reports
- 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.
- Sinan Doganli
CLN CLARIANT AG
NK IMERYS SA
SSAB A SSAB AB CLASS A
EXE EXEL INDUSTRIES SA
MERY MERCIALYS SA
LPE LAURENT-PERRIER SA
BAMNB KONINKLIJKE BAM GROEP NV
BIG BIGBEN INTERACTIVE SA
VIS VISCOFAN S.A.
MMT METROPOLE TELEVISION SA
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
IBG IBERPAPEL GESTION S.A.
COPN COSMO PHARMACEUTICALS NV
FTG111 FLATEXDEGIRO AG
UNI UNICAJA BANCO S.A.
SMCP SMCP SA
HFG HELLOFRESH SE
NACON NACON SASU
ANTIN ANTIN INFRASTRUCTURE PARTNERS
ALLFG ALLFUNDS (UK) LTD
PLNW PLANISWARE
- Sinan Doganli
CLN CLARIANT AG
NK IMERYS SA
SSAB A SSAB AB CLASS A
EXE EXEL INDUSTRIES SA
MERY MERCIALYS SA
LPE LAURENT-PERRIER SA
BAMNB KONINKLIJKE BAM GROEP NV
BIG BIGBEN INTERACTIVE SA
VIS VISCOFAN S.A.
MMT METROPOLE TELEVISION SA
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
IBG IBERPAPEL GESTION S.A.
COPN COSMO PHARMACEUTICALS NV
FTG111 FLATEXDEGIRO AG
UNI UNICAJA BANCO S.A.
SMCP SMCP SA
MVC METROVACESA SA
HFG HELLOFRESH SE
AEDAS AEDAS HOMES SA
NACON NACON SASU
ANTIN ANTIN INFRASTRUCTURE PARTNERS
ALLFG ALLFUNDS (UK) LTD
PLNW PLANISWARE
- Benoit Valleaux
- Steven Gould
- Benoit Valleaux
- Steven Gould
- 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...
- Research Department
IBERIAN DAILY 29 APRIL + 1Q’25 RESULTS. PREVIEWS (ANÁLISIS BANCO SABAD...
NEWS SUMMARY: INDRA, INSURANCE SECTOR, METROVACESA, PUIG BRANDS, SANTANDER, UNICAJA, VISCOFAN 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. The IBEX resists despite the power outage Stock markets kicked off the week with gains, and with the IBEX close to 2008 highs after exceeding 13,400 points. In the STOXX 600, th...
- Javier Esteban
UNICAJA: RDOS. 1T’25 Y CAMBIO DE P.O. AL ALZA (ANÁLISIS BANCO SABADELL...
Rdos. 1T'25 vs 1T'24: M. Intereses: 369 M euros (-5,6% vs -6% BS(e) y -6,5% consenso); M. Bruto: 515 M euros (+11,5% vs +0,6% BS(e) y +1,6% consenso); M. Neto: 280 M euros (+18,2% vs -3% BS(e) y -1% consenso); BDI: 158 M euros (+43% vs +5,6% BS(e) y +4,7% consenso); Rdos. 1T'25 vs 4T'24: M. Intereses: 369 M euros (-3,1% vs -3,6% BS(e) y -1% consenso); M. Bruto: 515 M euros (-1,1% vs -10,8% BS(e) y -13,8% consenso); M. Neto: 280 M euros (-3,8% vs -21% BS(e) y -24,6% consenso); BDI: 158 M euros (+...
- Research Department
IBERIAN DAILY 03 MARCH (ANÁLISIS BANCO SABADELL)
NEWS SUMMARY: GRUPO CATALANA OCCIDENTE, REPSOL, TALGO, TELEFÓNICA, UNICAJA. The Ibex continues to lead Europe It was a volatile week for European stock markets, fuelled by business resuts and dragged down by D. Trump’s comments about the implementation of 25% tariffs to Europe. The Ibex climbed around +3.0% last week, exceeding 13,300 points. Thus, in the STOXX 600, Banks and Insurance were the best performers last week vs. Media and Technology that posted the biggest drops. On the macro side,...
- Research Department
INFORME DIARIO 03 MARZO + RDOS. EUROPA 4T’24. PREVIEWS (ANÁLISIS BANCO...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: GRUPO CATALANA OCCIDENTE, REPSOL, TALGO, TELEFÓNICA, UNICAJA. EUROPA: SCHNEIDER ELECTRIC, SIEMENS. 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 liderando en Europa Semana volátil en las bolsas europeas, impulsadas por los resul...
- Research Department
INFORME DIARIO 06 FEBRERO + RDOS. ESPAÑA Y EUROPA 4T’24. PREVIEWS (ANÁ...
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 comentari...
- Emna Ben Bdira
- Markus Remis
- Maxime Kogge
MT ARCELORMITTAL SA
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
APAML APERAM SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
OUT1V OUTOKUMPU OYJ
SSAB A SSAB AB CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
SCR SCOR SE
SZG SALZGITTER AG
TYRES NOKIAN RENKAAT OYJ
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
VOE VOESTALPINE AG
ACX ACERINOX SA
BON BONDUELLE SCA
ERA ERAMET SA
01913 PRADA S.P.A.
NDA AURUBIS AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
MONC MONCLER SPA
EDR EDREAMS ODIGEO SA
WAF SILTRONIC AG
MELE MELEXIS NV
FYB FORMYCON AG
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
RIO RIO TINTO PLC
UNI UNICAJA BANCO S.A.
BHP BHP GROUP LTD
ALFEN ALFEN NV
GRE GRENERGY RENOVABLES
TOM2 TOMTOM NV
FSNT FASHIONETTE AG
- Emna Ben Bdira
- Markus Remis
- Maxime Kogge
MT ARCELORMITTAL SA
BEKB BEKAERT SA
AAL ANGLO AMERICAN PLC
APAML APERAM SA
MC LVMH MOET HENNESSY LOUIS VUITTON SE
OUT1V OUTOKUMPU OYJ
SSAB A SSAB AB CLASS A
UHR SWATCH GROUP LTD. BEARER
RMS HERMES INTERNATIONAL SCA
SCR SCOR SE
SZG SALZGITTER AG
TYRES NOKIAN RENKAAT OYJ
EL ESSILORLUXOTTICA SA
BRBY BURBERRY GROUP PLC
KER KERING SA
VOE VOESTALPINE AG
ACX ACERINOX SA
BON BONDUELLE SCA
ERA ERAMET SA
01913 PRADA S.P.A.
NDA AURUBIS AG
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
MONC MONCLER SPA
EDR EDREAMS ODIGEO SA
WAF SILTRONIC AG
MELE MELEXIS NV
FYB FORMYCON AG
BC BRUNELLO CUCINELLI S.P.A.
CFR COMPAGNIE FINANCIERE RICHEMONT SA
RIO RIO TINTO PLC
UNI UNICAJA BANCO S.A.
BHP BHP GROUP LTD
ALFEN ALFEN NV
GRE GRENERGY RENOVABLES
TOM2 TOMTOM NV
FSNT FASHIONETTE AG
- Benoit Valleaux
- Steven Gould
- Benoit Valleaux
- Steven Gould
- Javier Esteban
UNICAJA: 4Q’24 RESULTS AND 2027 STRATEGIC PLAN (ANÁLISIS BANCO SABADEL...
4Q'24 vs. 4Q'23: NII: € 381 M (+0.1% vs. -9.2% BS(e) and -3.5% consensus); Total Revenues: € 521 M (+17.9% vs. +8.1% BS(e) and +12.9% consensus); Operating Income: € 291 M (+19.6% vs. +11.3% BS(e) and +18.7% consensus); Net Profit: € 122 M (vs. € -19 M in 4Q’23; € 131 M BS(e) and € 141 M consensus). 4Q'24 vs. 3Q'24: NII: € 381 M (-0.8% vs. -10% BS(e) and -4.4% consensus); Total Revenues: € 521 M (+1.4% vs. -7% BS(e) and -2.9% consensus); Operating Income: € 291 M (+1.9% vs. -12.5% BS(e) and -6.7...
- Javier Esteban
UNICAJA: RDOS. 4T’24 Y PLAN ESTRATÉGICO A 2027 (ANÁLISIS BANCO SABADEL...
Rdos. 4T'24 vs 4T'23: M. Intereses: 381 M euros (+0,1% vs -9,2% BS(e) y -3,5% consenso); M. Bruto: 521 M euros (+17,9% vs +8,1% BS(e) y +12,9% consenso); M. Neto: 291 M euros (+19,6% vs +11,3% BS(e) y +18,7% consenso); BDI: 122 M euros (vs -19 M euros en 4T’23; 131 M euros BS(e) y 141 M euros consenso). Rdos. 4T'24 vs 3T'24: M. Intereses: 381 M euros (-0,8% vs --10% BS(e) y -4,4% consenso); M. Bruto: 521 M euros (+1,4% vs -7% BS(e) y -2,+9% consenso); M. Neto: 291 M euros (+1,9% vs -12,5% BS(e)...
- Research Department
INFORME DIARIO 04 FEBRERO + RDOS. ESPAÑA Y EUROPA 4T’24. PREVIEWS (ANÁ...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: UNICAJA. EUROPA: AIRBUS, ING GROEP. 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. Máxima volatilidad en los mercados Tras un inicio muy negativo, las Bolsas europeas recuperaron terreno tras el anuncio de retraso de un mes en los aranceles i...
- Research Department
IBERIAN DAILY 04 FEBRUARY + 4Q’24 RESULTS. PREVIEWS (ANÁLISIS BANCO SA...
NEWS SUMMARY: 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 4Q’24 results to be released over the coming days in Spain. Extreme volatility on stock markets Following a negative opening bell, European stock markets recovered ground after the announcement of a one-month postponement in the tariffs imposed to Mexico and Canada (in exchange for concessions in borders an...
- Research Department
IBERIAN DAILY 03 FEBRUARY + 4Q'24 RESULTS. PREVIEWS (ANÁLISIS BANCO SA...
NEWS SUMMARY: INDRA, NATURGY, OHLA, REDEIA, SANTANDER, 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 4Q’24 results to be released over the coming days in Spain. European stock markets recover from DeepSeek’s setback and end with gains Despite the initial corrections seen last Friday, European stock markets ended with gains last week, with the Ibex climbing >+3.0% abo...
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