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Steven Gould
  • Steven Gould
Steven Gould
  • Steven Gould
Javier Esteban
  • Javier Esteban

UNICAJA: 2Q’25 RESULTS (ANÁLISIS BANCO SABADELL)

2Q'25 vs. 2Q'24: NII: € 374 M (-2.5% vs. -5% BS(e) and -5.3% consensus); Total Revenues: € 543 M (-0.2% vs. -2.5% BS(e) and -3.5% consensus); Operating Income: € 306 M (-4.5% vs. -8.1% BS(e) and -9.5% consensus); Net Profit: € 179 M (-2.5% vs. -8.7% BS(e) and -10.1% consensus). 2Q'25 vs. 1Q'25: NII: € 374 M (+1.5% vs. -1.2% BS(e) and -1.5% consensus); Total Revenues: € 543 M (+5.4% vs. +2.9% BS(e) and +1.9% consensus); Operating Income: € 306 M (+9.1% vs. +4.9% BS(e) and +3.4% consensus); Net Pr...

Javier Esteban
  • Javier Esteban

UNICAJA: RDOS. 2T’25 (ANÁLISIS BANCO SABADELL)

Rdos. 2T'25 vs 2T'24: M. Intereses: 374 M euros (-2,5% vs -5% BS(e) y -5,3% consenso); M. Bruto: 543 M euros (-0,2% vs -2,5% BS(e) y -3,5% consenso); M. Neto: 306 M euros (-4,5% vs -8,1% BS(e) y -9,5% consenso); BDI: 179 M euros (-2,5% vs -8,7% BS(e) y -10,1% consenso). Rdos. 2T'25 vs 1T'25: M. Intereses: 374 M euros (+1,5% vs -1,2% BS(e) y -1,5% consenso); M. Bruto: 543 M euros (+5,4% vs +2,9% BS(e) y +1,9% consenso); M. Neto: 306 M euros (+9,1% vs +4,9% BS(e) y +3,4% consenso); BDI: 179 M eur...

Research Department
  • Research Department

INFORME DIARIO 29 JULIO + RDOS. ESPAÑA Y EUROPA 2T’25. IDEAS DESTACADA...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACCIONA, ACCIONA ENERGÍA, CAF, ENDESA, IBERDROLA, UNICAJA. EUROPA: AIR LIQUIDE, ESSILORLUXOTTICA, PHILIPS. 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. 2T’25 que se publicarán en España y Europa en los próximos días. Tras el acuerdo… Europa termina en pérdidas La digestión del acuerdo comercial fue apagan...

Research Department
  • Research Department

IBERIAN DAILY 29 JULY + 2Q’25 RESULTS. HIGHLIGHTS AND REST OF PREVIEWS...

NEWS SUMMARY: ACCIONA, ACCIONA ENERGÍA, CAF, ENDESA, IBERDROLA, UNICAJA. 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 2Q’25 results to be released over the coming days in Spain. After the agreement... losses in Europe With the digestions of the trade agreement, the initial gains for European stock markets turned into drops near -0.5%. Negotiations on microchips, pharma produ...

Suvi Platerink Kosonen
  • Suvi Platerink Kosonen

Bank Capital/It's getting hot in here

We take a look at the broad developments in euro-denominated AT1 markets. So far this year the tight trading levels have reflected as banks continuing to remain very active in primary markets. With the uncertain geopolitical landscape, we would remain selective on issuers and in terms of bonds.

Benoit Valleaux ... (+2)
  • Benoit Valleaux
  • Steven Gould
Benoit Valleaux ... (+2)
  • Benoit Valleaux
  • Steven Gould
Research Department
  • Research Department

INFORME DIARIO 29 ABRIL + RDOS. ESPAÑA Y EUROPA 1T’25. PREVIEWS (ANÁLI...

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: INDRA, METROVACESA, PUIG BRANDS, SANTANDER, SECTOR SEGUROS, UNICAJA, VISCOFAN. EUROPA: ADIDAS, SCHNEIDER, 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. 1T’25 que se publicarán en España y Europa en los próximos días. El Ibex resiste a pesar del apagón Las bolsas comenzaron la semana con gananci...

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