reports
- Ignacio Romero
LOGISTA: FY2024 RESULTS AND T.P. UPGRADE (ANÁLISIS BANCO SABADELL)
3Q'24 vs. 3Q'23 Results Sales: € 439 M (+3.6% vs. +2.9% BS(e)); EBIT: € 95 M (+2.5% vs. +1.7% BS(e)); Net Profit: € 71 M (-9.7% vs. -5.9% BS(e)). FY2024 vs. FY2023 Results Sales: € 1.76 Bn (+4.3% vs. +4.2% BS(e)); EBIT: € 385 M (+5.2% vs. +5.0% BS(e)); Net Profit: € 308 M (+13.2% vs. +14.3% BS(e)).
- Ignacio Romero
LOGISTA: RDOS. 2024 Y CAMBIO DE P.O. AL ALZA (ANÁLISIS BANCO SABADELL)
Rdos. 4T'24 vs 4T'23: Ventas: 439 M euros (+3,6% vs +2,9% BS(e)); EBIT: 95 M euros (+2,5% vs +1,7% BS(e)); BDI: 71 M euros (-9,7% vs -5,9% BS(e)). Rdos. 2024 vs 2023: Ventas: 1.757 M euros (+4,3% vs +4,2% BS(e)); EBIT: 385 M euros (+5,2% vs +5,0% BS(e)); BDI: 308 M euros (+13,2% vs +14,3% BS(e)).
- Ignacio Romero
LOGISTA: 9M’24 RESULTS (ANÁLISIS BANCO SABADELL)
3Q'24 vs. 3Q'23 Results Economic Sales: € 451.0 M (+5.7% vs. +5.6% BS(e)); Adjusted EBIT: € 97.0 M (+7.5% vs. +7.5% BS(e)); Net Profit: € 77.0 M (+13.9% vs. +12.4% BS(e)). 9M'24 vs. 9M'23 Results Economic Sales: € 1.32 Bn (+4.6% vs. +4.5% BS(e)); Adjusted EBIT: € 290.0 M (+6.1% vs. +6.1% BS(e)); Net Profit: € 237.0 M (+22.5% vs. +22.0% BS(e)).
- Research Department
IBERIAN DAILY 25 JULY + 2Q’24 RESULTS. HIGHLIGHTS AND REST OF PREVIEWS...
NEWS SUMMARY: ACS, IAG, LOGISTA, TALGO. 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’24 results to be released over the coming days in Spain. US Technology stocks saw strong corrections It was a negative session at both sides of the Atlantic following the poor PMI data released in the euro zone and the weak results of some US companies (mainly Google and Tesla). Thus, mos...
- Research Department
INFORME DIARIO 25 JULIO + RDOS. ESPAÑA Y EUROPA 2T'24. IDEAS DESTACADA...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACS, IAG, LOGISTA, TALGO. EUROPA: DHL, KERING, SANOFI. 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’24 que se publicarán en España y Europa en los próximos días. Las tecnológicas caen fuertemente en EE.UU. Jornada negativa a ambos lados del Atlántico tras los malos datos de PMI en la Eurozona y los f...
- Research Department
INFORME DIARIO 14 MAYO + RDOS. ESPAÑA Y EUROPA 1T’24. PREVIEWS (ANÁLIS...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACS, COLONIAL, FERROVIAL, GRIFOLS, LOGISTA, NH HOTELES, UNICAJA. EUROPA: BAYER. 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’24 que se publicarán en España y Europa en los próximos días. Jornada de transición en las bolsas En una sesión sin referencias macroeconómicas y con la campaña de resultados com...
- Research Department
IBERIAN DAILY 14 MAY + 1Q’24 RESULTS. PREVIEWS (ANÁLISIS BANCO SABADEL...
NEWS SUMMARY: ACS, COLONIAL, FERROVIAL, GRIFOLS, LOGISTA, NH HOTELES, SANTANDER, TELEFÓNICA, 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 1Q’24 results to be released over the coming days in Spain. A transition session for stock markets In a session without macroeconomic references and with the earnings season being the only catalyst, most European indices (with t...
- Ignacio Romero
LOGISTA: 1H’24 RESULTS (ANÁLISIS BANCO SABADELL)
2Q'24 vs. 2Q'23 Results Economic Sales: € 441.0 M (+1.2% vs. +1.7% BS(e)); Adjusted EBIT: € 104.0 M (+4.9% vs. +1.1% BS(e)); Net Profit: € 87.0 M (+32.2% vs. +24.1% BS(e)); 1H'24 vs. 1H'23 Results Economic Sales: € 867.0 M (+4.0% vs. +4.3% BS(e)); Adjusted EBIT: € 193.0 M (+5.4% vs. +3.3% BS(e)); Net Profit: € 160.0 M (+27.2% vs. +22.9% BS(e));
- Ignacio Romero
LOGISTA: RDOS. 1S’24 (ANÁLISIS BANCO SABADELL)
Rdos. 2T'24 vs 2T'23: Ventas económicas: 441 M euros (+1,2% vs +1,7% BS(e)); EBIT ajustado: 104 M euros (+4,9% vs +1,1% BS(e)); BDI: 87 M euros (+32,2% vs +24,1% BS(e)). Rdos. 1S'24 vs 1S'23: Ventas económicas: 867 M euros (+4,0% vs +4,3% BS(e)); EBIT ajustado: 193 M euros (+5,4% vs +3,3% BS(e)); BDI: 160 M euros (+27,2% vs +22,9% BS(e)).
- Ignacio Romero
- Ignacio Romero
- Research Department
IBERIAN DAILY 03 JANUARY (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: CAF, ELECTRICITY SECTOR, LOGISTA. Mixed start for stock markets, with the peripheral segment standing out Stock markets saw a decreasing performance, dragged down by growth and some bond proxies in view of the rise in interest rates. Thus, whereas US indices saw the worst performance, the Euro STOXX50 ended with slight drops and both the Ibex and Italy’s Mib rose >+0.5%. In the STOXX 600 Telecoms, Banks and Automobiles were the best performers, whereas Technology, Retail and Cons...
- Research Department
INFORME DIARIO 03 ENERO (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: CAF, LOGISTA, SECTOR ELÉCTRICO. EUROPA: AIRBUS, DANONE. Comienzo mixto para las bolsas, pero la periferia brilla Las bolsas fueron de más a menos lastradas por el growth y algunos bond proxies ante el repunte de tipos de interés. Así, mientras los índices estadounidenses eran los que más sufrían, el Euro STOXX 50 terminaba con ligeras caídas y tanto el Ibex como el Mib italiano registraban ganancias superiores al +0,5%. En el STOXX 600, los sectores...
- Ignacio Romero
LOGISTA: FY2023 RESULTS (ANÁLISIS BANCO SABADELL)
4Q'23 vs. 4Q'22: Sales: € 423.7 M (+30.9% vs. +29.6% BS(e)); EBIT: € 92.7 M (+11.0% vs. +5.2% BS(e)); Net Profit: € 78.6 M (+39.1% vs. +8.3% BS(e)). FY2023 vs. FY2022: Sales: € 1.684 M (+36.4% vs. +36.0% BS(e)); EBIT: € 366 M (+17.3% vs. +15.8% BS(e)); Net Profit: € 272 M (+36.7% vs. +27.9% BS(e)).
- Ignacio Romero
LOGISTA: RDOS. 2023 (ANÁLISIS BANCO SABADELL)
Rdos. 4T'23 vs 4T'22: Ventas: 423,7 M euros (+30,9% vs +29,6% BS(e)); EBIT: 92,7 M euros (+11,0% vs +5,2% BS(e)); BDI: 78,6 M euros (+39,1% vs +8,3% BS(e)). Rdos. 2023 vs 2022: Ventas: 1.684 M euros (+36,4% vs +36,0% BS(e)); EBIT: 366 M euros (+17,3% vs +15,8% BS(e)); BDI: 272 M euros (+36,7% vs +27,9% BS(e)).
- Research Department
INFORME DIARIO 05 OCTUBRE (ANÁLISIS BANCO SABADELL)
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ACS, ALMIRALL, FERROVIAL, GREENING, IAG, LOGISTA, UNICAJA. EUROPA: INFORME ANUAL EURO STOXX 50. El Ibex no se anima y testea los 9.100 puntos Las bolsas cotizaron con signo mixto, intentando un rebote después del sell-off del martes donde el Ibex, a la cola de Europa acabó salvando los 9.100, en una jornada donde las rentabilidades soberanas se estabilizaron. Así, en el STOXX Media y Tecnología mostraron las mayores ganancias frente a Retail y Ene...
- Research Department
IBERIAN DAILY 05 OCTOBER (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: ACS, ALMIRALL, FERROVIAL, GREENING, IAG, LOGISTA, UNICAJA. The Ibex hovers the 9.100-point level Stock markets saw a mixed performance, trying to rally after Tuesday’s sell-off where the Ibex, being the worst performer in Europe, ended above the 9,100-point level in a session where sovereign yields stabilised. Thus, in the STOXX Media and Technology led gains vs. Retail and Energy that saw the biggest drops. On the macro side, in the euro zone, August’s retail sales dropped more t...
- Research Department
IBERIAN DAILY 04 AUGUST (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: LOGISTA, TELEFÓNICA. August starting off poorly The third day of August and the third day of losses in European equity markets. Interest rates continued to rise in the US, and the results campaign moved forward with few surprises. In the Euro STOXX, only Retail, Energy and Banks traded in positive numbers, while Technology and Utilities fell the most. On the macro side, in the euro zone the final services PMI was cut, but it remained in growth territory. In the UK, the BoE raised ...
- Research Department
INFORME DIARIO 04 AGOSTO + RDOS. EUROPA 2T’23. PREVIEWS (ANÁLISIS BANC...
COMPAÑÍAS QUE APARECEN EN EL INFORME. ESPAÑA: LOGISTA, TELEFÓNICA. 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’23 que se publicarán en Europa en los próximos días. Agosto no sienta bien a las bolsas Tercer día de agosto y tercer día de caídas en la renta variable europea. Continuó la escalada de los intereses de la deuda en EE.UU. y la temporada ...
- Ignacio Romero
LOGISTA: 9M’23 RESULTS (ANÁLISIS BANCO SABADELL)
3Q'23 vs. 3Q'22 Results Sales: € 426.5 M (+35.9% vs. +33.2% BS(e)); EBIT: € 90.2 M (+14.0% vs. +7.3% BS(e)); Net Profit: € 67.6 M (+23.8% vs. +15.8% BS(e)); 9M'23 vs. 9M'22 Results Sales: € 1.26 Bn (+38.3% vs. +37.4% BS(e)); EBIT: € 273.3 M (+19.6% vs. +17.3% BS(e)); Net Profit: € 193.4 M (+35.7% vs. +32.6% BS(e));
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