +5.0% BS(e)); EBITDA: € 63.38 M (-7.9% vs. -0.2% BS(e));
Rdos. 1T'26 vs 1T'25: EBIT: 2.418 M euros (-7,0% vs -5,9% BS(e) y 0,0% consenso); BDI: 1.302 M euros (-7,8% vs +0,4% BS(e) y +6,2% consenso).
Rdos. 1T'26 vs 1T'25: Ventas: 16.278 M euros (0,0% vs +3,1% BS(e) y +2,4% consenso).
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